Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 107 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2016$1,407,000
-64.8%
12,559
-65.9%
0.21%
-66.2%
Q3 2016$3,993,000
+653.4%
36,796
+626.2%
0.63%
+625.3%
Q2 2016$530,000
-94.5%
5,067
-94.6%
0.09%
-81.3%
Q4 2014$9,680,000
-54.1%
93,470
-56.0%
0.47%
-66.2%
Q3 2014$21,073,000
-12.8%
212,551
-12.9%
1.38%
-19.7%
Q2 2014$24,179,000
+32.4%
243,914
+26.6%
1.71%
+14.3%
Q1 2014$18,264,000
+136.7%
192,619
+101.4%
1.50%
+110.4%
Q2 2013$7,717,00095,6430.71%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,120$3,878,2982.06%
Sage Investment Advisers LLC 11,969$1,250,5071.72%
Vahanian & Associates Financial Planning Inc. 3,645$380,8301.22%
SEVEN MILE ADVISORY 9,306$972,2911.02%
Mine & Arao Wealth Creation & Management, LLC. 11,178$1,167,8390.71%
WASHBURN CAPITAL MANAGEMENT, INC. 6,095$636,8060.54%
Ballew Advisors, Inc 6,208$643,5830.53%
TrinityPoint Wealth, LLC 21,365$2,232,1810.44%
Mathes Company, Inc. 9,000$9400.44%
Kaydan Wealth Management, Inc. 9,292$970,8280.39%
View complete list of ISHARES TR shareholders