Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,385,812
+149.1%
19,183
+146.5%
0.14%
+380.0%
Q1 2023$556,423
-7.6%
7,781
-11.7%
0.03%
-16.7%
Q4 2022$602,028
+89.3%
8,814
+74.3%
0.04%
+71.4%
Q3 2022$318,000
+63.9%
5,057
+66.3%
0.02%
+61.5%
Q2 2022$194,000
-7.2%
3,040
+12.2%
0.01%0.0%
Q1 2022$209,000
-31.9%
2,709
-24.9%
0.01%
-31.6%
Q4 2021$307,000
+192.4%
3,607
+147.2%
0.02%
+111.1%
Q4 2020$105,000
-82.9%
1,459
-54.5%
0.01%
-94.2%
Q4 2018$613,000
-14.0%
3,204
+4.7%
0.16%
+37.2%
Q3 2018$713,0003,0610.11%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders