Regal Wealth Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 206 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Regal Wealth Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$2,0000.0%39
+2.6%
0.00%0.0%
Q4 2020$2,0000.0%38
+8.6%
0.00%
-50.0%
Q3 2020$2,000
+100.0%
35
+16.7%
0.00%
+100.0%
Q2 2020$1,000300.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Retirement Planning Group, LLC 1,506,041$86,206,00012.49%
Beaumont Asset Management, L.L.C. 106,090$6,072,0005.47%
Financial Engines Advisors L.L.C. 27,270,716$1,561,268,0005.32%
TOBIAS FINANCIAL ADVISORS, INC. 193,153$11,056,0005.06%
New England Private Wealth Advisors LLC 333,573$19,090,0004.19%
Essex Private Wealth Management, LLC 48,814$2,794,0002.73%
CFS Investment Advisory Services, LLC 226,166$12,946,0002.06%
AlphaCore Capital LLC 37,668$2,156,0001.61%
REDW Wealth LLC 73,185$4,189,0001.55%
ASSET MANAGEMENT CORP /IL/ /ADV 45,743$2,710,0001.51%
View complete list of ISHARES TR shareholders