Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 60 filers reported holding ISHARES TR in Q2 2022. 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$1,979,438
-7.7%
42,042
-2.5%
0.13%
-2.3%
Q2 2023$2,145,046
+4.3%
43,142
-0.6%
0.13%
-1.5%
Q1 2023$2,056,798
+0.9%
43,392
-2.9%
0.13%
-7.6%
Q4 2022$2,037,530
+119123.5%
44,682
+11.6%
0.14%
+7.5%
Q3 2022$1,709
-7.1%
40,032
-3.7%
0.13%
-7.6%
Q2 2022$1,839
-16.7%
41,567
+0.8%
0.14%
-2.7%
Q1 2022$2,20841,2420.15%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Brand Asset Management Group, Inc. 32,164$1,514,3560.78%
Richwood Investment Advisors, LLC 13,442$632,8820.64%
Goldstein Advisors, LLC 41,210$1,940,2580.40%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 5,934$279,4060.24%
Gladstone Institutional Advisory LLC 42,042$1,979,4380.13%
Aveo Capital Partners, LLC 19,643$924,8440.12%
FLAGSTAR ADVISORS INC 6,485$306,8490.12%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,837$1,028,1420.10%
AVANTAX ADVISORY SERVICES, INC. 183,838$8,655,5320.10%
Atria Wealth Solutions, Inc. 63,312$2,981,4740.04%
View complete list of ISHARES TR shareholders