Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 128 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.52 and the average weighting 0.2%.

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 Q4 2016
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 114,550$11,707,0005.40%
Chessman Wealth Strategies RIA 23,801$2,432,0002.43%
BREITER CAPITAL MANAGEMENT INC 14,287$1,460,0002.10%
Kalos Management, Inc. 28,658$2,928,0001.38%
Copperwynd Financial, LLC 18,162$1,856,0001.36%
NATIONAL PLANNING CORP 89$9,096,0001.25%
Barber Financial Group, Inc. 40,116$4,100,0001.04%
Strategic Wealth Partners, Ltd. 17,971$1,762,0000.98%
Conservest Capital Advisors, Inc. 45,727$4,673,0000.93%
COMMERCE BANK 629,507$64,336,0000.84%
View complete list of ISHARES TR shareholders