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 99,046$5,143,0004.86%
Inscription Capital, LLC 242,432$12,589,0004.30%
Checchi Capital Advisers, LLC 822,236$42,699,0004.22%
LEUTHOLD GROUP, LLC 324,597$16,856,0002.13%
Ferguson Shapiro LLC 59,002$3,064,0001.97%
Financial Advisors Network, Inc. 101,481$5,270,0001.70%
Money Design Co.,Ltd. 272,191$14,135,0001.65%
Perella Weinberg Partners Capital Management LP 136,707$7,099,0001.64%
Family Firm, Inc. 107,580$5,587,0001.61%
Financial Engines Advisors L.L.C. 8,572,107$445,150,0001.39%
View complete list of ISHARES TR shareholders