West Branch Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 214 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
West Branch Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$35,760
+0.2%
1,5000.0%0.02%
+5.6%
Q2 2023$35,700
-0.9%
1,5000.0%0.02%
-10.0%
Q1 2023$36,015
+0.7%
1,5000.0%0.02%
-9.1%
Q4 2022$35,7751,5000.02%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
INSIGHT 2811, INC. 660,556$15,7549.71%
Scissortail Wealth Management, LLC 491,833$11,7166.78%
4J Wealth Management LLC 223,989$5,342,1366.20%
Campbell Wealth Management 1,556,391$37,1205.17%
Stephens Consulting, LLC 311,722$7,434,5724.94%
SevenOneSeven Capital Management 93,678$2,234,2204.82%
Day & Ennis, LLC 453,201$10,808,8444.18%
Reliant Wealth Planning 259,336$6,185,1643.75%
MV CAPITAL MANAGEMENT, INC. 958,055$22,849,6033.53%
Richard P Slaughter Associates Inc 468,634$11,176,9203.51%
View complete list of ISHARES TR shareholders