Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 95 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.83 and the average weighting 0.2%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$314,000
-5.1%
5,278
+2.3%
0.03%0.0%
Q2 2022$331,000
-35.4%
5,159
-23.4%
0.03%
-23.1%
Q1 2022$512,000
-93.8%
6,737
-93.6%
0.04%
-93.5%
Q4 2021$8,263,000
+964.8%
105,922
+668.0%
0.60%
+709.5%
Q3 2020$776,000
-91.5%
13,792
-88.4%
0.07%
-83.1%
Q4 2014$9,081,000119,1450.44%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 42,658$2,082,0001.19%
BigSur Wealth Management LLC 36,598$1,786,0001.12%
Redhawk Wealth Advisors, Inc. 33,601$1,640,0000.90%
Capital Advisors, Ltd. LLC 63,874$3,118,0000.88%
Carroll Financial Associates, Inc. 123,094$6,008,0000.64%
PVG ASSET MANAGEMENT CORP 15,365$749,0000.54%
180 WEALTH ADVISORS, LLC 22,399$1,093,0000.50%
GFS Advisors, LLC 29,000$1,415,0000.36%
LOEB PARTNERS CORP 16,800$820,0000.30%
Curbstone Financial Management Corp 22,600$1,103,0000.29%
View complete list of ISHARES TR shareholders