Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 653 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.33 and the average weighting 0.4%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$59,000
-14.5%
525
-26.8%
0.02%
-17.2%
Q4 2018$69,000
-8.0%
7170.0%0.03%
-6.5%
Q3 2018$75,000
-62.9%
717
-60.9%
0.03%
-59.2%
Q2 2018$202,000
+16.8%
1,836
+13.3%
0.08%
+18.8%
Q1 2018$173,0000.0%1,6200.0%0.06%
+1.6%
Q4 2017$173,000
+198.3%
1,620
+825.7%
0.06%
+173.9%
Q3 2017$58,000
+7.4%
1750.0%0.02%0.0%
Q2 2017$54,000
+5.9%
1750.0%0.02%
+4.5%
Q1 2017$51,000
+10.9%
1750.0%0.02%
+4.8%
Q4 2016$46,000
-9.8%
1750.0%0.02%
-12.5%
Q3 2016$51,000
+10.9%
1750.0%0.02%
+9.1%
Q2 2016$46,0001750.02%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Main Management LLC 158,940$46,612,0007.49%
CHARTIST INC /CA/ 86,618$12,240,294,0005.97%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 6,075$1,782,0005.62%
Bellecapital International Ltd. 20,581$6,036,0005.58%
Opus Point Partners Management, LLC 25,000$7,332,0005.44%
NF Trinity Capital (Hong Kong) Ltd 132,350$38,814,0005.25%
VALICENTI ADVISORY SERVICES INC 31,992$9,382,0005.21%
Manifold Partners, LLC 18,888$5,539,0005.04%
Blume Capital Management, Inc. 24,097$7,067,0004.09%
HARBOUR INVESTMENT MANAGEMENT LLC 15,545$4,559,0003.38%
View complete list of ISHARES TR shareholders