Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,312,027
+14.9%
20,929
+14.9%
0.20%
+15.4%
Q2 2023$2,011,480
-39.0%
18,212
-38.9%
0.17%
-41.9%
Q1 2023$3,295,628
+47.1%
29,825
+46.3%
0.29%
+34.1%
Q4 2022$2,240,238
+38.9%
20,381
+38.9%
0.22%
+27.6%
Q3 2022$1,613,000
+397.8%
14,668
+399.8%
0.17%
+359.5%
Q4 2020$324,000
+44.0%
2,935
+44.4%
0.04%
-9.8%
Q2 2020$225,000
-7.0%
2,033
-7.1%
0.04%
-6.8%
Q4 2019$242,000
-76.8%
2,189
-76.8%
0.04%
-79.2%
Q1 2019$1,045,000
+6866.7%
9,454
+6800.7%
0.21%
+5200.0%
Q3 2015$15,0000.0%1370.0%0.00%0.0%
Q2 2015$15,000
-44.4%
137
-44.3%
0.00%
-42.9%
Q1 2015$27,000
+125.0%
246
+125.7%
0.01%
+133.3%
Q4 2014$12,0000.0%1090.0%0.00%
-25.0%
Q3 2014$12,0000.0%1090.0%0.00%0.0%
Q2 2014$12,0000.0%1090.0%0.00%
-20.0%
Q1 2014$12,000
-75.5%
109
-75.5%
0.01%
-82.1%
Q4 2013$49,0004440.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders