Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,124,745
-21.6%
23,190
-8.7%
0.12%
-23.7%
Q2 2023$1,434,344
-43.5%
25,404
-45.9%
0.15%
+10.9%
Q1 2023$2,536,820
-7.6%
46,996
-10.1%
0.14%
-17.5%
Q4 2022$2,746,828
+33.7%
52,251
+19.9%
0.17%
+19.4%
Q3 2022$2,055,000
-7.3%
43,568
-0.9%
0.14%
-6.7%
Q2 2022$2,216,000
-16.8%
43,951
+0.6%
0.15%
-7.5%
Q1 2022$2,664,000
+4.3%
43,705
+12.6%
0.16%
+1.3%
Q4 2021$2,555,000
+38.0%
38,814
+31.6%
0.16%
+26.2%
Q3 2021$1,852,000
+11.2%
29,483
+539.1%
0.13%
+5.0%
Q2 2021$1,666,000
-7.0%
4,613
-14.9%
0.12%
-21.6%
Q1 2021$1,792,000
-1.6%
5,421
-2.6%
0.15%
-6.7%
Q4 2020$1,822,000
-19.6%
5,565
-33.6%
0.16%
+6.5%
Q3 2020$2,267,000
+49.9%
8,387
+46.8%
0.15%
-21.4%
Q2 2020$1,512,000
+103.0%
5,712
+72.8%
0.20%
+50.8%
Q1 2020$745,000
+7.0%
3,305
+25.5%
0.13%
+47.7%
Q4 2019$696,000
+31.8%
2,633
+23.4%
0.09%
+3.5%
Q3 2019$528,000
+127.6%
2,134
+121.6%
0.08%
+84.8%
Q2 2019$232,000
+55.7%
963
+47.0%
0.05%
+91.7%
Q3 2018$149,0006550.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders