Montecito Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$351,360
-12.0%
3,600
-10.5%
0.08%
-15.8%
Q1 2023$399,103
+32453.3%
4,022
-68.2%
0.10%
-68.0%
Q4 2022$1,226
-99.9%
12,638
-9.4%
0.30%
-14.9%
Q3 2022$1,341,000
+15.4%
13,951
+21.8%
0.35%
+26.4%
Q2 2022$1,162,000
+89.6%
11,457
+96.0%
0.28%
+140.0%
Q1 2022$613,0005,8440.12%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders