Canvas Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 116 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Canvas Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$642,694
+11.6%
11,403
-2.8%
0.27%
+9.8%
Q3 2022$576,000
-16.4%
11,730
-11.5%
0.24%
-11.6%
Q2 2022$689,000
-34.3%
13,247
-28.0%
0.28%
-27.5%
Q1 2022$1,048,000
-16.7%
18,393
-6.6%
0.38%
-15.7%
Q4 2021$1,258,000
+4.1%
19,696
+9.1%
0.45%
-8.3%
Q3 2021$1,209,000
+1.2%
18,057
+0.3%
0.49%
-7.8%
Q2 2021$1,195,000
+5.1%
18,011
+6.7%
0.54%
-19.2%
Q1 2021$1,137,00016,8800.66%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Blue Trust, Inc. 4,819,677$276,7944.22%
Municipal Employees' Retirement System of Michigan 4,476,690$248,9043.46%
Elm Partners Management LLC 549,219$30,536,5663.16%
Mandatum Life Insurance Co Ltd 102,145$5,679,2622.37%
Integris Wealth Management, LLC 90,451$5,029,0761.65%
Financial Gravity Asset Management, Inc. 558,350$137,143,8111.51%
Columbus Macro, LLC 56,496$3,141,1771.32%
Blue Edge Capital, LLC 109,703$6,099,4871.28%
Millington Financial Advisors, LLC 25,228$1,402,6881.26%
Smithfield Trust Co 313,500$17,4241.07%
View complete list of ISHARES TR shareholders