Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 115 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$307,379
-0.2%
13,3180.0%0.10%
+2.1%
Q2 2023$307,912
+156.2%
13,318
+160.9%
0.09%
+168.6%
Q1 2023$120,172
+1.1%
5,1050.0%0.04%
-7.9%
Q4 2022$118,844
+21.3%
5,105
+20.8%
0.04%
+11.8%
Q3 2022$98,0004,2250.03%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Reliant Wealth Planning 176,426$4,107,1972.49%
FinTrust Capital Advisors, LLC 410,135$9,547,9342.31%
Rinkey Investments 130,225$3,031,6381.81%
Royal Harbor Partners, LLC 106,365$2,476,1771.53%
CAPTRUST FINANCIAL ADVISORS 12,903,526$300,394,0831.51%
Kerntke Otto McGlone Wealth Management Group 53,283$1,240,0001.43%
Capital Investment Advisors, LLC 1,457,550$33,9321.03%
Vista Private Wealth Partners. LLC 90,908$2,116,3291.00%
SYNOVUS FINANCIAL CORP 3,328,170$77,479,8000.88%
Safeguard Financial, LLC 47,868$1,1140.80%
View complete list of ISHARES TR shareholders