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 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders