Topel & Distasi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.44 and the average weighting 0.6%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$2,752,000
-4.8%
32,004
-7.4%
1.52%
-9.2%
Q2 2022$2,892,000
-20.6%
34,549
+0.2%
1.67%
+9.7%
Q1 2022$3,643,00034,4751.53%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
DOLIVER ADVISORS, LP 497,864$57,667,00018.02%
Madison Wealth Partners, Inc 284,803$32,935,00016.56%
Legacy Financial Group LLC 335,565$37,550,00016.14%
Financial Council, LLC 106,646$12,333,00014.74%
Tennessee Valley Asset Management Partners 350,633$40,547,00013.54%
ForthRight Wealth Management, LLC 182,749$21,133,00011.55%
Vantage Financial Partners, LLC 251,397$29,072,00011.38%
Mascoma Wealth Management LLC 248,716$28,762,0009.95%
Veracity Capital LLC 196,948$22,775,0009.14%
WJ Wealth Management, LLC 127,037$14,689,0008.78%
View complete list of ISHARES TR shareholders