Canvas Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 123 filers reported holding ISHARES TR in Q1 2023. 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 Q1 2023
NameSharesValueWeighting ↓
Ratio Wealth Group 176,457$11,815,5613.88%
Elm Partners Management LLC 410,496$27,487,0003.67%
Advisory Services & Investments, LLC 44,518$2,981,0001.96%
Barber Financial Group, Inc. 152,490$10,211,0001.32%
Columbus Macro, LLC 48,081$3,219,0001.06%
Mandatum Life Insurance Co Ltd 77,876$5,215,0000.97%
Portfolio Solutions, LLC 91,527$6,129,0000.76%
THRIVENT FINANCIAL FOR LUTHERANS 5,621,741$373,006,0000.76%
Smithfield Trust Co 144,786$9,699,0000.64%
OLD MISSION CAPITAL LLC 230,156$15,411,0000.62%
View complete list of ISHARES TR shareholders