Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 494 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.5%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$259,000
-19.6%
2,481
-22.4%
0.07%
-24.7%
Q3 2021$322,000
-5.0%
3,198
-0.6%
0.09%
-9.2%
Q2 2021$339,000
-8.6%
3,216
-12.6%
0.10%
-8.4%
Q1 2021$371,000
+14.5%
3,680
-7.7%
0.11%
-0.9%
Q4 2020$324,000
+32.8%
3,986
+100.0%
0.11%
+18.7%
Q3 2020$244,000
+1.7%
1,993
+0.1%
0.09%
-8.1%
Q2 2020$240,000
-16.1%
1,991
+11.9%
0.10%
-13.9%
Q4 2019$286,000
+5.9%
1,779
-1.2%
0.12%
+3.6%
Q3 2019$270,000
+0.4%
1,801
-0.4%
0.11%
-1.8%
Q2 2019$269,000
-1.1%
1,809
-2.0%
0.11%
+2.7%
Q1 2019$272,000
+1.5%
1,845
-9.1%
0.11%
-0.9%
Q4 2018$268,000
-1.5%
2,029
+12.5%
0.11%0.0%
Q3 2018$272,000
-2.9%
1,804
+5.1%
0.11%
+4.7%
Q2 2018$280,000
+8.1%
1,7160.0%0.11%
+10.4%
Q1 2018$259,000
-3.0%
1,716
-1.2%
0.10%
-1.0%
Q4 2017$267,000
+5.5%
1,736
+1.6%
0.10%
-1.0%
Q3 2017$253,000
+16.6%
1,708
+9.8%
0.10%
+7.7%
Q2 2017$217,000
-10.0%
1,555
-10.2%
0.09%
-12.5%
Q1 2017$241,000
-8.0%
1,732
-7.2%
0.10%
-14.0%
Q4 2016$262,000
+7.4%
1,866
-4.6%
0.12%
+7.1%
Q3 2016$244,000
+2.1%
1,957
-4.3%
0.11%
-2.6%
Q2 2016$239,000
-1.6%
2,044
-4.7%
0.12%
-0.9%
Q1 2016$243,000
-68.9%
2,145
-70.3%
0.12%
-66.4%
Q4 2015$781,0007,2260.35%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders