Topel & Distasi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 293 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,795,445
-1.0%
36,8070.0%0.94%
+3.1%
Q2 2023$1,814,217
+0.7%
36,8070.0%0.91%
-2.9%
Q1 2023$1,801,703
+2.9%
36,8070.0%0.94%
-4.1%
Q4 2022$1,750,173
-3.0%
36,8070.0%0.98%
-1.6%
Q3 2022$1,804,000
-1.6%
36,8070.0%1.00%
-6.1%
Q2 2022$1,833,000
-40.5%
36,807
-37.8%
1.06%
-17.8%
Q1 2022$3,083,00059,1351.29%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 413,160$20,153,94521.74%
Matson Money. Inc. 8,558,512$417,484,21515.10%
PRUDENT INVESTORS NETWORK, INC. 317,331$15,479,3827.25%
Boston Standard Wealth Management, LLC 518,831$25,309,0006.68%
Stewardship Advisors, LLC 341,806$16,673,3116.51%
N.E.W. Advisory Services LLC 896,064$43,710,0476.22%
SYON CAPITAL LLC 990,313$48,307,4686.01%
Compton Financial Group, LLC 316,196$15,424,0785.86%
PENOBSCOT WEALTH MANAGEMENT 147,101$7,1765.44%
Kooman & Associates 212,287$10,355,3605.24%
View complete list of ISHARES TR shareholders