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 1,207,134$57,749,00013.69%
MARINO, STRAM & ASSOCIATES LLC 126,725$6,063,0003.97%
CAHILL FINANCIAL ADVISORS INC 158,130$7,565,0002.75%
Madrona Financial Services, LLC 76,543$3,662,0002.66%
NORTHWEST WEALTH MANAGEMENT, LLC 56,789$2,717,0002.49%
Aveo Capital Partners, LLC 119,002$5,693,0002.25%
Weaver Consulting Group 88,170$4,061,0002.17%
OXFORD FINANCIAL GROUP, LTD. LLC 148,794$7,118,0001.98%
RESTON WEALTH MANAGEMENT LLC 44,371$2,123,0001.70%
PATTON ALBERTSON MILLER GROUP, LLC 82,527$3,948,0001.04%
View complete list of ISHARES TR shareholders