Royal Fund Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Royal Fund Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$205,217
-55.2%
2,117
-54.9%
0.03%
-50.9%
Q2 2023$457,965
-92.2%
4,692
-92.1%
0.06%
-93.3%
Q1 2023$5,907,204
+155.8%
59,530
+149.9%
0.84%
+130.2%
Q4 2022$2,309,434
-31.6%
23,818
-32.2%
0.37%
-40.1%
Q3 2022$3,374,00035,1140.61%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders