American Trust - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 370 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
American Trust ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$238,126
-0.9%
5,106
+0.4%
0.02%0.0%
Q1 2023$240,307
+6.8%
5,087
+5.0%
0.02%
-19.0%
Q4 2022$224,990
-5.1%
4,845
-5.8%
0.02%
+5.0%
Q3 2022$237,000
-39.7%
5,144
-37.9%
0.02%
-35.5%
Q2 2022$393,000
+8.6%
8,286
+10.9%
0.03%
+29.2%
Q1 2022$362,0007,4710.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
STERLING INVESTMENT ADVISORS LLC /ADV 28,032$2,809,0002.90%
NORTHWEST INVESTMENT COUNSELORS, LLC 28,553$2,861,0001.83%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 1,183,936$118,618,0000.89%
PHILLIPS FINANCIAL MANAGEMENT, LLC 22,740$2,281,0000.65%
ENVESTNET ASSET MANAGEMENT INC 585,912$58,703,0000.60%
Towercrest Capital Management 3,662$367,0000.42%
Homrich & Berg 38,427$3,850,0000.39%
LADENBURG THALMANN FINANCIAL SERVICES INC. 113,195$11,341,0000.25%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 4,265$427,310,0000.20%
COBIZ WEALTH, LLC 7,734$775,0000.18%
View complete list of ISHARES TR shareholders