Catamount Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 520 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.15 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 Q4 2018
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders