Arcadia Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Arcadia Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$397,405
-5.5%
4,232
-1.9%
0.31%0.0%
Q2 2023$420,419
-80.4%
4,314
-81.8%
0.31%
-82.5%
Q1 2023$2,140,805
-46.9%
23,668
-50.2%
1.78%
-49.8%
Q4 2022$4,028,22747,5313.54%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 180,925$16,364,70113.70%
CLIENT 1ST ADVISORY GROUP, LLC 257,602$23,300,13812.64%
Erickson Financial Group, LLC 126,268$11,420,94111.33%
TAIYO LIFE INSURANCE CO 1,307,000$118,2189.67%
Spectrum Planning & Advisory Services Inc. 65,546$5,928,4749.63%
FFG RETIREMENT ADVISORS LLC 103,557$9,366,7318.02%
Sharkey, Howes & Javer 366,637$33,162,3457.11%
Detalus Advisors, LLC 158,133$14,303,1306.84%
West Wealth Group, LLC 154,258$13,952,6526.46%
Northwest Capital Management Inc 143,631$12,991,4626.31%
View complete list of ISHARES TR shareholders