Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 229 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,580,000
+17455.6%
8,102
+8428.4%
0.16%
+8100.0%
Q3 2015$9,0000.0%950.0%0.00%0.0%
Q2 2015$9,000
-10.0%
950.0%0.00%0.0%
Q1 2015$10,0000.0%950.0%0.00%
-33.3%
Q4 2014$10,000
+11.1%
950.0%0.00%0.0%
Q3 2014$9,0000.0%950.0%0.00%0.0%
Q2 2014$9,0000.0%950.0%0.00%
-25.0%
Q1 2014$9,0000.0%950.0%0.00%
-20.0%
Q4 2013$9,000
+12.5%
950.0%0.01%0.0%
Q3 2013$8,0000.0%950.0%0.01%
+25.0%
Q2 2013$8,000950.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
First Citizens Financial Corp 15,133$2,822,4561.99%
View complete list of ISHARES TR shareholders