Belpointe Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 128 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$44,440
-26.9%
1,028
-28.7%
0.00%
-50.0%
Q4 2022$60,810
-49.3%
1,441
-40.7%
0.00%
-42.9%
Q4 2021$120,000
+8.1%
2,430
+9.2%
0.01%
-12.5%
Q3 2021$111,000
+11.0%
2,226
+11.1%
0.01%
+14.3%
Q2 2021$100,0002,0040.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 337,237$14,578,75612.20%
One Wealth Advisors, LLC 185,770$8,030,8371.86%
Financial Connections Group, Inc. 41,359$1,7871.27%
Sharkey, Howes & Javer 111,509$4,820,5341.03%
Leonard Rickey Investment Advisors P.L.L.C. 46,713$2,019,3850.79%
VERITY Wealth Advisors 19,320$835,2040.77%
Horst & Graben Wealth Management LLC 54,749$2,367,0000.59%
SigFig Wealth Management, LLC 184,520$7,976,7710.44%
Carr Financial Group Corp 21,537$931,0450.41%
First Ascent Asset Management, LLC 59,701$2,580,8570.38%
View complete list of ISHARES TR shareholders