Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 229 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.70 and the average weighting 0.2%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$206,338
+0.2%
2,7600.0%0.02%0.0%
Q2 2023$205,924
-1.1%
2,7600.0%0.02%
-15.0%
Q4 2022$208,297
-10.6%
2,7600.0%0.02%
-4.8%
Q1 2022$233,000
-2.5%
2,7600.0%0.02%0.0%
Q4 2021$239,000
+1.3%
2,760
-3.5%
0.02%
-8.7%
Q3 2021$236,000
+1.7%
2,8600.0%0.02%0.0%
Q2 2021$232,000
+13.7%
2,860
-6.5%
0.02%0.0%
Q4 2020$204,000
-13.2%
3,060
+43.7%
0.02%
-46.5%
Q2 2020$235,000
-18.4%
2,130
+1.7%
0.04%
-17.3%
Q4 2019$288,000
+19.5%
2,094
+11.8%
0.05%
+10.6%
Q3 2019$241,000
+2.6%
1,8730.0%0.05%
+2.2%
Q2 2019$235,000
+6.3%
1,873
+0.1%
0.05%
+2.2%
Q1 2019$221,000
+9.4%
1,872
-1.3%
0.04%
+2.3%
Q4 2018$202,000
-30.1%
1,896
-20.3%
0.04%
-27.9%
Q3 2018$289,000
+19.4%
2,378
+15.2%
0.06%
-16.4%
Q2 2018$242,000
-6.9%
2,065
-6.4%
0.07%
+28.1%
Q1 2018$260,000
+4.8%
2,207
+6.4%
0.06%
+3.6%
Q4 2017$248,000
+6.0%
2,074
-0.5%
0.06%0.0%
Q3 2017$234,0000.0%2,085
-4.2%
0.06%
-5.2%
Q2 2017$234,000
+2.6%
2,177
-0.5%
0.06%
-1.7%
Q1 2017$228,000
+196.1%
2,187
+136.2%
0.06%
+195.0%
Q3 2015$77,000
-7.2%
9260.0%0.02%
-9.1%
Q2 2015$83,000
-8.8%
926
-9.5%
0.02%0.0%
Q1 2015$91,000
-2.2%
1,023
-0.8%
0.02%
-12.0%
Q4 2014$93,000
+16.2%
1,031
+7.3%
0.02%
+4.2%
Q3 2014$80,0000.0%9610.0%0.02%
-14.3%
Q2 2014$80,000
-22.3%
961
-23.9%
0.03%
-36.4%
Q1 2014$103,000
-20.8%
1,263
-21.8%
0.04%
-40.5%
Q4 2013$130,000
+519.0%
1,616
+467.0%
0.07%
+516.7%
Q3 2013$21,000
+250.0%
285
+235.3%
0.01%
+300.0%
Q2 2013$6,000850.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 115,896$11,759,00011.90%
Commonwealth Financial Services, LLC 36,692$3,724,0003.67%
BANK HAPOALIM BM 100,000$10,146,0002.71%
Stillwater Capital Advisors, LLC 81,723$8,292,0002.22%
Somerset Group LLC 20,391$2,069,0002.05%
Peachtree Investment Advisors, Inc. 17,909$1,817,0001.78%
Madden Advisory Services, Inc. 25,715$2,609,0001.77%
Pinnacle Family Advisors, LLC 27,925$2,833,0001.73%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,247$3,779,0001.40%
PETTYJOHN, WOOD & WHITE, INC 35,245$3,576,0001.39%
View complete list of ISHARES TR shareholders