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iShares S&P 1500 Index Fund shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund 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 S&P 1500 Index Fund by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 30k 125.62
2024-06-30 $3.8M 32k 118.78
2024-03-31 $3.6M 31k 115.30
2023-12-31 $3.1M 29k 105.23
2023-09-30 $2.8M 30k 94.19
2023-06-30 $3.0M 30k 97.84
2023-03-31 $2.8M 31k 90.55
2022-12-31 $2.7M 32k 84.78
2022-09-30 $2.6M 33k 79.54
2022-06-30 $2.4M 29k 83.77
2022-03-31 $2.9M 29k 100.96
2021-12-31 $3.1M 29k 106.97
2021-09-30 $3.0M 30k 98.37
2021-06-30 $3.0M 30k 98.75
2021-03-31 $2.9M 31k 91.59
2020-12-31 $3.0M 35k 86.22
2020-09-30 $2.4M 32k 75.48
2020-06-30 $2.2M 32k 69.43
2020-03-31 $2.4M 43k 57.21
2019-12-31 $3.1M 42k 72.69
2019-09-30 $2.6M 39k 67.08
2019-06-30 $2.7M 40k 66.64
2019-03-31 $2.5M 39k 64.39
2018-12-31 $2.7M 47k 56.77
2018-09-30 $4.2M 64k 66.64