Charter Oak Capital Management, LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUBD and the CUSIP is 67092P870. A total of 101 filers reported holding NUSHARES ETF TR in Q2 2024. 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 NUSHARES ETF TR
ValueSharesWeighting
Q2 2024$5,750,298
-2.9%
263,533
-2.2%
0.60%
-5.5%
Q1 2024$5,921,901
+8.5%
269,545
+10.0%
0.64%
-2.0%
Q4 2023$5,456,517
+10.1%
245,127
+4.3%
0.65%
-1.4%
Q3 2023$4,957,493
+7.5%
234,952
+12.0%
0.66%
+9.3%
Q2 2023$4,613,740
+2.5%
209,859
+4.2%
0.60%
-3.7%
Q1 2023$4,499,940
+10.7%
201,344
+7.9%
0.62%
+2.5%
Q4 2022$4,063,735
+4.3%
186,669
+3.8%
0.61%
-2.2%
Q3 2022$3,895,000
+4.1%
179,894
+10.0%
0.62%
+22.2%
Q2 2022$3,742,000
-22.7%
163,610
-18.4%
0.51%
-13.9%
Q1 2022$4,838,000
-11.3%
200,585
-5.6%
0.59%
-6.6%
Q4 2021$5,454,000
+5.0%
212,414
+5.9%
0.63%
-2.5%
Q3 2021$5,192,000
+9.6%
200,637
+10.4%
0.65%
+6.9%
Q2 2021$4,739,000
+15.1%
181,701
+13.9%
0.61%
+5.0%
Q1 2021$4,119,000
+22.6%
159,523
+27.2%
0.58%
+13.5%
Q4 2020$3,359,000125,4010.51%
Other shareholders
NUSHARES ETF TR shareholders Q2 2024
NameSharesValueWeighting ↓
LOCKERMAN FINANCIAL GROUP, INC. 53,494$1,176,0673.27%
Financial Network Wealth Management LLC 167,889$3,6701.70%
WCG Wealth Advisors LLC 302,469$6,6580.78%
Evolution Advisers, Inc. 44,123$9700.68%
Charter Oak Capital Management, LLC 209,859$4,613,7400.60%
Gitterman Wealth Management, LLC 56,889$1,250,6930.58%
Silver Oak Advisory Group, Inc. 37,073$8150.53%
BerganKDV Wealth Management, LLC 241,677$5,313,2690.53%
GRAND WEALTH MANAGEMENT, LLC 36,700$806,8500.48%
Boston Standard Wealth Management, LLC 74,599$1,640,0000.42%
View complete list of NUSHARES ETF TR shareholders