Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 156 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$6,766,000
-7.4%
139,354
+4.2%
1.48%
-3.6%
Q3 2018$7,307,000
+20.1%
133,751
+17.8%
1.54%
+8.4%
Q3 2017$6,082,000
+7.4%
113,520
+3.8%
1.42%
+1.1%
Q2 2017$5,665,000
+227.8%
109,377
+216.1%
1.40%
+211.1%
Q1 2017$1,728,000
+10.6%
34,598
+4.6%
0.45%
+4.4%
Q4 2016$1,562,000
+3.5%
33,071
+4.0%
0.43%
+0.9%
Q3 2016$1,509,000
+19.9%
31,791
+15.8%
0.43%
+23.7%
Q2 2016$1,259,000
+1.3%
27,452
+0.1%
0.35%
+2.7%
Q1 2016$1,243,000
-1.1%
27,422
-2.2%
0.34%
+3.4%
Q4 2015$1,257,000
+173.3%
28,042
+165.9%
0.33%
+173.9%
Q3 2015$460,000
+1542.9%
10,545
+1657.5%
0.12%
+1387.5%
Q4 2014$28,000
+3.7%
6000.0%0.01%0.0%
Q3 2014$27,000
-3.6%
6000.0%0.01%
-20.0%
Q2 2014$28,000
+3.7%
6000.0%0.01%
-9.1%
Q1 2014$27,0000.0%6000.0%0.01%
-26.7%
Q4 2013$27,000
+8.0%
6000.0%0.02%0.0%
Q3 2013$25,000
+4.2%
6000.0%0.02%
+15.4%
Q2 2013$24,0006000.01%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Madrona Financial Services, LLC 54,891$2,938,0003.22%
MARINO, STRAM & ASSOCIATES LLC 58,931$3,154,0002.28%
Ahrens Investment Partners LLC 87,985$4,709,0002.14%
PATTON ALBERTSON MILLER GROUP, LLC 77,083$4,125,0002.09%
NORTHWEST WEALTH MANAGEMENT, LLC 48,323$2,586,0001.95%
LBMC INVESTMENT ADVISORS, LLC 149,993$8,028,0001.27%
Canal Capital Management, LLC 31,545$1,688,0001.07%
Trilogy Capital Inc. 137,570$7,363,0000.88%
Archford Capital Strategies, LLC 43,943$2,352,0000.87%
Aveo Capital Partners, LLC 25,750$1,378,0000.64%
View complete list of ISHARES TR shareholders