Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 107 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 63.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2017$2,751,000
-91.3%
30,864
-91.6%
0.38%
-81.9%
Q3 2014$31,761,000
+18.3%
369,009
+20.3%
2.08%
+9.1%
Q2 2014$26,841,000
-25.7%
306,655
-29.3%
1.90%
-35.9%
Q1 2014$36,130,000
+33.2%
433,889
+30.3%
2.97%
+32.9%
Q4 2013$27,122,000
-5.6%
333,074
-14.3%
2.23%
-12.5%
Q3 2013$28,737,000
+25.1%
388,444
+13.4%
2.55%
+20.2%
Q2 2013$22,970,000342,5882.12%
Other shareholders
ISHARES TR shareholders Q2 2014
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 29,540$2,917,0001.97%
First Citizens Financial Corp 10,704$1,057,0001.05%
Kalos Management, Inc. 11,439$1,234,0000.55%
Fulcrum Equity Management 11,609$1,146,0000.53%
Pathway Financial Advisors LLC 12,870$1,253,0000.48%
Harvest Investment Services, LLC 6,180$610,0000.35%
BARINGS LLC 118,304$11,683,0000.27%
ROBERTS GLORE & CO INC /IL/ 6,744$665,0000.24%
CEDAR CAPITAL, LLC 6,352$627,0000.21%
Bray Capital Advisors 5,650$558,0000.20%
View complete list of ISHARES TR shareholders