Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 275 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.87 and the average weighting 0.4%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$389,611
-8.8%
6,952
-4.6%
0.02%
-13.0%
Q1 2024$427,034
-25.3%
7,289
-31.2%
0.02%
-28.1%
Q4 2023$571,515
+12.2%
10,589
+0.8%
0.03%
-3.0%
Q3 2023$509,498
-33.7%
10,505
-22.8%
0.03%
-29.8%
Q2 2023$768,092
+50.9%
13,604
+44.2%
0.05%
+42.4%
Q1 2023$509,152
+5.6%
9,432
+2.8%
0.03%
-2.9%
Q4 2022$482,227
+107300.2%
9,173
-3.6%
0.03%
-2.9%
Q3 2022$449
-10.6%
9,511
-4.5%
0.04%
-12.5%
Q2 2022$502
-33.9%
9,959
-20.1%
0.04%
-21.6%
Q1 2022$760
+26.2%
12,467
+36.3%
0.05%
+8.5%
Q4 2021$602
+23.6%
9,146
+17.9%
0.05%
-2.1%
Q3 2021$487
+62.9%
7,756
+836.7%
0.05%
+33.3%
Q2 2021$299
+15.9%
828
+5.9%
0.04%
-10.0%
Q1 2021$258
+24.0%
782
+23.0%
0.04%
-2.4%
Q4 2020$208
-100.0%
636
-80.7%
0.04%
-85.4%
Q1 2019$763,000
+20.0%
3,297
+3.5%
0.28%
-24.3%
Q4 2018$636,0003,1850.37%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders