Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is EAOA and the CUSIP is 46436E668. A total of 14 filers reported holding ISHARES TR in Q4 2021. 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$31,730
-14.1%
1,080
-10.1%
0.01%
-9.1%
Q2 2023$36,929
+21.3%
1,201
+17.2%
0.01%
+22.2%
Q1 2023$30,442
-2.8%
1,025
-9.2%
0.01%
-10.0%
Q4 2022$31,321
+84.2%
1,129
+73.7%
0.01%
+66.7%
Q3 2022$17,000
+21.4%
650
+30.5%
0.01%
+20.0%
Q2 2022$14,000
-76.7%
498
-73.1%
0.01%
-73.7%
Q1 2022$60,000
+33.3%
1,849
+40.3%
0.02%
+18.8%
Q4 2021$45,000
+50.0%
1,318
+45.3%
0.02%
+33.3%
Q3 2021$30,000
+500.0%
907
+485.2%
0.01%
+500.0%
Q1 2021$5,0001550.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Cardinal Point Capital Management ULC 36,260$1,065,3040.28%
SAX WEALTH ADVISORS, LLC 7,600$223,2850.04%
Koesten, Hirschmann & Crabtree, INC. 1,660$48,7710.04%
Moss Adams Wealth Advisors LLC 1,608$47,2490.02%
Mascoma Wealth Management LLC 1,080$31,7300.01%
CGC Financial Services, LLC 235$6,9040.01%
Gould Capital, LLC 185$5,4040.00%
JNBA Financial Advisors 565$16,6000.00%
Parallel Advisors, LLC 1,750$51,4140.00%
Moisand Fitzgerald Tamayo, LLC 199$5,8560.00%
View complete list of ISHARES TR shareholders