Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 118 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$267,000
-42.8%
13,162
-23.8%
0.14%
-28.2%
Q4 2019$467,000
+1.7%
17,278
-4.0%
0.19%
-0.5%
Q3 2019$459,000
-21.0%
18,001
-18.7%
0.19%
-22.2%
Q2 2019$581,000
-14.2%
22,140
-13.8%
0.24%
-11.0%
Q1 2019$677,000
+2.1%
25,697
-8.0%
0.27%
-0.4%
Q4 2018$663,000
-10.3%
27,946
-3.7%
0.27%
-9.3%
Q3 2018$739,00029,0140.30%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,941,912$141,882,00011.98%
MERIDIAN MANAGEMENT CO 936,142$26,877,0008.36%
BALASA DINVERNO & FOLTZ LLC 2,071,000$59,458,0004.77%
Clearwater Capital Advisors, LLC 1,105,054$31,726,0003.97%
Wade Financial Advisory, Inc 215,452$6,186,0003.91%
RHS Financial, LLC 159,823$4,589,0003.83%
Callan Capital, LLC 636,630$18,278,0003.32%
Beirne Wealth Consulting Services, LLC 156,198$4,484,0002.63%
Keebeck Wealth Management, LLC 480,305$13,790,0002.14%
LINCOLN CAPITAL CORP 117,383$3,370,0002.10%
View complete list of ISHARES TR shareholders