Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 77 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$7,000
-22.2%
1000.0%0.00%0.0%
Q1 2022$9,0000.0%1000.0%0.00%0.0%
Q4 2021$9,0000.0%1000.0%0.00%0.0%
Q3 2021$9,0000.0%1000.0%0.00%0.0%
Q2 2021$9,000
-18.2%
100
-20.0%
0.00%
-50.0%
Q1 2021$11,000
+10.0%
1250.0%0.00%0.0%
Q4 2020$10,0001250.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 190,735$14,118,1803.94%
Boston Standard Wealth Management, LLC 71,957$5,326,0001.41%
Alhambra Investment Management LLC 20,718$1,533,5461.01%
Independent Family Office, LLC 15,442$1,143,0170.71%
ECLECTIC ASSOCIATES INC /ADV 13,238$979,8700.50%
OARSMAN CAPITAL, INC. 6,607$489,0500.20%
GUARDIAN CAPITAL ADVISORS LP 22,830$1,706,3140.19%
BAROMETER CAPITAL MANAGEMENT INC. 6,300$466,3260.15%
Matrix Trust Co 4,752$3520.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,758$500,2100.09%
View complete list of ISHARES TR shareholders