Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$345,154
+0.2%
6,8510.0%0.05%
+2.2%
Q2 2023$344,606
+0.1%
6,8510.0%0.04%
-6.2%
Q1 2023$344,263
-19.8%
6,851
-20.2%
0.05%
-25.0%
Q4 2022$429,443
+15.1%
8,582
+15.2%
0.06%
+6.7%
Q3 2022$373,000
+965.7%
7,451
+964.4%
0.06%
+1100.0%
Q2 2022$35,0000.0%7000.0%0.01%
+25.0%
Q1 2022$35,000
+40.0%
700
+40.0%
0.00%
+33.3%
Q4 2021$25,000
-3.8%
500
-3.8%
0.00%0.0%
Q3 2021$26,0000.0%5200.0%0.00%0.0%
Q2 2021$26,000
-23.5%
520
-22.4%
0.00%
-40.0%
Q1 2021$34,0000.0%6700.0%0.01%0.0%
Q4 2020$34,0006700.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 840,540$42,346,40525.44%
Tempus Wealth Planning, LLC 695,089$35,018,60717.56%
Braun-Bostich & Associates Inc. 119,192$6,004,89311.20%
TFB Advisors LLC 134,270$6,764,5238.22%
Capital Advantage, Inc. 741,437$37,353,5918.01%
SIGNATUREFD, LLC 5,557,959$280,009,9507.29%
WIN ADVISORS, INC 266,749$13,438,8326.58%
Winthrop Advisory Group LLC 745,060$37,536,1446.16%
Diversified Portfolios, Inc. 635,087$31,995,6596.04%
Cynosure Group, LLC 369,524$18,616,5855.71%
View complete list of ISHARES TR shareholders