Regal Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 16 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Regal Wealth Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2018$5,000
-16.7%
1400.0%0.00%0.0%
Q4 2017$6,000
+20.0%
1400.0%0.00%0.0%
Q3 2017$5,0000.0%1400.0%0.00%0.0%
Q2 2017$5,0000.0%1400.0%0.00%0.0%
Q1 2017$5,0001400.00%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 3,877,546$200,585,46915.61%
Ullmann Wealth Partners Group, LLC 465,840$24,097,8944.50%
Financial Management Professionals, Inc. 443,337$22,9344.03%
Clearwater Capital Advisors, LLC 456,504$23,614,9522.89%
GEM Asset Management, LLC 62,099$3,212,3852.54%
Acropolis Investment Management, LLC 626,500$32,408,8462.51%
CORA CAPITAL ADVISORS LLC 72,030$3,726,1122.50%
Addison Advisors LLC 96,504$4,992,1532.32%
Wade Financial Advisory, Inc 101,837$5,268,0232.26%
GYL FINANCIAL SYNERGIES, LLC 257,518$13,321,4261.29%
View complete list of ISHARES TR shareholders