Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 258 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$645,112
-1.8%
6,803
+1.1%
0.04%
+5.0%
Q2 2023$656,905
+34.7%
6,728
+22.5%
0.04%
+25.0%
Q1 2023$487,511
-2.7%
5,492
-10.6%
0.03%
-8.6%
Q4 2022$500,929
+99885.8%
6,145
-1.6%
0.04%
-10.3%
Q3 2022$501
+1.0%
6,248
+5.5%
0.04%0.0%
Q2 2022$496
-51.7%
5,920
-39.0%
0.04%
-43.5%
Q1 2022$1,026
+51.8%
9,708
+66.2%
0.07%
+32.7%
Q4 2021$676
+16.6%
5,842
+3.2%
0.05%
-8.8%
Q3 2021$580
+4.5%
5,661
+3.0%
0.06%
-13.6%
Q2 2021$555
+18.6%
5,494
+6.6%
0.07%
-9.6%
Q1 2021$468
+27.2%
5,155
+24.3%
0.07%0.0%
Q4 2020$368
+10.8%
4,146
-0.0%
0.07%
-7.6%
Q3 2020$332
-99.9%
4,147
-5.1%
0.08%
-1.2%
Q2 2020$314,000
-80.7%
4,369
-84.7%
0.08%
-81.0%
Q1 2020$1,631,000
-17.8%
28,576
-2.6%
0.42%
-13.6%
Q4 2019$1,985,000
+9.4%
29,342
+1.7%
0.49%
+5.4%
Q3 2019$1,815,000
-3.6%
28,862
-3.9%
0.46%
-19.4%
Q2 2019$1,882,000
+694.1%
30,024
+665.7%
0.57%
+558.6%
Q1 2019$237,0003,9210.09%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders