Topel & Distasi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,198,258
+6.8%
55,067
+11.7%
0.63%
+11.3%
Q2 2023$1,121,514
-0.9%
49,319
+0.3%
0.56%
-4.4%
Q1 2023$1,131,510
+37.0%
49,164
+32.8%
0.59%
+27.4%
Q4 2022$825,721
+1.1%
37,032
-0.3%
0.46%
+2.7%
Q3 2022$817,000
-3.8%
37,145
+1.3%
0.45%
-8.1%
Q2 2022$849,000
+21.3%
36,657
+31.7%
0.49%
+67.6%
Q1 2022$700,000
-19.1%
27,841
-12.1%
0.29%
-17.0%
Q4 2021$865,00031,6890.35%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders