Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 154 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$376,527
+2.8%
7,187
-2.3%
0.02%
-9.1%
Q4 2022$366,305
+2.9%
7,357
-0.2%
0.02%
-8.3%
Q3 2022$356,000
-13.0%
7,372
-4.0%
0.02%
-11.1%
Q2 2022$409,000
-23.4%
7,680
-11.6%
0.03%
-15.6%
Q1 2022$534,000
-11.4%
8,692
+0.3%
0.03%
-15.8%
Q4 2021$603,000
+0.5%
8,6650.0%0.04%
-7.3%
Q3 2021$600,000
-38.3%
8,665
-37.5%
0.04%
-41.4%
Q2 2021$973,000
-31.3%
13,856
-34.8%
0.07%
-42.1%
Q1 2021$1,417,000
+198.9%
21,253
+227.6%
0.12%
+181.4%
Q4 2020$474,000
-50.2%
6,487
-54.5%
0.04%
-33.8%
Q3 2020$951,000
+73.5%
14,252
+82.3%
0.06%
-8.5%
Q2 2020$548,000
+10.9%
7,818
+0.7%
0.07%
-18.4%
Q1 2020$494,000
+13.8%
7,765
+19.1%
0.09%
+58.2%
Q4 2019$434,0006,5170.06%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 1,214,973$81,002,00043.65%
NYL Investors LLC 631,600$42,109,0005.38%
Allianz Investment Management U.S. LLC 1,470,000$98,005,0004.79%
AGILIS PARTNERS LLC 122,007$8,134,0003.70%
Carolina Wealth Advisors, LLC 50,275$3,352,0002.45%
Copperleaf Capital, LLC 29,100$1,940,0002.07%
Spectrum Planning & Advisory Services Inc. 26,698$1,780,0001.83%
Lineweaver Wealth Advisors, LLC 75,600$5,040,0001.79%
Cardinal Strategic Wealth Guidance 41,281$2,752,0001.61%
VIVID FINANCIAL MANAGEMENT, INC. 46,981$3,132,0001.44%
View complete list of ISHARES TR shareholders