Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 303 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$97,000
+1.0%
8730.0%0.04%
-2.5%
Q4 2018$96,0000.0%8730.0%0.04%
+2.6%
Q3 2018$96,0000.0%8730.0%0.04%
+8.3%
Q2 2018$96,0000.0%8730.0%0.04%
+2.9%
Q1 2018$96,0000.0%8730.0%0.04%0.0%
Q4 2017$96,000
-1.0%
873
-1.1%
0.04%
-7.9%
Q3 2017$97,0000.0%8830.0%0.04%
-5.0%
Q2 2017$97,0000.0%8830.0%0.04%
-4.8%
Q1 2017$97,0000.0%8830.0%0.04%
-6.7%
Q4 2016$97,000
-1.0%
8830.0%0.04%
-2.2%
Q3 2016$98,0000.0%8830.0%0.05%
-2.1%
Q2 2016$98,000
+1.0%
8830.0%0.05%0.0%
Q1 2016$97,000
-67.7%
883
-67.6%
0.05%
-64.9%
Q4 2015$300,0002,7290.13%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders