Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 328 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 4.68 and the average weighting 0.3%.

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 Q2 2018
NameSharesValueWeighting ↓
360 Financial, Inc. 30,615$4,404,0004.62%
STRATEGIC WEALTH MANAGEMENT INC 22,582$3,248,0004.30%
Vishria Bird Financial Group, LLC 24,039$3,458,0003.62%
Bell Rock Capital LLC 15,303$2,201,0003.42%
Evolution Wealth Advisors, LLC 47,976$6,901,0002.79%
INTERACTIVE FINANCIAL ADVISORS, INC. 21,022$3,024,0002.67%
Spectrum Wealth Advisory Group, LLC 7,630$1,054,0002.28%
Gerber Kawasaki Wealth & Investment Management 42,350$6,092,0001.73%
Realta Investment Advisors 21,650$3,114,0001.34%
Black Swift Group, LLC 9,100$1,309,0001.30%
View complete list of ISHARES TR shareholders