Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 174 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.43 and the average weighting 0.2%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,156,119
-9.3%
21,540
-1.0%
0.18%
-8.5%
Q2 2023$2,377,379
+11.9%
21,751
+7.0%
0.20%
+5.9%
Q1 2023$2,123,742
-3.8%
20,321
-0.8%
0.19%
-12.1%
Q4 2022$2,208,029
+6.2%
20,477
+1.8%
0.21%
-2.3%
Q3 2022$2,080,000
+5.2%
20,116
+5.7%
0.22%
+6.3%
Q2 2022$1,978,000
-17.1%
19,030
+2.7%
0.21%
-5.9%
Q1 2022$2,387,000
-4.7%
18,521
+3.3%
0.22%
-1.4%
Q4 2021$2,505,000
+3.8%
17,925
+7.2%
0.22%
-5.1%
Q3 2021$2,413,000
+1.8%
16,722
+7.6%
0.23%
-1.7%
Q2 2021$2,371,000
+8.7%
15,537
+4.7%
0.24%
-89.2%
Q1 2021$2,181,000
+8.2%
14,841
-12.6%
2.21%
+869.3%
Q4 2020$2,015,000
+25.3%
16,987
-4.4%
0.23%
-88.0%
Q3 2020$1,608,000
+1.6%
17,771
-2.0%
1.90%
+555.2%
Q2 2020$1,582,000
+38.9%
18,131
+6.7%
0.29%
-82.7%
Q1 2020$1,139,000
-34.4%
16,999
-2.6%
1.67%
+436.2%
Q4 2019$1,737,000
+18.7%
17,457
+5.1%
0.31%
+9.1%
Q3 2019$1,463,000
+0.3%
16,602
+6.1%
0.29%
+0.7%
Q2 2019$1,458,000
+3.3%
15,650
+2.8%
0.28%
-1.0%
Q1 2019$1,412,000
+19.8%
15,226
+6.5%
0.29%
+11.2%
Q4 2018$1,179,000
-24.1%
14,301
-2.2%
0.26%
-21.1%
Q3 2018$1,554,000
+41.8%
14,616
+40.8%
0.33%
-1.8%
Q2 2018$1,096,000
-18.8%
10,378
-26.1%
0.33%
+11.7%
Q1 2018$1,349,000
+4.5%
14,043
+4.1%
0.30%
+3.5%
Q4 2017$1,291,000
+0.1%
13,489
-1.2%
0.29%
-4.3%
Q3 2017$1,290,000
+5.2%
13,658
-0.9%
0.30%
-1.0%
Q2 2017$1,226,000
+9.8%
13,781
+5.7%
0.30%
+4.5%
Q1 2017$1,117,000
+3.9%
13,043
+4.1%
0.29%
-2.0%
Q4 2016$1,075,000
+9.0%
12,529
-0.8%
0.30%
+6.1%
Q3 2016$986,000
+9.8%
12,634
-0.6%
0.28%
+13.4%
Q2 2016$898,000
+9.0%
12,705
+4.7%
0.25%
+10.8%
Q1 2016$824,000
+1.7%
12,131
+7.9%
0.22%
+6.2%
Q4 2015$810,000
+60.4%
11,246
+55.1%
0.21%
+60.3%
Q3 2015$505,000
+22.6%
7,253
+43.4%
0.13%
+18.0%
Q2 2015$412,000
+32.1%
5,058
+28.3%
0.11%
+44.2%
Q1 2015$312,000
+511.8%
3,941
+428.3%
0.08%
+156.7%
Q3 2013$51,000
+27.5%
746
+16.6%
0.03%
+36.4%
Q2 2013$40,0006400.02%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
MD Financial Management Inc. 585,543$51,616,0002.71%
One Capital Management, LLC 174,301$15,365,0002.56%
Efficient Advisors, LLC 156,414$13,788,0002.52%
ARKANSAS FINANCIAL GROUP, INC. 69,737$6,147,0002.18%
Harborview Advisors, LLC 29,514$2,602,0002.09%
Schoolcraft Capital LLC 37,285$3,286,6711.88%
Parkside Advisors LLC 38,194$3,367,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 43,840$3,864,0001.63%
WESCAP Management Group, Inc. 39,899$3,517,0001.45%
DOWLING & YAHNKE LLC 198,862$17,530,0001.45%
View complete list of ISHARES TR shareholders