Topel & Distasi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 320 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Topel & Distasi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$230,803
-0.1%
4,893
+1.7%
0.12%
-4.1%
Q1 2023$231,121
-12.8%
4,809
+0.2%
0.12%
+12.0%
Q4 2021$265,0004,8010.11%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 254,243$14,016,0008.01%
Private Ocean, LLC 463,469$25,551,0003.11%
Stewardship Advisors, LLC 137,315$7,570,0002.86%
Prostatis Group LLC 42,237$2,328,5261.39%
RETIREMENT CAPITAL STRATEGIES 61,731$3,403,0001.31%
Apella Capital, LLC 243,529$13,422,0001.10%
PALLADIEM, LLC 21,372$1,178,0000.95%
ALESCO ADVISORS LLC 398,610$21,975,0000.78%
Parkside Advisors LLC 44,900$2,475,0000.77%
Elwood & Goetz Wealth Advisory Group, LLC 36,934$2,036,0000.70%
View complete list of ISHARES TR shareholders