Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,971
-4.6%
110.0%0.00%0.0%
Q2 2023$3,115
+0.7%
110.0%0.00%0.0%
Q1 2023$3,093
-0.9%
110.0%0.00%0.0%
Q4 2022$3,121
+4.0%
110.0%0.00%0.0%
Q3 2022$3,0000.0%110.0%0.00%0.0%
Q2 2022$3,0000.0%110.0%0.00%0.0%
Q1 2022$3,0000.0%110.0%0.00%0.0%
Q4 2021$3,0000.0%110.0%0.00%0.0%
Q3 2021$3,0000.0%110.0%0.00%0.0%
Q1 2021$3,000
-70.0%
11
-78.8%
0.00%
-83.3%
Q2 2019$10,000
-28.6%
52
-27.8%
0.01%
-33.3%
Q1 2019$14,000
+7.7%
720.0%0.01%
-10.0%
Q4 2018$13,000
-13.3%
720.0%0.01%0.0%
Q3 2018$15,000
+15.4%
720.0%0.01%
+11.1%
Q2 2018$13,000
+8.3%
720.0%0.01%
+12.5%
Q1 2018$12,000
-7.7%
720.0%0.01%0.0%
Q4 2017$13,000
-59.4%
72
-61.5%
0.01%
-61.9%
Q3 2017$32,000
+3.2%
1870.0%0.02%0.0%
Q2 2017$31,000
+6.9%
1870.0%0.02%0.0%
Q1 2017$29,000
+7.4%
1870.0%0.02%
+5.0%
Q4 2016$27,0001870.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders