Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 144 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$381,000
-69.4%
11,030
-68.0%
0.03%
-71.9%
Q3 2021$1,246,000
+27.0%
34,439
+30.3%
0.12%
+23.5%
Q2 2021$981,000
-14.2%
26,434
-26.4%
0.10%
-24.0%
Q4 2020$1,144,000
+86.3%
35,912
+45.4%
0.13%
+14.2%
Q2 2020$614,000
-32.3%
24,700
+21.2%
0.11%
-30.7%
Q4 2019$907,000
-9.7%
20,373
-14.5%
0.16%
-16.8%
Q3 2019$1,004,000
+15.9%
23,842
+16.2%
0.20%
+16.0%
Q2 2019$866,000
+27.5%
20,525
+30.9%
0.17%
+22.5%
Q1 2019$679,000
+8.1%
15,677
-0.3%
0.14%0.0%
Q4 2018$628,000
-24.8%
15,725
-17.9%
0.14%
-21.6%
Q3 2018$835,000
+68.0%
19,162
+67.5%
0.18%
+16.6%
Q2 2018$497,000
+9.7%
11,437
+7.3%
0.15%
+51.0%
Q1 2018$453,000
+16.8%
10,660
+24.3%
0.10%
+16.3%
Q4 2017$388,000
-61.0%
8,577
-59.7%
0.09%
-62.9%
Q3 2017$996,000
-21.3%
21,266
-22.1%
0.23%
-26.1%
Q2 2017$1,266,000
-23.9%
27,291
-25.7%
0.31%
-27.6%
Q1 2017$1,664,000
+134.7%
36,751
+118.1%
0.43%
+121.4%
Q4 2016$709,00016,8490.20%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
FWL INVESTMENT MANAGEMENT, LLC 429,741$9,600,4146.44%
VisionPoint Advisory Group, LLC 392,512$8,768,7273.76%
Mid-American Wealth Advisory Group, Inc. 190,181$4,092,7053.30%
Barry Investment Advisors, LLC 130,246$2,982,7881.07%
Mount Lucas Management LP 107,355$2,398,3110.85%
MIRABELLA FINANCIAL SERVICES LLP 163,730$3,657,7280.51%
Continuum Advisory, LLC 138,420$3,092,3030.50%
Future Financial Wealth Managment LLC 13,350$298,2390.33%
Castleview Partners, LLC 15,457$345,3090.32%
Safeguard Investment Advisory Group, LLC 25,334$565,8720.25%
View complete list of ISHARES TR shareholders