Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$4,875,000
+1834.5%
44,282
+1843.0%
0.44%
+2200.0%
Q2 2021$252,000
-95.1%
2,279
-95.1%
0.02%
-96.1%
Q3 2020$5,114,000
+1086.5%
46,200
+1088.3%
0.49%
+803.7%
Q1 2020$431,000
-72.1%
3,888
-72.3%
0.05%
-78.6%
Q4 2018$1,546,000
+146.2%
14,015
+146.3%
0.25%
+281.8%
Q2 2018$628,000
-90.2%
5,690
-90.2%
0.07%
-93.7%
Q4 2015$6,391,000
+1518.0%
57,987
+1518.8%
1.05%
+1749.1%
Q3 2015$395,0000.0%3,5820.0%0.06%0.0%
Q2 2015$395,000
-77.0%
3,582
-77.0%
0.06%
-59.6%
Q1 2014$1,720,000
-58.3%
15,602
-58.3%
0.14%
-58.4%
Q4 2013$4,125,000
+19.5%
37,411
+19.5%
0.34%
+10.4%
Q3 2013$3,453,00031,3190.31%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 54,968$6,061,0005.65%
SFMG, LLC 211,758$23,340,0005.32%
Quantitative Advantage, LLC 163,672$18,040,0005.13%
Horizon Investments, LLC 591,733$65,221,0005.13%
CURIAN CAPITAL LLC 536,650$59,150,0004.38%
AMERICAN ASSET MANAGEMENT INC. 28,000$3,086,0002.92%
HT Partners LLC 32,870$3,623,0002.35%
JAMES INVESTMENT RESEARCH INC 855,408$94,283,0002.33%
Milliman Financial Risk Management LLC 1,921,514$211,789,0002.22%
CEDAR CAPITAL, LLC 77,085$8,496,0001.90%
View complete list of ISHARES TR shareholders