Royal Fund Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Royal Fund Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$218,000
-57.7%
5,726
-54.5%
0.04%
-52.0%
Q1 2022$515,000
+140.7%
12,586
+76.7%
0.08%
+141.9%
Q4 2021$214,000
-21.6%
7,121
-24.3%
0.03%
-31.1%
Q2 2021$273,000
+17.7%
9,410
+6.2%
0.04%
+7.1%
Q1 2021$232,000
+11500.0%
8,862
+15447.4%
0.04%
+4100.0%
Q1 2019$2,000
+100.0%
570.0%0.00%
Q4 2018$1,000570.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
AMG National Trust Bank 663,754$24,845,0001.72%
Summit X, LLC 65,331$2,444,0001.62%
INVESTMENT PARTNERS, LTD. 25,850$968,0000.83%
Brookstone Capital Management 184,159$6,893,0000.62%
Archford Capital Strategies, LLC 40,133$1,502,0000.56%
TWO SIGMA SECURITIES, LLC 152,914$5,724,0000.52%
SUMITOMO MITSUI FINANCIAL GROUP, INC. 93,873$3,514,0000.42%
Conservest Capital Advisors, Inc. 54,154$2,027,0000.32%
United Asset Strategies, Inc. 12,950$485,0000.28%
Stonebridge Capital Advisors LLC 26,709$1,000,0000.25%
View complete list of ISHARES TR shareholders