Montecito Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 326 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
Q2 2024$756,514
+13.8%
15,067
+15.0%
0.15%
+15.8%
Q1 2024$664,985
+9.8%
13,098
+10.9%
0.13%
+2.3%
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. 1,288,667$64,54915.16%
Long Run Wealth Advisors, LLC 715,627$35,845,77411.44%
Kingdom Financial Group LLC. 117,234$5,872,2325.76%
Simplicity Wealth,LLC 136,545$6,839,5504.25%
Japan Science & Technology Agency 7,234,311$362,366,6384.18%
Ratio Wealth Group 314,422$15,749,3983.90%
Shelter Mutual Insurance Co 290,980$14,575,1883.54%
Erickson Financial Group, LLC 74,264$3,719,8843.38%
Quantitative Strategies, Inc. 98,786$4,948,1913.32%
Westover Capital Advisors, LLC 166,432$8,336,5792.90%
View complete list of ISHARES TR shareholders