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

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 189 filers reported holding ISHARES TR in Q2 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 Q2 2021
NameSharesValueWeighting ↓
Slow Capital, Inc. 545,488$31,736,0005.93%
Towerpoint Wealth, LLC 130,186$7,574,0003.76%
Opes Wealth Management LLC 148,287$8,627,0002.81%
MISSION WEALTH MANAGEMENT, LP 943,386$54,886,0002.54%
Safeguard Investment Advisory Group, LLC 50,756$2,953,0002.02%
Warren Street Wealth Advisors, LLC 39,115$2,276,0001.99%
Omega Financial Group, LLC 77,455$4,506,0001.95%
Aries Wealth Management 77,455$4,506,0001.95%
Boltwood Capital Management 63,963$3,721,0001.44%
Orin Green Financial, LLC 37,140$2,161,0001.41%
View complete list of ISHARES TR shareholders