Spectrum Asset Management, Inc. (NB/CA) - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 577 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
Spectrum Asset Management, Inc. (NB/CA) ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$592,000
+16.8%
2,475
+9.3%
0.25%
-5.3%
Q2 2020$507,000
+24.3%
2,265
-0.9%
0.26%
-32.6%
Q1 2020$408,000
-43.7%
2,285
-25.0%
0.39%
-2.8%
Q4 2019$725,000
+5.8%
3,045
-0.5%
0.40%
-8.7%
Q3 2019$685,000
-0.4%
3,060
+0.7%
0.44%
+1.4%
Q2 2019$688,000
+2.8%
3,040
-0.5%
0.43%
-4.0%
Q1 2019$669,000
-32.9%
3,055
-41.4%
0.45%
-43.1%
Q4 2018$997,000
-18.7%
5,214
-0.9%
0.79%
+8.2%
Q3 2018$1,226,000
+3.5%
5,263
-0.2%
0.73%
-30.3%
Q2 2018$1,185,000
-7.6%
5,273
-11.3%
1.05%
-7.0%
Q1 2018$1,282,000
-3.3%
5,943
-3.3%
1.13%
+11.2%
Q4 2017$1,326,000
+19.8%
6,143
+12.3%
1.01%
+6.8%
Q3 2017$1,107,000
+4.6%
5,468
+1.6%
0.95%
-2.9%
Q2 2017$1,058,000
+4.0%
5,381
+1.0%
0.98%
+4.5%
Q1 2017$1,017,000
+3.2%
5,326
-1.5%
0.94%
-1.9%
Q4 2016$985,000
+8.5%
5,408
+4.0%
0.95%
-2.9%
Q3 2016$908,000
+0.3%
5,198
-2.8%
0.98%
-8.2%
Q2 2016$905,000
+5.4%
5,350
+1.2%
1.07%
-0.7%
Q1 2016$859,000
+2.1%
5,285
+1.1%
1.08%
+12.8%
Q4 2015$841,000
+7.4%
5,225
+4.8%
0.96%
+4.0%
Q3 2015$783,000
-3.7%
4,985
+4.0%
0.92%
+31.0%
Q2 2015$813,000
-8.2%
4,795
-7.2%
0.70%
-10.2%
Q1 2015$886,000
+4.0%
5,165
-3.2%
0.78%
+10.6%
Q4 2014$852,0005,3350.71%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders