Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 106 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$48,000
-15.8%
3500.0%0.01%0.0%
Q1 2022$57,000
-6.6%
3500.0%0.01%0.0%
Q4 2021$61,000
+5.2%
3500.0%0.01%0.0%
Q3 2021$58,0003500.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Investure, LLC 98,740$14,835,4883.16%
University of Maryland Foundation, Inc. 10,000$1,5021.80%
Stonehearth Capital Management, LLC 13,745$2,065,1081.13%
BSW Wealth Partners 23,723$3,564,4040.79%
FLOW TRADERS U.S. LLC 100,038$15,0310.70%
ASPIRIANT, LLC 84,727$12,730,0620.65%
Betterment LLC 1,241,248$186,4980.59%
Bond & Devick Financial Network, Inc. 4,684$703,7620.45%
Desjardins Global Asset Management Inc. 25,701$3,861,5240.42%
GOULD ASSET MANAGEMENT LLC /CA/ 9,375$1,408,5750.40%
View complete list of ISHARES TR shareholders