Montecito Bank & Trust »

iShares Dow Jones US Technology shares owned by Montecito Bank & Trust

Quarter-by-quarter ownership of iShares Dow Jones US Technology (IYW) shares owned by Montecito Bank & Trust from 13F filings

Historical chart of Montecito Bank & Trust investment in iShares Dow Jones US Technology

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Technology held by Montecito Bank & Trust consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Technology by Montecito Bank & Trust

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 28k 151.62
2024-06-30 $4.2M 28k 150.50
2024-03-31 $4.0M 30k 135.06
2023-12-31 $4.1M 34k 122.75
2023-09-30 $3.6M 34k 104.92
2023-06-30 $3.7M 34k 108.87
2023-03-31 $3.2M 34k 92.81
2022-12-31 $2.6M 36k 74.50
2022-09-30 $2.6M 36k 73.38
2022-06-30 $2.8M 35k 79.95
2022-03-31 $3.6M 35k 103.05
2021-12-31 $4.6M 40k 114.82
2021-09-30 $4.0M 39k 101.26
2021-06-30 $3.5M 36k 99.41
2021-03-31 $3.0M 34k 87.71
2020-12-31 $2.9M 34k 85.08
2020-09-30 $2.6M 8.6k 301.10
2020-06-30 $2.3M 8.6k 269.85
2020-03-31 $1.8M 8.6k 204.33
2019-12-31 $2.1M 8.9k 232.58
2019-09-30 $1.8M 8.9k 204.22
2019-06-30 $1.9M 9.6k 197.91
2019-03-31 $1.9M 10k 190.55
2018-12-31 $1.6M 10k 159.93
2018-09-30 $2.0M 10k 194.06
2018-06-30 $1.9M 10k 178.29
2018-03-31 $1.8M 11k 168.20
2017-12-31 $1.7M 11k 162.77
2017-09-30 $1.5M 10k 149.95
2017-06-30 $1.5M 10k 139.69
2017-03-31 $1.4M 11k 135.13
2016-12-31 $1.3M 11k 120.25
2016-09-30 $1.4M 11k 119.01
2016-06-30 $1.1M 10k 105.31
2016-03-31 $1.1M 10k 108.51
2015-12-31 $1.4M 13k 107.00
2015-09-30 $1.3M 13k 98.93
2015-06-30 $1.7M 16k 104.95
2015-03-31 $1.7M 16k 104.95
2014-12-31 $1.8M 17k 104.37
2014-09-30 $1.8M 18k 100.75
2014-06-30 $1.8M 18k 96.90
2014-03-31 $1.8M 20k 91.03
2013-12-31 $1.8M 21k 88.43
2013-09-30 $1.7M 22k 78.78
2013-06-30 $1.7M 23k 73.63

More positions owned by Montecito Bank & Trust

Ishares Russell 1000 Growth Etf Equities (IWF)
Nvidia Corp Equities (NVDA)
Microsoft Corp Equities (MSFT)
Vanguard Intermediate-term Bond Fixed Income (BIV)
Ishares Core U.s. Aggregate Bon Fixed Income (AGG)
Ishares Core S&p 500 Etf Equities (IVV)
Spdr S&p 500 Etf Trust Equities (SPY)
Ishares U.s. Treasury Bond Etf Fixed Income (GOVT)
Ishares Core S&p Mid-cap Etf Equities (IJH)
Vanguard Short-term Treasury Et Fixed Income (VGSH)
Ishares Msci Usa Quality Factor Equities (QUAL)
Eli Lilly & Co Equities (LLY)
Ishares Russell 1000 Value Etf Equities (IWD)
Vanguard Short-term Corporate B Fixed Income (VCSH)
Ishares Core Msci Eafe Etf Equities (IEFA)

View all positions for Montecito Bank & Trust

Top funds holding iShares Dow Jones US Technology

Envestnet Asset Management
Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
International Assets Investment Management
Jpmorgan Chase & Co
BlackRock
BlackRock
Envestnet Portfolio Solutions
Royal Bank of Canada
Wells Fargo & Company
Goodman & Company, Investment Counsel
CWM
Parker Investment Management

View all funds holding iShares Dow Jones US Technology