Regal Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 250 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.4%.

Quarter-by-quarter ownership
Regal Wealth Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$24,000
-4.0%
7470.0%0.03%
+36.8%
Q1 2018$25,0000.0%7470.0%0.02%
+5.6%
Q4 2017$25,000
+400.0%
747
+388.2%
0.02%
+350.0%
Q4 2016$5,0000.0%1530.0%0.00%
-20.0%
Q3 2016$5,000
+25.0%
1530.0%0.01%
+25.0%
Q2 2016$4,0000.0%1530.0%0.00%0.0%
Q1 2016$4,0000.0%1530.0%0.00%0.0%
Q4 2015$4,0001530.00%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders