Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 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 Q3 2023
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders