Topel & Distasi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 97 filers reported holding ISHARES TR in Q3 2023. 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 Q3 2023
NameSharesValueWeighting ↓
FutureAdvisor, Inc. 115,531$11,143,0003.80%
Checchi Capital Advisers, LLC 100,554$9,732,0003.66%
STERLING INVESTMENT ADVISORS LLC /ADV 30,763$2,977,0003.07%
FCA CORP /TX 39,103$3,784,0002.17%
Family Firm, Inc. 37,746$3,653,0001.90%
Kingfisher Capital LLC 38,225$3,699,0001.90%
Garde Capital, Inc. 61,389$5,941,0001.82%
Hudock, Inc. 38,091$3,686,0001.70%
Frontier Wealth Management LLC 54,621$5,286,0001.00%
BAR HARBOR WEALTH MANAGEMENT 73,749$7,138,0000.89%
View complete list of ISHARES TR shareholders