Regal Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is INDY and the CUSIP is 464289529. A total of 84 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Regal Wealth Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$17,000
-34.6%
6660.0%0.02%0.0%
Q4 2019$26,000
+8.3%
6660.0%0.02%
+6.2%
Q3 2019$24,000
-40.0%
666
-35.8%
0.02%
-42.9%
Q2 2019$40,000
+2.6%
1,037
+0.6%
0.03%0.0%
Q1 2019$39,000
+8.3%
1,0310.0%0.03%
-15.2%
Q4 2018$36,000
+2.9%
1,031
+0.4%
0.03%
+37.5%
Q3 2018$35,000
-2.8%
1,0270.0%0.02%
-36.8%
Q2 2018$36,0000.0%1,027
+0.1%
0.04%
+35.7%
Q1 2018$36,000
-5.3%
1,026
+0.1%
0.03%
+3.7%
Q4 2017$38,000
+8.6%
1,025
+0.1%
0.03%
+3.8%
Q3 2017$35,000
+2.9%
1,024
+2.5%
0.03%0.0%
Q2 2017$34,000
+6.2%
999
+0.1%
0.03%
+8.3%
Q1 2017$32,000
+18.5%
9980.0%0.02%
+9.1%
Q4 2016$27,000
-10.0%
9980.0%0.02%
-18.5%
Q3 2016$30,000
+7.1%
9980.0%0.03%
+3.8%
Q2 2016$28,000
+3.7%
998
+0.3%
0.03%0.0%
Q1 2016$27,0000.0%9950.0%0.03%
-3.7%
Q4 2015$27,0009950.03%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Sequent Asset Management, LLC 80,141$3,076,0002.22%
Somerset Capital Management LLP 255,249$9,777,0002.14%
State of Tennessee, Treasury Department 5,522,943$212,026,0001.05%
Curbstone Financial Management Corp 73,570$2,824,0000.74%
Psagot Value Holdings Ltd. 404,277$15,520,0000.63%
BAROMETER CAPITAL MANAGEMENT INC. 95,900$3,682,0000.48%
NewSquare Capital LLC 48,944$1,879,0000.34%
CARRET ASSET MANAGEMENT, LLC 35,175$1,350,0000.21%
WESTWOOD HOLDINGS GROUP INC 459,297$17,632,0000.19%
Beaumont Financial Partners, LLC 44,726$1,717,0000.18%
View complete list of ISHARES TR shareholders