Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 205 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$201,0000.0%1,7050.0%0.02%
-37.8%
Q2 2020$201,000
-19.0%
1,705
-22.7%
0.04%
-17.8%
Q4 2019$248,000
+125.5%
2,205
+121.6%
0.04%
+55.2%
Q3 2015$110,0000.0%9950.0%0.03%
-3.3%
Q2 2015$110,000
+511.1%
995
+521.9%
0.03%
+650.0%
Q1 2015$18,000
+80.0%
160
+75.8%
0.00%
+33.3%
Q4 2014$10,000910.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
GERMAN AMERICAN BANCORP, INC. 280,962$30,161,0009.03%
Wealthstar Advisors, LLC 124,675$13,406,0007.89%
Hilton Capital Management, LLC 418,982$44,978,0006.72%
Johnson Financial Group, Inc. 494,022$53,100,0005.42%
NORTHWEST INVESTMENT COUNSELORS, LLC 128,073$13,749,0005.28%
Strategic Financial Services, Inc, 254,150$27,283,0004.06%
Towercrest Capital Management 71,007$7,623,0002.25%
TRUE Private Wealth Advisors 134,845$14,475,615,0002.04%
Hugh Johnson Advisors LLC 68,575$7,362,0002.04%
FARMERS & MERCHANTS INVESTMENTS INC 269,644$28,946,0001.97%
View complete list of ISHARES TR shareholders