Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$210,025
-14.9%
3,501
-11.1%
0.02%
-14.3%
Q2 2023$246,676
-2.8%
3,939
-3.9%
0.02%
-4.5%
Q1 2023$253,852
+2.5%
4,098
-4.2%
0.02%
-8.3%
Q4 2022$247,688
-18.5%
4,279
-28.3%
0.02%
-25.0%
Q3 2022$304,000
-18.1%
5,969
-8.2%
0.03%
-17.9%
Q2 2022$371,000
-13.3%
6,504
+1.2%
0.04%0.0%
Q1 2022$428,000
-6.1%
6,429
+0.1%
0.04%
-2.5%
Q4 2021$456,000
-1.7%
6,424
-1.6%
0.04%
-11.1%
Q3 2021$464,000
-0.4%
6,530
+2.7%
0.04%
-4.3%
Q2 2021$466,000
+42.1%
6,358
+30.1%
0.05%
+27.0%
Q4 2020$328,000
+27.1%
4,887
+17.2%
0.04%
-19.6%
Q4 2019$258,000
+11.7%
4,171
+4.5%
0.05%
+2.2%
Q3 2019$231,000
+7.9%
3,992
+9.5%
0.04%
+7.1%
Q2 2019$214,000
+1546.2%
3,645
+1211.2%
0.04%
+1300.0%
Q3 2015$13,000
-7.1%
278
+6.9%
0.00%
-25.0%
Q2 2015$14,000
+180.0%
260
+173.7%
0.00%
+300.0%
Q1 2015$5,000
-28.6%
95
-24.6%
0.00%
-50.0%
Q4 2014$7,000
+40.0%
126
+50.0%
0.00%0.0%
Q3 2014$5,000840.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 611,274$43,237,00026.36%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8,933,000$633,708,00023.32%
Acorns Advisers, LLC 19,472,655$1,381,390,00022.50%
KEMPER Corp 1,213,087$86,056,00018.32%
AlphaCore Capital LLC 590,975$41,924,00018.28%
Brightworth 2,776,970$196,998,00018.04%
Newman & Schimel, LLC 447,655$31,757,00018.01%
AMICA MUTUAL INSURANCE CO 2,929,645$207,829,00017.57%
Hardy Reed LLC 1,286,093$91,235,00015.02%
AAF Wealth Management, LLC 265,806$18,860,00013.64%
View complete list of ISHARES TR shareholders