Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 490 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$258,000
-19.9%
1,350
-2.3%
0.06%
-16.2%
Q3 2018$322,000
+23.8%
1,382
+19.6%
0.07%
-13.9%
Q2 2018$260,000
-5.8%
1,156
-8.6%
0.08%
+29.5%
Q1 2018$276,000
+5.7%
1,265
+4.5%
0.06%
+5.2%
Q4 2017$261,000
+8.8%
1,210
+2.2%
0.06%
+3.6%
Q3 2017$240,000
-70.8%
1,184
-74.9%
0.06%
-76.1%
Q3 2016$823,000
+16.4%
4,708
+12.6%
0.23%
+20.6%
Q2 2016$707,000
+37.3%
4,181
+32.1%
0.19%
+39.6%
Q1 2016$515,000
+214.0%
3,164
+202.8%
0.14%
+223.3%
Q3 2015$164,000
-13.2%
1,045
-6.7%
0.04%
-15.7%
Q2 2015$189,000
+5.0%
1,120
+6.7%
0.05%
+15.9%
Q1 2015$180,000
+2.9%
1,050
-4.4%
0.04%
-6.4%
Q4 2014$175,000
+10.1%
1,098
+4.9%
0.05%
-2.1%
Q3 2014$159,000
-3.0%
1,047
+0.1%
0.05%
-17.2%
Q2 2014$164,000
+2.5%
1,0460.0%0.06%
-14.7%
Q1 2014$160,000
+36.8%
1,046
+34.8%
0.07%
+1.5%
Q4 2013$117,000
-19.9%
776
-26.0%
0.07%
-21.2%
Q3 2013$146,000
+2.1%
1,049
-5.2%
0.08%
+7.6%
Q2 2013$143,0001,1060.08%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders