Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$312,703
-4.7%
6,329
-1.1%
0.10%
-3.0%
Q2 2023$328,089
-17.3%
6,402
-18.7%
0.10%
-12.9%
Q1 2023$396,871
-0.9%
7,876
-7.3%
0.12%
-8.7%
Q4 2022$400,614
+15.1%
8,495
+9.2%
0.13%
+5.8%
Q3 2022$348,000
-6.7%
7,778
+0.2%
0.12%
-5.5%
Q2 2022$373,000
-15.2%
7,765
-4.9%
0.13%
-9.3%
Q1 2022$440,000
-0.9%
8,162
+4.8%
0.14%
-9.1%
Q4 2021$444,000
+16.2%
7,785
+13.1%
0.15%
+4.1%
Q3 2021$382,000
+10.1%
6,883
+11.1%
0.15%0.0%
Q2 2021$347,000
+35.0%
6,195
+29.1%
0.15%
+33.3%
Q1 2021$257,000
+634.3%
4,799
+538.2%
0.11%
+404.5%
Q2 2019$35,000
+2.9%
7520.0%0.02%
-4.3%
Q1 2019$34,000
+9.7%
7520.0%0.02%
-4.2%
Q4 2018$31,000
+520.0%
752
+526.7%
0.02%
+700.0%
Q3 2018$5,0000.0%1200.0%0.00%
-25.0%
Q2 2018$5,0001200.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 743,709$39,833,0008.00%
ARQ WEALTH ADVISORS, LLC 181,888$9,742,0006.30%
Fort Henry Capital, LLC 80,217$4,296,0004.07%
Weaver Consulting Group 90,412$4,842,0002.97%
Aveo Capital Partners, LLC 166,496$8,918,0002.25%
Madrona Financial Services, LLC 77,644$4,159,0002.13%
NORTHWEST WEALTH MANAGEMENT, LLC 62,710$3,359,0002.11%
MARINO, STRAM & ASSOCIATES LLC 74,852$4,009,0001.57%
Strategic Family Wealth Counselors, L.L.C. 50,870$2,725,0001.03%
PATTON ALBERTSON MILLER GROUP, LLC 78,579$4,209,0001.02%
View complete list of ISHARES TR shareholders