West Branch Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
West Branch Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$179,804
-3.7%
2,4890.0%0.09%
+1.1%
Q2 2023$186,674
+5.1%
2,489
+0.2%
0.09%
-6.1%
Q1 2023$177,578
+5.0%
2,483
+0.3%
0.10%
-4.8%
Q4 2022$169,130
-7.6%
2,476
-14.9%
0.10%
-8.8%
Q3 2022$183,000
-1.1%
2,910
+0.4%
0.11%
+6.5%
Q2 2022$185,000
-17.0%
2,899
+0.2%
0.11%0.0%
Q1 2022$223,000
-29.2%
2,892
-21.8%
0.11%
-20.1%
Q4 2021$315,000
+7.9%
3,698
+0.2%
0.13%
-4.3%
Q3 2021$292,000
-2.0%
3,692
+0.1%
0.14%
-4.1%
Q2 2021$298,000
+3.1%
3,687
+0.1%
0.15%
-13.6%
Q1 2021$289,000
+0.7%
3,683
-7.3%
0.17%
-0.6%
Q4 2020$287,000
-2.0%
3,971
+223.9%
0.17%
-9.1%
Q3 2020$293,000
+6.9%
1,226
+0.2%
0.19%
-3.1%
Q2 2020$274,000
+25.7%
1,224
+0.2%
0.19%
-7.2%
Q1 2020$218,000
-34.5%
1,222
-12.7%
0.21%
-10.3%
Q4 2019$333,000
-5.4%
1,399
-10.9%
0.23%
-11.1%
Q3 2019$352,000
-36.6%
1,570
-36.0%
0.26%
-43.0%
Q2 2019$555,000
-7.3%
2,454
-10.2%
0.46%
-14.6%
Q1 2019$599,000
-6.7%
2,734
-18.6%
0.54%
-20.7%
Q4 2018$642,000
-35.1%
3,359
-20.9%
0.68%
-7.9%
Q3 2018$989,000
-6.2%
4,244
-9.5%
0.73%
-11.7%
Q2 2018$1,054,0004,6890.83%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders