Montecito Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 280 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$502,352
-10.4%
10,677
-17.5%
0.11%
-17.6%
Q3 2023$560,389
-20.9%
12,945
-14.3%
0.13%
-18.6%
Q2 2023$708,804
+4.3%
15,097
+5.9%
0.16%
-0.6%
Q1 2023$679,725
+159086.2%
14,250
+53.1%
0.16%
+55.8%
Q4 2022$427
-99.9%
9,307
-0.2%
0.10%
+3.0%
Q3 2022$390,000
+10.2%
9,325
+23.2%
0.10%
+20.2%
Q2 2022$354,000
+5.0%
7,568
+14.0%
0.08%
+33.3%
Q1 2022$337,0006,6380.06%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,693,603$54,720,4459.08%
Heartland Bank & Trust Co 145,796$6,683,2894.93%
Forefront Analytics, LLC 180,646$8,280,8824.41%
Independent Order of Foresters 76,251$3,495,3462.80%
BG Investment Services, Inc. 46,825$2,146,4622.34%
FORTE ASSET MANAGEMENT LLC 68,922$3,159,3772.06%
SAGE FINANCIAL GROUP INC 304,145$13,941,9871.70%
Israel Discount Bank of New York 33,979$1,5581.32%
Stelac Advisory Services LLC 63,315$2,902,3601.31%
FIFTH THIRD SECURITIES, INC. 176,666$8,098,3691.06%
View complete list of ISHARES TR shareholders