Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 555 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.7%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$175,000
+8.0%
1,725
+11.9%
0.02%
+20.0%
Q1 2022$162,000
+1057.1%
1,541
+1094.6%
0.02%
+900.0%
Q3 2021$14,0001290.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Barber Financial Group, Inc. 1,276,086$123,729,28234.27%
Johnson Midwest Financial, LLC 58,263$5,64920.68%
Walker Financial Services, Inc. 187,176$18,573,47119.14%
GoalFusion Wealth Management, LLC 185,533$18,135,85114.62%
M. Kulyk & Associates, LLC 397,120$38,504,80112.86%
JEPPSON WEALTH MANAGEMENT, LLC 279,188$27,070,06811.38%
KEATING INVESTMENT COUNSELORS INC 292,647$28,375,09311.11%
Wilshire Advisors LLC 195,247$18,931,14810.34%
Comprehensive Wealth Management, LLC 101,226$9,814,8739.04%
Almanack Investment Partners, LLC. 435,660$42,241,5949.00%
View complete list of ISHARES TR shareholders