Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 124 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.24 and the average weighting 0.1%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$18,675
-93.8%
833
-91.1%
0.00%
-96.2%
Q1 2021$302,000
+145.5%
9,334
+126.3%
0.03%
+36.8%
Q3 2018$123,0004,1240.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3,523,192$117,040,0006.12%
Karp Capital Management Corp 317,047$10,532,0001.56%
First Citizens Financial Corp 31,319$1,040,0000.79%
Planned Solutions, Inc. 33,909$1,126,0000.78%
Orion Portfolio Solutions, LLC 419,968$13,951,0000.55%
Sierra Capital LLC 83,791$2,784,0000.52%
Signature Wealth Management Partners, LLC 8,495$282,0000.26%
Family Firm, Inc. 27,583$916,0000.25%
Lumature Wealth Partners, LLC 18,025$599,0000.25%
WINTRUST INVESTMENTS LLC 67,759$2,251,0000.23%
View complete list of ISHARES TR shareholders