DUMONT & BLAKE INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 212 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
DUMONT & BLAKE INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$833
-4.7%
3,385
-0.9%
0.28%
-0.7%
Q2 2023$874
+2.3%
3,415
-1.1%
0.28%
-1.7%
Q1 2023$854
-8.1%
3,453
-0.5%
0.29%
-12.2%
Q4 2022$929
-99.9%
3,469
-0.9%
0.33%
-1.8%
Q3 2022$894,000
-1.7%
3,500
-1.6%
0.34%
+12.8%
Q2 2022$909,000
-9.5%
3,558
+0.3%
0.30%
+8.4%
Q1 2022$1,004,000
-1.1%
3,548
+1.4%
0.27%
+3.4%
Q4 2021$1,015,000
+14.3%
3,498
+0.7%
0.26%
+4.3%
Q3 2021$888,000
-3.2%
3,473
+0.9%
0.25%
-2.7%
Q2 2021$917,000
+4.8%
3,441
-0.9%
0.26%
-3.0%
Q1 2021$875,000
+9.4%
3,473
+1.9%
0.27%
-1.5%
Q4 2020$800,000
+18.5%
3,408
+1.9%
0.27%
+6.6%
Q3 2020$675,000
+9.6%
3,343
+4.7%
0.26%
-0.4%
Q2 2020$616,000
+18.7%
3,194
+2.6%
0.26%
-3.4%
Q1 2020$519,000
-20.4%
3,114
-4.2%
0.27%
+3.9%
Q4 2019$652,000
+27.3%
3,249
+2.5%
0.26%
+18.5%
Q3 2019$512,000
-1.3%
3,169
+4.6%
0.22%0.0%
Q2 2019$519,000
+2.2%
3,029
+0.2%
0.22%
+0.5%
Q1 2019$508,000
+2.0%
3,024
+0.2%
0.22%
-7.7%
Q4 2018$498,0003,0170.23%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Gruss & Co., LLC 2,000$533,0001.93%
Ayalon Insurance Comp Ltd. 19,393$5,204,0001.73%
Rothschild Capital Partners, LLC 20,199$5,382,0001.72%
Wharton Business Group, LLC 66,570$17,738,0001.38%
MARTIN & CO INC /TN/ 18,410$4,906,0001.22%
FMA ADVISORY INC 12,310$3,280,0001.22%
Aveo Capital Partners, LLC 16,140$4,301,0000.95%
Terra Nova Asset Management LLC 3,666$977,0000.84%
ASSETMARK, INC 586,040$156,156,0000.72%
Carl P. Sherr & Co., LLC 3,465$923,0000.64%
View complete list of ISHARES TR shareholders