Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 212 filers reported holding ISHARES TR in Q3 2022. 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
Q3 2022$406,000
-7.9%
3,992
-4.4%
0.04%
-2.5%
Q2 2022$441,000
+28.2%
4,175
+31.6%
0.04%
+53.8%
Q1 2022$344,000
-4.7%
3,1730.0%0.03%0.0%
Q4 2021$361,000
-1.1%
3,1730.0%0.03%
-7.1%
Q3 2021$365,000
-0.5%
3,1730.0%0.03%0.0%
Q2 2021$367,000
-72.9%
3,173
-73.1%
0.03%
-75.7%
Q1 2021$1,354,000
+272.0%
11,793
+280.8%
0.12%
+259.4%
Q4 2020$364,000
-56.1%
3,097
-56.0%
0.03%
-59.5%
Q3 2020$829,000
-0.2%
7,042
-0.1%
0.08%
-9.2%
Q2 2020$831,000
-2.2%
7,051
-4.8%
0.09%
-18.7%
Q1 2020$850,000
-54.7%
7,404
-55.5%
0.11%
-41.8%
Q4 2019$1,875,000
+21.8%
16,647
+22.5%
0.18%
+19.5%
Q3 2019$1,539,000
+1.2%
13,592
+0.4%
0.15%
-1.9%
Q2 2019$1,520,000
-41.4%
13,541
-42.4%
0.16%
-43.5%
Q1 2019$2,594,000
-37.8%
23,529
-38.9%
0.28%
-59.1%
Q4 2018$4,169,000
+413.4%
38,524
+409.3%
0.68%
+739.5%
Q3 2018$812,000
-1.1%
7,564
-0.7%
0.08%
-6.9%
Q2 2018$821,000
-2.7%
7,619
-2.3%
0.09%
-7.4%
Q1 2018$844,000
+24.5%
7,797
+26.2%
0.09%
+19.0%
Q4 2017$678,000
+11.1%
6,180
+12.3%
0.08%
+3.9%
Q3 2017$610,000
+35.9%
5,503
+35.8%
0.08%
+31.0%
Q2 2017$449,000
-40.3%
4,053
-40.6%
0.06%
-43.7%
Q1 2017$752,000
-59.5%
6,827
-59.6%
0.10%
-63.3%
Q4 2016$1,855,000
+408.2%
16,887
+421.2%
0.28%
+384.5%
Q3 2016$365,000
-0.5%
3,240
+0.0%
0.06%
-3.3%
Q2 2016$367,000
-56.1%
3,239
-56.6%
0.06%
-55.9%
Q1 2016$836,000
-79.4%
7,465
-79.9%
0.14%
-79.7%
Q4 2015$4,062,000
-49.7%
37,062
-48.7%
0.67%
-42.7%
Q3 2015$8,080,0000.0%72,2750.0%1.17%0.0%
Q2 2015$8,080,000
-45.4%
72,275
-45.4%
1.17%
+126.6%
Q1 2015$14,809,000
-8.6%
132,456
-9.5%
0.52%
-33.8%
Q4 2014$16,202,000
-1.9%
146,425
-2.2%
0.78%
-27.7%
Q3 2014$16,508,000
+6.7%
149,730
+7.3%
1.08%
-1.6%
Q2 2014$15,471,000
-11.6%
139,514
-12.3%
1.10%
-23.7%
Q1 2014$17,509,000
-29.1%
159,159
-29.5%
1.44%
-29.3%
Q4 2013$24,704,000
+615.4%
225,769
+619.8%
2.03%
+562.2%
Q3 2013$3,453,000
-83.7%
31,365
-83.8%
0.31%
-84.4%
Q2 2013$21,233,000193,3271.96%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
HORIZON BANCORP INC /IN/ 573,971$58,16037.23%
First Citizens Asset Management, Inc. 537,232$54,437,73523.14%
GERMAN AMERICAN BANCORP, INC. 719,014$72,857,68810.60%
Strategic Financial Services, Inc, 1,037,324$105,112,0038.18%
DT Investment Partners, LLC 590,174$59,802,3897.25%
MERIDIAN MANAGEMENT CO 163,879$16,605,8285.42%
Wealthstar Advisors, LLC 138,754$14,059,9865.40%
D L CARLSON INVESTMENT GROUP INC 212,252$21,507,4614.34%
InTrack Investment Management Inc 44,099$4,468,5073.93%
HOWE & RUSLING INC 318,034$32,226,3643.80%
View complete list of ISHARES TR shareholders