Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 166 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.55 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 Q2 2019
NameSharesValueWeighting ↓
Destination Wealth Management 618,046$51,736,6121.96%
BOS Asset Management, LLC 26,379$2,208,1861.84%
San Luis Wealth Advisors LLC 40,790$3,4151.31%
LBMC INVESTMENT ADVISORS, LLC 127,047$10,635,0661.08%
Essex LLC 32,093$2,777,3280.84%
TAP Consulting, LLC 33,574$2,810,4740.69%
COUNTRY CLUB BANK /GFN 85,692$7,115,0060.58%
HOLDERNESS INVESTMENTS CO 17,086$1,430,2730.57%
Family Firm, Inc. 22,524$1,885,5220.52%
COTTONWOOD CAPITAL ADVISORS, LLC 6,607$553,0350.51%
View complete list of ISHARES TR shareholders