Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q2 2022
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders