Regal Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 301 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
Regal Wealth Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$3,0000.0%14
+7.7%
0.00%0.0%
Q4 2020$3,0000.0%130.0%0.00%0.0%
Q3 2020$3,0000.0%130.0%0.00%0.0%
Q2 2020$3,0000.0%130.0%0.00%
-33.3%
Q1 2020$3,0000.0%130.0%0.00%
+50.0%
Q4 2019$3,0000.0%130.0%0.00%0.0%
Q3 2019$3,0000.0%130.0%0.00%0.0%
Q2 2019$3,0000.0%130.0%0.00%0.0%
Q1 2019$3,000
+50.0%
130.0%0.00%0.0%
Q4 2018$2,000
-33.3%
130.0%0.00%0.0%
Q3 2018$3,000
+50.0%
130.0%0.00%0.0%
Q2 2018$2,0000.0%130.0%0.00%0.0%
Q1 2018$2,0000.0%130.0%0.00%
+100.0%
Q4 2017$2,000130.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders