Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 153 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$2,243
-98.9%
100
-98.9%
0.00%
-98.4%
Q1 2023$210,301
+9330.5%
9,100
+9000.0%
0.06%
+6100.0%
Q4 2022$2,230
+11.5%
1000.0%0.00%0.0%
Q3 2022$2,0000.0%1000.0%0.00%0.0%
Q2 2022$2,000
-33.3%
1000.0%0.00%0.0%
Q1 2022$3,000
-40.0%
100
-50.0%
0.00%
-50.0%
Q1 2021$5,0000.0%2000.0%0.00%
-33.3%
Q2 2019$5,0002000.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 328,270$7,143,1555.15%
One Wealth Advisors, LLC 254,639$5,540,9451.23%
Summit Wealth Group, LLC 58,842$1,2801.14%
Horst & Graben Wealth Management LLC 118,679$2,582,4630.64%
Topel & Distasi Wealth Management, LLC 55,067$1,198,2580.63%
Long Run Wealth Advisors, LLC 84,945$1,848,4030.60%
Klaas Financial Asset Advisors, LLC 104,897$2,282,5590.52%
Fingerlakes Wealth Management, Inc. 18,342$399,1280.49%
Sharkey, Howes & Javer 103,133$2,244,1740.43%
TCWP LLC 22,988$500,2250.38%
View complete list of ISHARES TR shareholders