Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,397,541
-2.9%
5,175
+0.7%
0.09%
+2.3%
Q2 2023$1,439,582
+2.7%
5,137
+0.1%
0.09%
-3.3%
Q1 2023$1,401,372
-3.1%
5,132
+0.7%
0.09%
-10.8%
Q4 2022$1,446,467
+110995.8%
5,098
-0.9%
0.10%0.0%
Q3 2022$1,302
-5.7%
5,144
+0.2%
0.10%
-6.4%
Q2 2022$1,381
-11.1%
5,135
-4.5%
0.11%
+3.8%
Q1 2022$1,553
+3.0%
5,379
+7.2%
0.10%
-10.3%
Q4 2021$1,508
+262.5%
5,019
+233.3%
0.12%
+185.4%
Q3 2021$416
+65.1%
1,506
+63.0%
0.04%
+36.7%
Q2 2021$2529240.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders