Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,154,763
-49.8%
143,138
-47.8%
0.27%
-49.5%
Q2 2023$6,285,309
+4.1%
274,468
+6.3%
0.53%
-1.1%
Q1 2023$6,038,526
+46.5%
258,277
+42.4%
0.53%
+33.6%
Q4 2022$4,121,153
-37.7%
181,389
-37.6%
0.40%
-42.8%
Q3 2022$6,618,000
+12.2%
290,769
+17.8%
0.70%
+13.7%
Q2 2022$5,899,000
-3.8%
246,826
+0.3%
0.61%
+9.3%
Q1 2022$6,130,000
+3.6%
246,076
+10.9%
0.56%
+7.3%
Q4 2021$5,919,000
+15.4%
221,855
+14.8%
0.52%
+5.2%
Q3 2021$5,129,000
-12.8%
193,334
-12.6%
0.50%
-15.6%
Q2 2021$5,882,000
+318.3%
221,141
+311.9%
0.59%
-58.6%
Q1 2021$1,406,000
-69.2%
53,690
-67.9%
1.42%
+176.2%
Q4 2020$4,560,000
+220.4%
167,400
+228.9%
0.52%
-69.3%
Q3 2020$1,423,000
-56.3%
50,895
-56.2%
1.68%
+182.2%
Q2 2020$3,253,000
+138.1%
116,202
+138.3%
0.60%
-70.3%
Q1 2020$1,366,000
-8.0%
48,759
-14.8%
2.01%
+651.7%
Q4 2019$1,485,000
+11.2%
57,229
+12.9%
0.27%
+2.3%
Q3 2019$1,335,000
+8.4%
50,709
+6.3%
0.26%
+8.8%
Q2 2019$1,231,000
+9.0%
47,682
+6.6%
0.24%
+4.3%
Q1 2019$1,129,000
+4.2%
44,741
+1.8%
0.23%
-3.0%
Q4 2018$1,084,000
+7.2%
43,969
+5.9%
0.24%
+11.3%
Q3 2018$1,011,000
+15.7%
41,538
+17.0%
0.21%
-19.6%
Q2 2018$874,000
+2.6%
35,488
+2.8%
0.26%
+41.0%
Q1 2018$852,000
-2.4%
34,508
-0.9%
0.19%
-3.6%
Q4 2017$873,000
+1.2%
34,822
+1.8%
0.20%
-3.0%
Q3 2017$863,000
+19.9%
34,192
+20.0%
0.20%
+12.9%
Q2 2017$720,000
+9.3%
28,489
+8.3%
0.18%
+3.5%
Q1 2017$659,000
+5.1%
26,304
+4.6%
0.17%
-0.6%
Q4 2016$627,000
+1.0%
25,136
+5.6%
0.17%
-1.7%
Q3 2016$621,000
+1.8%
23,794
+2.4%
0.18%
+4.8%
Q2 2016$610,000
+21.5%
23,246
+19.5%
0.17%
+23.5%
Q1 2016$502,000
-1.0%
19,458
-4.0%
0.14%
+3.8%
Q4 2015$507,000
+31.0%
20,261
+32.9%
0.13%
+31.0%
Q3 2015$387,000
+5.4%
15,251
+3.9%
0.10%
+1.0%
Q2 2015$367,000
-0.3%
14,685
+1.9%
0.10%
+8.8%
Q1 2015$368,000
+1.7%
14,416
+0.1%
0.09%
-6.2%
Q4 2014$362,000
+153.1%
14,397
+149.9%
0.10%
+125.6%
Q3 2014$143,0005,7620.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders