Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 290 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$503,776
-4.6%
1,845
-0.9%
0.03%
-15.6%
Q4 2022$527,970
+12.1%
1,861
-0.1%
0.03%0.0%
Q3 2022$471,000
-1.3%
1,862
+5.3%
0.03%0.0%
Q2 2022$477,000
-19.2%
1,769
-13.5%
0.03%
-11.1%
Q1 2022$590,000
-5.0%
2,045
-1.0%
0.04%
-7.7%
Q4 2021$621,000
+6.5%
2,065
-2.2%
0.04%
-2.5%
Q3 2021$583,000
+7.6%
2,112
+6.2%
0.04%
+2.6%
Q2 2021$542,000
+8.6%
1,988
+0.7%
0.04%
-9.3%
Q1 2021$499,000
-1.8%
1,975
-4.4%
0.04%
-6.5%
Q4 2020$508,000
-33.5%
2,065
-44.0%
0.05%
-11.5%
Q3 2020$764,000
+96.4%
3,688
+104.4%
0.05%
+4.0%
Q2 2020$389,000
+10.2%
1,804
-3.9%
0.05%
-19.4%
Q1 2020$353,000
-10.6%
1,878
+2.5%
0.06%
+24.0%
Q4 2019$395,000
+10.0%
1,833
-3.5%
0.05%
-13.8%
Q3 2019$359,000
-7.2%
1,900
-4.0%
0.06%
-23.7%
Q2 2019$387,000
-4.2%
1,980
-11.5%
0.08%
-25.5%
Q4 2018$404,000
-20.9%
2,237
-11.2%
0.10%
+25.9%
Q3 2018$511,000
+24.0%
2,520
+6.5%
0.08%
-10.0%
Q4 2017$412,000
+34.2%
2,367
+32.4%
0.09%
+25.0%
Q3 2017$307,0001,7880.07%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders