Montecito Bank & Trust - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 329 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2023$6,636,914
+0.5%
131,372
-0.7%
1.43%
-7.8%
Q3 2023$6,602,892
-1.3%
132,349
-1.6%
1.55%
+1.8%
Q2 2023$6,686,843
-3.7%
134,490
-4.0%
1.52%
-8.3%
Q1 2023$6,946,728
+96867.2%
140,055
-3.7%
1.66%
-4.6%
Q4 2022$7,164
-99.9%
145,421
-49.0%
1.74%
-52.5%
Q3 2022$14,051,000
-15.8%
285,242
-15.8%
3.66%
-7.7%
Q2 2022$16,682,000
-14.0%
338,640
-13.5%
3.96%
+9.1%
Q1 2022$19,406,000
+39.9%
391,485
+41.0%
3.63%
+47.6%
Q4 2021$13,870,000
+14.0%
277,672
+14.5%
2.46%
+4.1%
Q3 2021$12,164,000
+6.7%
242,595
+6.7%
2.36%
+8.0%
Q2 2021$11,404,000
+4.3%
227,323
+4.4%
2.19%
-3.5%
Q1 2021$10,930,000
-5.0%
217,762
-5.1%
2.27%
-10.2%
Q4 2020$11,510,000
+39.4%
229,407
+39.2%
2.52%
+20.1%
Q3 2020$8,256,000
+107.8%
164,757
+107.4%
2.10%
+92.7%
Q2 2020$3,974,000
-32.3%
79,458
-34.4%
1.09%
-43.3%
Q1 2020$5,874,000
+13.5%
121,126
+17.6%
1.92%
+38.4%
Q4 2019$5,177,000
+57.6%
103,012
+57.9%
1.39%
+42.4%
Q3 2019$3,284,000
+47.4%
65,224
+47.3%
0.98%
+45.0%
Q2 2019$2,228,000
-12.3%
44,266
-12.5%
0.67%
-13.3%
Q1 2019$2,541,000
-22.4%
50,568
-23.0%
0.78%
-31.4%
Q4 2018$3,274,000
+54.1%
65,689
+55.2%
1.13%
+78.4%
Q3 2018$2,124,000
-63.6%
42,316
-63.6%
0.63%
-66.1%
Q2 2018$5,836,000
-20.8%
116,323
-20.9%
1.87%
-22.6%
Q1 2018$7,373,000146,9842.42%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2023
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 1,229,400$61,829,0009.79%
Bramshill Investments, LLC 520,381$26,170,0007.85%
PARK AVENUE SECURITIES LLC 348,240$17,482,0005.40%
Buckingham Capital Management, Inc. 411,683$20,704,0004.58%
Friedenthal Financial 79,131$3,979,0003.58%
Klingman & Associates, LLC 257,430$12,946,0003.18%
GHP Investment Advisors, Inc. 412,074$20,723,0003.14%
Mascoma Wealth Management LLC 86,995$4,375,0002.92%
Roble, Belko & Company, Inc 126,086$6,341,0002.81%
Main Management LLC 363,140$18,262,0002.71%
View complete list of ISHARES U S ETF TR shareholders