Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 150 filers reported holding ISHARES TR in Q1 2022. 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
Q1 2022$226,000
-5.4%
2,016
-1.1%
0.02%0.0%
Q4 2021$239,000
-4.4%
2,038
-3.4%
0.02%
-10.5%
Q3 2021$250,000
-65.3%
2,110
-65.3%
0.02%
-65.5%
Q2 2021$720,000
-47.1%
6,083
-56.2%
0.06%
-52.2%
Q1 2021$1,360,000
+307.2%
13,874
+403.6%
0.12%
+259.4%
Q3 2020$334,000
-70.4%
2,755
-70.4%
0.03%
-72.9%
Q2 2020$1,127,000
-34.9%
9,308
-35.2%
0.12%
-45.9%
Q1 2020$1,731,000
+31.8%
14,365
+28.5%
0.22%
+69.0%
Q4 2019$1,313,000
-26.6%
11,177
-27.2%
0.13%
-27.9%
Q3 2019$1,790,000
-49.1%
15,360
-51.0%
0.18%
-68.8%
Q4 2018$3,515,000
+435.8%
31,350
+429.3%
0.57%
+781.5%
Q3 2018$656,000
+28.4%
5,923
+29.9%
0.06%
+14.0%
Q1 2018$511,000
-86.6%
4,559
-86.5%
0.06%
-90.9%
Q4 2015$3,808,000
+864.1%
33,657
+873.0%
0.63%
+1001.8%
Q3 2015$395,0000.0%3,4590.0%0.06%0.0%
Q2 2015$395,000
-96.0%
3,459
-96.0%
0.06%
-83.3%
Q1 2015$9,799,000
-85.5%
85,821
-85.6%
0.34%
-89.5%
Q4 2014$67,603,000
+6660.3%
597,727
+6608.5%
3.25%
+4906.2%
Q3 2014$1,000,000
-19.3%
8,910
-18.9%
0.06%
-26.1%
Q2 2014$1,239,000
-28.0%
10,993
-28.7%
0.09%
-37.6%
Q1 2014$1,720,000
-89.5%
15,417
-89.5%
0.14%
-89.5%
Q4 2013$16,306,000
+372.2%
147,501
+375.2%
1.34%
+337.1%
Q3 2013$3,453,000
-14.6%
31,043
-15.0%
0.31%
-17.9%
Q2 2013$4,041,00036,5030.37%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders