Regal Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 53 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$711,189
-4.3%
20,519
-0.8%
0.06%
-3.2%
Q2 2023$743,483
+10.0%
20,681
+1.1%
0.06%
+3.3%
Q1 2023$676,183
+1.0%
20,447
-6.3%
0.06%
-7.7%
Q4 2022$669,224
+15.0%
21,827
+5.0%
0.06%
+6.6%
Q3 2022$582,000
-7.8%
20,786
-1.5%
0.06%
-7.6%
Q2 2022$631,000
-37.3%
21,113
-25.2%
0.07%
-28.3%
Q1 2022$1,007,000
-6.2%
28,209
+3.7%
0.09%
-3.2%
Q4 2021$1,073,000
+37.2%
27,207
+25.7%
0.10%
+25.0%
Q3 2021$782,000
+44.3%
21,643
+45.0%
0.08%
+40.7%
Q2 2021$542,000
+95.7%
14,931
+68.8%
0.05%
+74.2%
Q4 2020$277,0008,8450.03%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 172,373$5,9747.37%
Optas, LLC 94,151$3,263,6311.09%
Sharkey, Howes & Javer 131,147$4,545,5550.87%
Walkner Condon Financial Advisors LLC 94,541$3,276,8730.87%
One Wealth Advisors, LLC 112,707$3,906,4250.87%
GenWealth Group, Inc. 74,750$2,590,8350.79%
VERITY Wealth Advisors 20,983$727,2710.68%
TCWP LLC 24,940$864,4120.66%
Crew Capital Management, Ltd. 16,916$586,3090.63%
SigFig Wealth Management, LLC 439,686$15,239,4770.61%
View complete list of ISHARES TR shareholders