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 321 filers reported holding ISHARES U S ETF TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

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 Q2 2022
NameSharesValueWeighting ↓
PALLADIEM, LLC 230,452$9,230,0008.16%
TRUE Private Wealth Advisors 1,279,513$54,635,0007.69%
Turim 21 Investimentos Ltda. 422,009$16,895,0007.35%
Northwest Capital Management Inc 349,623$14,002,0006.59%
MCMORGAN & CO LLC 625,341$25,045,0005.43%
Scarborough Advisors, LLC 402,955$16,138,0005.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 341,520$13,678,0004.85%
Evolution Wealth Advisors, LLC 582,509$23,329,0004.79%
Buttonwood Financial Group, LLC 154,483$6,192,0004.60%
Bull Oak Capital, LLC 125,824$5,039,0004.13%
View complete list of ISHARES U S ETF TR shareholders