Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 167 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 10.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$232,390
-3.8%
9440.0%0.03%0.0%
Q2 2023$241,550
-26.5%
944
-29.0%
0.03%
-32.6%
Q1 2023$328,613
-7.6%
1,3290.0%0.05%
-13.2%
Q4 2022$355,831
+4.7%
1,3290.0%0.05%
-1.9%
Q3 2022$340,000
+1788.9%
1,329
+1826.1%
0.05%
+2600.0%
Q2 2022$18,000
-10.0%
690.0%0.00%0.0%
Q1 2022$20,0000.0%690.0%0.00%0.0%
Q4 2021$20,000
+11.1%
690.0%0.00%0.0%
Q3 2021$18,0000.0%690.0%0.00%0.0%
Q2 2021$18,000
+500.0%
69
+590.0%
0.00%
Q1 2021$3,000
+50.0%
100.0%0.00%
Q4 2020$2,000100.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 17,540$4,116,0001.87%
Wharton Business Group, LLC 84,475$19,825,0001.62%
PURA VIDA INVESTMENTS, LLC 155,000$36,375,0001.32%
MARTIN & CO INC /TN/ 19,847$4,658,0001.19%
Terra Nova Asset Management LLC 4,928$1,157,0001.17%
FMA ADVISORY INC 12,985$3,047,0001.02%
Phoenix Holdings Ltd. 136,060$31,881,0000.85%
Carl P. Sherr & Co., LLC 3,540$831,0000.66%
MURPHY CAPITAL MANAGEMENT INC 18,541$4,351,0000.58%
Clal Insurance Enterprises Holdings Ltd 168,673$36,984,0000.50%
View complete list of ISHARES TR shareholders