Arcadia Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2023
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 2,856,972$380,091,00019.41%
Strategic Equity Management 261,227$34,754,00015.58%
Horst & Graben Wealth Management LLC 238,052$31,670,00010.92%
FundX Investment Group, LLC 175,493$23,348,0009.74%
Crumly & Associates Inc. 99,182$13,501,0009.48%
Baystate Wealth Management LLC 611,132$81,305,0009.26%
Atlantic Union Bankshares Corp 543,500$72,307,0007.51%
Stonebridge Financial Planning Group, LLC 78,565$10,452,0006.62%
Legacy Wealth Planning, LLC 27,043$3,598,0004.62%
Global Wealth Management Investment Advisory, Inc. 81,948$10,902,0004.22%
View complete list of ISHARES TR shareholders