Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is GBF and the CUSIP is 464288596. A total of 69 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$757,000
+30.7%
6,676
+40.2%
0.06%
+38.1%
Q4 2021$579,000
-21.2%
4,761
-21.1%
0.04%
-26.3%
Q3 2021$735,000
-29.3%
6,032
-30.4%
0.06%
-35.2%
Q1 2021$1,040,000
+50.9%
8,667
+58.5%
0.09%
+44.3%
Q4 2020$689,000
+106.3%
5,469
+105.3%
0.06%
+90.6%
Q3 2020$334,000
-5.9%
2,664
-6.0%
0.03%
-13.5%
Q2 2020$355,000
-84.1%
2,833
-85.1%
0.04%
-83.2%
Q4 2019$2,232,000
+24.8%
18,957
+26.2%
0.22%
+23.6%
Q3 2019$1,789,000
-47.0%
15,027
-48.1%
0.18%
-49.0%
Q2 2019$3,377,000
-3.1%
28,969
-5.7%
0.35%
-6.7%
Q1 2019$3,486,000
+63.4%
30,714
+59.0%
0.37%
+65.5%
Q2 2018$2,133,000
+283.6%
19,315
+288.0%
0.23%
+264.5%
Q1 2018$556,000
+113.0%
4,978
+117.0%
0.06%
+100.0%
Q4 2017$261,000
-2.2%
2,294
-1.7%
0.03%
-6.1%
Q3 2017$267,000
-15.8%
2,333
-15.9%
0.03%
-19.5%
Q2 2017$317,000
+5.0%
2,774
+3.5%
0.04%0.0%
Q1 2017$302,000
-14.9%
2,679
-15.5%
0.04%
-24.1%
Q4 2016$355,000
-19.9%
3,169
-16.1%
0.05%
-22.9%
Q3 2016$443,000
-86.4%
3,778
-86.7%
0.07%
-86.8%
Q1 2016$3,259,000
-14.4%
28,319
-16.9%
0.53%
-15.6%
Q4 2015$3,808,000
-16.6%
34,094
-13.6%
0.63%
-5.0%
Q3 2015$4,567,0000.0%39,4550.0%0.66%0.0%
Q2 2015$4,567,000
-91.9%
39,455
-91.9%
0.66%
-66.3%
Q1 2015$56,308,000
+138.2%
486,424
+135.7%
1.96%
+72.5%
Q4 2014$23,635,000
+148.9%
206,405
+144.9%
1.14%
+83.3%
Q3 2014$9,494,000
+666.3%
84,278
+666.5%
0.62%
+605.7%
Q2 2014$1,239,000
-93.8%
10,995
-93.9%
0.09%
-94.6%
Q1 2014$19,985,000
-19.1%
179,539
-20.1%
1.64%
-19.3%
Q4 2013$24,704,000
+511.3%
224,578
+512.8%
2.03%
+443.6%
Q2 2013$4,041,00036,6490.37%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 34,076$3,409,7092.46%
KENFARB & CO. 14,820$1,482,8791.36%
COLTON GROOME FINANCIAL ADVISORS, LLC 21,605$2,161,8381.08%
Beirne Wealth Consulting Services, LLC 9,054$941,9430.75%
Destination Wealth Management 161,301$16,140,0350.63%
Aveo Capital Partners, LLC 38,602$3,862,5890.51%
ASSETMARK, INC 1,078,996$107,966,3900.43%
Dentgroup LLC 5,635$563,8490.42%
OneDigital Investment Advisors LLC 187,954$18,807,0340.41%
Tower Wealth Partners, Inc. 3,296$329,8040.27%
View complete list of ISHARES TR shareholders