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 ↓
Barber Financial Group, Inc. 1,379,875$132,620,00038.53%
Johnson Midwest Financial, LLC 5,826$5,625,00021.48%
KEATING INVESTMENT COUNSELORS INC 489,665$47,062,00021.08%
GoalFusion Wealth Management, LLC 179,838$17,284,00016.35%
Deane Retirement Strategies, Inc. 268,536$25,814,00015.84%
Walker Financial Services, Inc. 174,407$16,762,20915.66%
San Luis Wealth Advisors LLC 131,437$12,632,00013.23%
M. Kulyk & Associates, LLC 381,491$36,665,00012.75%
New Capital Management LP 223,828$21,512,00011.80%
Wilshire Advisors LLC 201,505$19,367,00011.09%
View complete list of ISHARES TR shareholders