Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IEUR and the CUSIP is 46434V738. A total of 268 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,208
-5.7%
1250.0%0.00%0.0%
Q2 2023$6,584
-3.5%
1250.0%0.00%0.0%
Q1 2023$6,820
+14.9%
1250.0%0.00%0.0%
Q4 2022$5,938
-57.6%
125
-64.3%
0.00%
-60.0%
Q3 2022$14,000
-12.5%
3500.0%0.01%0.0%
Q2 2022$16,000
-15.8%
3500.0%0.01%
-16.7%
Q1 2022$19,000
-5.0%
3500.0%0.01%
-14.3%
Q4 2021$20,0000.0%3500.0%0.01%
-12.5%
Q3 2021$20,000
+5.3%
3500.0%0.01%0.0%
Q1 2021$19,000
+18.8%
3500.0%0.01%
-20.0%
Q2 2019$16,0000.0%3500.0%0.01%
-9.1%
Q1 2019$16,000
+14.3%
3500.0%0.01%0.0%
Q4 2018$14,000
-17.6%
3500.0%0.01%0.0%
Q3 2018$17,0000.0%3500.0%0.01%
-8.3%
Q2 2018$17,0000.0%3500.0%0.01%
+9.1%
Q1 2018$17,000
-5.6%
3500.0%0.01%0.0%
Q4 2017$18,000
+5.9%
3500.0%0.01%0.0%
Q3 2017$17,0003500.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Israel Discount Bank of New York 218,785$10,864,8649.02%
Palisades Hudson Asset Management, L.P. 170,410$8,4634.63%
GenTrust, LLC 1,214,431$60,308,6284.24%
Blue Edge Capital, LLC 380,707$18,905,9103.96%
FIRST INTERSTATE BANK 892,222$44,307,7453.82%
AIA Group Ltd 1,467,300$72,866,1183.56%
Elm Partners Management LLC 648,175$32,188,3813.33%
SYNTAX RESEARCH, INC. 75,952$3,771,7783.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 641,647$20,668,2522.83%
Consilium Wealth Advisory, LLC 80,614$4,003,2882.80%
View complete list of ISHARES TR shareholders