Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 54 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
Q4 2019$226,000
+7.1%
3,8580.0%0.09%
+4.6%
Q3 2019$211,000
+1.4%
3,8580.0%0.09%0.0%
Q2 2019$208,000
+2.5%
3,8580.0%0.09%
+6.1%
Q1 2019$203,000
+10.3%
3,8580.0%0.08%
+7.9%
Q4 2018$184,000
-8.5%
3,8580.0%0.08%
-7.3%
Q3 2018$201,000
+2.6%
3,8580.0%0.08%
+10.8%
Q2 2018$196,000
+0.5%
3,8580.0%0.07%
+2.8%
Q1 2018$195,000
+24.2%
3,858
+28.6%
0.07%
+26.3%
Q4 2017$157,0003,0010.06%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 4,392,944$253,517,0008.32%
Mason & Associates Inc 382,817$22,092,0007.82%
Compton Wealth Advisory Group, LLC 180,256$10,403,0004.42%
Horst & Graben Wealth Management LLC 245,534$14,170,0004.02%
Strategic Equity Management 131,934$7,614,0003.15%
TIAA, FSB 7,564,695$436,559,0001.87%
Peterson Financial Group, Inc. 22,739$1,312,0001.10%
Global Wealth Management Investment Advisory, Inc. 52,219$3,014,0001.07%
9258 Wealth Management, LLC 68,182$3,935,0001.01%
BRYN MAWR TRUST Co 338,429$19,531,0000.95%
View complete list of ISHARES TR shareholders