Catamount Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 175 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.35 and the average weighting 0.6%.

Quarter-by-quarter ownership
Catamount Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$248,000
+5.1%
1,175
-4.5%
0.14%
-12.4%
Q4 2018$236,000
-10.9%
1,230
-5.0%
0.16%
+26.8%
Q3 2018$265,000
+4316.7%
1,295
+4216.7%
0.13%
+4133.3%
Q2 2018$6,000
+20.0%
300.0%0.00%0.0%
Q1 2018$5,0000.0%300.0%0.00%0.0%
Q4 2017$5,000
+25.0%
300.0%0.00%
+50.0%
Q3 2017$4,0000.0%300.0%0.00%0.0%
Q2 2017$4,0000.0%300.0%0.00%
-33.3%
Q1 2017$4,000
+33.3%
300.0%0.00%
+50.0%
Q4 2016$3,000300.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders