Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 36 filers reported holding ISHARES TR in Q4 2013. 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
Q4 2018$1,179,000
+34.7%
33,041
+43.1%
0.26%
+40.2%
Q3 2018$875,000
+66.7%
23,085
+66.8%
0.18%
+50.8%
Q3 2017$525,000
+14.9%
13,838
+12.9%
0.12%
+8.0%
Q2 2017$457,000
+2.7%
12,259
+0.2%
0.11%
-2.6%
Q1 2017$445,000
+29.4%
12,240
+25.4%
0.12%
+22.1%
Q4 2016$344,000
-1.7%
9,762
+0.8%
0.10%
-4.0%
Q3 2016$350,000
+2.3%
9,6890.0%0.10%
+5.3%
Q2 2016$342,000
+1.2%
9,689
-0.4%
0.09%
+2.2%
Q1 2016$338,000
+40.2%
9,724
+37.2%
0.09%
+48.4%
Q4 2015$241,000
+19.9%
7,086
+18.9%
0.06%
+19.2%
Q3 2015$201,000
+20000.0%
5,959
+16925.7%
0.05%
Q2 2015$1,0000.0%350.0%0.00%
Q1 2015$1,0000.0%350.0%0.00%
Q4 2014$1,0000.0%350.0%0.00%
Q3 2014$1,0000.0%350.0%0.00%
Q2 2014$1,0000.0%350.0%0.00%
Q1 2014$1,000
-96.0%
35
-95.4%
0.00%
-100.0%
Q3 2013$25,000
-63.8%
759
-64.5%
0.02%
-60.5%
Q2 2013$69,0002,1400.04%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
Thrive Capital Management, LLC 162,262$6,972,0004.21%
Weaver Consulting Group 178,010$7,649,0003.71%
TIEDEMANN ADVISORS, LLC 1,530,555$65,766,0003.34%
Investment Advisory Group, LLC 108,788$4,677,0002.84%
Weitzel Financial Services, Inc. 82,420$3,541,587,0002.26%
Beacon Financial Advisory LLC 83,204$3,575,0001.71%
Sweet Financial Partners, LLC 131,235$5,639,0001.51%
RESTON WEALTH MANAGEMENT LLC 52,372$2,250,0001.15%
Fort Henry Capital, LLC 26,960$1,158,0001.00%
WIN ADVISORS, INC 68,996$2,965,0000.78%
View complete list of ISHARES TR shareholders