Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 958 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 7.24 and the average weighting 0.5%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,839
-49.7%
260
-48.7%
0.00%
-60.0%
Q2 2023$15,570
-2.1%
5070.0%0.01%0.0%
Q1 2023$15,905
+2.8%
5070.0%0.01%0.0%
Q4 2022$15,479
-8.9%
507
-4.7%
0.01%
-16.7%
Q3 2022$17,0000.0%5320.0%0.01%0.0%
Q2 2022$17,000
-10.5%
5320.0%0.01%0.0%
Q1 2022$19,000
-9.5%
5320.0%0.01%
-14.3%
Q4 2021$21,0000.0%5320.0%0.01%
-12.5%
Q3 2021$21,000
+5.0%
5320.0%0.01%
-11.1%
Q1 2021$20,000
-74.7%
532
-75.2%
0.01%
-81.6%
Q2 2019$79,000
+1.3%
2,1450.0%0.05%
-5.8%
Q1 2019$78,000
+6.8%
2,1450.0%0.05%
-7.1%
Q4 2018$73,000
-37.6%
2,145
-31.8%
0.06%
-27.3%
Q3 2018$117,000
+207.9%
3,145
+214.5%
0.08%
+185.2%
Q2 2018$38,0000.0%1,0000.0%0.03%
+8.0%
Q1 2018$38,000
+2.7%
1,0000.0%0.02%
+8.7%
Q4 2017$37,000
-5.1%
1,0000.0%0.02%
-11.5%
Q3 2017$39,0000.0%1,0000.0%0.03%0.0%
Q2 2017$39,0000.0%1,0000.0%0.03%
-7.1%
Q1 2017$39,000
+5.4%
1,0000.0%0.03%
+3.7%
Q4 2016$37,0001,0000.03%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders