Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 533 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$527,000
+7.8%
6,1760.0%0.14%
+1.5%
Q3 2021$489,000
-2.2%
6,1760.0%0.14%
-6.2%
Q2 2021$500,000
+3.3%
6,1760.0%0.14%
+2.9%
Q1 2021$484,000
+8.5%
6,1760.0%0.14%
-6.0%
Q4 2020$446,000
+20.9%
6,176
+300.0%
0.15%
+8.0%
Q3 2020$369,000
+6.6%
1,5440.0%0.14%
-3.5%
Q2 2020$346,000
+25.4%
1,5440.0%0.14%
+2.1%
Q1 2020$276,000
-25.0%
1,5440.0%0.14%
-5.4%
Q4 2019$368,000
+6.4%
1,5440.0%0.15%
+3.5%
Q3 2019$346,000
-0.9%
1,5440.0%0.14%
-2.1%
Q2 2019$349,000
+3.3%
1,5440.0%0.15%
+7.4%
Q1 2019$338,000
+14.6%
1,5440.0%0.14%
+11.5%
Q4 2018$295,000
-9.5%
1,5440.0%0.12%
-8.3%
Q3 2018$326,000
-5.8%
1,544
+0.2%
0.13%
+1.5%
Q2 2018$346,000
+3.0%
1,5410.0%0.13%
+5.6%
Q1 2018$336,000
+0.9%
1,5410.0%0.12%
+2.5%
Q4 2017$333,000
+2675.0%
1,541
+2426.2%
0.12%
+2320.0%
Q3 2017$12,0000.0%610.0%0.01%0.0%
Q2 2017$12,000
-63.6%
61
-65.3%
0.01%
-64.3%
Q1 2017$33,000
+3.1%
1760.0%0.01%
-6.7%
Q4 2016$32,000
+3.2%
1760.0%0.02%
+7.1%
Q3 2016$31,000
+3.3%
1760.0%0.01%
-6.7%
Q2 2016$30,000
+7.1%
1760.0%0.02%
+15.4%
Q1 2016$28,0000.0%1760.0%0.01%
+8.3%
Q4 2015$28,0001760.01%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders