Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 47 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 1.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$275,000
-7.1%
2,046
+2.6%
0.02%0.0%
Q4 2021$296,000
-79.5%
1,995
-78.0%
0.02%
-83.6%
Q4 2020$1,442,000
-5.4%
9,060
-1.0%
0.13%
-12.3%
Q3 2020$1,524,000
+109.9%
9,153
+111.0%
0.15%
+92.1%
Q2 2020$726,000
-67.1%
4,338
-71.7%
0.08%
-65.0%
Q4 2019$2,205,000
-33.9%
15,355
-31.2%
0.22%
-34.8%
Q3 2019$3,336,000
-0.6%
22,314
-4.8%
0.33%
-4.0%
Q2 2019$3,356,000
-3.3%
23,448
-7.0%
0.35%
-6.7%
Q1 2019$3,469,000
+181.3%
25,203
+173.0%
0.37%
+85.1%
Q4 2018$1,233,000
-87.1%
9,232
-87.8%
0.20%
-74.3%
Q1 2014$9,527,00075,5380.78%
Other shareholders
ISHARES TR shareholders Q1 2014
NameSharesValueWeighting ↓
GenWealth Group, Inc. 94,263$12,098,0005.57%
JUNCTURE WEALTH STRATEGIES, LLC 56,175$7,222,0003.78%
Ifrah Financial Services, Inc. 50,779$6,529,0002.31%
Compagnie Lombard Odier SCmA 348,235$44,773,0001.57%
RiverFront Investment Group, LLC 417,665$53,699,0001.27%
Financial Gravity Asset Management, Inc. 4,703$601,0000.63%
Sage Capital Advisors,llc 6,836$879,0000.55%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 32,130$4,131,0000.51%
Transamerica Financial Advisors, Inc. 14,337$1,844,0000.39%
BENJAMIN F. EDWARDS & COMPANY, INC. 32,216$4,142,0000.39%
View complete list of ISHARES TR shareholders