Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 281 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$438,382
-36.5%
7,522
-33.4%
0.14%
-35.4%
Q2 2023$690,261
+7.3%
11,288
+9.1%
0.21%
+12.8%
Q1 2023$643,418
+254.7%
10,351
+219.5%
0.19%
+224.1%
Q4 2022$181,375
-5.5%
3,240
-18.5%
0.06%
-12.1%
Q3 2022$192,000
-9.0%
3,975
+1.1%
0.07%
-8.3%
Q2 2022$211,000
+122.1%
3,930
+162.9%
0.07%
+140.0%
Q1 2022$95,000
+43.9%
1,495
+53.3%
0.03%
+30.4%
Q4 2021$66,0009750.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders