Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$578,362
-3.2%
7,736
-3.4%
0.08%
-1.3%
Q2 2023$597,421
+5.5%
8,007
+0.6%
0.08%
-1.3%
Q1 2023$566,221
+30.9%
7,959
+38.9%
0.08%
+21.5%
Q4 2022$432,537
-1.9%
5,731
-12.2%
0.06%
-8.5%
Q3 2022$441,000
-53.4%
6,528
-51.7%
0.07%
-45.0%
Q2 2022$946,000
+33.4%
13,520
+61.2%
0.13%
+48.3%
Q1 2022$709,000
+0.9%
8,388
+3.5%
0.09%
+6.1%
Q4 2021$703,000
+3.7%
8,105
-1.3%
0.08%
-3.5%
Q3 2021$678,000
-0.6%
8,210
-2.5%
0.08%
-3.4%
Q2 2021$682,000
+4.4%
8,420
-3.5%
0.09%
-4.3%
Q1 2021$653,000
+20.0%
8,725
+7.1%
0.09%
+10.8%
Q4 2020$544,0008,1480.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 115,896$11,759,00011.90%
Commonwealth Financial Services, LLC 36,692$3,724,0003.67%
BANK HAPOALIM BM 100,000$10,146,0002.71%
Stillwater Capital Advisors, LLC 81,723$8,292,0002.22%
Somerset Group LLC 20,391$2,069,0002.05%
Peachtree Investment Advisors, Inc. 17,909$1,817,0001.78%
Madden Advisory Services, Inc. 25,715$2,609,0001.77%
Pinnacle Family Advisors, LLC 27,925$2,833,0001.73%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,247$3,779,0001.40%
PETTYJOHN, WOOD & WHITE, INC 35,245$3,576,0001.39%
View complete list of ISHARES TR shareholders