Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 268 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$434,462
-4.0%
8,7930.0%0.03%0.0%
Q2 2023$452,400
+2.8%
8,7930.0%0.03%0.0%
Q1 2023$439,914
+6.1%
8,7930.0%0.03%
-3.4%
Q4 2022$414,678
+105148.2%
8,7930.0%0.03%
-6.5%
Q3 2022$394
-6.6%
8,7930.0%0.03%
-6.1%
Q2 2022$422
-12.1%
8,793
-1.1%
0.03%
+3.1%
Q1 2022$480
+0.6%
8,892
+6.4%
0.03%
-13.5%
Q4 2021$477
+2.8%
8,3600.0%0.04%
-17.8%
Q3 2021$464
-0.9%
8,3600.0%0.04%
-19.6%
Q2 2021$468
+4.5%
8,3600.0%0.06%
-20.0%
Q1 2021$4488,3600.07%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 955,561$46,288,00011.19%
ARQ WEALTH ADVISORS, LLC 155,668$7,541,0007.26%
Weaver Consulting Group 89,157$4,319,0002.49%
NORTHWEST WEALTH MANAGEMENT, LLC 60,126$2,913,0002.42%
Aveo Capital Partners, LLC 138,503$6,709,0002.42%
Madrona Financial Services, LLC 72,922$3,532,0002.22%
MARINO, STRAM & ASSOCIATES LLC 77,445$3,751,0002.00%
Professional Financial Advisors, LLC 31,235$1,484,0001.38%
Strategic Family Wealth Counselors, L.L.C. 43,609$2,112,0001.18%
PATTON ALBERTSON MILLER GROUP, LLC 86,002$4,166,0001.18%
View complete list of ISHARES TR shareholders