Lumature Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 214 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Lumature Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$19,345
-10.6%
188
-9.2%
0.01%
-8.3%
Q1 2023$21,629
+2.0%
2070.0%0.01%0.0%
Q4 2022$21,209
+1.0%
2070.0%0.01%
+9.1%
Q3 2022$21,000
-25.0%
207
-21.9%
0.01%
-8.3%
Q2 2022$28,000
-41.7%
265
-40.3%
0.01%
-36.8%
Q1 2022$48,000
-20.0%
444
-15.3%
0.02%
-17.4%
Q4 2021$60,0000.0%5240.0%0.02%
-8.0%
Q3 2021$60,000
-6.2%
524
-5.4%
0.02%
-3.8%
Q2 2021$64,000
-11.1%
554
-11.6%
0.03%
-31.6%
Q1 2021$72,000
-21.7%
627
-20.0%
0.04%
-56.3%
Q4 2020$92,0007840.09%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
GERMAN AMERICAN BANCORP, INC. 280,962$30,161,0009.03%
Wealthstar Advisors, LLC 124,675$13,406,0007.89%
Hilton Capital Management, LLC 418,982$44,978,0006.72%
Johnson Financial Group, Inc. 494,022$53,100,0005.42%
NORTHWEST INVESTMENT COUNSELORS, LLC 128,073$13,749,0005.28%
Strategic Financial Services, Inc, 254,150$27,283,0004.06%
Towercrest Capital Management 71,007$7,623,0002.25%
TRUE Private Wealth Advisors 134,845$14,475,615,0002.04%
Hugh Johnson Advisors LLC 68,575$7,362,0002.04%
FARMERS & MERCHANTS INVESTMENTS INC 269,644$28,946,0001.97%
View complete list of ISHARES TR shareholders