Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 102 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.49 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 Q3 2014
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 162,743$13,534,0008.30%
Quantitative Advantage, LLC 117,255$9,751,0002.98%
Pinnacle Family Advisors, LLC 48,115$4,001,0002.45%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 58,579$4,871,0001.80%
NAVELLIER & ASSOCIATES INC 49,212$4,092,0000.68%
Cranbrook Wealth Management, LLC 13,707$1,140,0000.56%
NWAM LLC 17,293$1,438,0000.48%
Madden Advisory Services, Inc. 7,710$641,0000.43%
COMMERCE BANK 316,050$26,283,0000.39%
ROBERTS GLORE & CO INC /IL/ 6,414$533,0000.37%
View complete list of ISHARES TR shareholders