Montecito Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$10,410,762
+4.8%
451,856
+0.3%
2.24%
-3.8%
Q3 2023$9,931,268
-0.2%
450,602
+3.7%
2.33%
+3.0%
Q2 2023$9,947,829
+47.3%
434,403
+50.4%
2.26%
+40.4%
Q1 2023$6,752,354
+96431.2%
288,809
-6.2%
1.61%
-5.1%
Q4 2022$6,995
-99.9%
307,862
-8.5%
1.70%
-14.9%
Q3 2022$7,661,000
-15.7%
336,612
-11.5%
1.99%
-7.6%
Q2 2022$9,087,000
-33.6%
380,205
-30.8%
2.16%
-15.7%
Q1 2022$13,683,000
-11.5%
549,293
-5.2%
2.56%
-6.7%
Q4 2021$15,467,000
-1.1%
579,723
-1.7%
2.74%
-9.8%
Q3 2021$15,646,000
+0.0%
589,752
+0.3%
3.04%
+1.3%
Q2 2021$15,641,000
+1.0%
588,001
-0.6%
3.00%
-6.6%
Q1 2021$15,492,000
-12.8%
591,510
-9.3%
3.21%
-17.5%
Q4 2020$17,772,000
-5.6%
652,404
-3.2%
3.90%
-18.7%
Q3 2020$18,833,000
-7.7%
673,783
-7.5%
4.80%
-14.3%
Q2 2020$20,396,000
-8.8%
728,704
-8.7%
5.60%
-23.5%
Q1 2020$22,354,000
+25.6%
798,074
+16.3%
7.32%
+53.2%
Q4 2019$17,796,000
+8.3%
686,044
+10.0%
4.78%
-2.1%
Q3 2019$16,425,000
+49.0%
623,933
+46.1%
4.88%
+46.5%
Q2 2019$11,026,000
+8.1%
427,106
+5.7%
3.33%
+6.9%
Q1 2019$10,201,000
+9.5%
404,169
+6.9%
3.12%
-3.2%
Q4 2018$9,318,000
+10.2%
377,987
+8.8%
3.22%
+27.6%
Q3 2018$8,452,000
+8.6%
347,267
+9.9%
2.52%
+1.2%
Q2 2018$7,783,000
+86.2%
316,091
+86.7%
2.49%
+82.1%
Q1 2018$4,179,000169,2611.37%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,074,661$320,341,00014.96%
ERTS Wealth Advisors, LLC 2,047,943$54,327,00014.25%
CLIENT 1ST ADVISORY GROUP, LLC 782,153$20,751,00010.59%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,532,426$146,775,00010.02%
Antonetti Capital Management LLC 446,948$11,858,0009.67%
Tri-Star Advisors Inc. 719,695$19,079,0008.38%
Williams Financial, LLC 330,264$8,762,0007.58%
Avondale Wealth Management 288,128$7,644,0007.46%
Legacy Financial Advisors, Inc. 1,108,076$29,397,0007.21%
Tennessee Valley Asset Management Partners 672,062$17,830,0006.77%
View complete list of ISHARES TR shareholders