Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 135 filers reported holding ISHARES TR in Q4 2021. 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
Q4 2021$230,000
+4.1%
5,894
-1.1%
0.02%
-4.8%
Q3 2021$221,000
-6.4%
5,960
-4.0%
0.02%
-12.5%
Q2 2021$236,0006,2070.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Leelyn Smith, LLC 400,507$15,235,0004.49%
Prostatis Group LLC 102,828$3,911,5782.67%
Wade Financial Advisory, Inc 115,219$4,383,0002.40%
Burns Matteson Capital Management, LLC 47,253$1,797,5051.42%
Brickley Wealth Management 140,607$5,349,0001.35%
Clear Creek Financial Management, LLC 195,382$7,432,0001.15%
Professional Financial Advisors, LLC 49,361$1,875,0001.03%
ACT Advisors, LLC. 25,803$980,0000.74%
Atlas Private Wealth Management, LLC 30,856$1,174,0000.72%
Lion Street Advisors, LLC 500$19,020,0000.69%
View complete list of ISHARES TR shareholders