Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 549 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$59,518
-18.0%
4,071
-4.7%
0.02%
-13.6%
Q2 2023$72,564
-9.2%
4,2710.0%0.02%
-4.3%
Q1 2023$79,910
-15.6%
4,271
-10.5%
0.02%
-23.3%
Q4 2022$94,704
+1.8%
4,771
-1.6%
0.03%
-6.2%
Q3 2022$93,000
+12.0%
4,851
+11.5%
0.03%
+14.3%
Q2 2022$83,000
-19.4%
4,351
-9.4%
0.03%
-15.2%
Q1 2022$103,000
-5.5%
4,801
-6.8%
0.03%
-13.2%
Q4 2021$109,000
-2.7%
5,1520.0%0.04%
-11.6%
Q3 2021$112,000
-67.7%
5,152
-64.0%
0.04%
-71.1%
Q1 2021$347,000
-62.1%
14,296
-55.9%
0.15%
-67.5%
Q4 2020$916,000
+30433.3%
32,448
+12144.5%
0.46%
+22800.0%
Q2 2019$3,0000.0%2650.0%0.00%0.0%
Q1 2019$3,000
+50.0%
2650.0%0.00%0.0%
Q4 2018$2,0000.0%2650.0%0.00%
+100.0%
Q3 2018$2,0000.0%2650.0%0.00%0.0%
Q2 2018$2,0002650.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,325,279$24,385,1418.90%
Total Wealth Planning, LLC 1,052,301$19,362,3374.03%
ELEMENT POINTE ADVISORS, LLC 797,982$14,682,8653.78%
TOBIAS FINANCIAL ADVISORS, INC. 638,501$11,748,4223.17%
Stelac Advisory Services LLC 284,769$5,246,8242.34%
BBJS FINANCIAL ADVISORS, LLC 304,522$5,603,2042.24%
BOURGEON CAPITAL MANAGEMENT LLC 488,311$8,984,9232.10%
PENOBSCOT WEALTH MANAGEMENT 149,873$2,7592.02%
First Affirmative Financial Network 100,097$1,841,7791.84%
LFA - Lugano Financial Advisors SA 146,810$2,701,3041.80%
View complete list of ISHARES TR shareholders