Lumature Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 592 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.60 and the average weighting 1.0%.

Quarter-by-quarter ownership
Lumature Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$22,642
+5.2%
2360.0%0.01%
+8.3%
Q1 2023$21,514
+7.4%
2360.0%0.01%
+9.1%
Q4 2022$20,032
+11.3%
2360.0%0.01%
+10.0%
Q3 2022$18,000
-10.0%
2360.0%0.01%
+11.1%
Q2 2022$20,000
-16.7%
2360.0%0.01%
-10.0%
Q1 2022$24,000
-4.0%
2360.0%0.01%0.0%
Q4 2021$25,000
+4.2%
2360.0%0.01%0.0%
Q3 2021$24,000
-22.6%
236
-22.9%
0.01%
-23.1%
Q2 2021$31,000
-11.4%
306
-15.9%
0.01%
-27.8%
Q1 2021$35,000
+6.1%
3640.0%0.02%
-41.9%
Q4 2020$33,0003640.03%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders