Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$284,434
-15.5%
11,198
-12.4%
0.02%
-14.3%
Q2 2023$336,634
-4.4%
12,785
-0.1%
0.02%
-8.7%
Q1 2023$351,950
+19.4%
12,803
+18.0%
0.02%
+9.5%
Q4 2022$294,686
+114563.8%
10,850
-4.9%
0.02%
+5.0%
Q3 2022$257
-8.5%
11,410
+10.2%
0.02%
-9.1%
Q2 2022$281
-2.4%
10,353
+14.1%
0.02%
+15.8%
Q1 2022$288
+2.5%
9,076
+0.6%
0.02%
-13.6%
Q4 2021$281
-5.7%
9,025
-7.9%
0.02%
-24.1%
Q3 2021$298
+4.2%
9,802
+11.2%
0.03%
-14.7%
Q2 2021$286
+5.9%
8,813
+2.6%
0.03%
-19.0%
Q1 2021$2708,5900.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders