Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 46 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mosaic Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$958,000
+13.9%
24,512
+8.1%
0.25%
+6.9%
Q3 2021$841,000
+24.0%
22,670
+27.3%
0.23%
+18.9%
Q2 2021$678,000
+9.2%
17,814
+5.7%
0.20%
+9.5%
Q1 2021$621,000
-5.0%
16,846
-12.7%
0.18%
-18.3%
Q4 2020$654,000
+31.6%
19,300
+13.5%
0.22%
+17.7%
Q3 2020$497,000
+10.0%
17,010
+9.0%
0.19%
-0.5%
Q2 2020$452,000
+4.6%
15,600
-6.7%
0.19%
-14.6%
Q1 2020$432,000
-29.8%
16,718
-3.6%
0.22%
-11.7%
Q4 2019$615,000
+7.0%
17,351
+3.6%
0.25%
+4.6%
Q3 2019$575,000
+66.7%
16,754
+61.7%
0.24%
+64.6%
Q2 2019$345,000
+176.0%
10,364
+168.0%
0.14%
+188.0%
Q1 2019$125,0003,8670.05%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Leelyn Smith, LLC 405,581$14,946,0004.45%
Clear Creek Financial Management, LLC 42,420$1,613,0003.24%
Prostatis Group LLC 95,910$3,534,2882.77%
Wade Financial Advisory, Inc 112,491$4,145,0002.62%
Burns Matteson Capital Management, LLC 48,784$1,797,6731.72%
Brickley Wealth Management 140,588$5,181,0001.39%
Professional Financial Advisors, LLC 47,538$1,752,0001.09%
Stewardship Financial Advisors, LLC 80,756$2,976,0001.03%
ACT Advisors, LLC. 26,415$1,009,0000.80%
Ameritas Investment Company, LLC 205,865$7,586,116,0000.66%
View complete list of ISHARES TR shareholders