American Trust Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.

Quarter-by-quarter ownership
American Trust Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$284,000
+4.0%
2,7160.0%0.14%
-8.4%
Q3 2021$273,000
-4.5%
2,7160.0%0.15%0.0%
Q2 2021$286,000
+4.4%
2,7160.0%0.15%
-3.8%
Q1 2021$274,000
+24.0%
2,7160.0%0.16%
+16.8%
Q4 2020$221,000
-10.2%
2,716
+77.9%
0.14%
-23.5%
Q4 2019$246,000
+7.4%
1,5270.0%0.18%
+1.7%
Q3 2019$229,000
+0.9%
1,5270.0%0.18%0.0%
Q2 2019$227,000
+0.9%
1,5270.0%0.18%
+1.7%
Q1 2019$225,000
+6.1%
1,527
-5.0%
0.17%
-8.0%
Q4 2018$212,000
-19.7%
1,607
+1.6%
0.19%
-8.7%
Q3 2018$264,000
-7.7%
1,582
-9.7%
0.21%
-12.0%
Q2 2018$286,000
+2.1%
1,752
-5.7%
0.23%
+4.5%
Q1 2018$280,000
-3.8%
1,857
-1.8%
0.22%
-1.8%
Q4 2017$291,000
-2.7%
1,892
-6.2%
0.23%
-14.6%
Q3 2017$299,000
+5.7%
2,016
-0.2%
0.27%
+7.7%
Q2 2017$283,000
+1.1%
2,0210.0%0.25%
-2.0%
Q1 2017$280,000
-1.1%
2,0210.0%0.25%
-8.0%
Q4 2016$283,000
+12.3%
2,0210.0%0.28%
+8.3%
Q3 2016$252,0000.0%2,021
-6.3%
0.25%
-1.9%
Q2 2016$252,000
+1.6%
2,156
-1.4%
0.26%
+1.2%
Q1 2016$248,000
+5.1%
2,1860.0%0.26%
-3.8%
Q4 2015$236,0000.0%2,186
-2.9%
0.27%
-2.9%
Q3 2015$236,000
-13.2%
2,251
-2.4%
0.27%
+1.1%
Q2 2015$272,000
-0.7%
2,3060.0%0.27%
-0.4%
Q1 2015$274,000
-5.8%
2,306
-6.5%
0.27%
-12.0%
Q4 2014$291,0002,4650.31%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders