HighMark Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$77,474
-5.6%
1,2970.0%0.06%
+3.2%
Q2 2023$82,091
+4.4%
1,2970.0%0.06%
+1.6%
Q1 2023$78,654
+3.4%
1,2970.0%0.06%
+7.0%
Q4 2022$76,099
+8.7%
1,2970.0%0.06%
-5.0%
Q3 2022$70,000
-4.1%
1,2970.0%0.06%
+1.7%
Q2 2022$73,000
-16.1%
1,2970.0%0.06%
+1.7%
Q1 2022$87,000
-5.4%
1,2970.0%0.06%0.0%
Q4 2021$92,000
+7.0%
1,2970.0%0.06%
-7.9%
Q3 2021$86,000
-1.1%
1,2970.0%0.06%
-1.6%
Q2 2021$87,000
+6.1%
1,297
+300.3%
0.06%
-1.5%
Q1 2021$82,000
+7.9%
3240.0%0.06%0.0%
Q4 2020$76,000
-32.1%
324
-41.9%
0.06%
-35.6%
Q3 2020$112,000
+8.7%
5580.0%0.10%
-10.6%
Q2 2020$103,000
+21.2%
5580.0%0.11%
+9.7%
Q1 2020$85,000
-26.7%
558
+0.2%
0.10%
-16.9%
Q4 2019$116,0005570.12%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Matrix Trust Co 302,335$20,272,0005.30%
PACIFIC FINANCIAL GROUP INC 108,564$7,279,0005.03%
Benchmark Wealth Management, LLC 88,676$5,946,0004.08%
Brand Asset Management Group, Inc. 44,342$2,973,0001.44%
Karp Capital Management Corp 70,283$4,713,0000.70%
Marshall Financial Group LLC 17,504$1,174,0000.63%
S.A. Mason LLC 12,633$847,0000.58%
Ten Capital Wealth Advisors, LLC 32,384$2,171,0000.49%
DB Wealth Management Group, LLC 7,559$507,0000.32%
AVANTAX ADVISORY SERVICES, INC. 229,092$15,358,0000.28%
View complete list of ISHARES TR shareholders