Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 202 filers reported holding ISHARES TR in Q3 2018. 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$251,000
+829.6%
2,471
+846.7%
0.02%
+1050.0%
Q4 2020$27,000
-88.5%
261
-88.9%
0.00%
-91.3%
Q3 2019$235,000
+0.4%
2,344
+0.9%
0.02%
-4.2%
Q2 2019$234,000
+1.7%
2,323
+0.6%
0.02%
-4.0%
Q1 2019$230,0000.0%2,310
-0.8%
0.02%
+8.7%
Q3 2018$230,000
-1.3%
2,329
-0.6%
0.02%
-8.0%
Q2 2018$233,000
-68.8%
2,342
-68.6%
0.02%
-69.9%
Q1 2018$746,000
+54.5%
7,449
+53.9%
0.08%
+45.6%
Q4 2017$483,000
-23.9%
4,841
-23.5%
0.06%
-27.8%
Q3 2017$635,000
+34.0%
6,327
+34.1%
0.08%
+29.5%
Q2 2017$474,000
+31.7%
4,718
+32.9%
0.06%
+24.5%
Q1 2017$360,000
+18.0%
3,550
+17.2%
0.05%
+6.5%
Q4 2016$305,0003,0280.05%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 384,121$39,972,00010.63%
KEATING INVESTMENT COUNSELORS INC 177,090$18,428,0009.65%
Wechter Feldman Wealth Management, Inc. 105,905$11,020,0008.65%
New Capital Management LP 61,137$6,362,0007.00%
Stordahl Capital Management, Inc. 122,699$12,768,0006.61%
Arbor Investment Advisors, LLC 217,617$22,645,0005.91%
Landmark Financial Advisors, LLC 176,058$18,232,0005.78%
Smith & Howard Wealth Management, LLC 91,410$9,512,0005.61%
American Money Management, LLC 117,863$12,265,0005.56%
Parcion Private Wealth LLC 322,390$33,377,0005.10%
View complete list of ISHARES TR shareholders