HighMark Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 561 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$3,000
-75.0%
36
-77.5%
0.00%
-80.0%
Q4 2020$12,000
+20.0%
160
+300.0%
0.01%
+11.1%
Q3 2020$10,000
+11.1%
400.0%0.01%
-10.0%
Q2 2020$9,000
+28.6%
400.0%0.01%
+25.0%
Q1 2020$7,000
-22.2%
40
+2.6%
0.01%
-20.0%
Q4 2019$9,000390.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders