Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is JXI and the CUSIP is 464288711. A total of 60 filers reported holding ISHARES TR in Q2 2018. 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
Q1 2018$351,000
-49.1%
7,147
-48.7%
0.08%
-49.4%
Q4 2017$690,000
+3.4%
13,933
+5.9%
0.15%
-1.3%
Q3 2017$667,000
+6.0%
13,157
+2.5%
0.16%0.0%
Q2 2017$629,000
+3.8%
12,833
+2.1%
0.16%
-1.3%
Q1 2017$606,000
+55.8%
12,567
+44.2%
0.16%
+46.3%
Q4 2016$389,000
-2.0%
8,712
+4.2%
0.11%
-4.4%
Q3 2016$397,000
-28.2%
8,362
-25.4%
0.11%
-25.7%
Q2 2016$553,000
-0.9%
11,213
-3.4%
0.15%
+0.7%
Q1 2016$558,000
+8.1%
11,612
-0.9%
0.15%
+12.7%
Q4 2015$516,000
-11.9%
11,723
-11.4%
0.13%
-11.8%
Q3 2015$586,000
-7.0%
13,238
-7.0%
0.15%
-10.6%
Q2 2015$630,0000.0%14,228
+4.9%
0.17%
+9.0%
Q1 2015$630,000
-3.5%
13,569
+2.2%
0.16%
-10.9%
Q4 2014$653,000
+5.5%
13,272
+2.4%
0.18%
-6.4%
Q3 2014$619,000
-0.8%
12,962
+4.5%
0.19%
-15.8%
Q2 2014$624,000
+3.8%
12,405
-0.9%
0.22%
-12.6%
Q1 2014$601,000
+2.7%
12,514
-5.4%
0.25%
-24.2%
Q4 2013$585,000
-6.8%
13,235
-7.6%
0.34%
-8.7%
Q3 2013$628,000
-4.4%
14,318
-6.1%
0.37%
+1.1%
Q2 2013$657,00015,2450.36%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Newfound Research LLC 84,844$4,951,0004.34%
Cambria Investment Management, L.P. 117,652$6,865,0001.03%
ASSETMARK, INC 2,000,809$116,747,0000.98%
Ifrah Financial Services, Inc. 29,049$1,695,0000.62%
DFPG INVESTMENTS, LLC 11,066$636,0000.53%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 123,774$7,222,0000.46%
WealthOne, LLC 7,522$439,0000.31%
Csenge Advisory Group 17,128$999,0000.27%
Cedar Brook Financial Partners, LLC 10,598$618,0000.27%
WRAPMANAGER INC 12,761$745,0000.25%
View complete list of ISHARES TR shareholders