Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 196 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 5.88 and the average weighting 0.2%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2016$1,870,000
-53.2%
12,974
-51.2%
0.28%
-55.2%
Q3 2016$3,993,000
-10.8%
26,586
-11.9%
0.63%
-14.1%
Q2 2016$4,477,000
-7.3%
30,190
-12.1%
0.74%
-6.4%
Q1 2016$4,829,000
+87.0%
34,347
+99.5%
0.78%
+84.3%
Q4 2015$2,583,000
-18.6%
17,219
-16.3%
0.43%
-7.2%
Q3 2015$3,174,0000.0%20,5690.0%0.46%0.0%
Q2 2015$3,174,000
-97.9%
20,569
-97.9%
0.46%
-91.5%
Q1 2015$154,165,000
+81.6%
998,994
+69.6%
5.37%
+31.5%
Q4 2014$84,901,000
+514.3%
589,061
+446.4%
4.09%
+317.0%
Q2 2014$13,821,000
-52.3%
107,801
-54.2%
0.98%
-58.8%
Q1 2014$28,961,000
+88.9%
235,395
+78.8%
2.38%
+88.4%
Q4 2013$15,335,000
+18.4%
131,639
+8.7%
1.26%
+9.7%
Q3 2013$12,950,000
+13.9%
121,117
+6.8%
1.15%
+9.4%
Q2 2013$11,365,000113,4351.05%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$148,681,0005.16%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 12,822$2,285,0001.71%
PETTYJOHN, WOOD & WHITE, INC 24,738$4,408,0001.54%
Peachtree Investment Advisors, Inc. 11,645$2,075,0001.50%
Oakworth Capital, Inc. 40,313$7,183,0001.49%
SP Asset Management 22,456$4,315,0001.18%
MURPHY CAPITAL MANAGEMENT INC 43,759$7,797,0001.13%
FIRST UNITED BANK & TRUST 9,238$1,646,0001.09%
Stillwater Capital Advisors, LLC 22,817$4,066,0000.97%
Summit X, LLC 8,007$1,419,0000.79%
View complete list of ISHARES TR shareholders