Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.26 and the average weighting 0.9%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$264,336
-7.3%
2,862
-3.7%
0.02%
-8.3%
Q2 2023$285,105
-17.5%
2,972
-21.6%
0.02%
-22.6%
Q1 2023$345,607
+50.7%
3,791
+40.3%
0.03%
+40.9%
Q4 2022$229,345
+8.7%
2,702
-0.3%
0.02%0.0%
Q3 2022$211,000
-13.9%
2,711
-7.0%
0.02%
-15.4%
Q2 2022$245,000
-19.4%
2,916
-4.4%
0.03%
-7.1%
Q1 2022$304,000
-5.6%
3,050
+0.0%
0.03%
-3.4%
Q4 2021$322,000
+4.9%
3,049
-0.8%
0.03%
-3.3%
Q3 2021$307,000
-1.3%
3,0740.0%0.03%
-3.2%
Q2 2021$311,000
+11.1%
3,074
-0.3%
0.03%
-3.1%
Q4 2020$280,0000.0%3,084
-18.8%
0.03%
-37.3%
Q2 2020$280,000
-30.0%
3,797
-24.7%
0.05%
-29.2%
Q4 2019$400,000
+2.6%
5,043
-4.7%
0.07%
-5.3%
Q3 2019$390,000
-23.7%
5,290
-23.8%
0.08%
-24.0%
Q2 2019$511,000
+7.4%
6,938
+5.1%
0.10%
+3.1%
Q1 2019$476,000
+14.7%
6,604
+2.1%
0.10%
+6.6%
Q4 2018$415,000
-6.5%
6,466
+8.1%
0.09%
-2.2%
Q3 2018$444,0005,9800.09%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders