Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 112 filers reported holding ISHARES TR in Q3 2014. 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 2018$526,000
+8.7%
3,3670.0%0.05%
+2.0%
Q2 2018$484,000
-0.8%
3,3670.0%0.05%
-5.6%
Q1 2018$488,000
-66.4%
3,367
-72.1%
0.05%
-75.5%
Q4 2016$1,452,000
-63.6%
12,048
-65.5%
0.22%
-65.1%
Q3 2016$3,993,000
-10.8%
34,923
-14.3%
0.63%
-14.1%
Q2 2016$4,477,000
-89.0%
40,734
-89.6%
0.74%
-74.5%
Q2 2014$40,662,000
-51.2%
392,496
-52.6%
2.88%
-57.9%
Q1 2014$83,355,000
+96.3%
828,492
+97.8%
6.84%
+95.9%
Q4 2013$42,465,000
-34.7%
418,870
-41.7%
3.49%
-39.5%
Q3 2013$65,032,000
+54.6%
718,423
+41.7%
5.77%
+48.5%
Q2 2013$42,053,000507,0903.89%
Other shareholders
ISHARES TR shareholders Q3 2014
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 90,523$13,129,0007.19%
Vontobel Swiss Wealth Advisors AG 30,364$4,404,0002.32%
GRIMES & COMPANY, INC. 138,045$20,021,0001.94%
Milestone Advisory Partners 15,114$2,192,0001.64%
NAVELLIER & ASSOCIATES INC 68,977$10,004,0001.52%
PLANNING DIRECTIONS INC 7,523$1,091,0001.07%
Stillwater Capital Advisors, LLC 26,325$3,818,0000.92%
BREITER CAPITAL MANAGEMENT INC 3,912$567,0000.77%
Risk Paradigm Group, LLC 3,379$490,056,0000.62%
Prospera Financial Services Inc 29,566$4,284,0000.60%
View complete list of ISHARES TR shareholders