Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 2023
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 39,400$1,338,024,0001.75%
AMARILLO NATIONAL BANK 139,884$4,750,0001.10%
Trinity Legacy Partners, LLC 71,267$2,420,0001.03%
LVM CAPITAL MANAGEMENT LTD/MI 175,990$5,977,0000.92%
Sierra Capital LLC 117,113$3,977,0000.74%
ALTERNA WEALTH MANAGEMENT, INC 18,339$623,0000.74%
WealthOne, LLC 36,987$1,256,0000.54%
Purus Wealth Management, LLC 16,748$569,0000.52%
Wharton Business Group, LLC 209,516$7,115,0000.48%
RETIREMENT CAPITAL STRATEGIES 26,900$914,0000.42%
View complete list of ISHARES TR shareholders