Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 81 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$309,302
+24428.3%
5,414
+62.4%
0.02%
-89.8%
Q1 2021$1,261
-35.9%
3,334
-35.2%
0.20%
-50.0%
Q4 2020$1,967
-99.2%
5,142
+425.8%
0.39%
+522.2%
Q4 2019$257,000
-42.5%
978
-46.7%
0.06%
-44.7%
Q3 2019$447,000
-33.2%
1,835
-31.0%
0.11%
-44.1%
Q2 2019$669,000
+151.5%
2,660
+135.4%
0.20%
+108.2%
Q1 2019$266,000
+20.9%
1,1300.0%0.10%
-23.4%
Q4 2018$220,0001,1300.13%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 204,176$11,664,54811.07%
Cosner Financial Group, LLC 147,004$8,398,3397.40%
Cornerstone Planning Group LLC 231,941$13,250,7995.05%
CAPITAL WEALTH MANAGEMENT, LLC 159,052$9,086,6414.98%
CREATIVE FINANCIAL DESIGNS INC /ADV 613,142$35,028,7774.08%
Scott Capital Advisors, LLC 145,876$8,409,7493.35%
ETFIDEA, LLC 123,457$7,053,0983.00%
Matrix Trust Co 169,277$9,6712.52%
Integrated Investment Consultants, LLC 137,377$7,848,3412.43%
FORTE CAPITAL LLC /ADV 270,366$15,445,9832.38%
View complete list of ISHARES TR shareholders