Topel & Distasi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is HYXF and the CUSIP is 46435G441. A total of 59 filers reported holding ISHARES TR in Q2 2022. 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$454,877
+7.8%
10,532
+10.0%
0.24%
+12.3%
Q2 2023$422,022
-0.7%
9,5740.0%0.21%
-4.5%
Q1 2023$424,798
+44.3%
9,574
+40.6%
0.22%
+34.5%
Q4 2022$294,328
+0.8%
6,810
+1.0%
0.16%
+2.5%
Q3 2022$292,000
-1.0%
6,742
-0.5%
0.16%
-5.8%
Q2 2022$295,000
-1.7%
6,773
+9.8%
0.17%
+35.7%
Q1 2022$300,0006,1680.13%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 64,846$2,802,6441.52%
HARVEST GROUP WEALTH MANAGEMENT, LLC 13,967$603,6540.40%
HERITAGE WEALTH MANAGEMENT, LLC 59,162$2,556,9820.36%
VERUS CAPITAL PARTNERS, LLC 43,839$1,894,7320.36%
Mandatum Life Insurance Co Ltd 24,580$1,0620.32%
Walkner Condon Financial Advisors LLC 21,827$943,2720.28%
NOTTINGHAM ADVISORS, INC. 40,346$1,743,7330.24%
Topel & Distasi Wealth Management, LLC 6,810$294,3280.16%
Curtis Advisory Group, LLC 8,689$375,5390.15%
SigFig Wealth Management, LLC 48,929$2,114,6970.10%
View complete list of ISHARES TR shareholders