Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 192 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.82 and the average weighting 0.2%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2016$3,993,000
-45.6%
44,372
-46.2%
0.63%
-40.6%
Q3 2015$7,346,0000.0%82,4980.0%1.06%0.0%
Q2 2015$7,346,000
-29.8%
82,498
-29.8%
1.06%
+191.2%
Q1 2015$10,470,000
-55.3%
117,577
-63.2%
0.36%
-82.5%
Q3 2013$23,431,000319,7382.08%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders