Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$564,775
-16.3%
11,645
-2.5%
0.05%
-15.8%
Q2 2023$674,519
-19.8%
11,947
-23.3%
0.06%
-23.0%
Q1 2023$840,972
+6.6%
15,579
+3.8%
0.07%
-2.6%
Q4 2022$788,678
-13.4%
15,002
-22.3%
0.08%
-20.8%
Q3 2022$911,000
-6.7%
19,320
-0.2%
0.10%
-5.9%
Q2 2022$976,000
-18.7%
19,351
-1.7%
0.10%
-7.3%
Q1 2022$1,200,000
-14.2%
19,687
-7.2%
0.11%
-11.3%
Q4 2021$1,398,000
+3.2%
21,225
-1.6%
0.12%
-5.3%
Q3 2021$1,354,000
+7.5%
21,565
+518.6%
0.13%
+4.0%
Q2 2021$1,259,000
-47.1%
3,486
-52.0%
0.13%
-53.2%
Q4 2020$2,379,000
+33.4%
7,268
+7.8%
0.27%
-17.7%
Q2 2020$1,784,000
+203.9%
6,739
+203.4%
0.33%
+208.5%
Q4 2019$587,000
+50.5%
2,221
+40.8%
0.11%
+39.5%
Q3 2019$390,000
+16.1%
1,577
+13.0%
0.08%
+16.9%
Q2 2019$336,000
-0.3%
1,395
-4.0%
0.06%
-5.8%
Q1 2019$337,000
+6.3%
1,453
-8.5%
0.07%0.0%
Q4 2018$317,000
-20.2%
1,588
-9.0%
0.07%
-17.9%
Q3 2018$397,000
+68.9%
1,745
+8.0%
0.08%
+25.4%
Q3 2016$235,000
+21.1%
1,615
-7.8%
0.07%
+34.0%
Q3 2015$194,000
-7.2%
1,7510.0%0.05%
-12.3%
Q2 2015$209,000
+167.9%
1,751
+170.2%
0.06%
+200.0%
Q1 2015$78,000
+100.0%
648
+87.8%
0.02%
+90.0%
Q4 2014$39,000
+14.7%
345
+0.3%
0.01%0.0%
Q3 2014$34,000
-2.9%
3440.0%0.01%
-16.7%
Q2 2014$35,000
+2.9%
3440.0%0.01%
-14.3%
Q1 2014$34,000
+6.2%
344
+0.3%
0.01%
-22.2%
Q4 2013$32,000
+10.3%
343
-0.6%
0.02%
+5.9%
Q3 2013$29,000
+7.4%
3450.0%0.02%
+13.3%
Q2 2013$27,0003450.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders