Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 489 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$300,578
-39.5%
4,348
-36.2%
0.02%
-40.5%
Q2 2023$496,780
+3.4%
6,812
+1.9%
0.04%0.0%
Q1 2023$480,249
+21.1%
6,685
+10.8%
0.04%
+10.5%
Q4 2022$396,615
+23.9%
6,033
+5.7%
0.04%
+11.8%
Q3 2022$320,000
-6.7%
5,706
+4.5%
0.03%
-5.6%
Q2 2022$343,000
-11.6%
5,460
+3.8%
0.04%0.0%
Q1 2022$388,000
-51.7%
5,261
-48.0%
0.04%
-49.3%
Q4 2021$804,000
+25.0%
10,122
+23.5%
0.07%
+14.5%
Q3 2021$643,000
+56.8%
8,198
+57.9%
0.06%
+51.2%
Q2 2021$410,0005,1930.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
BANK HAPOALIM BM 9,776$154,000,0007.18%
SPINNAKER TRUST 964,835$61,247,0005.43%
Tillar-Wenstrup Advisors, LLC 101,142$6,420,0003.72%
Ellevest, Inc. 260,155$16,515,0002.96%
C-J Advisory, Inc. 63,878$4,054,0002.95%
Private Ocean, LLC 194,914$12,373,0002.90%
Highland Private Wealth Management 221,993$14,092,0002.77%
Roof Eidam Maycock Peralta, LLC 96,995$6,157,0002.40%
FLPUTNAM INVESTMENT MANAGEMENT CO 658,701$41,814,0002.29%
Windsor Capital Management, LLC 85,665$5,438,0002.27%
View complete list of ISHARES TR shareholders