Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 967 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.05 and the average weighting 0.7%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$230,000
-1.7%
5,9380.0%0.02%0.0%
Q2 2021$234,000
+2.6%
5,9380.0%0.02%
-5.3%
Q1 2021$228,000
-59.5%
5,938
-59.3%
0.02%
-62.0%
Q4 2020$563,000
+133.6%
14,587
+120.6%
0.05%
+117.4%
Q3 2020$241,000
+3.4%
6,613
-1.7%
0.02%
-4.2%
Q2 2020$233,000
-97.0%
6,726
-96.5%
0.02%
-97.9%
Q3 2015$7,790,0000.0%194,2550.0%1.13%0.0%
Q2 2015$7,790,000
-30.7%
194,255
-30.6%
1.13%
+187.5%
Q1 2015$11,234,000
-47.1%
280,092
-48.2%
0.39%
-80.0%
Q2 2013$21,243,000540,8081.96%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders