Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 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$161,000
-11.0%
3,3540.0%0.02%0.0%
Q1 2022$181,000
-5.2%
3,3540.0%0.02%0.0%
Q4 2021$191,000
+0.5%
3,354
-2.2%
0.02%
-8.3%
Q3 2021$190,000
+0.5%
3,428
+1.6%
0.02%0.0%
Q2 2021$189,000
-11.3%
3,375
-15.0%
0.02%
-20.0%
Q1 2021$213,000
+6.0%
3,969
+3.0%
0.03%
-3.2%
Q4 2020$201,0003,8520.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 808,279$42,192,0008.95%
ARQ WEALTH ADVISORS, LLC 179,238$9,356,0005.88%
Fort Henry Capital, LLC 74,374$3,882,0003.88%
Weaver Consulting Group 92,847$4,847,0003.02%
NORTHWEST WEALTH MANAGEMENT, LLC 62,337$3,254,0002.25%
Madrona Financial Services, LLC 72,394$3,779,0002.11%
MARINO, STRAM & ASSOCIATES LLC 76,620$4,000,0001.78%
Strategic Family Wealth Counselors, L.L.C. 50,870$2,655,0001.37%
Professional Financial Advisors, LLC 28,065$1,465,0001.16%
PATTON ALBERTSON MILLER GROUP, LLC 84,467$4,557,0001.08%
View complete list of ISHARES TR shareholders