Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 237 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 32.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$5,769
+4.8%
850.0%0.00%
Q4 2022$5,507
-98.1%
85
-97.5%
0.00%
-100.0%
Q4 2021$283,000
-4.4%
3,416
-2.0%
0.02%
-10.0%
Q3 2021$296,000
-15.4%
3,484
-5.8%
0.02%
-20.0%
Q2 2021$350,000
+10.8%
3,699
+8.6%
0.02%
-7.4%
Q1 2021$316,000
+41.7%
3,407
+36.7%
0.03%
+35.0%
Q4 2020$223,000
+116.5%
2,492
+87.5%
0.02%
+185.7%
Q3 2020$103,0001,3290.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Core Wealth Advisors, Inc. 85,751$7,946,0007.01%
Analyst IMS Investment Management Services Ltd. 464,011$42,995,0005.76%
Accredited Investors Inc. 404,533$37,484,0005.02%
Granby Capital Management, LLC 75,000$6,950,0004.94%
H&H Retirement Design & Management INC 86,856$8,100,0004.87%
Strategic Point Investment Advisors, LLC 190,015$17,607,0004.66%
OLD MISSION CAPITAL LLC 837,442$77,597,0004.32%
Riggs Asset Managment Co. Inc. 136,281$12,628,0003.83%
WestEnd Advisors, LLC 958,882$88,850,006,0003.56%
LFA - Lugano Financial Advisors SA 52,159$4,833,0003.38%
View complete list of ISHARES TR shareholders