Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 258 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q1 2019
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders