Charter Oak Capital Management »

Ishares Tr shares owned by Charter Oak Capital Management

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

Historical chart of Charter Oak Capital Management investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $250k 7.8k 32.04
2025-09-30 $224k 7.1k 31.45

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)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
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)

View all positions for Charter Oak Capital Management

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Envestnet Portfolio Solutions
Park Avenue Securities
Jpmorgan Chase & Co
Lido Advisors
Cetera Investment Advisers
CWM
Janney Montgomery Scott
Mml Investors Services
Assetmark
SageView Advisory Group
One Wealth Advisors
Perigon Wealth Management
Resources Investment Advisors

View all funds holding Ishares Tr