Montecito Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 321 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.4%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$605,637
-23.4%
11,815
-28.1%
0.13%
-29.7%
Q3 2023$790,367
-56.4%
16,442
-54.6%
0.18%
-55.1%
Q2 2023$1,812,65736,1880.41%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,269,661$62,35315.49%
Simplicity Wealth,LLC 111,005$5,451,4784.81%
Long Run Wealth Advisors, LLC 253,421$12,445,4854.48%
Erickson Financial Group, LLC 65,632$3,223,1883.49%
Global Wealth Strategies & Associates 103,501$5,082,9342.95%
MCF Advisors LLC 483,375$23,738,5482.42%
Center For Asset Management LLC 52,785$2,592,2762.42%
Arcadia Wealth Management, LLC 54,716$2,687,1232.36%
Personal Capital Advisors Corp 9,741,579$478,408,9352.32%
Wayfinding Financial, LLC 41,968$2,4321.95%
View complete list of ISHARES TR shareholders