Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 128 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.56 and the average weighting 0.2%.

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 2017
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 70,535$5,571,0005.24%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 76,915$6,075,0002.22%
Quantitative Advantage, LLC 78,876$6,230,0001.89%
First Heartland Consultants, Inc. 28,681$2,265,0000.66%
Cranbrook Wealth Management, LLC 13,814$1,091,0000.55%
Kalos Management, Inc. 6,952$549,0000.47%
First Allied Advisory Services, Inc. 94,108$7,433,0000.40%
COMMERCE BANK 308,605$24,373,0000.38%
Madden Advisory Services, Inc. 7,710$608,0000.37%
ROBERTS GLORE & CO INC /IL/ 6,414$507,0000.36%
View complete list of ISHARES TR shareholders