Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 376 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.70 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 Q1 2019
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders