Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 216 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$31,000
+14.8%
5130.0%0.01%
+9.1%
Q4 2018$27,000
-6.9%
5130.0%0.01%
-8.3%
Q3 2018$29,000
-47.3%
513
-46.9%
0.01%
-42.9%
Q2 2018$55,000
-37.5%
966
-40.1%
0.02%
-36.4%
Q1 2018$88,000
+37.5%
1,614
+36.5%
0.03%
+43.5%
Q4 2017$64,0001,1820.02%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Tanglewood Legacy Advisors, LLC 286,911$23,388,96516.62%
Madison Wealth Partners, Inc 346,875$28,277,23116.50%
HILLTOP WEALTH ADVISORS, LLC 231,434$18,866,49216.00%
Tennessee Valley Asset Management Partners 468,792$38,215,87813.26%
Legacy Financial Group LLC 449,721$36,661,29310.98%
DDFG, Inc 306,266$24,966,81310.33%
Veracity Capital LLC 248,747$20,277,8939.72%
DOLIVER ADVISORS, LP 348,597$28,417,6279.34%
ForthRight Wealth Management, LLC 202,572$16,513,6688.44%
Spectrum Wealth Advisory Group, LLC 71,620$5,838,4628.13%
View complete list of ISHARES TR shareholders