Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 330 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.96 and the average weighting 0.4%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$405,242
-5.9%
3,824
+3.6%
0.04%
-8.7%
Q2 2023$430,858
-82.0%
3,692
-82.2%
0.05%
-64.3%
Q1 2023$2,392,047
+95.7%
20,786
+90.3%
0.13%
+74.3%
Q4 2022$1,222,001
+5.8%
10,924
-13.8%
0.07%
-5.1%
Q3 2022$1,155,000
-10.5%
12,667
-2.6%
0.08%
-9.3%
Q2 2022$1,290,000
-14.3%
13,001
-4.4%
0.09%
-5.5%
Q1 2022$1,506,000
+1.1%
13,600
-6.2%
0.09%
-2.2%
Q4 2021$1,489,000
-4.9%
14,494
-3.4%
0.09%
-13.1%
Q3 2021$1,565,000
-6.4%
15,011
-1.7%
0.11%
-10.8%
Q2 2021$1,672,000
+0.9%
15,266
-4.1%
0.12%
-15.5%
Q1 2021$1,657,000
-0.7%
15,912
-9.7%
0.14%
-5.3%
Q4 2020$1,668,000
-33.3%
17,613
+6.5%
0.15%
-11.8%
Q3 2020$2,499,000
+77.2%
16,542
+93.1%
0.17%
-7.1%
Q2 2020$1,410,000
+17.7%
8,565
+2.9%
0.18%
-12.9%
Q1 2020$1,198,000
-42.2%
8,326
-10.8%
0.21%
-20.2%
Q4 2019$2,073,0000.0%9,334
+1.2%
0.26%
-21.5%
Q3 2019$2,073,000
+13.8%
9,225
+8.5%
0.34%
-6.4%
Q2 2019$1,822,000
+32.8%
8,503
+7.1%
0.36%
+2.9%
Q4 2018$1,372,000
-14.2%
7,938
+7.5%
0.35%
+37.5%
Q3 2018$1,599,000
+162.1%
7,386
+133.1%
0.25%
+48.8%
Q2 2018$610,000
-19.6%
3,168
-17.3%
0.17%
-23.1%
Q1 2018$759,000
-58.2%
3,833
-60.3%
0.22%
-44.3%
Q4 2017$1,814,000
+34.7%
9,643
+27.5%
0.40%
+26.0%
Q3 2017$1,347,0007,5650.32%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders