Amplius Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 130 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Amplius Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$6,000350.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Investure, LLC 304,315$31,121,0006.31%
BSW Wealth Partners 62,600$6,402,0002.66%
Wealthsimple US, Ltd. 18,048$1,846,0001.62%
University of Maryland Foundation, Inc. 10,000$1,023,0000.99%
Maxim Capital Management LLC 9,328$954,0000.99%
Stonehearth Capital Management, LLC 5,992$613,0000.50%
TIEDEMANN ADVISORS, LLC 67,158$6,868,0000.44%
Relyea Zuckerberg Hanson LLC 3,365$344,0000.38%
Mandatum Life Insurance Co Ltd 12,081$1,235,0000.33%
HOWARD FINANCIAL SERVICES, LTD. 2,507$256,0000.23%
View complete list of ISHARES TR shareholders