Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 132 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,0000.0%110.0%0.00%
Q1 2022$1,0000.0%110.0%0.00%
Q4 2021$1,0000.0%110.0%0.00%
Q3 2021$1,0000.0%110.0%0.00%
Q2 2021$1,0000.0%110.0%0.00%
Q1 2021$1,0000.0%110.0%0.00%
Q4 2020$1,000110.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Blue Trust, Inc. 7,159,553$453,271,2836.22%
Municipal Employees' Retirement System of Michigan 6,404,807$392,1025.44%
Elm Partners Management LLC 598,370$36,632,2082.81%
Mandatum Life Insurance Co Ltd 99,757$6,107,1242.04%
Integris Wealth Management, LLC 81,529$4,991,2141.44%
Blue Edge Capital, LLC 116,876$7,155,1491.18%
Millington Financial Advisors, LLC 27,136$1,661,2801.15%
FDx Advisors, Inc. 61,859$3,7871.05%
RICHARDSON FINANCIAL SERVICES INC. 23,275$1,424,8831.03%
Smithfield Trust Co 307,941$18,8500.99%
View complete list of ISHARES TR shareholders