Lumature Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 229 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q2 2023
NameSharesValueWeighting ↓
HORIZON BANCORP INC /IN/ 573,971$58,16037.23%
First Citizens Asset Management, Inc. 537,232$54,437,73523.14%
GERMAN AMERICAN BANCORP, INC. 719,014$72,857,68810.60%
Strategic Financial Services, Inc, 1,037,324$105,112,0038.18%
DT Investment Partners, LLC 590,174$59,802,3897.25%
MERIDIAN MANAGEMENT CO 163,879$16,605,8285.42%
Wealthstar Advisors, LLC 138,754$14,059,9865.40%
D L CARLSON INVESTMENT GROUP INC 212,252$21,507,4614.34%
InTrack Investment Management Inc 44,099$4,468,5073.93%
HOWE & RUSLING INC 318,034$32,226,3643.80%
View complete list of ISHARES TR shareholders