Catamount Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 190 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Catamount Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$30,000
+3.4%
2840.0%0.02%
-15.0%
Q4 2018$29,000
-3.3%
2840.0%0.02%
+42.9%
Q3 2018$30,0000.0%2840.0%0.01%
-6.7%
Q2 2018$30,000
+7.1%
2840.0%0.02%0.0%
Q1 2018$28,0000.0%2840.0%0.02%
-6.2%
Q4 2017$28,0002840.02%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Dunhill Financial, LLC 237,094$19,844,74913.03%
Francis Financial, Inc. 134,716$11,339,0436.13%
Ulrich Consultants & Investment Group, LLC 24,810$2,088,2585.05%
First Affirmative Financial Network 49,796$4,191,3384.19%
HILL ISLAND FINANCIAL LLC 109,165$9,188,4233.48%
Laurel Wealth Planning LLC 45,566$3,8352.74%
Mascoma Wealth Management LLC 103,032$8,793,7462.70%
McClarren Financial Advisors, Inc. 30,939$2,6042.15%
Columbia Trust Co 01012016 39,875$3,356,2791.88%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 44,129$3,714,3381.59%
View complete list of ISHARES TR shareholders