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 ↓
Jordan Park Group LLC 12,074,661$320,341,00014.96%
ERTS Wealth Advisors, LLC 2,047,943$54,327,00014.25%
CLIENT 1ST ADVISORY GROUP, LLC 782,153$20,751,00010.59%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,532,426$146,775,00010.02%
Antonetti Capital Management LLC 446,948$11,858,0009.67%
Tri-Star Advisors Inc. 719,695$19,079,0008.38%
Williams Financial, LLC 330,264$8,762,0007.58%
Avondale Wealth Management 288,128$7,644,0007.46%
Legacy Financial Advisors, Inc. 1,108,076$29,397,0007.21%
Tennessee Valley Asset Management Partners 672,062$17,830,0006.77%
View complete list of ISHARES TR shareholders