Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 329 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 15.12 and the average weighting 0.3%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$464,000
-79.9%
10,157
-74.5%
0.05%
-77.4%
Q1 2022$2,308,000
+27.9%
39,784
+41.9%
0.21%
+32.5%
Q4 2021$1,805,000
-44.2%
28,032
-50.9%
0.16%
-49.0%
Q3 2021$3,236,000
+44.3%
57,105
+759.4%
0.31%
+39.6%
Q2 2021$2,243,000
+42.3%
6,645
+26.5%
0.22%
+26.4%
Q4 2020$1,576,000
+55.9%
5,253
+22.4%
0.18%
-3.8%
Q2 2020$1,011,0004,2930.18%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders