HighMark Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 212 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$46,582
-3.8%
1890.0%0.04%
+8.3%
Q2 2023$48,418
+3.5%
1890.0%0.04%0.0%
Q1 2023$46,789
+46.6%
189
+58.8%
0.04%
+50.0%
Q4 2022$31,914
+6.4%
1190.0%0.02%
-7.7%
Q3 2022$30,000
+25.0%
119
+26.6%
0.03%
+36.8%
Q2 2022$24,000
+9.1%
94
+22.1%
0.02%
+26.7%
Q1 2022$22,0000.0%770.0%0.02%
+7.1%
Q4 2021$22,000
-42.1%
770.0%0.01%
-50.0%
Q3 2021$38,000
+8.6%
77
-41.2%
0.03%
+7.7%
Q2 2021$35,000
+6.1%
1310.0%0.03%0.0%
Q1 2021$33,000
+6.5%
1310.0%0.03%
-3.7%
Q4 2020$31,000
+19.2%
1310.0%0.03%
+17.4%
Q3 2020$26,000
+4.0%
1310.0%0.02%
-14.8%
Q2 2020$25,000
+25.0%
131
+4.8%
0.03%
+12.5%
Q1 2020$20,000
-20.0%
1250.0%0.02%
-11.1%
Q4 2019$25,0001250.03%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
XPONANCE, INC. 97,440$12,410,0004.57%
MinichMacGregor Wealth Management, LLC 24,757$3,153,0002.98%
SPC Financial, Inc. 60,819$7,747,0002.80%
Spruce Investment Advisors LLC 22,438$2,858,0001.62%
BerganKDV Wealth Management, LLC 40,389$5,009,0001.25%
HRT FINANCIAL LP 14,878$1,895,0001.15%
VICUS CAPITAL 30,717$3,912,0000.95%
Mirae Asset Global Investments Co., Ltd. 267,764$34,105,0000.88%
Glassman Wealth Services 7,400$943,0000.81%
Wharton Business Group, LLC 49,820$6,346,0000.75%
View complete list of ISHARES TR shareholders