Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 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$3,353,629
-1.6%
48,512
+3.4%
1.05%
+0.4%
Q2 2023$3,407,213
+26.8%
46,912
+28.9%
1.04%
+32.8%
Q1 2023$2,686,325
+12.1%
36,405
-0.1%
0.79%
+3.4%
Q4 2022$2,395,500
+15.8%
36,439
-1.1%
0.76%
+6.1%
Q3 2022$2,068,000
-6.7%
36,835
+4.3%
0.72%
-5.5%
Q2 2022$2,217,000
-14.7%
35,324
+0.2%
0.76%
-8.3%
Q1 2022$2,599,000
+45.6%
35,252
+56.9%
0.83%
+34.0%
Q4 2021$1,785,000
+53.6%
22,466
+51.5%
0.62%
+36.8%
Q3 2021$1,162,000
+5.3%
14,831
+6.2%
0.45%
-4.4%
Q2 2021$1,103,000
+19.6%
13,961
+14.9%
0.47%
+18.9%
Q1 2021$922,000
+57.1%
12,150
+51.2%
0.40%
+35.0%
Q4 2020$587,000
+187.7%
8,035
+152.0%
0.29%
+127.9%
Q3 2019$204,000
+21.4%
3,189
+21.9%
0.13%
+22.9%
Q2 2019$168,000
+29.2%
2,616
+26.8%
0.10%
+20.7%
Q1 2019$130,000
+10.2%
2,0630.0%0.09%
-3.3%
Q4 2018$118,000
-3.3%
2,063
+12.0%
0.09%
+12.5%
Q3 2018$122,000
+771.4%
1,842
+729.7%
0.08%
+700.0%
Q2 2018$14,0002220.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders