West Branch Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 377 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
West Branch Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,338
-53.5%
75
-50.0%
0.00%
-60.0%
Q2 2023$9,329
+14.4%
1500.0%0.01%0.0%
Q1 2023$8,154
+21.3%
1500.0%0.01%
+25.0%
Q4 2022$6,724
+12.1%
1500.0%0.00%0.0%
Q3 2022$6,000
-14.3%
1500.0%0.00%0.0%
Q2 2022$7,000
+75.0%
150
+100.0%
0.00%
+100.0%
Q1 2022$4,000
-20.0%
750.0%0.00%0.0%
Q4 2021$5,000750.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
B, B, H, & B INC. 88,844$5,154,0004.86%
Empowered Funds, LLC 495,761$28,759,0003.14%
Goodwin Investment Advisory 75,430$4,374,0003.00%
OmniStar Financial Group, Inc. 47,174$2,736,0002.72%
Signify Wealth 69,535$4,034,0002.71%
PATTEN & PATTEN INC/TN 547,138$31,739,0002.32%
MA Private Wealth 212,620$12,334,0002.25%
Outlook Wealth Advisors, LLC 111,104$6,445,0002.16%
Flagship Private Wealth, LLC 44,774$2,597,0002.13%
Dentgroup LLC 37,259$2,161,0002.08%
View complete list of ISHARES TR shareholders