Montecito Bank & Trust - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 272 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Montecito Bank & Trust ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,310,536
+7.2%
104,827
+7.2%
1.08%
+9.0%
Q1 2024$4,955,353
+1.6%
97,758
+1.2%
0.99%
-5.5%
Q4 2023$4,876,059
+126.4%
96,613
+127.6%
1.05%
+107.7%
Q3 2023$2,153,710
+296.0%
42,446
+295.4%
0.50%
+307.3%
Q2 2023$543,892
+0.2%
10,7340.0%0.12%
-4.6%
Q1 2023$543,034
+73283.0%
10,734
-26.8%
0.13%
-27.4%
Q4 2022$74014,6700.18%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 665,104$33,468,00011.06%
MV CAPITAL MANAGEMENT, INC. 749,007$37,690,0009.81%
LANDAAS & CO /WI /ADV 182,465$9,176,0007.74%
Lionsbridge Wealth Management LLC 74,733$3,761,0004.50%
Laurel Wealth Advisors LLC 157,599$7,930,0002.98%
Ifrah Financial Services, Inc. 97,915$4,927,0002.06%
Capital Wealth Alliance, LLC 27,852$1,401,0001.47%
Drexel Morgan & Co. 71,713$3,609,0001.40%
FinTrust Capital Advisors, LLC 53,505$2,692,0001.30%
BEAM WEALTH ADVISORS, INC. 19,021$957,0000.95%
View complete list of ISHARES TR shareholders