Montecito Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 358 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 4.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$876,236
-7.2%
10,580
-16.2%
0.18%
-5.8%
Q1 2024$944,102
-28.1%
12,620
-34.5%
0.19%
-33.0%
Q4 2023$1,313,488
+16.9%
19,265
-0.8%
0.28%
+7.2%
Q3 2023$1,123,831
-9.5%
19,430
-2.7%
0.26%
-6.7%
Q2 2023$1,241,561
+14.2%
19,964
-0.2%
0.28%
+8.9%
Q1 2023$1,086,874
+71357.9%
19,994
-41.1%
0.26%
-29.8%
Q4 2022$1,521
-99.9%
33,927
-15.8%
0.37%
-16.5%
Q3 2022$1,699,000
-9.4%
40,276
-1.8%
0.44%
-0.7%
Q2 2022$1,875,000
-22.7%
41,035
-1.9%
0.44%
-2.0%
Q1 2022$2,427,000
-14.4%
41,831
-5.0%
0.45%
-9.7%
Q4 2021$2,834,000
+8.6%
44,011
-4.5%
0.50%
-0.8%
Q3 2021$2,610,000
+0.3%
46,073
+497.5%
0.51%
+1.6%
Q2 2021$2,603,000
+6.4%
7,711
-3.0%
0.50%
-1.6%
Q1 2021$2,446,000
+2.7%
7,949
+0.1%
0.51%
-2.9%
Q4 2020$2,382,000
+4.0%
7,940
-8.6%
0.52%
-10.5%
Q3 2020$2,291,000
+9.2%
8,690
-2.5%
0.58%
+1.2%
Q2 2020$2,098,000
+19.7%
8,909
-7.3%
0.58%
+0.3%
Q1 2020$1,752,000
-27.1%
9,608
-15.8%
0.57%
-11.0%
Q4 2019$2,403,000
+717.3%
11,415
+619.3%
0.64%
+641.4%
Q3 2019$294,0001,5870.09%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Goodwin Investment Advisory 12,982$3,940,0004.82%
Sharkey, Howes & Javer 39,524$11,859,0003.96%
MA Private Wealth 57,111$17,136,0003.92%
Sanctuary Wealth Management, L.L.C. 10,370$3,112,0003.78%
OmniStar Financial Group, Inc. 17,956$5,388,0003.78%
B, B, H, & B INC. 14,252$4,276,0003.69%
ONE Advisory Partners, LLC 16,705$5,012,0003.43%
EXECUTIVE WEALTH GROUP LLC 16,148$4,845,2343.27%
High Falls Advisors, Inc 34,265$10,281,0002.98%
HawsGoodwin Investment Management LLC 29,402$8,822,0002.77%
View complete list of ISHARES TR shareholders