Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 192 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$50,820
+194.6%
2,055
+193.6%
0.02%
+220.0%
Q2 2023$17,248
-58.9%
700
-58.9%
0.01%
-58.3%
Q1 2023$41,954
+0.9%
1,7020.0%0.01%
-7.7%
Q4 2022$41,563
+1.4%
1,7020.0%0.01%
-7.1%
Q3 2022$41,000
-2.4%
1,7020.0%0.01%0.0%
Q2 2022$42,000
-2.3%
1,7020.0%0.01%0.0%
Q1 2022$43,000
-2.3%
1,7020.0%0.01%
-6.7%
Q4 2021$44,000
-2.2%
1,7020.0%0.02%
-11.8%
Q3 2021$45,0000.0%1,7020.0%0.02%
-10.5%
Q1 2021$45,0001,7020.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 999,372$24,335,0006.03%
Paradigm, Strategies in Wealth Management, LLC 234,436$5,709,0005.21%
Tillar-Wenstrup Advisors, LLC 394,512$9,606,0004.80%
PFG Private Wealth Management, LLC 285,412$6,950,0004.56%
Windsor Capital Management, LLC 445,699$10,852,0004.06%
Signature Wealth Management Group 285,826$6,960,0003.54%
Cribstone Capital Management, LLC 214,655$5,227,0003.23%
Summit Asset Management, LLC 398,831$9,712,0003.14%
Peloton Wealth Strategists 244,200$5,946,0003.09%
SONATA CAPITAL GROUP INC 228,415$5,562,0003.06%
View complete list of ISHARES TR shareholders