HighMark Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 133 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.30 and the average weighting 0.1%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,984
+14.8%
2460.0%0.02%
+25.0%
Q2 2023$20,885
-0.4%
246
+0.8%
0.02%0.0%
Q1 2023$20,965
-6.7%
244
+0.8%
0.02%
-5.9%
Q4 2022$22,472
+12.4%
242
+1.3%
0.02%0.0%
Q3 2022$20,000
+11.1%
239
+1.7%
0.02%
+21.4%
Q2 2022$18,000
-10.0%
235
+0.4%
0.01%
+7.7%
Q1 2022$20,000
+42.9%
234
+0.9%
0.01%
+44.4%
Q4 2021$14,000
+7.7%
232
+0.9%
0.01%
-10.0%
Q3 2021$13,0000.0%230
+0.9%
0.01%0.0%
Q2 2021$13,000
+18.2%
228
+0.4%
0.01%
+11.1%
Q1 2021$11,000
+37.5%
227
+0.4%
0.01%
+28.6%
Q4 2020$8,000
+33.3%
226
+0.4%
0.01%
+40.0%
Q3 2020$6,000
-14.3%
225
+1.8%
0.01%
-37.5%
Q2 2020$7,0002210.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
MARTIN & CO INC /TN/ 50,640$2,808,0000.94%
Ledyard National Bank 42,990$2,384,0000.46%
Alerus Investment Advisors Corp 27,279$1,513,0000.27%
Carlton Hofferkamp & Jenks Wealth Management, LLC 4,510$250,0000.24%
RAY GERALD L & ASSOCIATES LTD 25,236$1,400,0000.23%
East Coast Asset Management, LLC. 6,312$350,0000.22%
Ameritas Investment Partners, Inc. 54,200$3,005,0000.22%
Sandy Spring Bank 30,069$1,667,0000.20%
GREYSTONE INVESTMENT MANAGEMENT LLC 5,430$301,0000.12%
MAI Capital Management 29,047$1,611,0000.12%
View complete list of ISHARES TR shareholders