Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 65 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$586,454
-5.3%
19,826
-1.3%
0.05%
-5.8%
Q2 2023$619,561
-0.9%
20,083
-0.2%
0.05%
-5.5%
Q1 2023$625,434
-3.1%
20,122
-6.5%
0.06%
-12.7%
Q4 2022$645,653
+6.9%
21,522
-6.8%
0.06%
-1.6%
Q3 2022$604,000
-15.3%
23,092
-6.7%
0.06%
-13.5%
Q2 2022$713,000
-20.9%
24,757
-5.7%
0.07%
-10.8%
Q1 2022$901,000
-9.9%
26,247
-4.9%
0.08%
-6.7%
Q4 2021$1,000,000
-5.1%
27,588
-4.6%
0.09%
-12.7%
Q3 2021$1,054,000
+35.3%
28,927
+36.4%
0.10%
+30.8%
Q2 2021$779,00021,2140.08%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
WADDELL & ASSOCIATES, LLC 723,168$18,925,0003.66%
Coulter & Justus Financial Services, LLC 98,004$2,565,0002.00%
ARGI Investment Services, LLC 1,003,290$26,256,0000.92%
CGN Advisors LLC 122,773$3,213,0000.81%
Beaird Harris Wealth Management, LLC 139,401$3,648,0000.80%
FINANCIAL MANAGEMENT NETWORK INC 58,212$1,617,0000.80%
RHS Financial, LLC 32,279$845,0000.75%
Klaas Financial Asset Advisors, LLC 93,035$2,435,0000.62%
SENTINEL PENSION ADVISORS INC 57,396$1,502,0000.52%
Bedel Financial Consulting, Inc. 65,093$1,853,0000.49%
View complete list of ISHARES TR shareholders