Lumature Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 504 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Lumature Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$457,176
-6.2%
19,964
-4.3%
0.27%
-0.7%
Q1 2023$487,567
+1.6%
20,854
-1.3%
0.27%
+1.9%
Q4 2022$480,005
-16.5%
21,127
-16.4%
0.27%
-13.0%
Q3 2022$575,000
-28.7%
25,271
-25.1%
0.31%
-14.2%
Q2 2022$806,000
-83.2%
33,720
-82.5%
0.36%
-81.4%
Q1 2022$4,799,000
-5.8%
192,643
+0.8%
1.93%
-2.7%
Q4 2021$5,096,000
+4.2%
191,022
+3.6%
1.98%
-1.0%
Q3 2021$4,892,000
+11.2%
184,384
+11.5%
2.00%
+9.8%
Q2 2021$4,401,000
+12.7%
165,433
+10.9%
1.82%
-11.3%
Q1 2021$3,906,000
+13.6%
149,155
+18.2%
2.05%
-36.9%
Q4 2020$3,437,000126,1923.25%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 9,848,623$224,253,14656.62%
Morningstar Investment Management LLC 7,496,170$170,68818.51%
Hoese & Co LLP 792,249$17,936,40416.37%
Fund Evaluation Group, LLC 10,748,080$244,73415.32%
Crane Advisory, LLC 3,306,537$74,595,47515.04%
Nationwide Fund Advisors 5,497,558$125,179,39613.56%
Heirloom Wealth Management 1,506,280$34,297,99611.68%
Cook Wealth, LLC 789,408$17,548,54010.55%
PRAIRIEVIEW WEALTH PARTNERS, LLC 482,501$10,986,5489.97%
SYM FINANCIAL Corp 2,650,947$60,362,0549.96%
View complete list of ISHARES TR shareholders