Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 513 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.97 and the average weighting 0.9%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$252,000
-17.4%
2,489
-39.8%
0.02%
-40.6%
Q2 2019$305,000
+51.0%
4,135
+47.7%
0.03%
+33.3%
Q4 2017$202,000
-94.0%
2,800
-94.3%
0.02%
-94.3%
Q3 2017$3,379,000
+768.6%
49,105
+727.0%
0.42%
+744.0%
Q2 2017$389,000
+2.6%
5,938
-1.0%
0.05%
-3.8%
Q1 2017$379,000
+17.3%
5,998
+9.9%
0.05%
+6.1%
Q4 2016$323,000
-21.6%
5,456
-21.9%
0.05%
-24.6%
Q3 2016$412,000
+5.4%
6,983
+0.5%
0.06%
+1.6%
Q2 2016$391,000
-2.0%
6,945
-3.0%
0.06%
-3.0%
Q4 2015$399,0007,1570.07%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders