Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 141 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$375,782
-7.6%
2,015
-0.8%
0.05%
-5.7%
Q2 2023$406,751
+0.3%
2,031
-0.2%
0.05%
-5.4%
Q1 2023$405,447
+20.9%
2,035
+23.0%
0.06%
+12.0%
Q4 2022$335,487
+6.5%
1,654
-5.5%
0.05%0.0%
Q3 2022$315,000
-73.4%
1,750
-71.2%
0.05%
-69.1%
Q2 2022$1,185,000
+18.0%
6,080
+21.4%
0.16%
+31.7%
Q1 2022$1,004,000
+3.3%
5,009
+3.2%
0.12%
+8.8%
Q4 2021$972,000
+11.0%
4,855
-0.5%
0.11%
+2.7%
Q3 2021$876,000
-2.7%
4,880
-0.3%
0.11%
-5.2%
Q2 2021$900,000
+2.7%
4,895
-1.1%
0.12%
-5.7%
Q1 2021$876,000
+3.3%
4,950
+1.2%
0.12%
-4.7%
Q4 2020$848,0004,8920.13%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
BANK HAPOALIM BM 113,000$19,595,0002.71%
First Citizens Financial Corp 13,681$2,372,0002.07%
Fernwood Investment Management, LLC 27,988$4,853,0001.91%
Concord Wealth Partners 10,459$1,814,0001.40%
Demars Financial Group, LLC 10,849$1,881,0001.33%
Grace Capital 8,600$1,491,0000.94%
Stonebridge Financial Planning Group, LLC 7,703$1,336,0000.85%
Outlook Wealth Advisors, LLC 6,856$1,189,0000.43%
Jaffetilchin Investment Partners, LLC 16,928$2,935,0000.42%
Conservest Capital Advisors, Inc. 16,547$2,869,0000.34%
View complete list of ISHARES TR shareholders