Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 109 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 6.36 and the average weighting 0.2%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$239,000
-4.4%
4,008
-3.7%
0.02%
-10.5%
Q3 2021$250,000
-17.5%
4,160
-14.8%
0.02%
-29.6%
Q4 2020$303,000
-72.7%
4,884
-73.3%
0.03%
-74.5%
Q3 2020$1,110,000
-35.9%
18,264
-39.8%
0.11%
-40.8%
Q2 2019$1,731,000
+160.3%
30,327
+152.0%
0.18%
+152.1%
Q1 2019$665,000
-56.8%
12,033
-12.7%
0.07%
-64.5%
Q2 2017$1,539,000
-59.6%
13,784
-61.4%
0.20%
-68.2%
Q4 2015$3,808,000
-93.2%
35,688
-92.8%
0.63%
-68.0%
Q1 2015$56,308,000
+1293.4%
496,678
+1220.7%
1.96%
+424.9%
Q2 2013$4,041,00037,6070.37%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,269,661$62,35315.49%
Simplicity Wealth,LLC 111,005$5,451,4784.81%
Long Run Wealth Advisors, LLC 253,421$12,445,4854.48%
Erickson Financial Group, LLC 65,632$3,223,1883.49%
Global Wealth Strategies & Associates 103,501$5,082,9342.95%
MCF Advisors LLC 483,375$23,738,5482.42%
Center For Asset Management LLC 52,785$2,592,2762.42%
Arcadia Wealth Management, LLC 54,716$2,687,1232.36%
Personal Capital Advisors Corp 9,741,579$478,408,9352.32%
Wayfinding Financial, LLC 41,968$2,4321.95%
View complete list of ISHARES TR shareholders