Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IEUR and the CUSIP is 46434V738. A total of 299 filers reported holding ISHARES TR in Q4 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 TR
ValueSharesWeighting
Q2 2024$7,119
-1.5%
1250.0%0.00%0.0%
Q1 2024$7,231
+5.1%
1250.0%0.00%0.0%
Q4 2023$6,878
+10.8%
1250.0%0.00%0.0%
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 2023
NameSharesValueWeighting ↓
Israel Discount Bank of New York 245,288$11,028,0008.37%
Consilium Wealth Advisory, LLC 126,501$5,687,0006.12%
Elm Partners Management LLC 771,674$34,694,0004.52%
Palisades Hudson Asset Management, L.P. 162,275$7,296,0004.10%
AIA Group Ltd 1,542,200$69,337,0003.72%
FIRST INTERSTATE BANK 1,088,016$48,917,0003.70%
Blue Edge Capital, LLC 319,678$14,372,723,0003.34%
HARRELL INVESTMENT PARTNERS, LLC 116,315$5,230,0002.14%
Graypoint LLC 321,498$14,455,0001.85%
PENOBSCOT WEALTH MANAGEMENT 31,245$1,405,0001.37%
View complete list of ISHARES TR shareholders