Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 171 filers reported holding ISHARES TR in Q1 2021. 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$869,137
+3.4%
8,685
-3.5%
0.05%
-7.8%
Q4 2022$840,633
+7.5%
8,996
+0.9%
0.05%
-3.8%
Q3 2022$782,000
-5.1%
8,9190.0%0.05%
-3.6%
Q2 2022$824,000
-16.8%
8,919
+0.3%
0.06%
-8.3%
Q1 2022$990,000
-2.2%
8,894
+3.6%
0.06%
-4.8%
Q4 2021$1,012,000
+9.9%
8,586
+0.6%
0.06%0.0%
Q3 2021$921,000
+7.3%
8,536
+7.5%
0.06%
+1.6%
Q2 2021$858,000
+11.4%
7,943
+3.1%
0.06%
-6.1%
Q1 2021$770,000
+6.5%
7,706
+0.5%
0.07%
+1.5%
Q4 2020$723,0007,6690.06%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 36,576$4,262,2242.11%
Capital Investment Advisors, LLC 3,282$382,4600.01%
Anchor Investment Management, LLC 257$29,9480.00%
ST GERMAIN D J CO INC 364$42,4170.00%
COUNTRY TRUST BANK 54$6,2930.00%
View complete list of ISHARES TR shareholders