Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 363 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,801,728
-11.8%
31,150
-5.2%
0.12%
-6.4%
Q2 2023$2,043,484
+18.8%
32,859
+3.9%
0.12%
+12.6%
Q1 2023$1,719,675
+5.1%
31,635
-13.4%
0.11%
-4.3%
Q4 2022$1,636,983
+96992.7%
36,515
-8.7%
0.12%
-12.1%
Q3 2022$1,686
+1.9%
39,976
+10.4%
0.13%
+0.8%
Q2 2022$1,655
-20.2%
36,208
+1.2%
0.13%
-6.4%
Q1 2022$2,075
+19.0%
35,761
+32.1%
0.14%
+3.7%
Q4 2021$1,744
+20.2%
27,081
+5.7%
0.14%
-4.9%
Q3 2021$1,451
+8.0%
25,610
+543.0%
0.14%
-11.2%
Q2 2021$1,344
+234.3%
3,983
+205.2%
0.16%
+158.1%
Q1 2021$402
-5.0%
1,305
-7.4%
0.06%
-26.2%
Q4 2020$423
+19.5%
1,410
+5.1%
0.08%
-1.2%
Q3 2020$354
-99.9%
1,341
+16.1%
0.08%
+23.2%
Q2 2020$272,000
+17.2%
1,155
-9.2%
0.07%
+15.0%
Q1 2020$232,0001,2720.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders