Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 82 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q2 2021
NameSharesValueWeighting ↓
TMD & ASSOCIATES, INC 176,557$6,907,0005.97%
Smart Money Group LLC 41,139$1,609,0001.64%
Integrated Wealth Concepts LLC 25,442$978,0000.39%
Edge Advisors, LLC 92,062$3,601,0000.34%
Trilogy Capital Inc. 51,770$2,025,0000.29%
Tillar-Wenstrup Advisors, LLC 10,301$403,0000.24%
CREATIVE FINANCIAL DESIGNS INC /ADV 8,967$351,0000.22%
SYM FINANCIAL Corp 6,604$258,0000.16%
CWM, LLC 90,454$3,539,0000.14%
Cornerstone Wealth Management, LLC 18,356$709,0000.14%
View complete list of ISHARES TR shareholders