American Trust Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

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 Q3 2021
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders