Montecito Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 432 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.4%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$1,355,746
+8.3%
13,402
-2.8%
0.29%
-0.3%
Q3 2023$1,251,482
-19.4%
13,795
-16.7%
0.29%
-17.0%
Q2 2023$1,552,881
-7.4%
16,557
-8.6%
0.35%
-11.8%
Q1 2023$1,676,713
+77453.8%
18,109
-23.7%
0.40%
-23.7%
Q4 2022$2,162
-99.9%
23,721
-7.4%
0.52%
-4.0%
Q3 2022$2,098,000
-14.9%
25,629
-5.9%
0.55%
-6.7%
Q2 2022$2,465,000
-11.6%
27,237
+2.2%
0.58%
+12.3%
Q1 2022$2,787,000
-5.9%
26,646
-1.5%
0.52%
-0.8%
Q4 2021$2,961,000
+15.4%
27,049
+6.1%
0.52%
+5.2%
Q3 2021$2,566,000
-4.4%
25,482
-0.2%
0.50%
-3.1%
Q2 2021$2,683,000
-2.1%
25,539
-4.5%
0.52%
-9.3%
Q1 2021$2,741,000
+36.3%
26,753
+15.6%
0.57%
+28.8%
Q4 2020$2,011,000
+30.2%
23,136
+10.6%
0.44%
+12.2%
Q3 2020$1,544,000
+6.1%
20,924
+3.9%
0.39%
-1.5%
Q2 2020$1,455,00020,1350.40%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Legacy Wealth Planning, LLC 121,913$12,748,00015.01%
First Command Advisory Services, Inc. 7,672,164$802,552,00012.00%
Stonehearth Capital Management, LLC 194,477$20,337,00010.55%
Matson Money. Inc. 2,471,923$262,136,0009.68%
WADDELL & ASSOCIATES, LLC 571,388$59,750,0009.59%
TCG Advisory Services, LLC 337,890$35,333,0008.32%
Retireful, LLC 3,235$324,0007.79%
Angeles Investment Advisors, LLC 1,071,320$112,028,0007.73%
Main Management ETF Advisors, LLC 766,850$80,190,0007.45%
Kathmere Capital Management, LLC 376,180$39,337,0006.69%
View complete list of ISHARES TR shareholders