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 170 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.1%.

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 Q3 2023
NameSharesValueWeighting ↓
TRUE Private Wealth Advisors 1,414,724$50,703,0007.38%
MCMORGAN & CO LLC 885,038$31,720,0006.36%
Pettinga Financial Advisors LLC 415,174$14,880,0003.80%
Intelligence Driven Advisers, LLC 450,305$16,751,0003.76%
Williams Financial, LLC 113,037$4,051,0003.51%
Goodwin Investment Advisory 84,368$3,016,0002.93%
HawsGoodwin Investment Management LLC 267,896$9,601,0002.91%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 201,167$7,210,0002.86%
Tri-Star Advisors Inc. 155,921$5,897,0002.59%
ONE Advisory Partners, LLC 114,608$4,108,0002.55%
View complete list of ISHARES U S ETF TR shareholders