Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 945 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 11.98 and the average weighting 0.6%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$628,493
+62.7%
20,845
+66.9%
0.06%
+58.5%
Q2 2023$386,323
-51.3%
12,490
-50.9%
0.04%
-4.7%
Q1 2023$793,711
-31.0%
25,424
-32.5%
0.04%
-38.6%
Q4 2022$1,150,671
-56.6%
37,689
-55.0%
0.07%
-60.9%
Q3 2022$2,652,000
+45.2%
83,731
+50.8%
0.18%
+46.7%
Q2 2022$1,826,000
-13.9%
55,521
-4.7%
0.12%
-5.4%
Q1 2022$2,121,000
+16.0%
58,247
+25.6%
0.13%
+13.2%
Q4 2021$1,829,000
-1.6%
46,371
-3.2%
0.11%
-10.2%
Q3 2021$1,858,000
-10.1%
47,880
-8.9%
0.13%
-14.8%
Q2 2021$2,067,000
+0.5%
52,563
-1.9%
0.15%
-15.3%
Q1 2021$2,057,000
-2.3%
53,573
-2.0%
0.18%
-6.9%
Q4 2020$2,105,000
-37.7%
54,648
-44.5%
0.19%
-17.8%
Q3 2020$3,377,000
+117.0%
98,466
+119.4%
0.23%
+14.4%
Q2 2020$1,556,000
+6.5%
44,888
-2.2%
0.20%
-21.5%
Q1 2020$1,461,000
-38.6%
45,890
-27.5%
0.26%
-15.2%
Q4 2019$2,380,000
+17.1%
63,316
+16.9%
0.30%
-8.2%
Q3 2019$2,032,000
+41.5%
54,146
+39.0%
0.33%
+16.7%
Q2 2019$1,436,000
+53.7%
38,967
+42.8%
0.28%
+19.0%
Q4 2018$934,000
-58.4%
27,284
-54.9%
0.24%
-33.2%
Q3 2018$2,246,000
+46.3%
60,513
+48.6%
0.36%
-17.2%
Q2 2018$1,535,000
+48.0%
40,715
+47.5%
0.43%
+42.1%
Q1 2018$1,037,000
-25.3%
27,610
-24.3%
0.30%
-0.7%
Q4 2017$1,388,000
-24.3%
36,468
-22.8%
0.30%
-29.1%
Q3 2017$1,834,00047,2650.43%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders