Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$102,522
+2.4%
4,694
+6.4%
0.01%0.0%
Q4 2022$100,113
-2.8%
4,412
-10.3%
0.01%
-14.3%
Q3 2022$103,000
-40.1%
4,916
-23.5%
0.01%
-41.7%
Q2 2022$172,000
-64.1%
6,425
-56.1%
0.01%
-58.6%
Q1 2022$479,000
-19.1%
14,650
-14.5%
0.03%
-21.6%
Q4 2021$592,000
+66.3%
17,137
+73.9%
0.04%
+54.2%
Q3 2021$356,000
-38.6%
9,854
-36.9%
0.02%
-42.9%
Q2 2021$580,000
-6.8%
15,622
-11.4%
0.04%
-20.8%
Q1 2021$622,000
+52.5%
17,629
+37.6%
0.05%
+43.2%
Q4 2020$408,000
-52.5%
12,808
-66.0%
0.04%
-36.2%
Q3 2020$859,000
+28.4%
37,646
+40.0%
0.06%
-33.3%
Q2 2020$669,000
+126.8%
26,898
+70.8%
0.09%
+67.3%
Q1 2020$295,000
-49.7%
15,752
+19.4%
0.05%
-29.7%
Q4 2019$587,000
+6.3%
13,192
+0.7%
0.07%
-16.9%
Q3 2019$552,000
-15.6%
13,104
-15.4%
0.09%
-31.0%
Q2 2019$654,000
-8.0%
15,494
-13.0%
0.13%
-28.3%
Q4 2018$711,000
-7.9%
17,800
+0.5%
0.18%
+47.5%
Q3 2018$772,000
+19.7%
17,712
+19.3%
0.12%
-32.2%
Q2 2018$645,000
+4.2%
14,843
+1.9%
0.18%0.0%
Q1 2018$619,000
-28.0%
14,561
-23.4%
0.18%
-4.3%
Q4 2017$860,000
+29.1%
19,017
+33.7%
0.19%
+20.5%
Q3 2017$666,00014,2210.16%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
FWL INVESTMENT MANAGEMENT, LLC 429,741$9,600,4146.44%
VisionPoint Advisory Group, LLC 392,512$8,768,7273.76%
Mid-American Wealth Advisory Group, Inc. 190,181$4,092,7053.30%
Barry Investment Advisors, LLC 130,246$2,982,7881.07%
Mount Lucas Management LP 107,355$2,398,3110.85%
MIRABELLA FINANCIAL SERVICES LLP 163,730$3,657,7280.51%
Continuum Advisory, LLC 138,420$3,092,3030.50%
Future Financial Wealth Managment LLC 13,350$298,2390.33%
Castleview Partners, LLC 15,457$345,3090.32%
Safeguard Investment Advisory Group, LLC 25,334$565,8720.25%
View complete list of ISHARES TR shareholders