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 Asset Management, Inc. 461,697$30,056,48612.49%
Arcadia Wealth Management, LLC 150,379$9,789,6898.12%
Simplicity Wealth,LLC 179,643$11,694,7507.78%
FIRST CITIZENS BANK & TRUST CO 5,685,771$370,143,6927.38%
Mason & Associates Inc 369,511$24,055,1667.36%
Compton Wealth Advisory Group, LLC 197,946$12,886,2964.45%
Horst & Graben Wealth Management LLC 199,285$12,973,0003.22%
Strategic Equity Management 132,001$8,593,2913.06%
TIAA, FSB 7,876,414$512,754,5511.90%
Econ Financial Services Corp 35,540$2,313,6541.75%
View complete list of ISHARES TR shareholders