Gladstone Institutional Advisory LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 362 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$7,338,134
-8.4%
147,086
-8.8%
0.48%
-2.9%
Q2 2023$8,015,379
-2.0%
161,210
-2.2%
0.49%
-7.6%
Q1 2023$8,175,154
+5.3%
164,822
+4.6%
0.53%
-3.5%
Q4 2022$7,766,397
+99789.4%
157,629
-0.1%
0.55%
-9.9%
Q3 2022$7,775
+28.1%
157,845
+28.1%
0.61%
+26.7%
Q2 2022$6,070
+8.7%
123,233
+9.4%
0.48%
+27.3%
Q1 2022$5,583
+128.0%
112,634
+129.7%
0.38%
+98.4%
Q4 2021$2,449
+37.8%
49,028
+38.3%
0.19%
+9.2%
Q3 2021$1,777
+13.7%
35,447
+13.8%
0.17%
-6.5%
Q2 2021$1,563
+25.4%
31,157
+25.5%
0.19%
-4.1%
Q1 2021$1,246
+3.0%
24,818
+2.9%
0.19%
-19.5%
Q4 2020$1,210
+1.9%
24,119
+1.8%
0.24%
-15.1%
Q3 2020$1,187
-99.9%
23,690
-3.5%
0.28%
-9.0%
Q2 2020$1,228,000
+3.4%
24,555
+0.2%
0.31%
+1.6%
Q1 2020$1,188,000
+3.7%
24,517
+7.5%
0.31%
+9.3%
Q4 2019$1,146,000
+49.0%
22,807
+49.4%
0.28%
+43.4%
Q3 2019$769,000
+68.3%
15,267
+68.4%
0.20%
+41.0%
Q2 2019$457,000
+19.0%
9,066
+18.6%
0.14%
-1.4%
Q1 2019$384,000
+43.3%
7,645
+42.4%
0.14%
-9.6%
Q4 2018$268,0005,3700.16%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders