Amplius Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 115 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Amplius Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,000120.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Pathway Financial Advisors LLC 123,927$10,851,0003.87%
SINECERA CAPITAL, LLC 42,911$3,844,0003.73%
BEAM WEALTH ADVISORS, INC. 13,487$1,220,0001.40%
Richard Bernstein Advisors LLC 497,794$45,030,0000.87%
Wealth Advisors of Tampa Bay, LLC 29,240$2,645,0000.65%
Blue Edge Capital, LLC 27,960$2,529,262,0000.49%
Sunflower Bank, N.A. 38,839$3,513,0000.47%
Interchange Capital Partners, LLC 3,835$346,0000.35%
First Bancorp, Inc /ME/ 4,248$384,0000.34%
Ameritas Advisory Services, LLC 68,604$6,206,0000.23%
View complete list of ISHARES TR shareholders