Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$460,313
-6.4%
6,372
-2.8%
0.03%0.0%
Q2 2023$491,775
+4.3%
6,557
-0.5%
0.03%
-3.2%
Q1 2023$471,394
-2.9%
6,592
-7.3%
0.03%
-8.8%
Q4 2022$485,545
+96429.8%
7,109
-11.0%
0.03%
-12.8%
Q3 2022$503
-2.9%
7,988
-1.8%
0.04%
-4.9%
Q2 2022$518
-23.8%
8,135
-7.6%
0.04%
-10.9%
Q1 2022$680
+19.3%
8,801
+31.7%
0.05%
+4.5%
Q4 2021$570
-7.0%
6,685
-13.7%
0.04%
-26.7%
Q3 2021$613
-2.1%
7,743
+0.1%
0.06%
-18.9%
Q2 2021$626
-0.6%
7,737
-3.7%
0.07%
-24.5%
Q1 2021$630
+11.7%
8,035
+2.9%
0.10%
-12.5%
Q4 2020$564
+20.8%
7,806
+300.1%
0.11%0.0%
Q3 2020$467
-99.9%
1,951
+0.1%
0.11%
+0.9%
Q2 2020$437,0000.0%1,950
-20.4%
0.11%
-1.8%
Q1 2020$437,000
-27.0%
2,451
-2.6%
0.11%
-23.1%
Q4 2019$599,000
+4.4%
2,516
-1.9%
0.15%
+0.7%
Q3 2019$574,0002,5650.15%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders