Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$76,046
-45.9%
1,520
-49.0%
0.00%
-50.0%
Q4 2022$140,490
+4.1%
2,979
-1.6%
0.01%
-11.1%
Q3 2022$135,000
+1.5%
3,028
+9.4%
0.01%0.0%
Q2 2022$133,000
-11.9%
2,767
-1.8%
0.01%0.0%
Q1 2022$151,000
-3.8%
2,818
+3.0%
0.01%
-10.0%
Q4 2021$157,000
-74.3%
2,736
-75.2%
0.01%
-76.2%
Q3 2021$612,000
+7.7%
11,031
+8.7%
0.04%
+2.4%
Q2 2021$568,00010,1450.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 808,279$42,192,0008.95%
ARQ WEALTH ADVISORS, LLC 179,238$9,356,0005.88%
Fort Henry Capital, LLC 74,374$3,882,0003.88%
Weaver Consulting Group 92,847$4,847,0003.02%
NORTHWEST WEALTH MANAGEMENT, LLC 62,337$3,254,0002.25%
Madrona Financial Services, LLC 72,394$3,779,0002.11%
MARINO, STRAM & ASSOCIATES LLC 76,620$4,000,0001.78%
Strategic Family Wealth Counselors, L.L.C. 50,870$2,655,0001.37%
Professional Financial Advisors, LLC 28,065$1,465,0001.16%
PATTON ALBERTSON MILLER GROUP, LLC 84,467$4,557,0001.08%
View complete list of ISHARES TR shareholders