Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 177 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.05 and the average weighting 0.1%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$174,408
-16.7%
3,986
-11.5%
0.01%
-30.8%
Q4 2022$209,388
+3.7%
4,504
-12.4%
0.01%
-7.1%
Q3 2022$202,000
+13.5%
5,144
+10.1%
0.01%
+16.7%
Q2 2022$178,000
-35.3%
4,673
-30.8%
0.01%
-29.4%
Q1 2022$275,000
-41.2%
6,749
-56.6%
0.02%
-41.4%
Q4 2021$468,000
+111.8%
15,552
+99.1%
0.03%
+93.3%
Q3 2021$221,000
+27.0%
7,813
+30.8%
0.02%
+15.4%
Q2 2021$174,000
+6.1%
5,973
-4.4%
0.01%
-7.1%
Q1 2021$164,000
+21.5%
6,246
-6.1%
0.01%
+16.7%
Q4 2020$135,000
-40.0%
6,652
-53.7%
0.01%
-20.0%
Q3 2020$225,000
+53.1%
14,377
+96.2%
0.02%
-21.1%
Q2 2020$147,000
+33.6%
7,329
+2.2%
0.02%0.0%
Q1 2020$110,000
-48.4%
7,168
+7.9%
0.02%
-29.6%
Q4 2019$213,000
+8.7%
6,643
+7.9%
0.03%
-15.6%
Q3 2019$196,000
-6.2%
6,158
+1.4%
0.03%
-22.0%
Q2 2019$209,0006,0740.04%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
AMG National Trust Bank 568,441$29,297,0003.04%
Madden Advisory Services, Inc. 101,962$5,255,0002.73%
STRINGER ASSET MANAGEMENT, LLC 15,957$822,0001.20%
Atria Investments, Inc 190,047$9,795,0001.00%
Stillwater Capital Advisors, LLC 42,362$2,183,0000.73%
Noven Financial Group, Inc. 19,436$1,002,0000.73%
ACG Wealth 47,473$2,447,0000.69%
Winslow, Evans & Crocker, Inc. 32,172$1,658,074,0000.48%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 457,882$23,599,0000.41%
Pinnacle Summer Investments, Inc. 68,468$3,529,0000.39%
View complete list of ISHARES TR shareholders