Topel & Distasi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 295 filers reported holding ISHARES TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
Matson Money. Inc. 6,215,697$345,966,00017.44%
PRUDENT INVESTORS NETWORK, INC. 242,323$13,487,0008.93%
Boston Standard Wealth Management, LLC 315,449$17,558,000,0007.40%
Blueprint Investment Partners LLC 160,761$9,036,0007.14%
NYL Investors LLC 329,800$18,357,0007.12%
DOHJ, LLC 150,346$8,404,0005.26%
N.E.W. Advisory Services LLC 326,307$18,176,0005.13%
Allworth Financial LP 2,954,963$164,473,0004.95%
MBE Wealth Management, LLC 96,946$5,397,0004.54%
First Ascent Asset Management, LLC 118,275$6,583,0003.57%
View complete list of ISHARES TR shareholders