Regal Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.

Quarter-by-quarter ownership
Regal Wealth Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$26,000
+23.8%
259
+0.4%
0.02%
+15.4%
Q4 2020$21,000
-4.5%
258
+42.5%
0.01%
-23.5%
Q3 2020$22,0000.0%181
+1.1%
0.02%
-5.6%
Q2 2020$22,000
+22.2%
1790.0%0.02%0.0%
Q1 2020$18,000
-66.7%
179
-47.0%
0.02%
-48.6%
Q4 2019$54,000
-33.3%
338
-37.2%
0.04%
-37.5%
Q3 2019$81,000
-2.4%
538
-3.2%
0.06%
-3.4%
Q2 2019$83,000
+1.2%
556
+0.4%
0.06%
-1.7%
Q1 2019$82,0005540.06%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders