Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 257 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$843,000
+229.3%
15,881
+168.8%
0.08%
+177.8%
Q2 2020$256,000
-9.5%
5,909
-21.2%
0.03%
-25.0%
Q1 2020$283,000
-96.4%
7,501
-95.4%
0.04%
-95.4%
Q4 2019$7,944,000
-14.0%
162,108
-19.2%
0.78%
-15.3%
Q3 2019$9,237,000
-4.4%
200,589
-2.9%
0.92%
-7.7%
Q2 2019$9,660,000
-4.6%
206,578
-5.6%
1.00%
-7.9%
Q1 2019$10,125,000
-43.1%
218,815
-41.4%
1.08%
-38.8%
Q3 2018$17,797,000
+0.4%
373,176
-0.5%
1.77%
-5.5%
Q2 2018$17,726,000
+19.2%
375,164
+25.4%
1.88%
+13.1%
Q1 2018$14,865,000
+22.1%
299,159
+22.8%
1.66%
+16.2%
Q4 2017$12,173,000
+17.3%
243,709
+13.6%
1.43%
+10.2%
Q3 2017$10,375,000
+14.7%
214,582
+8.1%
1.30%
+10.4%
Q2 2017$9,049,000
+24.8%
198,480
+19.4%
1.17%
+18.4%
Q1 2017$7,248,000
-3.0%
166,180
-10.5%
0.99%
-12.4%
Q4 2016$7,476,000
+39.8%
185,656
+44.0%
1.13%
+33.7%
Q3 2016$5,348,000
-2.0%
128,942
-7.9%
0.85%
-5.5%
Q2 2016$5,455,000
+116.6%
140,018
+119.4%
0.90%
+118.3%
Q1 2016$2,519,000
+1140.9%
63,809
+1147.5%
0.41%
+1142.4%
Q4 2015$203,0005,1150.03%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,976,035$228,662,00014.95%
TLWM 449,731$25,876,0009.27%
GERMAN AMERICAN BANCORP, INC. 966,418$55,579,0008.75%
Epstein & White Financial LLC 470,598$27,030,0007.13%
Surevest, LLC 351,492$20,214,0005.27%
CUMBERLAND ADVISORS INC 388,120$22,321,0005.24%
Legacy Private Trust Co. 708,171$40,727,0003.43%
Northeast Financial Group, Inc. 90,743$5,218,6173.41%
Cadence Bank 406,858$23,399,0003.40%
SIMON QUICK ADVISORS, LLC 212,506$12,221,0003.23%
View complete list of ISHARES TR shareholders