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

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 183 filers reported holding ISHARES TR in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
NewFocus Financial Group, LLC 277,390$17,428,0005.13%
Towerpoint Wealth, LLC 116,937$7,347,0003.68%
MISSION WEALTH MANAGEMENT, LP 848,978$53,341,0003.34%
Epstein & White Financial LLC 147,045$9,238,0002.84%
PACIFIC CAPITAL WEALTH ADVISORS, INC 73,343$4,608,0002.62%
Miracle Mile Advisors, LLC 508,280$31,935,0001.96%
Blue Zone Wealth Advisors, LLC 62,653$3,936,0001.90%
Boltwood Capital Management 60,974$3,831,0001.86%
Omega Financial Group, LLC 53,689$3,373,0001.82%
Slow Capital, Inc. 114,464$7,192,0001.72%
View complete list of ISHARES TR shareholders