Lumature Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 586 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Lumature Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$117,161
-1.6%
2,075
-5.9%
0.07%
+4.5%
Q1 2023$119,099
+2.7%
2,2060.0%0.07%
+3.1%
Q4 2022$115,973
-18.3%
2,206
-26.9%
0.06%
-14.5%
Q3 2022$142,000
-4.7%
3,018
+1.9%
0.08%
+15.2%
Q2 2022$149,000
-17.7%
2,9620.0%0.07%
-9.6%
Q1 2022$181,000
-14.6%
2,962
-7.8%
0.07%
-11.0%
Q4 2021$212,000
-10.9%
3,213
-15.2%
0.08%
-15.5%
Q3 2021$238,000
+0.8%
3,789
+480.2%
0.10%
-1.0%
Q2 2021$236,000
-8.9%
653
-16.7%
0.10%
-27.9%
Q1 2021$259,000
-33.1%
784
-33.6%
0.14%
-62.8%
Q4 2020$387,0001,1810.37%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders