Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 219 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.08 and the average weighting 0.2%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$235,480
+13.9%
3,310
+20.8%
0.01%
+8.3%
Q4 2022$206,743
+36.9%
2,740
+22.9%
0.01%
+20.0%
Q3 2022$151,000
-3.2%
2,229
+0.4%
0.01%0.0%
Q2 2022$156,000
-24.6%
2,220
-9.6%
0.01%
-23.1%
Q1 2022$207,0000.0%2,456
+2.6%
0.01%0.0%
Q4 2021$207,000
+5.1%
2,394
+0.3%
0.01%0.0%
Q3 2021$197,000
+3.7%
2,388
+2.1%
0.01%
-7.1%
Q2 2021$190,000
+4.4%
2,340
-3.5%
0.01%
-12.5%
Q1 2021$182,000
+12.3%
2,426
+0.2%
0.02%
+6.7%
Q4 2020$162,000
-41.1%
2,420
-7.2%
0.02%
-21.1%
Q3 2020$275,000
+89.7%
2,608
+97.4%
0.02%0.0%
Q2 2020$145,000
+16.0%
1,321
+3.0%
0.02%
-13.6%
Q1 2020$125,000
-24.7%
1,282
+6.3%
0.02%
+4.8%
Q4 2019$166,000
+14.5%
1,206
+6.8%
0.02%
-8.7%
Q3 2019$145,000
+2.1%
1,129
+0.2%
0.02%
-17.9%
Q2 2019$142,000
-43.2%
1,127
-46.2%
0.03%
-49.1%
Q4 2017$250,0002,0950.06%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Hamilton Wealth, LLC 56,640$6,691,0005.30%
Stillwater Capital Advisors, LLC 99,954$11,808,0002.57%
Somerset Group LLC 20,983$2,479,0002.08%
CIM, LLC 40,330$4,764,0001.75%
Madden Advisory Services, Inc. 24,876$2,938,0001.57%
PETTYJOHN, WOOD & WHITE, INC 31,715$3,746,0001.22%
PATTEN & PATTEN INC/TN 84,421$9,973,0001.09%
Pettinga Financial Advisors LLC 15,520$1,833,0000.98%
AFT, FORSYTH & COMPANY, INC. 7,913$935,0000.81%
DAGCO, INC. 5,500$650,0000.70%
View complete list of ISHARES TR shareholders