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

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 378 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Spectrum Asset Management, Inc. (NB/CA) ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$314,000
-79.4%
6,477
-78.6%
0.12%
-71.5%
Q4 2021$1,527,000
-1.0%
30,277
+0.2%
0.43%
-9.1%
Q3 2021$1,543,000
-37.6%
30,212
-37.3%
0.47%
-35.9%
Q2 2021$2,472,000
-13.7%
48,195
-13.7%
0.74%
-16.1%
Q1 2021$2,863,000
-58.3%
55,827
-58.0%
0.88%
-64.1%
Q4 2020$6,864,000
-20.0%
132,915
-20.1%
2.46%
-31.7%
Q3 2020$8,577,000
-10.6%
166,380
-10.8%
3.60%
-27.5%
Q2 2020$9,599,000186,4904.96%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
McClarren Financial Advisors, Inc. 575,285$29,379,00022.89%
INVESTMENT SECURITY GROUP INC /CO/ /ADV 723,797$36,964,00014.67%
Old North State Trust, LLC 315,716$16,124,00014.37%
Klaas Financial Asset Advisors, LLC 1,132,457$57,835,00014.11%
IRONWOOD WEALTH MANAGEMENT, INC. 370,479$18,920,00014.03%
Wilshire Advisors LLC 101,857$5,202,00013.85%
Prosperity Planning, Inc. 476,736$24,347,00013.28%
Campbell Wealth Management 1,467,934$74,967,00010.04%
Hudson Capital Management LLC 426,906$21,802,0008.73%
Courage Miller Partners, LLC 410,648$20,972,0008.43%
View complete list of ISHARES TR shareholders