Royal Fund Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Royal Fund Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,009,862
+0.1%
77,315
+3.9%
0.41%
+8.8%
Q2 2023$3,007,224
-0.1%
74,417
-1.4%
0.37%
-13.2%
Q1 2023$3,009,691
+4.4%
75,507
-0.5%
0.43%
-6.1%
Q4 2022$2,883,232
+2.8%
75,855
-1.0%
0.46%
-10.0%
Q3 2022$2,805,000
-7.3%
76,638
-1.4%
0.51%
+1.4%
Q2 2022$3,026,000
-6.8%
77,688
+2.8%
0.50%
+7.0%
Q1 2022$3,246,000
+6.4%
75,545
+12.6%
0.47%
+7.6%
Q4 2021$3,051,000
+15.4%
67,115
+13.6%
0.44%
+13.5%
Q3 2021$2,643,000
+18.7%
59,095
+19.5%
0.38%
+4.3%
Q2 2021$2,227,000
+19.6%
49,454
+15.6%
0.37%
+8.2%
Q1 2021$1,862,000
+35.3%
42,769
+34.3%
0.34%
+17.2%
Q4 2020$1,376,000
+83.7%
31,856
+74.4%
0.29%
+51.6%
Q3 2020$749,000
+53.2%
18,270
+48.7%
0.19%
+11.6%
Q2 2020$489,000
+140.9%
12,288
+121.9%
0.17%
+107.2%
Q1 2020$203,000
+361.4%
5,538
+401.2%
0.08%
+654.5%
Q4 2019$44,0001,1050.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Weaver Consulting Group 183,632$8,216,0004.46%
Thrive Capital Management, LLC 125,395$5,610,0004.14%
TIEDEMANN ADVISORS, LLC 1,540,276$68,912,0003.67%
RiverTree Advisors, LLC 86,580$3,874,0002.64%
Beacon Financial Advisory LLC 107,340$4,802,0002.50%
FURE FINANCIAL CORP 74,239$3,321,0002.32%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 100,864$4,513,0001.65%
Weitzel Financial Services, Inc. 54,579$2,447,322,0001.59%
Fort Henry Capital, LLC 29,160$1,305,0001.15%
Madrona Financial Services, LLC 53,889$2,411,0001.14%
View complete list of ISHARES TR shareholders