Topel & Distasi Wealth Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 338 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$651,415
+12.2%
22,3470.0%0.34%
+17.1%
Q2 2023$580,575
-3.9%
22,3470.0%0.29%
-7.3%
Q1 2023$604,039
-4.1%
22,3470.0%0.32%
-10.8%
Q4 2022$629,962
-26.7%
22,3470.0%0.35%
-25.5%
Q3 2022$859,000
-6.1%
22,3470.0%0.47%
-10.6%
Q2 2022$915,000
+2.2%
22,3470.0%0.53%
+41.3%
Q1 2022$895,000
+0.1%
22,347
-22.9%
0.38%
+2.7%
Q4 2021$894,00028,9660.36%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1,196,203$42,728,0005.28%
Northwest Capital Management Inc 217,845$7,781,0004.51%
Evolution Wealth Advisors, LLC 446,172$15,937,0004.37%
Boyce & Associates Wealth Consulting, Inc. 51,990$1,857,0003.82%
PALLADIEM, LLC 101,682$3,632,0003.81%
Ledge Wealth Management, Inc. 153,138$5,470,0003.35%
Pettinga Financial Advisors LLC 247,833$8,853,0003.04%
Scissortail Wealth Management, LLC 139,403$5,380,0002.79%
MCMORGAN & CO LLC 308,380$11,015,0002.60%
Peak Financial Management, Inc. 173,753$6,206,0002.59%
View complete list of ISHARES U S ETF TR shareholders