Regal Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 221 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Regal Wealth Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$101,0000.0%1,3810.0%0.06%
-4.8%
Q4 2020$101,000
+7.4%
1,3810.0%0.06%
-15.1%
Q3 2020$94,000
+3.3%
1,381
+0.1%
0.07%
-2.7%
Q2 2020$91,000
+7.1%
1,380
+1.1%
0.08%
-9.6%
Q1 2020$85,000
-19.8%
1,365
-3.8%
0.08%
+20.3%
Q4 2019$106,000
-13.1%
1,419
-14.8%
0.07%
-17.9%
Q3 2019$122,000
-21.3%
1,666
-21.8%
0.08%
-22.2%
Q2 2019$155,000
+2.6%
2,130
+1.7%
0.11%
-0.9%
Q1 2019$151,000
+7.9%
2,0950.0%0.11%
-14.8%
Q4 2018$140,000
-7.3%
2,095
+1.1%
0.13%
+24.3%
Q3 2018$151,000
+2.0%
2,073
-0.0%
0.10%
-34.8%
Q2 2018$148,000
-37.3%
2,074
-35.3%
0.16%
-13.2%
Q1 2018$236,000
-6.0%
3,204
-6.9%
0.18%
+2.2%
Q4 2017$251,000
-12.8%
3,440
-15.1%
0.18%
-16.4%
Q3 2017$288,000
+14.7%
4,053
+11.8%
0.21%
+9.2%
Q2 2017$251,000
-91.3%
3,626
-91.7%
0.20%
-91.1%
Q1 2017$2,877,000
+10.1%
43,598
+2.1%
2.20%
+3.3%
Q4 2016$2,614,000
+666.6%
42,692
+747.2%
2.12%
+585.2%
Q3 2016$341,000
-0.3%
5,039
-2.2%
0.31%
-3.7%
Q2 2016$342,000
-2.0%
5,151
-2.0%
0.32%
-4.2%
Q1 2016$349,000
+2.3%
5,2550.0%0.34%0.0%
Q4 2015$341,0005,2550.34%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 832,000$61,115,00030.70%
O'Brien Wealth Partners LLC 724,159$54,080,00019.54%
Financial Advisors, LLC 467,031$34,285,00015.24%
Monterey Private Wealth, Inc. 305,088$22,396,00012.91%
Burt Wealth Advisors 477,880$35,081,00012.09%
Verde Capital Management 330,515$24,263,00012.07%
Peterson Wealth Advisors, LLC 340,953$25,029,00011.01%
Personal Wealth Partners 289,880$21,280,0009.95%
Merit Financial Group, LLC 1,255,179$92,143,0008.90%
JANICZEK WEALTH MANAGEMENT, LLC 233,982$17,177,0008.32%
View complete list of ISHARES TR shareholders