Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$765,000
-93.2%
15,350
-92.9%
0.08%
-92.3%
Q1 2022$11,303,000
-3.7%
216,826
+0.7%
1.04%
-0.2%
Q4 2021$11,737,000
+4.2%
215,245
+5.2%
1.04%
-4.9%
Q3 2021$11,261,000
+5.1%
204,664
+5.3%
1.09%
+1.7%
Q2 2021$10,712,000
+8.5%
194,404
+10.7%
1.08%
-3.7%
Q4 2020$9,871,000
+75.0%
175,618
+73.4%
1.12%
+7.9%
Q2 2020$5,639,000
+1449.2%
101,273
+1422.4%
1.03%
+1490.8%
Q4 2019$364,000
-4.2%
6,652
-2.4%
0.06%
-12.2%
Q3 2019$380,000
-3.6%
6,817
-5.7%
0.07%
-3.9%
Q2 2019$394,000
-10.3%
7,229
-11.9%
0.08%
-13.5%
Q1 2019$439,000
-6.4%
8,206
-8.6%
0.09%
-13.6%
Q4 2018$469,000
-52.1%
8,974
-52.2%
0.10%
-50.0%
Q3 2018$980,000
+17.1%
18,756
+18.1%
0.21%
-18.9%
Q2 2018$837,00015,8850.25%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders