Montecito Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 395 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.

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 Q3 2021
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders