Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$256,786
-3.7%
10,384
-4.1%
0.02%
+6.2%
Q2 2023$266,612
+0.2%
10,829
+0.0%
0.02%
-5.9%
Q1 2023$266,180
+3.8%
10,825
+3.1%
0.02%
-5.6%
Q4 2022$256,33410,4970.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 294,247$7,185,5186.40%
Gateway Advisory, LLC 989,656$24,1676.20%
PFG Private Wealth Management, LLC 300,045$7,3274.55%
Windsor Capital Management, LLC 438,138$10,699,3403.90%
Reliant Wealth Planning 255,067$6,228,7363.78%
ABSOLUTE CAPITAL MANAGEMENT, LLC 136,139$3,324,5203.63%
Signature Wealth Management Group 298,249$7,283,2483.56%
Summit Asset Management, LLC 497,789$12,156,0073.52%
Tillar-Wenstrup Advisors, LLC 295,053$7,2053.48%
SONATA CAPITAL GROUP INC 228,415$5,5783.10%
View complete list of ISHARES TR shareholders