Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

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 Q3 2023
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders