Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REZ and the CUSIP is 464288562. A total of 133 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$14,000
-12.5%
1700.0%0.00%0.0%
Q1 2022$16,000
-5.9%
1700.0%0.00%0.0%
Q4 2021$17,0001700.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Franklin, Parlapiano, Turner & Welch, LLC 286,045$17,803,0007.29%
jvl associates llc 36,398$2,265,0002.29%
INTERACTIVE FINANCIAL ADVISORS, INC. 62,423$3,885,0001.71%
Courage Miller Partners, LLC 22,125$1,377,0000.84%
BENJAMIN F. EDWARDS & COMPANY, INC. 103,379$6,434,0000.67%
Migdal Insurance & Financial Holdings Ltd. 299,069$18,614,0000.46%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 4,700$293,0000.28%
Winthrop Advisory Group LLC 5,700$336,0000.24%
DeDora Capital, Inc. 4,162$259,0000.22%
Financial Architects, Inc 16,430$1,023,0000.17%
View complete list of ISHARES TR shareholders