Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$66,950
-7.1%
1,0000.0%0.02%
-4.5%
Q2 2023$72,040
+11.9%
1,0000.0%0.02%
+15.8%
Q1 2023$64,400
+13.1%
1,0000.0%0.02%
+5.6%
Q4 2022$56,960
-1.8%
1,0000.0%0.02%
-10.0%
Q3 2022$58,000
+1.8%
1,0000.0%0.02%
+5.3%
Q2 2022$57,000
-24.0%
1,0000.0%0.02%
-20.8%
Q1 2022$75,000
-10.7%
1,0000.0%0.02%
-17.2%
Q4 2021$84,000
+9.1%
1,0000.0%0.03%
-3.3%
Q3 2021$77,000
+2.7%
1,0000.0%0.03%
-6.2%
Q1 2021$75,000
+38.9%
1,000
+300.0%
0.03%
-5.9%
Q2 2019$54,000
+5.9%
2500.0%0.03%0.0%
Q1 2019$51,000
+13.3%
2500.0%0.03%0.0%
Q4 2018$45,000
-15.1%
2500.0%0.03%
-2.9%
Q3 2018$53,000
+10.4%
2500.0%0.04%
+2.9%
Q2 2018$48,000
+4.3%
2500.0%0.03%
+13.3%
Q1 2018$46,000
-4.2%
2500.0%0.03%0.0%
Q4 2017$48,000
+17.1%
2500.0%0.03%
+11.1%
Q3 2017$41,0000.0%2500.0%0.03%
-3.6%
Q2 2017$41,000
+2.5%
2500.0%0.03%
-3.4%
Q1 2017$40,000
+5.3%
2500.0%0.03%
+3.6%
Q4 2016$38,0002500.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders