Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 14 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

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 Q4 2023
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders