Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 152 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$351,127
+4.1%
3,506
+0.2%
0.02%
-5.0%
Q4 2022$337,457
+14.4%
3,499
-0.7%
0.02%0.0%
Q3 2022$295,000
+17.5%
3,524
+23.7%
0.02%
+17.6%
Q2 2022$251,000
-16.1%
2,848
+0.2%
0.02%
-5.6%
Q1 2022$299,000
-20.5%
2,843
-14.9%
0.02%
-21.7%
Q4 2021$376,000
+1.9%
3,339
-3.1%
0.02%
-8.0%
Q3 2021$369,000
-2.9%
3,446
+0.7%
0.02%
-7.4%
Q2 2021$380,000
+4.4%
3,421
-0.7%
0.03%
-12.9%
Q1 2021$364,000
+24.2%
3,445
+14.0%
0.03%
+19.2%
Q4 2020$293,000
-29.6%
3,022
+4.0%
0.03%
-7.1%
Q3 2020$416,000
+98.1%
2,905
+108.5%
0.03%
+3.7%
Q2 2020$210,000
+5.0%
1,393
-13.6%
0.03%
-22.9%
Q1 2020$200,000
-44.8%
1,613
-25.3%
0.04%
-23.9%
Q4 2019$362,000
+4.3%
2,160
-1.2%
0.05%
-17.9%
Q3 2019$347,000
+0.6%
2,186
+0.2%
0.06%
-17.6%
Q2 2019$345,000
+49.4%
2,182
+21.5%
0.07%
+15.3%
Q4 2018$231,000
-0.9%
1,796
+20.5%
0.06%
+59.5%
Q3 2018$233,000
-37.9%
1,491
-44.9%
0.04%
-58.0%
Q3 2017$375,0002,7060.09%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 41,024$4,325,0003.15%
First Citizens Financial Corp 38,005$4,007,0003.01%
MinichMacGregor Wealth Management, LLC 82,130$8,658,0002.77%
Modus Advisors, LLC 43,822$4,620,0002.03%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,321,0001.92%
NEIRG Wealth Management, LLC 83,210$8,773,0001.72%
Kesler, Norman & Wride, LLC 67,194$7,084,0001.58%
Rainsberger Wealth Advisors, Inc. 19,819$2,089,0001.34%
PLANNING DIRECTIONS INC 15,360$1,619,0001.14%
EUDAIMONIA ADVISORS LLC 16,900$1,782,0001.02%
View complete list of ISHARES TR shareholders