MOSAIC FAMILY WEALTH PARTNERS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 115 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MOSAIC FAMILY WEALTH PARTNERS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$606,431
-3.6%
18,3490.0%0.12%
-2.4%
Q2 2023$629,000
-4.9%
18,349
-3.8%
0.12%
-10.1%
Q1 2023$661,671
+32.6%
19,079
+32.2%
0.14%
-2.1%
Q4 2022$499,17014,4270.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
WEALTH MANAGEMENT RESOURCES, INC. 312,868$10,327,0764.99%
Wade Financial Advisory, Inc 145,559$4,810,7262.06%
Brickley Wealth Management 127,012$4,197,7431.12%
Summit Global Investments 375,038$12,3950.82%
High Net Worth Advisory Group LLC 49,220$1,626,7210.65%
MERCER GLOBAL ADVISORS INC /ADV 3,840,378$126,9240.48%
Fortune Financial Advisors, LLC 16,966$560,7150.43%
RAYMOND JAMES & ASSOCIATES 12,226,069$404,071,4710.34%
Armbruster Capital Management, Inc. 32,575$1,076,6040.27%
DB Wealth Management Group, LLC 12,780$422,3810.27%
View complete list of ISHARES TR shareholders