Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,980,628
-16.6%
82,075
-3.0%
0.53%
-15.3%
Q2 2023$4,775,301
+4.4%
84,578
-0.2%
0.62%
-1.9%
Q1 2023$4,572,734
+2.0%
84,712
-0.6%
0.63%
-5.5%
Q4 2022$4,481,560
+9.7%
85,249
-1.5%
0.67%
+2.6%
Q3 2022$4,085,000
-6.5%
86,585
+0.0%
0.65%
+9.9%
Q2 2022$4,367,000
-16.8%
86,574
+0.5%
0.60%
-7.3%
Q1 2022$5,249,000
-6.5%
86,101
+1.0%
0.64%
-1.7%
Q4 2021$5,613,000
+8.4%
85,245
+3.3%
0.65%
+0.8%
Q3 2021$5,178,000
+7.4%
82,485
+517.9%
0.65%
+4.7%
Q2 2021$4,820,000
+14.0%
13,349
+4.3%
0.62%
+4.2%
Q1 2021$4,229,000
+8.9%
12,802
+7.9%
0.59%
+0.8%
Q4 2020$3,884,00011,8670.59%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders