Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 354 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$223,768
-4.8%
4,7600.0%0.07%
-2.8%
Q2 2023$235,144
-0.6%
4,7600.0%0.07%
+4.3%
Q1 2023$236,477
+9.2%
4,7600.0%0.07%0.0%
Q4 2022$216,580
+14.0%
4,7600.0%0.07%
+4.5%
Q3 2022$190,000
-11.2%
4,7600.0%0.07%
-9.6%
Q2 2022$214,000
-14.1%
4,7600.0%0.07%
-7.6%
Q1 2022$249,000
-8.5%
4,760
-2.6%
0.08%
-16.0%
Q4 2021$272,000
+0.4%
4,8850.0%0.09%
-10.5%
Q3 2021$271,000
-3.6%
4,8850.0%0.10%
-12.5%
Q2 2021$281,000
+6.8%
4,885
+2.6%
0.12%
+6.2%
Q1 2021$263,000
+4.4%
4,7600.0%0.11%
-10.3%
Q4 2020$252,000
+15.1%
4,7600.0%0.13%
-8.7%
Q3 2019$219,000
-1.8%
4,7600.0%0.14%
-1.4%
Q2 2019$223,0004,7600.14%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders