Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 62 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$254,000
-3.1%
4,634
-28.8%
0.07%
-33.6%
Q2 2019$262,000
-25.4%
6,504
-25.7%
0.11%
-22.0%
Q1 2019$351,000
-1.7%
8,752
-12.1%
0.14%
-4.1%
Q4 2018$357,000
-13.6%
9,957
-3.8%
0.15%
-13.0%
Q3 2018$413,00010,3550.17%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 3,446,932$197,337,00014.68%
Addison Advisors LLC 125,972$7,212,0004.46%
Financial Management Professionals, Inc. 339,395$19,430,0004.12%
Clearwater Capital Advisors, LLC 487,626$27,917,0003.08%
Wade Financial Advisory, Inc 73,999$4,236,0002.20%
Ullmann Wealth Partners Group, LLC 131,229$7,513,0002.01%
Wayfinding Financial, LLC 47,792$2,451,0001.96%
MERCER GLOBAL ADVISORS INC /ADV 4,367,926$250,064,0001.54%
Beirne Wealth Consulting Services, LLC 44,125$2,528,0001.38%
CWM, LLC 3,417,755$195,666,0001.38%
View complete list of ISHARES TR shareholders