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. 1,269,661$62,35315.49%
Simplicity Wealth,LLC 111,005$5,451,4784.81%
Long Run Wealth Advisors, LLC 253,421$12,445,4854.48%
Erickson Financial Group, LLC 65,632$3,223,1883.49%
Global Wealth Strategies & Associates 103,501$5,082,9342.95%
MCF Advisors LLC 483,375$23,738,5482.42%
Center For Asset Management LLC 52,785$2,592,2762.42%
Arcadia Wealth Management, LLC 54,716$2,687,1232.36%
Personal Capital Advisors Corp 9,741,579$478,408,9352.32%
Wayfinding Financial, LLC 41,968$2,4321.95%
View complete list of ISHARES TR shareholders