Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 485 filers reported holding ISHARES TR in Q4 2021. 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$282,119
-2.4%
2,911
-1.9%
0.09%
-1.1%
Q2 2023$289,170
-92.0%
2,966
-91.8%
0.09%
-91.5%
Q1 2023$3,596,904
-68.1%
36,274
-68.8%
1.05%
-70.6%
Q4 2022$11,283,092
+22.9%
116,369
+21.8%
3.58%
+12.6%
Q3 2022$9,182,000
+1.0%
95,534
+6.6%
3.18%
+2.4%
Q2 2022$9,088,000
+12.7%
89,599
+16.6%
3.10%
+21.0%
Q1 2022$8,063,000
+61.6%
76,831
+63.1%
2.57%
+48.8%
Q4 2021$4,988,000
+68.1%
47,108
+67.7%
1.72%
+49.9%
Q3 2021$2,968,000
+98.0%
28,099
+99.3%
1.15%
+79.6%
Q2 2021$1,499,000
+5665.4%
14,099
+5539.6%
0.64%
+5727.3%
Q1 2021$26,000
-99.1%
250
-99.1%
0.01%
-99.5%
Q2 2018$2,899,000
+3.6%
29,083
+4.1%
2.04%
+10.7%
Q1 2018$2,798,00027,9371.84%
Q3 2017$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2017$4,371,000
+7.1%
43,543
+8.3%
2.95%
+0.9%
Q1 2017$4,080,000
+49.7%
40,218
+48.6%
2.92%
+45.7%
Q4 2016$2,725,00027,0592.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders