Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 276 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

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 2019
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders