Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 259 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q3 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders