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 ↓
B & T Capital Management DBA Alpha Capital Management 342,799$8,558,0002.47%
Peak Financial Management, Inc. 151,215$3,775,0001.63%
CWM, LLC 3,222,692$111,183,0000.89%
Silicon Hills Wealth Management, LLC 19,375$484,0000.50%
First National Bank of South Miami 16,456$411,0000.39%
FIRST NATIONAL CORP /MA/ /ADV 18,979$609,0000.19%
NWAM LLC 37,513$937,0000.16%
Disciplined Investments, LLC 6,571$164,0000.12%
WEDBUSH SECURITIES INC 41,521$1,037,0000.10%
Northwest Bancshares, Inc. 12,703$317,0000.08%
View complete list of ISHARES U S ETF TR shareholders