Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 182 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$235,905
-31.7%
1,184
-30.5%
0.01%
-38.1%
Q4 2022$345,604
+20.8%
1,704
+7.0%
0.02%
+10.5%
Q3 2022$286,000
-7.7%
1,592
+0.3%
0.02%
-9.5%
Q2 2022$310,000
+1.6%
1,588
+4.2%
0.02%
+16.7%
Q1 2022$305,000
+53.3%
1,524
+53.3%
0.02%
+50.0%
Q4 2021$199,000
-13.5%
994
-22.3%
0.01%
-25.0%
Q3 2021$230,000
-96.4%
1,280
-96.3%
0.02%
-96.5%
Q2 2021$6,440,000
+48.1%
35,022
+42.6%
0.46%
+24.5%
Q1 2021$4,348,00024,5670.37%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders