Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$30,595
-4.6%
5100.0%0.01%0.0%
Q2 2023$32,079
-48.2%
510
-48.0%
0.01%
-44.4%
Q1 2023$61,940
+7.4%
981
-1.5%
0.02%0.0%
Q4 2022$57,648
-36.7%
996
-44.5%
0.02%
-43.8%
Q3 2022$91,000
-50.3%
1,796
-43.9%
0.03%
-49.2%
Q2 2022$183,000
-14.1%
3,2040.0%0.06%
-7.4%
Q1 2022$213,000
-34.3%
3,204
-29.8%
0.07%
-39.3%
Q4 2021$324,000
+14.1%
4,564
+13.9%
0.11%
+1.8%
Q3 2021$284,000
-3.4%
4,0070.0%0.11%
-12.7%
Q2 2021$294,000
+4.3%
4,0070.0%0.13%
+4.1%
Q1 2021$282,0004,0070.12%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders