Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 284 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$484,733
+25.2%
10,311
+31.1%
0.05%
+22.0%
Q2 2023$387,129
-20.3%
7,865
-21.0%
0.04%
+57.7%
Q1 2023$485,464
+7.2%
9,9540.0%0.03%
-3.7%
Q4 2022$452,914
+47.0%
9,954
+29.5%
0.03%
+28.6%
Q3 2022$308,000
-11.0%
7,6870.0%0.02%
-8.7%
Q2 2022$346,000
+33.1%
7,687
+54.5%
0.02%
+43.8%
Q1 2022$260,000
-1.9%
4,974
+4.2%
0.02%
-5.9%
Q4 2021$265,000
+2.3%
4,774
+2.2%
0.02%
-5.6%
Q3 2021$259,000
-3.7%
4,6720.0%0.02%
-5.3%
Q2 2021$269,000
+25.7%
4,672
+20.7%
0.02%
+5.6%
Q1 2021$214,000
+12.0%
3,872
+7.6%
0.02%
+5.9%
Q4 2020$191,000
-36.8%
3,600
-50.0%
0.02%
-19.0%
Q3 2020$302,000
+57.3%
7,200
+62.3%
0.02%
-16.0%
Q2 2020$192,000
+41.2%
4,436
+23.2%
0.02%
+4.2%
Q1 2020$136,000
-18.6%
3,600
+5.9%
0.02%
+14.3%
Q4 2019$167,000
+21.0%
3,400
+13.3%
0.02%
-4.5%
Q3 2019$138,000
-1.4%
3,0000.0%0.02%
-21.4%
Q2 2019$140,0003,0000.03%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Dentgroup LLC 122,945$6,275,0985.57%
VERITY Wealth Advisors 57,024$2,910,4832.50%
Capital Investment Advisors, LLC 516,772$26,376,0350.66%
Apella Capital, LLC 116,894$5,862,2560.33%
MASSMUTUAL TRUST CO FSB/ADV 50,567$2,580,9400.09%
Lowe Wealth Advisors, LLC 887$45,2720.02%
Versant Capital Management, Inc 224$11,4330.00%
View complete list of ISHARES TR shareholders