Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 297 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$30,0000.0%2800.0%0.01%0.0%
Q4 2018$30,000
+3.4%
2800.0%0.01%0.0%
Q3 2018$29,000
-75.0%
280
-74.6%
0.01%
-72.7%
Q2 2018$116,000
+19.6%
1,101
+19.5%
0.04%
+22.2%
Q1 2018$97,000
+6.6%
921
+6.7%
0.04%
+9.1%
Q4 2017$91,0008630.03%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 536,675$55,959,00017.74%
Horiko Capital Management LLC 194,961$20,328,58315.69%
DGS Capital Management, LLC 197,076$20,549,11313.44%
Windham Capital Management, LLC 326,499$34,044,03613.08%
Manhattan West Asset Management, LLC 245,167$25,563,56313.05%
WIT, LLC 3,819$398,162,90810.92%
Financial Council, LLC 156,358$16,303,44910.21%
Cardinal Strategic Wealth Guidance 194,942$20,326,6029.77%
Williams Financial, LLC 82,511$8,603,3927.47%
ANGELES WEALTH MANAGEMENT, LLC 363,970$37,951,1526.64%
View complete list of ISHARES TR shareholders