Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,182
-37.0%
462
-35.3%
0.00%
-40.0%
Q2 2023$16,165
-40.0%
714
-37.9%
0.01%
-37.5%
Q1 2023$26,933
-31.2%
1,149
-33.3%
0.01%
-33.3%
Q4 2022$39,124
+0.3%
1,7220.0%0.01%
-14.3%
Q3 2022$39,000
+44.4%
1,722
+49.9%
0.01%
+55.6%
Q2 2022$27,000
-69.3%
1,149
-67.5%
0.01%
-67.9%
Q1 2022$88,000
-6.4%
3,5370.0%0.03%
-15.2%
Q4 2021$94,0000.0%3,5370.0%0.03%
-8.3%
Q3 2021$94,000
-9.6%
3,537
-10.8%
0.04%
-20.0%
Q1 2021$104,000
-49.8%
3,967
-47.9%
0.04%
-56.7%
Q4 2020$207,000
-94.6%
7,611
-94.7%
0.10%
-95.7%
Q3 2019$3,807,000144,5982.40%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders