Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 251 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 3.33 and the average weighting 0.8%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$212,555
-97.1%
3,343
-97.1%
0.02%
-97.3%
Q2 2022$7,361,000
-11.5%
116,271
+0.8%
0.77%
+0.4%
Q1 2022$8,320,000
+87.1%
115,330
+99.1%
0.76%
+93.7%
Q4 2021$4,448,000
+70.6%
57,935
+67.3%
0.39%
+55.7%
Q3 2021$2,608,000
+46.8%
34,622
+47.3%
0.25%
+42.1%
Q2 2021$1,776,000
+8.4%
23,505
+5.3%
0.18%
-3.8%
Q4 2020$1,639,000
+80.5%
22,327
+62.4%
0.18%
+11.4%
Q2 2020$908,000
+279.9%
13,751
+329.6%
0.17%
+286.0%
Q4 2019$239,000
-14.3%
3,201
-15.8%
0.04%
-20.4%
Q3 2019$279,000
-65.8%
3,801
-68.5%
0.05%
-76.6%
Q3 2016$815,000
+49.3%
12,054
+46.6%
0.23%
+54.0%
Q2 2016$546,000
+46.0%
8,222
+46.1%
0.15%
+48.5%
Q1 2016$374,000
+45.0%
5,626
+41.3%
0.10%
+50.7%
Q4 2015$258,000
+285.1%
3,983
+270.5%
0.07%
+294.1%
Q3 2015$67,000
+294.1%
1,075
+298.1%
0.02%
+240.0%
Q2 2015$17,000
+54.5%
270
+68.8%
0.01%
+66.7%
Q1 2015$11,000
+83.3%
160
+66.7%
0.00%
+50.0%
Q4 2014$6,000960.00%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Burt Wealth Advisors 516,870$29,467,00011.82%
Sound Financial Strategies Group, LLC 78,581$4,480,0006.73%
GRAYHAWK INVESTMENT STRATEGIES INC. 170,487$9,719,0006.59%
AGILIS PARTNERS LLC 177,902$10,142,0006.39%
Ballew Advisors, Inc 122,205$6,945,0006.23%
Wharton Business Group, LLC 1,606,186$91,569,0006.19%
VAUGHAN & Co SECURITIES, INC. 121,477$6,925,0005.98%
HERON FINANCIAL GROUP, LLC 141,002$8,039,0004.97%
Family Capital Trust Co 178,416$10,171,0004.66%
Lester Murray Antman dba SimplyRich 169,156$9,643,0004.34%
View complete list of ISHARES TR shareholders