Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$99,000
-16.1%
1,551
+1.2%
0.01%
-7.1%
Q1 2022$118,000
-9.9%
1,5320.0%0.01%
-6.7%
Q4 2021$131,000
+8.3%
1,5320.0%0.02%0.0%
Q3 2021$121,000
-18.8%
1,532
-16.9%
0.02%
-21.1%
Q2 2021$149,000
+2.8%
1,8440.0%0.02%
-5.0%
Q1 2021$145,000
-11.0%
1,844
-18.4%
0.02%
-20.0%
Q4 2020$163,0002,2600.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders