Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$206,217
-21.6%
2,128
-21.0%
0.02%
-22.7%
Q2 2023$262,980
-95.7%
2,694
-95.6%
0.02%
-95.9%
Q1 2023$6,108,540
-63.4%
61,559
-64.2%
0.54%
-66.6%
Q4 2022$16,682,106
+0.2%
172,051
-0.7%
1.62%
-8.1%
Q3 2022$16,657,000
+6.9%
173,309
+12.8%
1.76%
+8.3%
Q2 2022$15,587,000
+413.7%
153,675
+431.6%
1.62%
+483.8%
Q1 2022$3,034,000
+109.5%
28,907
+111.3%
0.28%
+117.2%
Q4 2021$1,448,000
+130.6%
13,680
+117.7%
0.13%
-8.6%
Q4 2017$628,000
+20833.3%
6,285
+20850.0%
0.14%
+13900.0%
Q1 2015$3,000
-93.3%
30
-93.4%
0.00%
-91.7%
Q4 2014$45,000
-42.3%
453
-41.7%
0.01%
-50.0%
Q3 2014$78,000
-21.2%
777
-19.3%
0.02%
-31.4%
Q2 2014$99,000
-77.7%
963
-78.0%
0.04%
-81.4%
Q1 2014$443,000
+8.8%
4,384
+8.8%
0.19%
-19.3%
Q4 2013$407,000
+90.2%
4,031
+90.6%
0.23%
+86.4%
Q3 2013$214,000
+20.2%
2,115
+19.4%
0.12%
+27.6%
Q2 2013$178,0001,7720.10%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 384,121$39,972,00010.63%
KEATING INVESTMENT COUNSELORS INC 177,090$18,428,0009.65%
Wechter Feldman Wealth Management, Inc. 105,905$11,020,0008.65%
New Capital Management LP 61,137$6,362,0007.00%
Stordahl Capital Management, Inc. 122,699$12,768,0006.61%
Arbor Investment Advisors, LLC 217,617$22,645,0005.91%
Landmark Financial Advisors, LLC 176,058$18,232,0005.78%
Smith & Howard Wealth Management, LLC 91,410$9,512,0005.61%
American Money Management, LLC 117,863$12,265,0005.56%
Parcion Private Wealth LLC 322,390$33,377,0005.10%
View complete list of ISHARES TR shareholders