Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 217 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 4.06 and the average weighting 0.2%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,345,000
+5.4%
6,969
+2.8%
0.12%
-4.0%
Q3 2021$1,276,000
+100.0%
6,781
+26.9%
0.12%
+6.0%
Q2 2020$638,000
+21166.7%
5,344
+12623.8%
0.12%
+11600.0%
Q3 2015$3,000420.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 18,417$2,909,7088.51%
Kozak & Associates, Inc. 66,588$10,608,2044.28%
SAM Advisors, LLC 41,539$6,562,7472.73%
RiverFront Investment Group, LLC 463,841$73,2822.39%
ARKANSAS FINANCIAL GROUP, INC. 48,139$7,605,5001.52%
Financial Freedom, LLC 12,325$1,947,1671.36%
Baltimore-Washington Financial Advisors, Inc. 107,464$16,978,1721.35%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40,881$6,458,7891.22%
COTTONWOOD CAPITAL ADVISORS, LLC 6,331$1,000,1940.92%
Snider Financial Group 11,249$1,777,2940.85%
View complete list of ISHARES TR shareholders