Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 258 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$237,000
-5.2%
3,057
-29.4%
0.02%
-52.6%
Q4 2016$250,000
-82.5%
4,332
-82.7%
0.04%
-24.0%
Q1 2015$1,426,000
-92.4%
25,035
-92.5%
0.05%
-94.5%
Q4 2014$18,761,000
+41.8%
332,294
+41.3%
0.90%
+4.4%
Q3 2014$13,229,000
+1523.2%
235,188
+1550.8%
0.86%
+1391.4%
Q2 2014$815,00014,2470.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Diversified, LLC 293,395$23,733,00010.03%
AVAII WEALTH MANAGEMENT, LLC 39,513$3,163,0003.17%
Bernardo Wealth Planning LLC 64,167$5,137,0002.51%
Northwest Capital Management Inc 54,670$4,549,0002.16%
West Wealth Group, LLC 69,892$5,595,0002.10%
EQ LLC 36,619$2,932,0002.05%
Keystone Financial Services 47,941$3,838,0001.97%
MA Private Wealth 136,220$10,906,0001.96%
VIVID FINANCIAL MANAGEMENT, INC. 64,909$5,197,0001.94%
Richard Bernstein Advisors LLC 1,193,464$95,548,0001.84%
View complete list of ISHARES TR shareholders