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Ishares Tr shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of Ishares Tr (LMUB) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $467k 9.4k 49.93

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Univrsl Usd (IUSB)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)

View all positions for Regal Investment Advisors

Top funds holding Ishares Tr

Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Mml Investors Services
Morgan Stanley
Cetera Investment Advisers
Park Avenue Securities
Envestnet Portfolio Solutions
KM Capital Management
One Wealth Advisors
Sanctuary Advisors
Icon Wealth Advisors
Foundations Investment Advisors
BlackRock
Jane Street

View all funds holding Ishares Tr