Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 180 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2020
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 195,080$11,228,80410.68%
CAPITAL WEALTH MANAGEMENT, LLC 154,761$8,908,0435.12%
ETFIDEA, LLC 125,898$7,246,6893.16%
Scott Capital Advisors, LLC 111,999$6,446,6453.11%
Northern Capital Management, Inc. 61,170$3,520,9583.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 337,567$19,430,3402.54%
Matrix Trust Co 163,298$9,3992.53%
FORTE CAPITAL LLC /ADV 270,445$15,566,8242.38%
HARVEST GROUP WEALTH MANAGEMENT, LLC 66,144$3,807,2852.37%
Rodgers & Associates, LTD 229,330$13,200,2352.05%
View complete list of ISHARES TR shareholders