Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is EXI and the CUSIP is 464288729. A total of 44 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2016$250,000
-64.9%
3,322
-66.4%
0.04%
+52.0%
Q1 2015$712,000
+23.4%
9,877
+20.6%
0.02%
-10.7%
Q4 2014$577,000
+38.7%
8,190
+38.0%
0.03%
+3.7%
Q3 2014$416,000
-49.0%
5,934
-47.0%
0.03%
-53.4%
Q2 2014$815,000
-91.1%
11,189
-91.9%
0.06%
-92.8%
Q3 2013$9,108,000138,6700.81%
Other shareholders
ISHARES TR shareholders Q4 2014
NameSharesValueWeighting ↓
Wharton Business Group, LLC 174,905$21,599,0001.33%
Bensler, LLC 21,156$2,612,6130.73%
Slow Capital, Inc. 33,128$4,091,0000.70%
Wealth Management Partners, LLC 6,000$796,0000.55%
Sunflower Bank, N.A. 28,226$3,486,0000.47%
SENTINEL TRUST CO LBA 18,800$2,322,0000.28%
TCWP LLC 8,847$1,092,0000.22%
NTV ASSET MANAGEMENT LLC 9,700$1,198,0000.20%
KCS Wealth Advisory 3,774$466,0000.19%
Laidlaw Wealth Management LLC 6,077$750,0000.12%
View complete list of ISHARES TR shareholders