Charter Oak Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q1 2022. 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$138,000
-12.1%
2,879
-7.2%
0.02%0.0%
Q1 2022$157,000
-25.6%
3,104
-20.1%
0.02%
-24.0%
Q4 2021$211,000
+61.1%
3,886
+62.3%
0.02%
+56.2%
Q3 2021$131,000
+211.9%
2,394
+212.1%
0.02%
+220.0%
Q2 2021$42,0007670.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Francis Financial, Inc. 194,205$9,037,5634.88%
Stewardship Advisors, LLC 107,273$4,992,0781.88%
Laurel Wealth Planning LLC 52,935$2,4631.76%
Better Money Decisions, LLC 17,162$798,6770.65%
Blue Barn Wealth, LLC 16,721$778,1320.51%
Omega Financial Group, LLC 16,325$759,6930.35%
Carr Financial Group Corp 14,616$680,1730.27%
Walkner Condon Financial Advisors LLC 19,071$887,0680.24%
KilterHowling LLC 5,409$251,7180.22%
Empower Advisory Group, LLC 945,222$43,987,0610.19%
View complete list of ISHARES TR shareholders