Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 244 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q1 2019
NameSharesValueWeighting ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders