Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 189 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q3 2022
NameSharesValueWeighting ↓
Flagship Private Wealth, LLC 63,944$4,629,597,0003.52%
USAdvisors Wealth Management, LLC 76,831$5,454,0002.96%
Clear Perspectives Financial Planning, LLC 61,195$4,344,0002.10%
Bluesphere Advisors, LLC 19,435$1,380,0001.22%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 39,030$2,771,0001.12%
180 WEALTH ADVISORS, LLC 62,098$4,562,0001.04%
FAGAN ASSOCIATES, INC. 51,195$3,634,0000.78%
Connecticut Wealth Management, LLC 120,497$8,554,0000.75%
Capital Advisors, Ltd. LLC 55,222$3,920,0000.70%
RDA Financial Network 18,469$1,311,0000.58%
View complete list of ISHARES TR shareholders