Royal Fund Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 642 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.

Quarter-by-quarter ownership
Royal Fund Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$5,051,439
+3.2%
53,122
+1.6%
0.63%
-10.3%
Q1 2023$4,895,257
+12.1%
52,305
+9.4%
0.70%
+0.9%
Q4 2022$4,365,087
-11.3%
47,805
-19.9%
0.69%
-22.5%
Q3 2022$4,922,000
-5.0%
59,701
+2.6%
0.90%
+3.9%
Q2 2022$5,181,000
-29.5%
58,194
-20.3%
0.86%
-19.6%
Q3 2021$7,352,000
-30.8%
73,038
-27.6%
1.07%
-39.1%
Q2 2021$10,631,0000.0%100,842
-4.4%
1.76%
-9.5%
Q1 2021$10,631,000
+4914.6%
105,537
+7520.0%
1.94%
+2459.2%
Q4 2017$212,000
+1077.8%
1,385
+910.9%
0.08%
+744.4%
Q1 2017$18,0001370.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,013,290$118,383,00018.04%
Noven Financial Group, Inc. 128,691$15,035,00010.12%
Probity Advisors, Inc. 157,643$18,417,0008.25%
Palisades Hudson Asset Management, L.P. 73,762$8,618,0007.02%
SONATA CAPITAL GROUP INC 62,508$7,303,0006.22%
HOME FEDERAL BANK OF TENNESSEE 86,812$10,143,0006.06%
Advisors Preferred, LLC 49,969$9,367,0005.44%
Spruce Investment Advisors LLC 79,389$9,275,0005.27%
Commonwealth Financial Services, LLC 36,834$4,303,0005.07%
NorthRock Partners, LLC 90,145$10,540,0004.72%
View complete list of ISHARES TR shareholders