Topel & Distasi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 Q2 2022
NameSharesValueWeighting ↓
Tanglewood Legacy Advisors, LLC 286,911$23,388,96516.62%
Madison Wealth Partners, Inc 346,875$28,277,23116.50%
HILLTOP WEALTH ADVISORS, LLC 231,434$18,866,49216.00%
Tennessee Valley Asset Management Partners 468,792$38,215,87813.26%
Legacy Financial Group LLC 449,721$36,661,29310.98%
DDFG, Inc 306,266$24,966,81310.33%
Veracity Capital LLC 248,747$20,277,8939.72%
DOLIVER ADVISORS, LP 348,597$28,417,6279.34%
ForthRight Wealth Management, LLC 202,572$16,513,6688.44%
Spectrum Wealth Advisory Group, LLC 71,620$5,838,4628.13%
View complete list of ISHARES TR shareholders