Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 126 filers reported holding ISHARES TR in Q4 2021. 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
Q3 2023$64,887
+3.1%
1,6850.0%0.02%
+5.3%
Q2 2023$62,949
+29.8%
1,685
+16.8%
0.02%
+35.7%
Q1 2023$48,499
-44.2%
1,443
-45.2%
0.01%
-50.0%
Q4 2022$86,942
-14.8%
2,633
-11.9%
0.03%
-20.0%
Q3 2022$102,000
-2.9%
2,9890.0%0.04%
-2.8%
Q2 2022$105,000
-18.0%
2,9890.0%0.04%
-12.2%
Q1 2022$128,000
+2.4%
2,989
+6.6%
0.04%
-4.7%
Q4 2021$125,000
+9.6%
2,803
+6.5%
0.04%
-2.3%
Q3 2021$114,000
+83.9%
2,633
+61.9%
0.04%
+63.0%
Q1 2021$62,0001,6260.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CROSSPOINT FINANCIAL, LLC 37,790$1,455,28815.38%
RETIREMENT CAPITAL STRATEGIES 78,687$3,030,2361.42%
ABSOLUTE CAPITAL MANAGEMENT, LLC 22,600$870,3260.84%
Sierra Capital LLC 117,113$4,5100.72%
MARK SHEPTOFF FINANCIAL PLANNING, LLC 29,050$1,118,7200.72%
LVM CAPITAL MANAGEMENT LTD/MI 127,906$4,9260.69%
WealthOne, LLC 41,107$1,583,0460.64%
ALTERNA WEALTH MANAGEMENT, INC 12,317$474,3280.61%
CORA CAPITAL ADVISORS LLC 20,980$807,9400.54%
Wharton Business Group, LLC 200,110$7,7060.43%
View complete list of ISHARES TR shareholders