Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$26,289
-20.7%
1,035
-16.9%
0.01%
-20.0%
Q2 2023$33,156
+459.2%
1,246
+490.5%
0.01%
+400.0%
Q1 2023$5,929
+3.5%
2110.0%0.00%0.0%
Q4 2022$5,731
+14.6%
2110.0%0.00%0.0%
Q3 2022$5,000
-16.7%
2110.0%0.00%0.0%
Q2 2022$6,000
-14.3%
2110.0%0.00%0.0%
Q1 2022$7,000
-94.0%
211
-94.3%
0.00%
-95.0%
Q4 2021$116,000
+2.7%
3,7150.0%0.04%
-9.1%
Q3 2021$113,000
+232.4%
3,715
+240.5%
0.04%
+193.3%
Q1 2021$34,000
-97.9%
1,091
-97.9%
0.02%
-98.5%
Q2 2019$1,611,000
+5.6%
52,434
+6.1%
1.01%
-1.4%
Q1 2019$1,525,000
+19.7%
49,405
+11.3%
1.02%
+5.2%
Q4 2018$1,274,00044,3840.97%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders