Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 77 filers reported holding ISHARES TR in Q4 2020. 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$112,667
-25.3%
1,574
-24.1%
0.01%
-33.3%
Q4 2022$150,867
-29.8%
2,074
-36.9%
0.01%
-40.0%
Q3 2022$215,000
-18.9%
3,289
-7.5%
0.02%
-16.7%
Q2 2022$265,000
-35.2%
3,554
-22.5%
0.02%
-28.0%
Q1 2022$409,000
-63.4%
4,585
-62.3%
0.02%
-64.3%
Q4 2021$1,118,000
+3.7%
12,151
-4.2%
0.07%
-4.1%
Q3 2021$1,078,000
-4.0%
12,682
-1.9%
0.07%
-9.9%
Q2 2021$1,123,000
+939.8%
12,934
+923.3%
0.08%
+800.0%
Q1 2021$108,000
-6.1%
1,264
-12.6%
0.01%
-10.0%
Q4 2020$115,0001,4470.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 190,735$14,118,1803.94%
Boston Standard Wealth Management, LLC 71,957$5,326,0001.41%
Alhambra Investment Management LLC 20,718$1,533,5461.01%
Independent Family Office, LLC 15,442$1,143,0170.71%
ECLECTIC ASSOCIATES INC /ADV 13,238$979,8700.50%
OARSMAN CAPITAL, INC. 6,607$489,0500.20%
GUARDIAN CAPITAL ADVISORS LP 22,830$1,706,3140.19%
BAROMETER CAPITAL MANAGEMENT INC. 6,300$466,3260.15%
Matrix Trust Co 4,752$3520.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,758$500,2100.09%
View complete list of ISHARES TR shareholders