DUMONT & BLAKE INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 939 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.4%.

Quarter-by-quarter ownership
DUMONT & BLAKE INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,656
-2.6%
88,108
-0.1%
0.90%
+1.2%
Q2 2023$2,727
-1.9%
88,159
-1.0%
0.89%
-5.8%
Q1 2023$2,780
+11.0%
89,032
+8.5%
0.94%
+6.3%
Q4 2022$2,504
-99.9%
82,026
-11.8%
0.89%
-19.6%
Q3 2022$2,944,000
-2.0%
92,974
+1.8%
1.10%
+12.3%
Q2 2022$3,003,000
-6.2%
91,329
+3.9%
0.98%
+12.2%
Q1 2022$3,201,000
-7.0%
87,901
+0.7%
0.87%
-2.6%
Q4 2021$3,442,000
+6.0%
87,282
+4.3%
0.90%
-3.3%
Q3 2021$3,247,000
+4.4%
83,653
+5.8%
0.93%
+4.9%
Q2 2021$3,111,000
+9.9%
79,096
+7.3%
0.88%
+1.8%
Q1 2021$2,831,000
+23.9%
73,719
+24.3%
0.87%
+11.3%
Q4 2020$2,284,000
+6.0%
59,319
+0.4%
0.78%
-4.5%
Q3 2020$2,154,000
+5.0%
59,084
-0.2%
0.82%
-4.6%
Q2 2020$2,051,000
+11.0%
59,216
+2.0%
0.86%
-9.6%
Q1 2020$1,848,000
-17.5%
58,036
-2.6%
0.95%
+7.6%
Q4 2019$2,239,000
-1.6%
59,568
-1.8%
0.88%
-8.0%
Q3 2019$2,276,000
+1.2%
60,648
-0.7%
0.96%
+2.2%
Q2 2019$2,250,000
-0.1%
61,063
-0.9%
0.94%
-1.8%
Q1 2019$2,253,000
+10.7%
61,648
+3.7%
0.95%0.0%
Q4 2018$2,036,000
-10.0%
59,476
-2.4%
0.95%
+8.2%
Q3 2018$2,263,000
-1.7%
60,950
-0.2%
0.88%
-8.7%
Q2 2018$2,303,000
+2.1%
61,062
+1.7%
0.97%
+0.5%
Q1 2018$2,255,000
-0.2%
60,037
+1.1%
0.96%
+4.8%
Q4 2017$2,260,000
-1.7%
59,377
+0.2%
0.92%
-6.9%
Q3 2017$2,300,0000.0%59,270
+0.9%
0.98%
-3.3%
Q2 2017$2,300,000
+3.5%
58,715
+2.2%
1.02%
+1.6%
Q1 2017$2,223,000
+5.7%
57,450
+1.7%
1.00%
+1.7%
Q4 2016$2,103,000
-3.7%
56,505
+2.3%
0.99%
-8.0%
Q3 2016$2,183,000
-1.4%
55,260
-0.5%
1.07%
-3.4%
Q2 2016$2,214,000
+0.9%
55,515
-1.3%
1.11%
-2.2%
Q1 2016$2,194,000
-1.7%
56,220
-2.1%
1.14%
-0.3%
Q4 2015$2,232,000
-0.2%
57,445
-0.8%
1.14%
-5.8%
Q3 2015$2,236,000
-2.1%
57,937
-0.6%
1.21%
+8.2%
Q2 2015$2,284,000
+0.5%
58,314
+2.9%
1.12%
+1.2%
Q1 2015$2,273,000
+5.5%
56,664
+3.7%
1.10%
+3.6%
Q4 2014$2,154,000
-0.2%
54,6190.0%1.06%
-4.4%
Q3 2014$2,159,000
+0.1%
54,619
+1.1%
1.11%
+2.9%
Q2 2014$2,156,000
+3.5%
54,014
+1.2%
1.08%
-0.1%
Q1 2014$2,084,000
+7.1%
53,389
+1.1%
1.08%
+8.1%
Q4 2013$1,945,000
-15.1%
52,821
-12.4%
1.00%
-7.9%
Q3 2013$2,290,00060,2711.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders