HighMark Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 140 filers reported holding ISHARES TR in Q3 2022. 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 Q3 2022
NameSharesValueWeighting ↓
YARGER WEALTH STRATEGIES, LLC 71,637$4,142,0005.35%
PACIFIC FINANCIAL GROUP INC 110,076$6,203,0004.60%
Benchmark Wealth Management, LLC 95,244$5,367,0003.95%
OmniStar Financial Group, Inc. 38,823$2,187,0002.42%
Matrix Trust Co 150,133$8,460,0002.34%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 98,504$5,551,0002.28%
Sunburst Financial Group, LLC 46,508$2,621,0001.26%
Brand Asset Management Group, Inc. 38,370$2,162,0001.10%
Empirical Asset Management, LLC 17,552$989,0001.04%
Pitti Group Wealth Management, LLC 12,660$713,0000.97%
View complete list of ISHARES TR shareholders