Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 349 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$79,939
+0.4%
1,025
-7.6%
0.00%
-20.0%
Q4 2022$79,615
-21.9%
1,109
-22.2%
0.01%
-28.6%
Q2 2022$102,000
-1.0%
1,425
-1.6%
0.01%
-22.2%
Q4 2020$103,0001,4480.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
WIN ADVISORS, INC 254,829$22,073,0005.80%
First Affirmative Financial Network 55,175$4,779,0004.58%
HILL ISLAND FINANCIAL LLC 137,447$11,906,0004.38%
Laurel Wealth Planning LLC 72,856$6,311,0004.26%
Prostatis Group LLC 51,616$4,471,0103.58%
Financial Insights, Inc. 38,100$3,300,0003.03%
Mascoma Wealth Management LLC 102,278$8,859,0002.82%
One Capital Management, LLC 525,489$45,516,0002.41%
Cribstone Capital Management, LLC 44,370$3,843,0002.10%
McClarren Financial Advisors, Inc. 30,766$2,664,0001.93%
View complete list of ISHARES TR shareholders