Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 393 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$335,188
+4.7%
969
-7.7%
0.04%
+105.9%
Q1 2023$320,015
+2.8%
1,050
-13.7%
0.02%
-10.5%
Q4 2022$311,181
-54.4%
1,216
-55.4%
0.02%
-58.7%
Q3 2022$682,000
+116.5%
2,727
+132.9%
0.05%
+119.0%
Q2 2022$315,000
-59.5%
1,171
-48.0%
0.02%
-55.3%
Q1 2022$777,000
-38.0%
2,252
-28.5%
0.05%
-39.7%
Q4 2021$1,253,000
-3.3%
3,151
-2.9%
0.08%
-11.4%
Q3 2021$1,296,000
+68.5%
3,245
+64.6%
0.09%
+60.0%
Q2 2021$769,000
+92.7%
1,971
+68.6%
0.06%
+61.8%
Q1 2021$399,000
-65.3%
1,169
-64.0%
0.03%
-67.0%
Q4 2020$1,150,000
-33.0%
3,247
-52.1%
0.10%
-12.0%
Q3 2020$1,716,000
+82.0%
6,783
+104.5%
0.12%
-4.1%
Q2 2020$943,000
+14.9%
3,317
-15.1%
0.12%
-15.3%
Q1 2020$821,000
+208.6%
3,906
+242.3%
0.14%
+323.5%
Q4 2019$266,000
+12.7%
1,141
+2.2%
0.03%
-10.5%
Q3 2019$236,000
-0.4%
1,116
+2.8%
0.04%
-19.1%
Q2 2019$237,0001,0860.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders