Montecito Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$371,052
+15.5%
3,6000.0%0.08%
+6.7%
Q3 2023$321,192
-6.2%
3,6000.0%0.08%
-3.8%
Q2 2023$342,324
+1.6%
3,6000.0%0.08%
-2.5%
Q1 2023$336,924
+102308.5%
3,6000.0%0.08%0.0%
Q4 2022$329
-99.9%
3,6000.0%0.08%
+3.9%
Q3 2022$297,000
-7.2%
3,6000.0%0.08%
+1.3%
Q2 2022$320,000
-13.3%
3,6000.0%0.08%
+10.1%
Q1 2022$369,000
-1.9%
3,6000.0%0.07%
+3.0%
Q4 2021$376,000
+3.9%
3,6000.0%0.07%
-4.3%
Q3 2021$362,000
-4.7%
3,6000.0%0.07%
-4.1%
Q2 2021$380,000
+4.7%
3,6000.0%0.07%
-2.7%
Q1 2021$363,000
+23.9%
3,6000.0%0.08%
+17.2%
Q4 2020$293,000
+14.0%
3,600
+71.4%
0.06%
-1.5%
Q3 2020$257,000
+1.6%
2,1000.0%0.06%
-5.8%
Q2 2020$253,000
+20.5%
2,1000.0%0.07%0.0%
Q1 2020$210,000
-37.9%
2,1000.0%0.07%
-24.2%
Q4 2019$338,000
-47.3%
2,100
-50.8%
0.09%
-52.1%
Q3 2019$641,000
+50.8%
4,270
+49.3%
0.19%
+48.4%
Q2 2019$425,000
+0.7%
2,8600.0%0.13%
-0.8%
Q1 2019$422,000
+11.9%
2,8600.0%0.13%
-0.8%
Q4 2018$377,000
-21.0%
2,8600.0%0.13%
-8.5%
Q3 2018$477,000
+14.1%
2,860
+11.7%
0.14%
+6.0%
Q2 2018$418,000
+77.9%
2,560
+64.1%
0.13%
+74.0%
Q1 2018$235,000
-2.1%
1,5600.0%0.08%
+20.3%
Q4 2017$240,000
+0.4%
1,560
-3.1%
0.06%
-22.9%
Q3 2017$239,000
+6.2%
1,6100.0%0.08%
+2.5%
Q2 2017$225,000
+0.9%
1,6100.0%0.08%0.0%
Q1 2017$223,000
-0.9%
1,6100.0%0.08%
+2.5%
Q4 2016$225,000
-23.7%
1,610
-32.0%
0.08%
-34.7%
Q3 2016$295,0002,3660.12%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders