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

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 177 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Spectrum Asset Management, Inc. (NB/CA) ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$290,000
-17.4%
4,650
-17.7%
0.08%
-24.1%
Q3 2021$351,000
-0.8%
5,6500.0%0.11%
+1.9%
Q2 2021$354,000
+0.9%
5,6500.0%0.11%
-1.9%
Q1 2021$351,000
+4.5%
5,650
+5.6%
0.11%
-10.0%
Q4 2020$336,0005,3500.12%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 394,719$45,582,0009.07%
NewFocus Financial Group, LLC 45,442$5,248,0003.54%
Parkside Advisors LLC 32,211$3,720,0002.81%
AJ WEALTH STRATEGIES, LLC 33,553$3,875,0002.00%
Pure Financial Advisors, LLC 54,561$6,301,0001.89%
BAILARD, INC. 98,870$11,409,0001.06%
Raub Brock Capital Management LP 28,255$3,263,0001.00%
WEALTHSOURCE PARTNERS, LLC 17,910$2,068,0000.87%
HCR Wealth Advisors 10,155$1,173,0000.62%
Pictet North America Advisors SA 24,072$2,780,0000.61%
View complete list of ISHARES TR shareholders