Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 90 filers reported holding ISHARES TR in Q1 2016. 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$55,000
+27.9%
274
+10.0%
0.02%
+22.2%
Q4 2018$43,000
-10.4%
2490.0%0.02%
-10.0%
Q3 2018$48,0000.0%2490.0%0.02%
+11.1%
Q2 2018$48,000
-12.7%
249
-10.8%
0.02%
-10.0%
Q1 2018$55,000
-72.5%
279
-73.7%
0.02%
-72.6%
Q4 2017$200,000
+5.8%
1,0620.0%0.07%0.0%
Q3 2017$189,000
+13.2%
1,0620.0%0.07%
+4.3%
Q2 2017$167,000
+5.7%
1,0620.0%0.07%
+2.9%
Q1 2017$158,000
+30.6%
1,062
+23.1%
0.07%
+21.4%
Q4 2016$121,000
+12.0%
863
+3.6%
0.06%
+12.0%
Q3 2016$108,000
+2.9%
8330.0%0.05%
-2.0%
Q2 2016$105,000
+8.2%
8330.0%0.05%
+8.5%
Q1 2016$97,000
-1.0%
8330.0%0.05%
+6.8%
Q4 2015$98,0008330.04%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,315$12,665,0005.51%
Friedenthal Financial 58,292$6,458,0003.82%
MRA Advisory Group 41,828$4,634,0003.52%
Camarda Financial Advisors, LLC 61,356$6,798,0003.24%
MIRABELLA FINANCIAL SERVICES LLP 262,216$29,051,0003.23%
Deane Retirement Strategies, Inc. 51,481$5,747,0003.17%
HERBST GROUP, LLC 36,968$4,096,0002.68%
PARAGON FINANCIAL PARTNERS, INC. 21,755$2,410,0002.10%
Evolution Wealth Advisors, LLC 87,723$9,720,0002.00%
Migdal Insurance & Financial Holdings Ltd. 1,000,140$110,806,0001.93%
View complete list of ISHARES TR shareholders