Montecito Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$708,702
+8.4%
8,946
-1.1%
0.15%
-0.7%
Q3 2023$653,483
-5.4%
9,046
-1.7%
0.15%
-2.5%
Q2 2023$690,450
+4.3%
9,206
-0.5%
0.16%
-0.6%
Q1 2023$661,897
+104630.5%
9,2560.0%0.16%
+3.3%
Q4 2022$632
-99.9%
9,256
-1.1%
0.15%0.0%
Q3 2022$589,000
-9.9%
9,356
-8.8%
0.15%
-1.3%
Q2 2022$654,000
-18.4%
10,260
-1.0%
0.16%
+3.3%
Q1 2022$801,000
-9.4%
10,3640.0%0.15%
-4.5%
Q4 2021$884,000
+2.8%
10,364
-4.6%
0.16%
-6.0%
Q3 2021$860,000
-3.0%
10,864
-0.9%
0.17%
-1.8%
Q2 2021$887,000
+3.3%
10,9640.0%0.17%
-4.5%
Q1 2021$859,000
+4.0%
10,964
-4.2%
0.18%
-1.7%
Q4 2020$826,000
+18.2%
11,444
+291.8%
0.18%
+1.7%
Q3 2020$699,000
-4.0%
2,921
-10.2%
0.18%
-11.0%
Q2 2020$728,000
+25.5%
3,2510.0%0.20%
+5.3%
Q1 2020$580,000
-26.2%
3,251
-1.5%
0.19%
-10.0%
Q4 2019$786,000
+6.4%
3,3010.0%0.21%
-4.1%
Q3 2019$739,000
-21.0%
3,301
-20.1%
0.22%
-22.3%
Q2 2019$936,000
-0.3%
4,134
-3.5%
0.28%
-1.4%
Q1 2019$939,000
+9.4%
4,284
-4.5%
0.29%
-3.0%
Q4 2018$858,000
-19.7%
4,486
-2.2%
0.30%
-7.2%
Q3 2018$1,068,000
+27.8%
4,586
+23.2%
0.32%
+19.0%
Q2 2018$836,000
+56.0%
3,723
+51.8%
0.27%
+52.3%
Q1 2018$536,000
+1.1%
2,4530.0%0.18%
+24.8%
Q4 2017$530,000
+4.7%
2,453
-2.0%
0.14%
-19.4%
Q3 2017$506,000
-8.3%
2,503
-10.8%
0.18%
-12.1%
Q2 2017$552,000
-24.4%
2,806
-26.6%
0.20%
-25.5%
Q1 2017$730,000
+52.7%
3,823
+45.7%
0.27%
+59.9%
Q4 2016$478,000
+4.4%
2,6230.0%0.17%
-11.2%
Q3 2016$458,000
+3.2%
2,6230.0%0.19%0.0%
Q2 2016$444,000
+4.0%
2,6230.0%0.19%
-2.1%
Q1 2016$427,000
+1.2%
2,6230.0%0.19%
-3.5%
Q4 2015$422,000
-1.6%
2,623
-4.0%
0.20%
-16.0%
Q3 2015$429,000
-23.8%
2,733
-16.7%
0.24%
-15.1%
Q2 2015$563,0000.0%3,2820.0%0.28%0.0%
Q1 2015$563,000
-4.9%
3,282
-11.5%
0.28%
-10.3%
Q4 2014$592,000
+33.9%
3,707
+26.9%
0.31%
+16.0%
Q3 2014$442,000
-5.4%
2,921
-1.7%
0.27%
-5.0%
Q2 2014$467,000
+69.8%
2,971
+65.0%
0.28%
+63.0%
Q1 2014$275,000
-17.2%
1,801
-18.5%
0.17%
-16.4%
Q4 2013$332,000
+62.0%
2,210
+49.8%
0.21%
+51.1%
Q3 2013$205,0001,4750.14%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders