Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$75,456
-14.6%
722
-11.8%
0.00%
-20.0%
Q4 2022$88,313
-32.6%
819
-35.2%
0.01%
-44.4%
Q3 2022$131,000
-5.1%
1,263
-4.8%
0.01%0.0%
Q2 2022$138,000
-16.4%
1,327
+3.8%
0.01%
-10.0%
Q1 2022$165,0001,2790.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Efficient Advisors, LLC 247,995$16,985,0004.36%
Kovack Advisors, Inc. 11,923$817,0004.20%
HBK Sorce Advisory LLC 104,119$7,131,0002.95%
Connective Capital Management, LLC 30,839$2,112,0002.94%
TELEMUS CAPITAL, LLC 142,713$9,774,0002.90%
MONROE BANK & TRUST/MI 90,032$6,166,0002.54%
BOK Financial Private Wealth, Inc. 142,218$9,741,0001.96%
QS Investors, LLC 556,260$38,020,0001.64%
TOTH FINANCIAL ADVISORY CORP 48,736$3,338,0001.56%
Twele Capital Management, Inc. 67,572$4,628,0001.51%
View complete list of ISHARES TR shareholders