Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 144 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$266,000
-0.4%
4,806
-4.5%
0.11%
-2.7%
Q4 2018$267,000
-58.0%
5,034
-58.3%
0.11%
-57.7%
Q3 2018$635,000
-71.0%
12,070
-41.0%
0.26%
-68.7%
Q2 2018$2,191,000
-18.5%
20,449
-17.1%
0.83%
-16.5%
Q1 2018$2,689,000
+1.4%
24,676
+4.2%
0.99%
+3.0%
Q4 2017$2,653,00023,6800.96%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders