Beaumont Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 435 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$224,000
+2.8%
5,0890.0%0.02%
-8.7%
Q2 2020$218,000
+4.8%
5,0890.0%0.02%
-11.5%
Q1 2020$208,000
-11.9%
5,0890.0%0.03%
+13.0%
Q4 2019$236,000
-34.4%
5,089
-34.3%
0.02%
-36.1%
Q3 2019$360,000
-7.7%
7,746
-7.3%
0.04%
-10.0%
Q2 2019$390,0000.0%8,3590.0%0.04%
-4.8%
Q1 2019$390,000
+4.8%
8,3590.0%0.04%
-31.1%
Q4 2018$372,000
-5.6%
8,3590.0%0.06%
+56.4%
Q3 2018$394,000
+1.0%
8,3590.0%0.04%
-4.9%
Q2 2018$390,000
-0.3%
8,3590.0%0.04%
-6.8%
Q1 2018$391,000
-0.8%
8,3590.0%0.04%
-4.3%
Q4 2017$394,0008,3590.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Mader & Shannon Wealth Management, Inc. 489,395$20,011,00013.24%
KilterHowling LLC 287,862$11,770,66212.45%
RETIREMENT FINANCIAL SOLUTIONS, LLC 307,897$12,589,91110.70%
DELPHI FINANCIAL GROUP, INC. 308,350$12,611,5156.35%
Thrive Capital Management, LLC 208,461$8,523,9785.57%
F3Logic, LLC 645,888$26,410,4025.55%
Gallagher Benefit Services, Inc. 645,888$26,410,4025.55%
Sound Income Strategies, LLC 1,035,667$42,348,4185.40%
FinDec Wealth Services, Inc. 156,358$6,393,4795.28%
FINANCIAL ADVISORY PARTNERS, LLC 311,634$12,742,7145.25%
View complete list of ISHARES TR shareholders