Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,086,693
+117.7%
21,530
+119.2%
0.22%
+113.9%
Q2 2023$958,530
-80.1%
9,821
-79.8%
0.10%
-61.2%
Q1 2023$4,818,907
+245.9%
48,563
+238.0%
0.26%
+209.5%
Q4 2022$1,392,980
-26.1%
14,367
-26.7%
0.08%
-33.9%
Q3 2022$1,884,000
-41.0%
19,607
-37.7%
0.13%
-40.7%
Q2 2022$3,191,000
-7.3%
31,463
-4.1%
0.21%
+2.4%
Q1 2022$3,442,000
+548.2%
32,799
+525.2%
0.21%
+480.6%
Q3 2020$531,000
+261.2%
5,246
+265.1%
0.04%
+89.5%
Q2 2020$147,000
-59.8%
1,437
-60.8%
0.02%
-70.3%
Q1 2020$366,000
+157.7%
3,664
+159.9%
0.06%
+255.6%
Q4 2019$142,000
-2.7%
1,410
-3.4%
0.02%
-25.0%
Q3 2019$146,000
+16.8%
1,460
+17.1%
0.02%
-4.0%
Q2 2019$125,000
-45.7%
1,247
-46.9%
0.02%
-56.9%
Q4 2018$230,000
+107.2%
2,348
+108.3%
0.06%
+222.2%
Q3 2018$111,0001,1270.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,379,875$132,620,00038.53%
Johnson Midwest Financial, LLC 5,826$5,625,00021.48%
KEATING INVESTMENT COUNSELORS INC 489,665$47,062,00021.08%
GoalFusion Wealth Management, LLC 179,838$17,284,00016.35%
Deane Retirement Strategies, Inc. 268,536$25,814,00015.84%
Walker Financial Services, Inc. 174,407$16,762,20915.66%
San Luis Wealth Advisors LLC 131,437$12,632,00013.23%
M. Kulyk & Associates, LLC 381,491$36,665,00012.75%
New Capital Management LP 223,828$21,512,00011.80%
Wilshire Advisors LLC 201,505$19,367,00011.09%
View complete list of ISHARES TR shareholders