Mascoma Wealth Management LLC - ISHARES TR ownership

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,783
-3.6%
2760.0%0.00%0.0%
Q2 2023$7,037
-73.9%
276
-74.0%
0.00%
-75.0%
Q1 2023$26,958
+304.0%
1,061
+284.4%
0.01%
+300.0%
Q4 2022$6,672
+11.2%
2760.0%0.00%0.0%
Q3 2022$6,000
-14.3%
2760.0%0.00%0.0%
Q2 2022$7,000
-12.5%
2760.0%0.00%
-33.3%
Q1 2022$8,0002760.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 25,421$741,0000.27%
Cardinal Point Wealth Management Partners, LLC 11,325$330,0000.14%
Compass Ion Advisors, LLC 12,493$364,0000.12%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
BlackRock Inc. 35,000$1,020,0000.00%
JANE STREET GROUP, LLC 11,224$327,0000.00%
UBS Group AG 176$5,0000.00%
FMR LLC 1$00.00%
View complete list of ISHARES TR shareholders