Regal Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SMLF and the CUSIP is 46434V290. A total of 31 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2018
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 3,227,971$169,307,00014.30%
Clearwater Capital Advisors, LLC 496,021$26,016,0003.25%
Financial Management Professionals, Inc. 193,165$10,131,0002.71%
Wade Financial Advisory, Inc 67,951$3,564,0002.25%
Ullmann Wealth Partners Group, LLC 84,702$4,443,0001.98%
Beirne Wealth Consulting Services, LLC 56,114$2,943,0001.73%
MERCER GLOBAL ADVISORS INC /ADV 3,536,499$185,489,0001.69%
CWM, LLC 3,587,331$196,765,0001.57%
Integrated Wealth Concepts LLC 494,613$25,942,0001.06%
PHILLIPS FINANCIAL MANAGEMENT, LLC 122,361$6,418,0000.79%
View complete list of ISHARES TR shareholders