Mascoma Wealth Management LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 80 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$80,519
+0.2%
8700.0%0.02%0.0%
Q2 2023$80,397
-64.6%
870
-64.9%
0.02%
-62.7%
Q1 2023$227,382
+1.4%
2,4780.0%0.07%
-5.6%
Q4 2022$224,234
-7.0%
2,478
-8.9%
0.07%
-14.5%
Q3 2022$241,000
-2.0%
2,7210.0%0.08%
-1.2%
Q2 2022$246,000
-16.9%
2,721
-13.9%
0.08%
-10.6%
Q1 2022$296,000
-15.4%
3,160
-13.7%
0.09%
-22.3%
Q4 2021$350,000
-0.3%
3,6600.0%0.12%
-11.0%
Q3 2021$351,000
-4.6%
3,660
-4.2%
0.14%
-13.4%
Q2 2021$368,000
-2.1%
3,820
-2.1%
0.16%
-3.1%
Q1 2021$376,000
-10.9%
3,900
-11.7%
0.16%
-23.2%
Q4 2020$422,000
-57.0%
4,415
-58.2%
0.21%
-65.9%
Q3 2019$981,000
-11.1%
10,553
-10.1%
0.62%
-10.6%
Q2 2019$1,103,000
+0.5%
11,733
-0.0%
0.69%
-6.1%
Q1 2019$1,097,000
-5.9%
11,735
-8.7%
0.74%
-17.3%
Q4 2018$1,166,000
-84.1%
12,859
-83.0%
0.89%
-81.6%
Q3 2018$7,350,000
+106.8%
75,650
+103.3%
4.85%
+93.8%
Q2 2018$3,554,00037,2082.50%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
Harborview Advisors, LLC 76,616$6,993,0005.34%
Tri-Star Advisors Inc. 33,629$3,110,0001.95%
OmniStar Financial Group, Inc. 15,304$1,397,0001.05%
Semmax Financial Advisors Inc. 21,987$2,007,0000.96%
Riverpoint Wealth Management Holdings, LLC 11,654$1,064,0000.39%
ASSETMARK, INC 640,198$58,437,0000.38%
Titus Wealth Management 4,262$389,0000.28%
Watson Rebecca 4,895$447,0000.26%
Founders Financial Alliance, LLC 4,781$438,0000.26%
WealthOne, LLC 2,590$236,0000.13%
View complete list of ISHARES U S ETF TR shareholders