Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 434 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$261,000
-74.5%
4,504
+32.1%
0.02%
-78.0%
Q4 2020$1,023,000
-11.1%
3,409
-22.1%
0.09%
-17.3%
Q3 2020$1,151,000
-36.0%
4,376
-42.7%
0.11%
-41.5%
Q2 2020$1,799,000
+150.9%
7,635
+94.2%
0.19%
+108.9%
Q1 2020$717,000
-24.0%
3,931
-12.3%
0.09%
-3.2%
Q4 2019$943,000
-71.8%
4,480
-75.2%
0.09%
-72.2%
Q3 2019$3,347,000
+104.1%
18,096
+98.1%
0.33%
+96.5%
Q2 2019$1,640,000
-51.3%
9,133
-52.5%
0.17%
-49.4%
Q3 2018$3,369,000
+78.1%
19,237
+67.2%
0.34%
+68.0%
Q2 2018$1,892,000
+8.9%
11,503
+4.8%
0.20%
+3.1%
Q1 2018$1,737,000
+317.5%
10,972
+305.6%
0.19%
+295.9%
Q4 2017$416,000
-86.9%
2,705
-90.6%
0.05%
-89.8%
Q4 2016$3,172,000
+1462.6%
28,873
+1274.9%
0.48%
+1555.2%
Q3 2015$203,0000.0%2,1000.0%0.03%0.0%
Q2 2015$203,000
-71.5%
2,100
-71.4%
0.03%
+16.0%
Q1 2015$712,000
+23.4%
7,354
+20.8%
0.02%
-10.7%
Q4 2014$577,000
+38.7%
6,086
+33.9%
0.03%
+3.7%
Q3 2014$416,000
-97.1%
4,544
-97.6%
0.03%
-97.9%
Q3 2013$14,237,000
-17.2%
190,257
-22.8%
1.26%
-20.5%
Q2 2013$17,192,000246,3071.59%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders