Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 117 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,687,195
-6.1%
96,564
-2.6%
0.37%
-0.3%
Q2 2023$6,054,189
-3.9%
99,119
-11.3%
0.37%
-9.6%
Q1 2023$6,300,941
+7.3%
111,699
+0.1%
0.41%
-1.7%
Q4 2022$5,874,308
+106531.1%
111,594
+0.0%
0.42%
-3.7%
Q3 2022$5,509
-6.1%
111,544
-1.2%
0.43%
-7.1%
Q2 2022$5,869
-18.2%
112,944
-1.1%
0.46%
-4.3%
Q1 2022$7,176114,1790.48%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 70,606$4,158,3742.66%
Brand Asset Management Group, Inc. 58,110$3,422,4051.76%
Quantitative Strategies, Inc. 34,761$2,047,2701.38%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 19,315$1,137,5681.14%
Dentgroup LLC 15,669$922,8330.68%
Equitable Holdings, Inc. 561,856$33,090,8460.48%
Gladstone Institutional Advisory LLC 96,564$5,687,1950.37%
Red Tortoise LLC 7,281$428,8020.29%
West Coast Financial LLC 27,906$1,643,5470.24%
CHAPIN DAVIS, INC. 7,912$466,0080.22%
View complete list of ISHARES TR shareholders