Montecito Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 216 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 2.76 and the average weighting 0.6%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$208,000
-0.5%
5230.0%0.04%
-9.8%
Q3 2021$209,000
-6.3%
523
-8.7%
0.04%
-4.7%
Q2 2021$223,000
+8.3%
573
-5.0%
0.04%0.0%
Q1 2021$206,000
-18.3%
603
-15.4%
0.04%
-21.8%
Q4 2020$252,000
+22.9%
713
+8.2%
0.06%
+5.8%
Q3 2020$205,000
-44.7%
659
-62.7%
0.05%
-57.4%
Q1 2020$371,000
-32.2%
1,765
-31.6%
0.12%
-25.2%
Q3 2019$547,000
-47.0%
2,582
-45.4%
0.16%
-47.8%
Q2 2019$1,033,000
-5.2%
4,727
-8.6%
0.31%
-6.3%
Q1 2019$1,090,000
+39.0%
5,171
+14.4%
0.33%
+22.9%
Q4 2018$784,000
+27.7%
4,519
+50.9%
0.27%
+48.1%
Q3 2018$614,000
+80.1%
2,995
+60.7%
0.18%
+67.9%
Q2 2018$341,0001,8640.11%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Heartwood Wealth Management Ltd 80,536$8,108,00011.23%
Financial Advantage, Inc. 89,164$8,976,0008.14%
XPONANCE, INC. 117,823$11,859,0004.51%
Clal Insurance Enterprises Holdings Ltd 1,401,668$141,106,0004.11%
MCMILLION CAPITAL MANAGEMENT INC 50,776$5,112,0003.79%
Gemmer Asset Management LLC 54,704$5,507,0003.21%
Main Management LLC 167,272$16,839,0003.04%
Verity Asset Management, Inc. 23,924$2,408,0002.72%
MinichMacGregor Wealth Management, LLC 27,053$2,723,0002.63%
Janney Capital Management LLC 311,166$31,325,0001.69%
View complete list of ISHARES TR shareholders