Canvas Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 225 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Canvas Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$216,269
+1.1%
1,101
-0.1%
0.09%
-1.1%
Q3 2022$214,000
-9.3%
1,102
-9.0%
0.09%
-4.2%
Q2 2022$236,000
-4.5%
1,2110.0%0.10%
+5.6%
Q1 2022$247,000
+2.1%
1,2110.0%0.09%
+3.4%
Q4 2021$242,000
+11.5%
1,2110.0%0.09%
-2.2%
Q3 2021$217,000
-2.7%
1,2110.0%0.09%
-11.0%
Q2 2021$223,000
+1.4%
1,2110.0%0.10%
-21.9%
Q1 2021$220,0001,2110.13%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders