Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is HYDB and the CUSIP is 46435G250. A total of 47 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$427,084
-1.3%
9,721
+0.5%
0.04%0.0%
Q2 2023$432,510
+9.0%
9,676
+8.9%
0.04%
+2.9%
Q1 2023$396,980
-0.9%
8,887
-3.3%
0.04%
-10.3%
Q4 2022$400,562
-0.9%
9,195
-3.1%
0.04%
-9.3%
Q3 2022$404,000
-0.7%
9,493
+1.6%
0.04%
+2.4%
Q2 2022$407,000
-11.1%
9,347
-0.6%
0.04%0.0%
Q1 2022$458,000
-26.2%
9,407
-22.2%
0.04%
-23.6%
Q4 2021$621,000
+7.8%
12,088
+8.5%
0.06%
-1.8%
Q3 2021$576,000
+5.3%
11,144
+6.1%
0.06%
+1.8%
Q2 2021$547,00010,5070.06%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 219,783$11,297,0003.32%
Fermata Advisors, LLC 52,528$2,700,0000.99%
Hennion & Walsh Asset Management, Inc. 184,329$9,475,0000.46%
ROVIN CAPITAL /UT/ /ADV 18,634$958,0000.46%
CREATIVE FINANCIAL DESIGNS INC /ADV 42,919$2,206,0000.33%
Lee Financial Group Hawaii, Inc. 8,195$421,0000.31%
Matthew Goff Investment Advisor, LLC 11,235$577,0000.13%
Madrona Financial Services, LLC 5,580$287,0000.12%
COLONY GROUP LLC 69,295$3,562,0000.06%
Regal Investment Advisors LLC 12,088$621,0000.06%
View complete list of ISHARES TR shareholders