SCJ β€” ISHARES INC

Ownership history in Spectrum Asset Management, Inc. (NB/CA)  Β·  5 quarters on record

AI Ownership Summary

Spectrum Asset Management, Inc. (NB/CA) reported ISHARES INC (SCJ) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.1% in 2025 Q2. The latest visible filing shows SCJ at 1.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spectrum Asset Management, Inc. (NB/CA)'s position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCJ was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Spectrum Asset Management, Inc. (NB/CA) held SCJ β€” position size vs. price
% of Fund (quarterly)    SCJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 33,527 +3,648 +12.2% 1.03% $3.1M 2026-02-14 (Est.) $105.74
2025 Q3 REDUCED 29,879 -20 -0.1% 0.97% $2.8M 2025-10-23 $89.72
2025 Q2 ADDED 29,899 +414 +1.4% 1.10% $2.5M 2025-07-23 $84.64
2025 Q1 ADDED 29,485 +971 +3.4% 1.01% $2.3M 2025-04-16 $74.38
2024 Q4 INITIATED 28,514 β€” β€” 0.94% $2.1M 2025-01-28 $71.77

🏒 Other funds also holding SCJ

As of 2026 Q1 β€” sorted by position size

Seed Wealth Management, Inc. 3Y 0.14%

FAQ About Spectrum Asset Management, Inc. (NB/CA) and SCJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spectrum Asset Management, Inc. (NB/CA) reported owning SCJ?

Spectrum Asset Management, Inc. (NB/CA) reported SCJ across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SCJ position in Spectrum Asset Management, Inc. (NB/CA)'s portfolio?

The largest reported portfolio weight for SCJ was 1.10% in 2025 Q2.

What is the latest reported SCJ position on this page?

The most recent filing on this page is 2025 Q4, when Spectrum Asset Management, Inc. (NB/CA) reported 33,527 shares, equal to 1.03% of portfolio, with an estimated market value of $3.1M.

What does the chart on this SCJ ownership page compare?

The chart compares Spectrum Asset Management, Inc. (NB/CA)'s quarterly SCJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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