Catamount Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 634 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.7%.

Quarter-by-quarter ownership
Catamount Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$22,000
+4.8%
1940.0%0.01%
-7.1%
Q4 2018$21,000
-4.5%
1940.0%0.01%
+27.3%
Q3 2018$22,0000.0%1940.0%0.01%0.0%
Q2 2018$22,000
+4.8%
1940.0%0.01%0.0%
Q1 2018$21,000
-4.5%
1940.0%0.01%
-8.3%
Q4 2017$22,000
+4.8%
1940.0%0.01%0.0%
Q3 2017$21,000
+5.0%
1940.0%0.01%0.0%
Q2 2017$20,0000.0%1940.0%0.01%
-14.3%
Q1 2017$20,0000.0%1940.0%0.01%
-12.5%
Q4 2016$20,000
+11.1%
1940.0%0.02%
+6.7%
Q3 2016$18,000
+500.0%
194
+470.6%
0.02%
+400.0%
Q3 2015$3,0000.0%340.0%0.00%
+50.0%
Q2 2015$3,0000.0%340.0%0.00%0.0%
Q1 2015$3,0000.0%340.0%0.00%
-33.3%
Q4 2014$3,000340.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders