Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 147 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$319,000
-55.5%
2,218
-55.1%
0.10%
-38.6%
Q1 2018$717,000
-8.5%
4,944
-7.0%
0.16%
-9.7%
Q4 2017$784,000
-4.9%
5,318
-10.6%
0.18%
-8.9%
Q3 2017$824,000
-4.2%
5,949
-9.1%
0.19%
-9.9%
Q2 2017$860,000
+7.8%
6,542
+3.2%
0.21%
+2.4%
Q1 2017$798,000
+231.1%
6,337
+216.7%
0.21%
+210.4%
Q4 2016$241,000
+295.1%
2,001
+215.6%
0.07%
+318.8%
Q3 2015$61,000
-7.6%
6340.0%0.02%
-11.1%
Q2 2015$66,000
-12.0%
634
-9.0%
0.02%
-5.3%
Q1 2015$75,000
+19.0%
697
+18.1%
0.02%
+11.8%
Q4 2014$63,000
+8.6%
590
+3.1%
0.02%
-5.6%
Q3 2014$58,000
-1.7%
572
+1.1%
0.02%
-14.3%
Q2 2014$59,000
+1.7%
566
-1.2%
0.02%
-16.0%
Q1 2014$58,000
+38.1%
573
+39.8%
0.02%
+4.2%
Q4 2013$42,000
-93.8%
410
-94.5%
0.02%
-93.9%
Q3 2013$672,000
+510.9%
7,427
+461.0%
0.39%
+544.3%
Q2 2013$110,0001,3240.06%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 176,331$18,636,0004.50%
MAGNOLIA CAPITAL MANAGEMENT LTD 33,664$3,558,0003.51%
First Citizens Financial Corp 36,529$3,861,0003.15%
MORGAN JESS S & CO INC 42,442$4,486,0003.14%
MinichMacGregor Wealth Management, LLC 71,473$7,553,0002.82%
Modus Advisors, LLC 44,019$4,652,0002.16%
Kesler, Norman & Wride, LLC 67,297$7,113,0001.76%
Cadent Capital Advisors, LLC 37,413$3,954,0001.76%
Frank, Rimerman Advisors LLC 26,416$2,791,9071.24%
VIVID FINANCIAL MANAGEMENT, INC. 20,189$2,134,0000.98%
View complete list of ISHARES TR shareholders