Mosaic Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 119 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q2 2021
NameSharesValueWeighting ↓
High Net Worth Advisory Group LLC 44,615$1,592,3090.59%
Global Wealth Strategies & Associates 1$220.00%
View complete list of ISHARES TR shareholders