Charter Oak Capital Management »

Ishares Tr shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of Ishares Tr (EUSB) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 24k 43.92
2025-06-30 $666k 15k 43.55
2025-03-31 $326k 7.5k 43.32

More positions owned by Charter Oak Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Optimized (SUSA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Charter Oak Capital Management

Top funds holding Ishares Tr

BlackRock
SigFig Wealth Management
IMPACTfolio
Envestnet Asset Management
Thrivent Financial for Lutherans
LPL Financial
Jpmorgan Chase & Co
Seeds Investor
Jones Financial Companies, L.L
Citadel Advisors
Hanson McClain Advisors
Advisory Services Network
Morgan Stanley
Jane Street
Stewardship Advisors

View all funds holding Ishares Tr