Topel & Distasi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,865,679
+6.2%
356,882
+10.4%
4.12%
+10.7%
Q2 2023$7,405,631
-0.5%
323,390
+1.6%
3.72%
-4.1%
Q1 2023$7,441,153
+4.2%
318,270
+1.3%
3.88%
-2.9%
Q4 2022$7,138,715
+2.7%
314,204
+2.1%
4.00%
+4.2%
Q3 2022$6,951,000
-14.7%
307,688
-9.7%
3.84%
-18.6%
Q2 2022$8,146,000
-8.3%
340,833
-4.5%
4.72%
+26.6%
Q1 2022$8,888,000
-7.0%
356,813
-0.3%
3.72%
-4.4%
Q4 2021$9,553,000358,0663.90%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders