Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 153 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$316,248
-25.4%
2,922
-26.7%
0.02%
-34.6%
Q4 2022$424,017
-46.6%
3,984
-46.6%
0.03%
-51.9%
Q3 2022$794,000
-10.4%
7,455
-7.5%
0.05%
-8.5%
Q2 2022$886,000
-25.5%
8,060
-23.9%
0.06%
-18.1%
Q1 2022$1,190,000
-70.1%
10,598
-68.8%
0.07%
-71.0%
Q4 2021$3,977,000
-6.6%
33,941
-5.6%
0.25%
-14.5%
Q3 2021$4,258,000
-5.3%
35,940
-5.4%
0.29%
-10.2%
Q2 2021$4,495,000
+659.3%
37,975
+655.4%
0.32%
+533.3%
Q1 2021$592,000
+136.8%
5,027
+140.4%
0.05%
+131.8%
Q4 2020$250,000
+76.1%
2,091
+70.4%
0.02%
+22.2%
Q4 2019$142,000
+6.8%
1,227
+7.3%
0.02%
-18.2%
Q3 2019$133,0001,1430.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
B. Riley Wealth Advisors, Inc. 25,180$2,836,0000.58%
Ashfield Capital Partners, LLC 47,202$5,316,0000.52%
Rehmann Capital Advisory Group 24,682$2,780,0000.51%
BANK HAPOALIM BM 16,745$1,886,0000.50%
CETERA INVESTMENT MANAGEMENT LLC 5,769$650,0000.49%
Zions Bancorporation 22,690$2,556,0000.45%
Charles Schwab Investment Advisory, Inc. 502,802$56,625,0000.39%
Exchange Capital Management, Inc. 7,522$847,0000.32%
Sigma Planning Corp 21,903$2,467,0000.27%
AT Bancorp 14,026$1,580,0000.21%
View complete list of ISHARES TR shareholders