Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 152 filers reported holding ISHARES TR in Q3 2023. 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$4,696,450
-14.3%
78,628
-9.2%
0.30%
-9.0%
Q2 2023$5,481,420
+13.8%
86,608
+9.0%
0.33%
+7.1%
Q1 2023$4,818,333
-3.5%
79,458
-6.6%
0.31%
-11.4%
Q4 2022$4,991,585
+100314.1%
85,079
-7.8%
0.35%
-9.5%
Q3 2022$4,971
-5.0%
92,266
-0.6%
0.39%
-6.0%
Q2 2022$5,230
-17.5%
92,812
-1.5%
0.41%
-3.5%
Q1 2022$6,33994,1920.43%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
YARGER WEALTH STRATEGIES, LLC 71,637$4,142,0005.35%
PACIFIC FINANCIAL GROUP INC 110,076$6,203,0004.60%
Benchmark Wealth Management, LLC 95,244$5,367,0003.95%
OmniStar Financial Group, Inc. 38,823$2,187,0002.42%
Matrix Trust Co 150,133$8,460,0002.34%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 98,504$5,551,0002.28%
Sunburst Financial Group, LLC 46,508$2,621,0001.26%
Brand Asset Management Group, Inc. 38,370$2,162,0001.10%
Empirical Asset Management, LLC 17,552$989,0001.04%
Pitti Group Wealth Management, LLC 12,660$713,0000.97%
View complete list of ISHARES TR shareholders