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Ishares Tr shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $306k 15k 20.49

More positions owned by Montecito Bank & Trust

iShares Russell 1000 Growth Index (IWF)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Ishares Tr cmn (GOVT)
iShares S&P MidCap 400 Index (IJH)
Vanguard Sht Term Govt Bond ETF (VGSH)
iShares Russell 1000 Value Index (IWD)
Vanguard Short Term Corporate Bond ETF (VCSH)
Vanguard Whitehall Fds Inc intl dvd etf (VIGI)
Ishares Msci Usa Quality Facto invalid (QUAL)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Eli Lilly & Co. (LLY)
Coca-Cola Company (KO)

View all positions for Montecito Bank & Trust

Top funds holding Ishares Tr

Bank of America Corporation
Capital Investment Advisors
Gateway Advisory
Venture Visionary Partners
Sigma Investment Counselors
Raymond James Financial Services Advisors
Golub Group
Lido Advisors
UBS Group
Wells Fargo & Company
Arrow Financial Corp.
Buffington Mohr McNeal
Envision Financial Planning
Klingman & Associates
Rockefeller Capital Management

View all funds holding Ishares Tr