Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 229 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$63,0000.0%5550.0%0.01%
+12.5%
Q1 2022$63,0000.0%5550.0%0.01%
+14.3%
Q4 2021$63,0000.0%5550.0%0.01%
-12.5%
Q3 2021$63,0000.0%5550.0%0.01%0.0%
Q2 2021$63,0000.0%5550.0%0.01%
-11.1%
Q1 2021$63,0000.0%5550.0%0.01%
-10.0%
Q4 2020$63,0005550.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CPR Investments Inc. 39,744$3,275,7003.52%
Richard Bernstein Advisors LLC 1,789,400$147,482,4003.29%
Clarity Wealth Advisors, LLC 62,952$5,188,5012.35%
Phoenix Holdings Ltd. 1,256,000$103,519,5201.90%
FCA CORP /TX 51,311$4,229,0181.58%
Ayalon Insurance Comp Ltd. 36,790$3,0321.28%
TRANSATLANTIQUE PRIVATE WEALTH LLC 29,439$2,4261.27%
NOTTINGHAM ADVISORS, INC. 102,746$7,473,9531.16%
KM Capital Management Ltd. 16,295$1,343,0330.92%
Eldridge Investment Advisors, Inc. 28,972$2,3880.79%
View complete list of ISHARES TR shareholders