Arcadia Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Arcadia Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,216,275
-8.0%
18,606
-5.0%
0.95%
-2.7%
Q2 2023$1,321,393
-86.5%
19,594
-87.0%
0.98%
-88.0%
Q1 2023$9,789,689
+7.4%
150,379
+7.2%
8.12%
+1.6%
Q4 2022$9,111,971140,2498.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 5,046,672$321,440,00015.16%
Horst & Graben Wealth Management LLC 484,646$30,869,0009.72%
Compton Wealth Advisory Group, LLC 139,460$8,883,0005.08%
Global Wealth Management Investment Advisory, Inc. 143,160$9,118,0003.29%
AE Wealth Management LLC 2,612,133$166,376,0001.68%
TIAA, FSB 3,690,674$235,073,0000.84%
BRYN MAWR TRUST Co 272,603$17,363,0000.69%
HARBOR INVESTMENT ADVISORY, LLC 66,638$4,244,0000.64%
NinePointTwo Capital LLC 22,780$1,450,0000.55%
Lloyd Advisory Services, LLC. 10,354$659,0000.36%
View complete list of ISHARES TR shareholders