Belpointe Asset Management LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 351 filers reported holding ISHARES U S ETF TR in Q1 2022. 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 U S ETF TR
ValueSharesWeighting
Q3 2023$1,461,770
+1.2%
29,299
+0.8%
0.15%
-1.3%
Q2 2023$1,444,626
-87.2%
29,055
-87.2%
0.15%
-74.8%
Q1 2023$11,245,691
+160.1%
226,728
+158.4%
0.61%
+132.6%
Q4 2022$4,323,657
-71.9%
87,754
-71.9%
0.26%
-74.9%
Q3 2022$15,398,000
+159.2%
312,592
+159.2%
1.04%
+161.6%
Q2 2022$5,940,000
-7.9%
120,584
-7.3%
0.40%
+1.8%
Q1 2022$6,448,000
-1.9%
130,063
-1.1%
0.39%
-4.6%
Q4 2021$6,571,000
+25.9%
131,558
+26.4%
0.41%
+15.2%
Q3 2021$5,220,000
+3.1%
104,099
+3.2%
0.36%
-2.2%
Q2 2021$5,063,000
+190.3%
100,916
+190.5%
0.36%
+144.3%
Q1 2021$1,744,000
-69.4%
34,740
-69.4%
0.15%
-70.8%
Q4 2020$5,695,000
+24.3%
113,529
+22.1%
0.51%
+63.8%
Q3 2020$4,583,000
+76.0%
92,968
+78.5%
0.31%
-7.4%
Q2 2020$2,604,000
+16.8%
52,079
+13.2%
0.34%
-13.8%
Q1 2020$2,230,000
-26.9%
45,999
-24.2%
0.39%
+1.0%
Q4 2019$3,051,000
-2.9%
60,711
-2.8%
0.39%
-23.8%
Q3 2019$3,143,000
+141.6%
62,433
+141.5%
0.51%
+98.4%
Q2 2019$1,301,000
+4.5%
25,847
+4.3%
0.26%
+5.3%
Q1 2019$1,245,000
+28.0%
24,776
+26.9%
0.24%
-1.6%
Q4 2018$973,000
-6.1%
19,519
-5.4%
0.25%
+50.6%
Q3 2018$1,036,00020,6390.16%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders