West Branch Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 413 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
West Branch Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$77,567
-4.5%
1,6500.0%0.04%0.0%
Q2 2023$81,213
+44.8%
1,650
+43.5%
0.04%
+32.3%
Q1 2023$56,086
+7.2%
1,1500.0%0.03%
-3.1%
Q4 2022$52,325
+13.8%
1,1500.0%0.03%
+10.3%
Q3 2022$46,000
-11.5%
1,1500.0%0.03%
-3.3%
Q2 2022$52,000
-13.3%
1,1500.0%0.03%
+3.4%
Q1 2022$60,000
-6.2%
1,1500.0%0.03%
+7.4%
Q4 2021$64,0000.0%1,1500.0%0.03%
-12.9%
Q3 2021$64,000
-3.0%
1,1500.0%0.03%
-3.1%
Q2 2021$66,0001,1500.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders