HighMark Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q4 2023
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders