HighMark Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,019
-3.6%
590.0%0.01%
+8.3%
Q2 2023$16,623
+2.8%
590.0%0.01%
-7.7%
Q1 2023$16,164
-3.5%
590.0%0.01%0.0%
Q4 2022$16,746
+11.6%
590.0%0.01%0.0%
Q3 2022$15,000
-6.2%
590.0%0.01%0.0%
Q2 2022$16,000
-5.9%
59
+1.7%
0.01%
+18.2%
Q1 2022$17,000
-5.6%
580.0%0.01%0.0%
Q4 2021$18,000
+12.5%
580.0%0.01%
-8.3%
Q3 2021$16,0000.0%580.0%0.01%0.0%
Q2 2021$16,000
-27.3%
58
-33.3%
0.01%
-33.3%
Q1 2021$22,000
+4.8%
870.0%0.02%0.0%
Q4 2020$21,0000.0%87
-6.5%
0.02%
-5.3%
Q3 2020$21,000
+5.0%
93
+1.1%
0.02%
-13.6%
Q2 2020$20,000920.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders