Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 703 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,161,601
+19.6%
11,293
+20.9%
0.10%
+21.0%
Q2 2023$971,614
-10.4%
9,339
-9.8%
0.08%
-15.6%
Q1 2023$1,083,890
+41.2%
10,354
+40.6%
0.10%
+29.7%
Q4 2022$767,638
+146.8%
7,362
+143.4%
0.07%
+124.2%
Q3 2022$311,0003,0250.03%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 536,675$55,959,00017.74%
Horiko Capital Management LLC 194,961$20,328,58315.69%
DGS Capital Management, LLC 197,076$20,549,11313.44%
Windham Capital Management, LLC 326,499$34,044,03613.08%
Manhattan West Asset Management, LLC 245,167$25,563,56313.05%
WIT, LLC 3,819$398,162,90810.92%
Financial Council, LLC 156,358$16,303,44910.21%
Cardinal Strategic Wealth Guidance 194,942$20,326,6029.77%
Williams Financial, LLC 82,511$8,603,3927.47%
ANGELES WEALTH MANAGEMENT, LLC 363,970$37,951,1526.64%
View complete list of ISHARES TR shareholders