Catamount Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 351 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 2.61 and the average weighting 0.4%.

Quarter-by-quarter ownership
Catamount Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$5,0000.0%220.0%0.00%0.0%
Q4 2018$5,0000.0%220.0%0.00%
+50.0%
Q3 2018$5,0000.0%220.0%0.00%0.0%
Q2 2018$5,0000.0%220.0%0.00%
-33.3%
Q1 2018$5,0000.0%220.0%0.00%0.0%
Q4 2017$5,000
+25.0%
220.0%0.00%
+50.0%
Q3 2017$4,0000.0%220.0%0.00%0.0%
Q2 2017$4,0000.0%220.0%0.00%
-33.3%
Q1 2017$4,0000.0%220.0%0.00%0.0%
Q4 2016$4,0000.0%220.0%0.00%0.0%
Q3 2016$4,0000.0%220.0%0.00%
-40.0%
Q2 2016$4,0000.0%220.0%0.01%0.0%
Q1 2016$4,0000.0%220.0%0.01%
+25.0%
Q4 2015$4,000
+33.3%
220.0%0.00%
+33.3%
Q3 2015$3,000
-25.0%
220.0%0.00%0.0%
Q2 2015$4,0000.0%220.0%0.00%0.0%
Q1 2015$4,0000.0%220.0%0.00%
-25.0%
Q4 2014$4,000220.00%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders