Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$410,300
-71.9%
10,000
-71.4%
0.04%
-46.8%
Q1 2023$1,458,007
+21.0%
34,981
+18.7%
0.08%
+8.2%
Q4 2022$1,205,435
+856.7%
29,480
+839.5%
0.07%
+711.1%
Q3 2022$126,000
-74.0%
3,138
-73.8%
0.01%
-72.7%
Q2 2022$485,000
-8.7%
11,956
-1.0%
0.03%
+3.1%
Q1 2022$531,000
+1.1%
12,073
+4.0%
0.03%
-3.0%
Q4 2021$525,000
-14.4%
11,606
-13.5%
0.03%
-21.4%
Q3 2021$613,000
+2.0%
13,415
+2.8%
0.04%
-2.3%
Q2 2021$601,000
+4.0%
13,045
+3.4%
0.04%
-12.2%
Q1 2021$578,000
-36.3%
12,619
-36.8%
0.05%
-39.5%
Q4 2020$907,000
-19.9%
19,981
-24.2%
0.08%
+5.2%
Q3 2020$1,133,000
+104.1%
26,369
+103.9%
0.08%
+6.9%
Q2 2020$555,000
+57.7%
12,933
+50.3%
0.07%
+16.1%
Q1 2020$352,0008,6040.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Liberty Mutual Group Asset Management Inc. 3,070,354$127,97229.02%
KilterHowling LLC 351,015$14,630,29414.27%
DELPHI FINANCIAL GROUP, INC. 607,950$25,339,35612.49%
Mader & Shannon Wealth Management, Inc. 441,347$18,395,34312.13%
RETIREMENT FINANCIAL SOLUTIONS, LLC 341,117$14,217,75511.30%
Thrive Capital Management, LLC 211,453$8,735,1435.51%
FINANCIAL ADVISORY PARTNERS, LLC 315,286$13,141,1205.20%
Financial Strategies Group, Inc. 321,271$13,390,5755.16%
Powers Advisory Group, LLC 161,109$6,715,0054.69%
Sound Income Strategies, LLC 1,013,376$42,237,5114.59%
View complete list of ISHARES TR shareholders