Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 96 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,361,911
+6.3%
26,085
+13.2%
0.09%
+12.8%
Q2 2023$1,281,382
+24.9%
23,046
+18.4%
0.08%
+18.2%
Q1 2023$1,025,742
+3.8%
19,464
-6.7%
0.07%
-5.7%
Q4 2022$987,976
+124017.6%
20,870
+16.8%
0.07%
+12.9%
Q3 2022$796
-21.0%
17,864
-15.1%
0.06%
-22.5%
Q2 2022$1,008
-0.4%
21,030
+22.7%
0.08%
+17.6%
Q1 2022$1,012
-14.8%
17,144
-4.6%
0.07%
-26.1%
Q4 2021$1,188
+16.1%
17,975
+10.2%
0.09%
-8.0%
Q3 2021$1,023
-9.0%
16,312
-8.2%
0.10%
-25.4%
Q2 2021$1,124
+0.2%
17,767
-6.2%
0.13%
-23.0%
Q1 2021$1,122
-10.2%
18,942
-13.2%
0.17%
-30.1%
Q4 2020$1,249
+7.1%
21,817
-9.1%
0.25%
-10.8%
Q3 2020$1,166
-99.9%
23,997
+6.1%
0.28%
+9.0%
Q2 2020$1,006,000
+12.8%
22,607
-9.8%
0.26%
+11.3%
Q1 2020$892,000
-12.6%
25,063
+5.0%
0.23%
-8.0%
Q4 2019$1,021,000
+7.4%
23,873
-3.0%
0.25%
+3.3%
Q3 2019$951,000
-5.0%
24,603
-5.2%
0.24%
-20.7%
Q2 2019$1,001,000
-10.7%
25,955
-12.1%
0.30%
-25.8%
Q1 2019$1,121,000
+17.3%
29,519
+2.7%
0.41%
-26.2%
Q4 2018$956,00028,7320.56%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Edelman Financial Services, LLC 40,274,764$1,465,196,00014.51%
Manifold Partners, LLC 236,779$8,621,0008.80%
REDW Wealth LLC 271,306$9,870,0007.36%
New England Private Wealth Advisors LLC 306,678$11,156,0003.15%
Horizon Investments, LLC 703,400$25,590,0001.12%
Ruggie Capital Group 47,950$1,743,0000.94%
Donoghue Forlines LLC 280,785$10,215,0000.89%
FOUNDERS FINANCIAL SECURITIES LLC 50,989$1,855,0000.60%
Mathes Company, Inc. 34,025$1,238,0000.58%
VALLEY NATIONAL ADVISERS INC 27,957$1,017,0000.38%
View complete list of ISHARES TR shareholders