DUMONT & BLAKE INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 315 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
DUMONT & BLAKE INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,192
-9.4%
11,249
-0.2%
0.40%
-5.8%
Q2 2023$1,315
+1.3%
11,269
-0.1%
0.43%
-2.7%
Q1 2023$1,298
+2.6%
11,283
-0.2%
0.44%
-1.8%
Q4 2022$1,265
-99.9%
11,309
-0.9%
0.45%
+15.2%
Q3 2022$1,040,000
-8.6%
11,409
-0.5%
0.39%
+4.6%
Q2 2022$1,138,000
-10.9%
11,470
-0.5%
0.37%
+6.6%
Q1 2022$1,277,000
-7.5%
11,527
-14.2%
0.35%
-3.1%
Q4 2021$1,380,000
+1.0%
13,432
+2.5%
0.36%
-7.7%
Q3 2021$1,366,000
-3.3%
13,100
+1.5%
0.39%
-3.0%
Q2 2021$1,413,000
+5.1%
12,901
-0.1%
0.40%
-2.4%
Q1 2021$1,344,000
+12.8%
12,910
+2.6%
0.41%
+1.2%
Q4 2020$1,192,000
+21.6%
12,584
+103.5%
0.41%
+9.4%
Q3 2020$980,000
+9.4%
6,185
+13.7%
0.37%
-0.5%
Q2 2020$896,000
+18.8%
5,439
+3.7%
0.37%
-3.4%
Q1 2020$754,000
-38.6%
5,243
-5.2%
0.39%
-19.9%
Q4 2019$1,228,000
+4.5%
5,528
+5.8%
0.48%
-2.4%
Q3 2019$1,175,000
+4.5%
5,227
-0.4%
0.50%
+5.8%
Q2 2019$1,124,000
-16.1%
5,247
-21.8%
0.47%
-17.5%
Q1 2019$1,339,000
+15.3%
6,707
-0.1%
0.57%
+4.2%
Q4 2018$1,161,000
-26.3%
6,717
-7.7%
0.54%
-11.4%
Q3 2018$1,575,000
+17.7%
7,275
+4.7%
0.61%
+9.4%
Q2 2018$1,338,000
+0.9%
6,950
+3.7%
0.56%
-0.7%
Q1 2018$1,326,000
-8.4%
6,700
-12.9%
0.56%
-3.9%
Q4 2017$1,448,000
+6.1%
7,695
+0.4%
0.59%
+0.7%
Q3 2017$1,365,000
+13.4%
7,665
+0.2%
0.58%
+9.4%
Q2 2017$1,204,000
+6.8%
7,650
+1.0%
0.53%
+5.1%
Q1 2017$1,127,000
+7.0%
7,575
+1.1%
0.51%
+2.8%
Q4 2016$1,053,000
+9.5%
7,495
+0.6%
0.49%
+4.7%
Q3 2016$962,000
+3.4%
7,450
+0.1%
0.47%
+1.3%
Q2 2016$930,000
+10.8%
7,445
+3.7%
0.47%
+7.4%
Q1 2016$839,0007,1800.43%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders