Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,224
+69.9%
143
+31.2%
0.00%
+100.0%
Q4 2022$6,606
+10.1%
1090.0%0.00%0.0%
Q3 2022$6,0000.0%1090.0%0.00%0.0%
Q2 2022$6,0001090.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Miller Investment Management, LP 2,027,025$55,642,00020.75%
MKP Capital Management, L.L.C. 542,000$14,878,00019.96%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 5,339,292$146,564,0007.26%
Verity Asset Management, Inc. 251,755$6,911,0006.26%
Tipp Hill Capital Management LLC 225,000$6,176,0005.22%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1,954,000$53,657,0005.03%
Caerus Global Investors LLC 51,106$1,403,0005.03%
Janney Capital Management LLC 4,636,917$42,512,657,0004.82%
CHURCHILL MANAGEMENT Corp 3,924,515$107,728,0003.84%
SOL Capital Management CO 244,201$6,703,0002.45%
View complete list of ISHARES TR shareholders