Mascoma Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Mascoma Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$327,323
+0.3%
13,7300.0%0.10%
+2.0%
Q2 2023$326,362
+155.6%
13,730
+157.6%
0.10%
+170.3%
Q1 2023$127,707
+0.5%
5,3300.0%0.04%
-7.5%
Q4 2022$127,121
+60.9%
5,330
+61.5%
0.04%
+48.1%
Q3 2022$79,0003,3000.03%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Capital Investment Advisors, LLC 1,181,799$28,197,7130.71%
Horizons Wealth Management 38,210$911,6810.60%
Montecito Bank & Trust 46,189$1,102,0700.24%
Richard P Slaughter Associates Inc 36,894$880,2900.22%
Greenfield Savings Bank 12,099$288,6820.17%
View complete list of ISHARES TR shareholders