Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 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 Q4 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders