Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 394 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$27,000
-12.9%
3000.0%0.00%0.0%
Q1 2022$31,000
-6.1%
3000.0%0.00%0.0%
Q4 2021$33,000
+17.9%
300
+7.9%
0.00%0.0%
Q1 2021$28,0002780.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Mason Investment Advisory Services, Inc. 4,499,928$368,364,13842.29%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,219,302$99,812,00012.32%
Stonehearth Capital Management, LLC 203,239$16,637,00010.18%
Matson Money. Inc. 2,894,479$236,942,0009.66%
TCG Advisory Services, LLC 374,440$30,652,0009.24%
Custos Family Office, LLC 80,429$6,584,0006.42%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,558,097$127,546,0006.00%
Kathmere Capital Management, LLC 335,492$27,463,0005.48%
Wharton Business Group, LLC 962,166$78,763,0005.33%
CFO4Life Group, LLC 232,308$19,017,0005.06%
View complete list of ISHARES TR shareholders