Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 121 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$289,714
-9.5%
13,314
-5.4%
0.02%
-11.1%
Q2 2023$320,203
+2.8%
14,081
+4.1%
0.03%0.0%
Q1 2023$311,347
+42.2%
13,528
+75.0%
0.03%
+8.0%
Q4 2020$219,0007,7320.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
IMPACTfolio, LLC 328,270$7,143,1555.15%
One Wealth Advisors, LLC 254,639$5,540,9451.23%
Summit Wealth Group, LLC 58,842$1,2801.14%
Horst & Graben Wealth Management LLC 118,679$2,582,4630.64%
Topel & Distasi Wealth Management, LLC 55,067$1,198,2580.63%
Long Run Wealth Advisors, LLC 84,945$1,848,4030.60%
Klaas Financial Asset Advisors, LLC 104,897$2,282,5590.52%
Fingerlakes Wealth Management, Inc. 18,342$399,1280.49%
Sharkey, Howes & Javer 103,133$2,244,1740.43%
TCWP LLC 22,988$500,2250.38%
View complete list of ISHARES TR shareholders