Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 31 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$203,000
-63.4%
3,900
-66.0%
0.04%
-65.8%
Q3 2018$555,000
-45.5%
11,481
-44.6%
0.12%
-62.1%
Q2 2018$1,019,000
+132.6%
20,742
+113.5%
0.31%
+218.6%
Q1 2018$438,000
-35.1%
9,717
-28.6%
0.10%
-35.3%
Q4 2017$675,000
+8.0%
13,604
+7.2%
0.15%
+2.7%
Q3 2017$625,000
+4.9%
12,692
+4.8%
0.15%
-1.4%
Q2 2017$596,000
+3.7%
12,109
+3.1%
0.15%
-1.3%
Q1 2017$575,000
+55.4%
11,750
+54.9%
0.15%
+47.1%
Q4 2016$370,000
+0.3%
7,586
+4.3%
0.10%
-2.9%
Q3 2016$369,000
-29.8%
7,271
-28.6%
0.10%
-27.6%
Q2 2016$526,000
+1.9%
10,189
-3.3%
0.14%
+3.6%
Q1 2016$516,000
+6.2%
10,540
+2.5%
0.14%
+11.1%
Q4 2015$486,000
-6.4%
10,283
-13.2%
0.13%
-6.7%
Q3 2015$519,000
-6.7%
11,841
-7.7%
0.14%
-10.0%
Q2 2015$556,000
-5.1%
12,822
+6.3%
0.15%
+3.4%
Q1 2015$586,000
+37.6%
12,057
+33.7%
0.14%
+27.2%
Q4 2014$426,000
+13.9%
9,017
+1.9%
0.11%
+0.9%
Q3 2014$374,000
+0.5%
8,848
+3.8%
0.11%
-15.0%
Q2 2014$372,000
+6.3%
8,526
-0.1%
0.13%
-10.1%
Q1 2014$350,000
-8.1%
8,531
-15.0%
0.15%
-32.1%
Q4 2013$381,000
-11.0%
10,035
-8.8%
0.22%
-12.8%
Q3 2013$428,000
-32.5%
11,005
-28.8%
0.25%
-28.6%
Q2 2013$634,00015,4620.35%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
FIDUCIENT ADVISORS LLC 669,856$36,567,00019.95%
Compass Ion Advisors, LLC 329,916$18,010,0009.29%
CornerStone Partners LLC 195,636$10,680,0008.48%
Horan Securities, Inc. 133,224$7,273,0008.07%
Blueprint Investment Partners LLC 130,505$7,124,0005.66%
JOYN Advisors, Inc. 475,348$25,949,0005.56%
ERn Financial, LLC 150,556$8,219,0004.78%
Peterson Wealth Advisors, LLC 142,354$7,771,0004.44%
S. R. Schill & Associates 142,889$7,800,0004.23%
Ellenbecker Investment Group 128,892$7,036,0003.65%
View complete list of ISHARES TR shareholders