Amplius Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 155 filers reported holding ISHARES TR in Q1 2024. 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
Q2 2024$580,057
-74.1%
22,909
-74.0%
0.06%
-74.1%
Q1 2024$2,235,38888,1810.25%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Prism Advisors, Inc. 23,850$615,0000.40%
Lee Financial Co 38,500$993,0000.33%
Peloton Wealth Strategists 8,000$206,0000.17%
FinTrust Capital Advisors, LLC 6,366$164,0000.08%
CONFLUENCE INVESTMENT MANAGEMENT LLC 146,062$3,768,0000.07%
Beacon Pointe Advisors, LLC 14,558$376,0000.06%
CAPITAL ONE FINANCIAL CORP 12,998$335,0000.05%
CENTRAL TRUST Co 32,950$850,0000.05%
Asset Dedication, LLC 5,777$147,0000.04%
Forvis Mazars Wealth Advisors, LLC 8,000$206,0000.02%
View complete list of ISHARES TR shareholders