Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 122 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.52 and the average weighting 0.4%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2014$33,000
+17.9%
278
+4.5%
0.01%
+12.5%
Q3 2014$28,000
-17.6%
266
-12.5%
0.01%
-33.3%
Q2 2014$34,000
+21.4%
304
+14.3%
0.01%0.0%
Q1 2014$28,000
+12.0%
2660.0%0.01%
-14.3%
Q4 2013$25,000
-97.5%
266
-97.5%
0.01%
-97.6%
Q3 2013$994,000
+477.9%
10,586
+487.5%
0.58%
+511.6%
Q2 2013$172,0001,8020.10%
Other shareholders
ISHARES TR shareholders Q2 2014
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 131,559$16,271,0003.36%
MinichMacGregor Wealth Management, LLC 22,629$2,798,0002.70%
Fernwood Investment Management, LLC 12,690$1,569,0001.59%
Kalos Management, Inc. 15,103$1,633,0001.36%
Destination Wealth Management 127,440$13,753,0001.32%
ASSETMARK, INC 576,592$71,313,0001.24%
Family Firm, Inc. 10,806$1,336,0000.68%
Evanson Asset Management, LLC 14,744$1,823,0000.62%
BENJAMIN F. EDWARDS & COMPANY, INC. 23,295$2,881,0000.60%
Premier Fund Managers Ltd 3,500$433,0000.42%
View complete list of ISHARES TR shareholders