Topel & Distasi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 93 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,002,332
-1.3%
80,773
+5.1%
1.57%
+2.8%
Q2 2023$3,042,492
-1.1%
76,850
+0.4%
1.53%
-4.7%
Q1 2023$3,077,191
+7.0%
76,528
+4.2%
1.61%
-0.2%
Q4 2022$2,875,215
+1.1%
73,4410.0%1.61%
+2.5%
Q3 2022$2,845,000
-13.7%
73,441
-8.9%
1.57%
-17.7%
Q2 2022$3,297,000
+100.4%
80,637
+127.7%
1.91%
+176.9%
Q1 2022$1,645,000
-52.1%
35,410
-48.1%
0.69%
-50.8%
Q4 2021$3,434,00068,2771.40%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Wilshire Advisors LLC 100,183$5,144,00013.70%
Perella Weinberg Partners Capital Management LP 829,268$42,583,0006.48%
Checchi Capital Advisers, LLC 827,527$42,494,0004.21%
Inscription Capital, LLC 242,085$12,431,0003.90%
LEUTHOLD GROUP, LLC 392,144$20,137,0002.47%
Money Design Co.,Ltd. 455,703$23,400,0001.93%
Omega Financial Group, LLC 74,410$3,821,0001.82%
Financial Advisors Network, Inc. 154,051$7,864,0001.81%
Family Firm, Inc. 121,688$6,244,0001.64%
Financial Engines Advisors L.L.C. 10,316,051$529,729,0001.56%
View complete list of ISHARES TR shareholders