Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 133 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$2,682,000
-18.9%
16,345
-25.4%
0.35%
-30.4%
Q4 2016$3,307,000
-7.6%
21,899
-10.0%
0.50%
-11.7%
Q3 2016$3,579,000
-21.2%
24,335
-23.1%
0.57%
-24.0%
Q2 2016$4,541,000
-15.6%
31,661
-14.2%
0.74%
-14.8%
Q1 2016$5,378,000
+108.2%
36,886
+106.6%
0.87%
+105.2%
Q4 2015$2,583,000
-65.0%
17,857
-65.1%
0.43%
-60.1%
Q3 2015$7,375,0000.0%51,1460.0%1.07%0.0%
Q2 2015$7,375,000
-93.1%
51,146
-93.1%
1.07%
-71.6%
Q1 2015$107,656,000
+26.8%
746,574
+21.1%
3.75%
-8.2%
Q4 2014$84,901,000
+158.2%
616,299
+133.2%
4.09%
+90.1%
Q3 2014$32,886,000
+36.0%
264,253
+34.9%
2.15%
+25.4%
Q2 2014$24,179,000
+32.4%
195,830
+29.0%
1.71%
+14.3%
Q1 2014$18,264,000
-32.7%
151,847
-32.0%
1.50%
-32.8%
Q4 2013$27,122,000
-5.6%
223,430
-14.5%
2.23%
-12.5%
Q3 2013$28,737,000
+25.1%
261,317
+16.7%
2.55%
+20.2%
Q2 2013$22,970,000223,9932.12%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Howard Capital Management Inc. 120,747$30,190,0006.91%
MinichMacGregor Wealth Management, LLC 31,626$7,906,0003.73%
First Citizens Financial Corp 14,568$3,642,0003.60%
Quantitative Advantage, LLC 55,155$13,789,0003.37%
WJ Wealth Management, LLC 4,005$1,001,0003.24%
SPC Financial, Inc. 73,748$18,438,0003.18%
Stonebridge Financial Planning Group, LLC 12,266$3,161,0002.27%
Prospera Financial Services Inc 18,383$4,596,0001.76%
WESPAC Advisors, LLC 3,772$943,0001.17%
GARRISON POINT ADVISORS, LLC 3,978$995,0000.90%
View complete list of ISHARES TR shareholders