DUMONT & BLAKE INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
DUMONT & BLAKE INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,285
-1.7%
31,637
+2.1%
0.77%
+2.2%
Q2 2023$2,324
+5.6%
30,982
+0.7%
0.76%
+1.3%
Q1 2023$2,200
+3.8%
30,764
-0.9%
0.75%
-0.5%
Q4 2022$2,120
-99.9%
31,043
-2.3%
0.75%
+0.1%
Q3 2022$2,002,000
-1.7%
31,769
-0.5%
0.75%
+12.6%
Q2 2022$2,036,000
-17.6%
31,942
-0.1%
0.66%
-1.5%
Q1 2022$2,470,000
-9.2%
31,961
+0.2%
0.68%
-4.8%
Q4 2021$2,719,000
+9.0%
31,885
+1.2%
0.71%
-0.6%
Q3 2021$2,494,000
-1.1%
31,499
+1.0%
0.71%
-0.6%
Q2 2021$2,523,000
+4.8%
31,173
+1.5%
0.72%
-3.0%
Q1 2021$2,408,000
+11.8%
30,725
+3.0%
0.74%
+0.4%
Q4 2020$2,154,000
+21.6%
29,831
+302.8%
0.74%
+9.4%
Q3 2020$1,771,000
+11.3%
7,405
+4.3%
0.67%
+1.2%
Q2 2020$1,591,000
+30.7%
7,100
+4.1%
0.66%
+6.6%
Q1 2020$1,217,000
-26.8%
6,820
-2.3%
0.62%
-4.6%
Q4 2019$1,662,000
+8.1%
6,981
+1.7%
0.65%
+1.1%
Q3 2019$1,537,000
+4.6%
6,866
+5.7%
0.65%
+5.7%
Q2 2019$1,470,000
+5.8%
6,496
+2.5%
0.61%
+4.1%
Q1 2019$1,389,000
+13.3%
6,338
-1.1%
0.59%
+2.4%
Q4 2018$1,226,000
-23.3%
6,410
-6.6%
0.57%
-8.0%
Q3 2018$1,599,000
+9.0%
6,865
+5.2%
0.62%
+1.5%
Q2 2018$1,467,000
-62.9%
6,528
-63.9%
0.62%
-63.5%
Q1 2018$3,950,000
-0.1%
18,093
-1.2%
1.68%
+4.9%
Q4 2017$3,953,000
+7.5%
18,316
+0.8%
1.60%
+1.9%
Q3 2017$3,678,000
+4.5%
18,176
+1.6%
1.58%
+1.0%
Q2 2017$3,518,000
+3.6%
17,891
+0.6%
1.56%
+1.8%
Q1 2017$3,396,000
+5.8%
17,791
+1.0%
1.53%
+1.7%
Q4 2016$3,210,000
+4.7%
17,621
+0.5%
1.51%
+0.1%
Q3 2016$3,065,000
+2.0%
17,541
-1.3%
1.50%
-0.1%
Q2 2016$3,004,000
+5.5%
17,766
+1.5%
1.51%
+2.4%
Q1 2016$2,847,000
-1.0%
17,506
-2.1%
1.47%
+0.3%
Q4 2015$2,877,000
+8.7%
17,876
+6.1%
1.47%
+2.7%
Q3 2015$2,646,000
-8.9%
16,846
-1.6%
1.43%
+0.7%
Q2 2015$2,903,000
+53.9%
17,126
+55.7%
1.42%
+55.1%
Q1 2015$1,886,000
+13.2%
10,996
+5.4%
0.92%
+11.0%
Q4 2014$1,666,000
+7.8%
10,431
+2.2%
0.82%
+3.4%
Q3 2014$1,546,000
-0.3%
10,206
+3.3%
0.80%
+2.3%
Q2 2014$1,551,000
+3.5%
9,876
+0.7%
0.78%
-0.1%
Q1 2014$1,499,000
+11.0%
9,806
+9.1%
0.78%
+12.1%
Q4 2013$1,350,000
-11.8%
8,991
-18.3%
0.70%
-4.3%
Q3 2013$1,530,000
+7.1%
10,999
-0.8%
0.73%
-15.3%
Q2 2013$1,428,00011,0850.86%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders