Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 5 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
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 2023
NameSharesValueWeighting ↓
Bank of Finland 8,860,960$516,416,74932.75%
AAF Wealth Management, LLC 391,010$22,788,09314.64%
TFC Financial Management, Inc. 962,684$56,105,24713.39%
Standpoint Asset Management, LLC 485,400$28,289,1129.34%
Delap Wealth Advisory, LLC 162,074$9,445,6739.13%
AMARILLO NATIONAL BANK 745,418$43,442,9619.10%
DDFG, Inc 381,795$22,251,0248.20%
MCF Advisors LLC 1,301,369$75,843,7916.84%
BRIGGS ADVISORY GROUP, INC. 203,969$11,887,3196.80%
Capital Asset Advisory Services LLC 1,356,037$79,694,2865.46%
View complete list of ISHARES TR shareholders