Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 143 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.51 and the average weighting 0.0%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$38,000
-15.6%
764
-0.1%
0.01%
-16.7%
Q1 2022$45,000
-4.3%
765
+0.7%
0.01%
+20.0%
Q4 2021$47,000
+2.2%
760
+0.4%
0.01%
-16.7%
Q3 2021$46,000
+7.0%
757
+0.4%
0.01%0.0%
Q2 2021$43,0000.0%754
+0.1%
0.01%0.0%
Q1 2021$43,000
+26.5%
753
+0.3%
0.01%
+20.0%
Q4 2020$34,0007510.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
HOWARD CAPITAL MANAGEMENT 339,314$14,743,0002.08%
BTR CAPITAL MANAGEMENT INC 163,061$7,085,0001.36%
OLD SECOND NATIONAL BANK OF AURORA 72,762$3,162,0001.13%
MARTIN & CO INC /TN/ 69,076$3,001,0000.90%
Ballew Advisors, Inc 7,977$382,0000.35%
NEVILLE RODIE & SHAW INC 45,262$1,966,0000.21%
AlphaMark Advisors, LLC 10,897$473,0000.20%
Patriot Financial Group Insurance Agency, LLC 7,039$304,0000.16%
LeJeune Puetz Investment Counsel LLC 6,400$278,0000.15%
PETTYJOHN, WOOD & WHITE, INC 10,200$443,0000.14%
View complete list of ISHARES TR shareholders