Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 341 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 2.81 and the average weighting 1.0%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,530,145
+9.1%
25,507
+13.9%
0.10%
+16.5%
Q2 2023$1,402,365
+48.2%
22,395
+46.6%
0.08%
+39.3%
Q1 2023$946,164
+21.2%
15,273
+13.3%
0.06%
+10.9%
Q4 2022$780,456
+131956.9%
13,484
+16.1%
0.06%
+19.6%
Q3 2022$591
-3.9%
11,610
+7.6%
0.05%
-6.1%
Q2 2022$615
-9.8%
10,790
+5.4%
0.05%
+6.5%
Q1 2022$682
-16.4%
10,240
-11.0%
0.05%
-27.0%
Q4 2021$816
+11.0%
11,505
+11.2%
0.06%
-12.5%
Q3 2021$735
-3.0%
10,350
+0.0%
0.07%
-20.0%
Q2 2021$758
-4.4%
10,346
-8.3%
0.09%
-26.8%
Q1 2021$793
+2.6%
11,278
-2.0%
0.12%
-20.1%
Q4 2020$773
+3.8%
11,505
-9.9%
0.15%
-13.5%
Q3 2020$745
-99.9%
12,776
-4.4%
0.18%
-3.8%
Q2 2020$729,000
+2.4%
13,364
-11.7%
0.18%
+0.5%
Q1 2020$712,000
-15.1%
15,136
+11.7%
0.18%
-10.7%
Q4 2019$839,000
+5.0%
13,556
-2.0%
0.21%
+1.5%
Q3 2019$799,000
-5.7%
13,828
-4.3%
0.20%
-21.3%
Q2 2019$847,000
-12.6%
14,445
-13.4%
0.26%
-27.5%
Q1 2019$969,000
-10.0%
16,686
-18.6%
0.36%
-43.2%
Q4 2018$1,077,00020,4970.63%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 705,088$42,298,70326.20%
Acorns Advisers, LLC 26,624,296$1,597,19121.96%
AMICA MUTUAL INSURANCE CO 2,748,499$164,85519.39%
Tiller Private Wealth, Inc. 452,551$27,148,53414.76%
Hardy Reed LLC 1,342,542$80,539,11514.60%
CAHABA WEALTH MANAGEMENT, INC. 1,497,541$89,837,5129.90%
Magnolia Wealth Management, LLC 176,787$10,605,4529.87%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,867,965$172,049,2229.66%
Astoria Strategic Wealth, Inc. 425,801$25,543,8029.61%
Johnson Financial Group, Inc. 2,246,348$134,758,3849.36%
View complete list of ISHARES TR shareholders