Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 173 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$255,000
-34.3%
9,891
-35.7%
0.11%
-31.4%
Q1 2019$388,000
+6.9%
15,388
+4.6%
0.16%
+4.0%
Q4 2018$363,000
-36.4%
14,717
-37.7%
0.15%
-35.9%
Q3 2018$571,000
-68.7%
23,615
-68.1%
0.23%
-66.1%
Q2 2018$1,824,000
-21.6%
74,072
-21.4%
0.69%
-19.7%
Q1 2018$2,328,000
+8.3%
94,285
+10.0%
0.86%
+10.1%
Q4 2017$2,149,00085,6820.78%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders