Arcadia Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 357 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.

Quarter-by-quarter ownership
Arcadia Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,815,130
-2.2%
11,800
+0.8%
1.42%
+3.4%
Q2 2023$1,855,872
-85.4%
11,705
-87.2%
1.37%
-87.0%
Q1 2023$12,721,016
+19.6%
91,564
+3.7%
10.55%
+13.0%
Q4 2022$10,639,12288,2709.34%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 4,064,017$645,651,00025.08%
Aspire Capital Advisors LLC 93,295$14,822,00014.10%
Strategic Equity Management 186,686$29,659,00010.67%
Baystate Wealth Management LLC 612,946$97,379,0008.59%
Stonebridge Financial Planning Group, LLC 85,563$13,593,0007.61%
Atlantic Union Bankshares Corp 517,941$82,285,0007.20%
Crumly & Associates Inc. 113,482$18,029,0006.76%
Mason & Associates Inc 134,226$21,324,0006.52%
Legacy Wealth Planning, LLC 30,546$4,853,0005.71%
Retireful, LLC 1,663$233,0005.60%
View complete list of ISHARES TR shareholders