Lumature Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lumature Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$56,934
+10.0%
8000.0%0.03%
+17.2%
Q1 2023$51,752
+13.6%
8000.0%0.03%
+16.0%
Q4 2022$45,568
-3.0%
8000.0%0.02%0.0%
Q3 2022$47,000
+4.4%
8000.0%0.02%
+25.0%
Q2 2022$45,000
-25.0%
8000.0%0.02%
-16.7%
Q1 2022$60,000
-10.4%
8000.0%0.02%
-7.7%
Q4 2021$67,000
+8.1%
8000.0%0.03%
+4.0%
Q3 2021$62,0000.0%8000.0%0.02%
-3.8%
Q2 2021$62,000
+3.3%
8000.0%0.03%
-18.8%
Q1 2021$60,000
+7.1%
8000.0%0.03%
-39.6%
Q4 2020$56,0008000.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders