Topel & Distasi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$625,425
-0.7%
6,4530.0%0.33%
+3.5%
Q2 2023$629,813
-1.6%
6,4530.0%0.32%
-5.1%
Q1 2023$640,331
+2.3%
6,4530.0%0.33%
-4.6%
Q4 2022$625,683
-0.2%
6,4530.0%0.35%
+1.2%
Q3 2022$627,000
-4.3%
6,4530.0%0.35%
-8.7%
Q2 2022$655,000
-3.2%
6,4530.0%0.38%
+33.5%
Q1 2022$677,000
-0.9%
6,4530.0%0.28%
+1.8%
Q4 2021$683,0006,4530.28%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders