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 Q4 2019. The put-call ratio across all filers is 0.39 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 Q4 2019
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 81,039$3,109,0003.66%
AMG National Trust Bank 634,768$24,350,0002.18%
ALLSTATE CORP 564,800$21,666,0001.42%
INVESTMENT PARTNERS, LTD. 25,850$992,0000.99%
Round Table Services, LLC 38,148$1,463,0000.82%
Stillwater Capital Advisors, LLC 71,745$2,752,0000.82%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 44,921$1,723,0000.81%
CETERA INVESTMENT MANAGEMENT LLC 35,319$1,355,0000.80%
Archford Capital Strategies, LLC 38,774$1,487,0000.78%
GRIMES & COMPANY, INC. 106,883$4,100,0000.55%
View complete list of ISHARES TR shareholders