Royal Fund Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 198 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
Royal Fund Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$242,000
-11.7%
2,801
-15.9%
0.04%
-12.5%
Q3 2021$274,000
-3.9%
3,331
-5.4%
0.04%
-14.9%
Q2 2021$285,000
+9400.0%
3,523
+8933.3%
0.05%
+4600.0%
Q1 2020$3,000
-40.0%
390.0%0.00%0.0%
Q4 2019$5,0000.0%390.0%0.00%0.0%
Q3 2019$5,000
+25.0%
390.0%0.00%0.0%
Q2 2019$4,0000.0%390.0%0.00%0.0%
Q1 2019$4,0000.0%390.0%0.00%
-50.0%
Q4 2018$4,0000.0%390.0%0.00%
+100.0%
Q3 2018$4,000
-71.4%
39
-69.0%
0.00%
-80.0%
Q2 2018$14,0000.0%1260.0%0.01%0.0%
Q1 2018$14,000
+250.0%
126
+223.1%
0.01%
+400.0%
Q4 2017$4,0000.0%390.0%0.00%
-50.0%
Q3 2017$4,000
-20.0%
39
-23.5%
0.00%0.0%
Q2 2017$5,000
+25.0%
51
+30.8%
0.00%0.0%
Q1 2017$4,000
+33.3%
390.0%0.00%0.0%
Q4 2016$3,000390.00%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders