Montecito Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$263,000
-5.7%
1,0040.0%0.05%0.0%
Q4 2021$279,000
+14.8%
1,004
+5.1%
0.05%
+4.3%
Q3 2021$243,000
-11.3%
955
-10.7%
0.05%
-11.3%
Q2 2021$274,000
-81.1%
1,070
-91.9%
0.05%
-94.2%
Q4 2013$1,453,000
+9.4%
13,1350.0%0.91%
+2.4%
Q3 2013$1,328,00013,1350.89%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
TLWM 205,951$57,151,00019.14%
Camarda Financial Advisors, LLC 119,637$33,199,00018.79%
Family Firm, Inc. 225,685$62,628,00016.20%
AlphaCore Capital LLC 130,144$36,115,00015.74%
SCS Capital Management LLC 2,384,048$661,573,00014.52%
Wind River Trust Co 140,979$39,122,00014.20%
Wealthstream Advisors, Inc. 57,683$16,007,00013.65%
PITCAIRN CO 674,889$187,282,00012.05%
Evensky & Katz LLC 449,549$124,750,00012.02%
Brooklyn FI, LLC 42,320$11,744,00011.03%
View complete list of ISHARES TR shareholders