ARCADIA INVESTMENT MANAGEMENT CORP/MI - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 129 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.33 and the average weighting 0.1%.

Quarter-by-quarter ownership
ARCADIA INVESTMENT MANAGEMENT CORP/MI ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$77,307
-24.9%
2,1600.0%0.02%
-29.2%
Q4 2022$102,902
-10.5%
2,160
-10.0%
0.02%
-14.3%
Q3 2022$115,000
-23.8%
2,400
-21.5%
0.03%
-17.6%
Q2 2022$151,000
-83.1%
3,056
-79.9%
0.03%
-79.9%
Q1 2022$896,000
-4.6%
15,2030.0%0.17%
+7.6%
Q4 2021$939,000
-23.0%
15,203
-24.5%
0.16%
-30.2%
Q3 2021$1,219,000
+17.6%
20,135
+11.7%
0.22%
+15.4%
Q2 2021$1,037,000
+1.8%
18,023
+0.3%
0.20%
-4.4%
Q1 2021$1,019,000
+1787.0%
17,975
+1397.9%
0.20%
+1754.5%
Q4 2020$54,000
+38.5%
1,2000.0%0.01%
+37.5%
Q3 2020$39,000
-4.9%
1,2000.0%0.01%
-20.0%
Q2 2020$41,000
+215.4%
1,200
+380.0%
0.01%
+233.3%
Q4 2019$13,000
+8.3%
2500.0%0.00%0.0%
Q3 2019$12,000
+9.1%
2500.0%0.00%0.0%
Q2 2019$11,000
-96.1%
250
-96.2%
0.00%
-96.3%
Q1 2019$285,0006,5500.08%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 274,074$9,809,1083.21%
COTTONWOOD CAPITAL ADVISORS, LLC 56,199$2,011,3461.85%
Adams Wealth Management 96,741$3,462,3601.12%
Bell Bank 222,881$7,976,9110.84%
Aft, Forsyth & Sober, LLC 40,000$1,431,6000.72%
MARTIN & CO INC /TN/ 70,338$2,517,4060.65%
Endurance Wealth Management, Inc. 111,031$3,9740.56%
AUGUSTINE ASSET MANAGEMENT INC 20,000$715,8000.35%
Wealth Management Partners, LLC 11,212$401,2770.28%
Family Firm, Inc. 25,907$927,2040.26%
View complete list of ISHARES TR shareholders