Arcadia Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 374 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.7%.

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 Q3 2023
NameSharesValueWeighting ↓
SURIENCE PRIVATE WEALTH LLC 67,834$10,434,90420.21%
First Citizens Asset Management, Inc. 257,913$39,674,76516.86%
FIRST CITIZENS BANK & TRUST CO 4,460,656$686,182,71213.36%
SOA Wealth Advisors, LLC. 310,727$47,799,15711.88%
Simplicity Wealth,LLC 111,928$17,217,87710.08%
Kingdom Financial Group LLC. 65,691$10,105,2469.52%
Baystate Wealth Management LLC 680,054$104,612,7088.62%
Intelligence Driven Advisers, LLC 310,732$48,101,3658.54%
Cosner Financial Group, LLC 57,410$8,831,3807.78%
Aspire Capital Advisors LLC 104,405$16,060,6167.31%
View complete list of ISHARES TR shareholders