Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 133 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$44,000
+10.0%
3000.0%0.02%
+5.9%
Q4 2018$40,000
-4.8%
3000.0%0.02%0.0%
Q3 2018$42,000
-25.0%
300
-29.4%
0.02%
-19.0%
Q2 2018$56,000
+47.4%
425
+41.7%
0.02%
+50.0%
Q1 2018$38,000
-5.0%
3000.0%0.01%
-6.7%
Q4 2017$40,0000.0%3000.0%0.02%
-6.2%
Q3 2017$40,000
+2.6%
300
-0.3%
0.02%0.0%
Q2 2017$39,000
-15.2%
301
-15.9%
0.02%
-20.0%
Q1 2017$46,000
+4.5%
3580.0%0.02%0.0%
Q4 2016$44,0000.0%358
+0.3%
0.02%0.0%
Q3 2016$44,000
-6.4%
3570.0%0.02%
-13.0%
Q2 2016$47,000
+6.8%
357
+0.3%
0.02%
+9.5%
Q1 2016$44,000
+15.8%
356
+0.3%
0.02%
+23.5%
Q4 2015$38,0003550.02%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Destination Wealth Management 624,565$51,058,1631.90%
BOS Asset Management, LLC 25,808$2,109,8041.64%
First Citizens Financial Corp 22,212$1,815,8321.23%
San Luis Wealth Advisors LLC 41,232$3,3711.19%
LBMC INVESTMENT ADVISORS, LLC 123,300$10,079,7520.99%
Essex LLC 58,552$4,786,6260.67%
TAP Consulting, LLC 33,198$2,713,9340.67%
COUNTRY CLUB BANK 80,834$6,531,3870.52%
HOLDERNESS INVESTMENTS CO 17,000$1,389,7870.51%
Family Firm, Inc. 23,002$1,880,4190.50%
View complete list of ISHARES TR shareholders