Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$385,442
-13.6%
17,488
-10.2%
0.02%
-7.4%
Q2 2023$445,930
-22.2%
19,473
-20.6%
0.03%
-27.0%
Q1 2023$573,316
-19.7%
24,522
-22.0%
0.04%
-26.0%
Q4 2022$714,107
+88940.8%
31,431
-10.8%
0.05%
-20.6%
Q3 2022$802
+76.7%
35,223
+85.5%
0.06%
+75.0%
Q2 2022$454
+33.1%
18,989
+38.6%
0.04%
+56.5%
Q1 2022$341
+6.2%
13,702
+13.8%
0.02%
-8.0%
Q4 2021$321
-11.1%
12,039
-11.6%
0.02%
-28.6%
Q3 2021$361
+1.4%
13,624
+1.9%
0.04%
-16.7%
Q2 2021$356
-20.2%
13,376
-21.5%
0.04%
-39.1%
Q1 2021$446
-4.3%
17,035
-0.5%
0.07%
-25.8%
Q4 2020$466
+58.5%
17,125
+63.0%
0.09%
+32.9%
Q3 2020$294
-99.9%
10,504
-12.7%
0.07%
-18.6%
Q2 2020$337,000
+11.6%
12,032
+11.7%
0.09%
+10.3%
Q1 2020$302,00010,7710.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders