Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 420 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.86 and the average weighting 0.4%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$4,000
-20.0%
140.0%0.00%0.0%
Q1 2022$5,000
-16.7%
140.0%0.00%0.0%
Q4 2021$6,0000.0%140.0%0.00%0.0%
Q3 2021$6,000
-33.3%
14
-41.7%
0.00%0.0%
Q2 2021$9,000
+12.5%
240.0%0.00%0.0%
Q1 2021$8,0000.0%240.0%0.00%0.0%
Q4 2020$8,000240.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders