Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 97 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.98 and the average weighting 0.1%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$38,000
+5.6%
3740.0%0.01%0.0%
Q3 2017$36,000
+9.1%
3740.0%0.01%0.0%
Q2 2017$33,0000.0%3740.0%0.01%0.0%
Q1 2017$33,000
+6.5%
3740.0%0.01%0.0%
Q4 2016$31,000
+3.3%
3740.0%0.01%0.0%
Q3 2016$30,000
+3.4%
3740.0%0.01%0.0%
Q2 2016$29,000
+7.4%
3740.0%0.01%
+7.7%
Q1 2016$27,000
+3.8%
3740.0%0.01%
+8.3%
Q4 2015$26,0003740.01%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 29,540$2,917,0001.97%
First Citizens Financial Corp 10,704$1,057,0001.05%
Kalos Management, Inc. 11,439$1,234,0000.55%
Fulcrum Equity Management 11,609$1,146,0000.53%
Pathway Financial Advisors LLC 12,870$1,253,0000.48%
Harvest Investment Services, LLC 6,180$610,0000.35%
BARINGS LLC 118,304$11,683,0000.27%
ROBERTS GLORE & CO INC /IL/ 6,744$665,0000.24%
CEDAR CAPITAL, LLC 6,352$627,0000.21%
Bray Capital Advisors 5,650$558,0000.20%
View complete list of ISHARES TR shareholders