Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 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 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders