Topel & Distasi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

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 Q3 2023
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders