Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 215 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,305,661
-0.6%
56,720
+4.2%
0.21%
+5.4%
Q2 2023$3,325,599
+4.3%
54,411
+3.2%
0.20%
-1.5%
Q1 2023$3,188,966
+4.2%
52,736
-3.6%
0.21%
-4.6%
Q4 2022$3,061,897
+122917.2%
54,696
+6.2%
0.22%
+10.8%
Q3 2022$2,489
-0.1%
51,514
+11.1%
0.20%
-1.0%
Q2 2022$2,491
-11.4%
46,351
+4.9%
0.20%
+3.7%
Q1 2022$2,812
+1.8%
44,191
+8.1%
0.19%
-11.2%
Q4 2021$2,762
+17.0%
40,882
+15.8%
0.21%
-7.4%
Q3 2021$2,360
+705.5%
35,312
+711.8%
0.23%
+560.0%
Q2 2021$2934,3500.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Bank of Finland 8,860,960$516,416,74932.75%
AAF Wealth Management, LLC 391,010$22,788,09314.64%
TFC Financial Management, Inc. 962,684$56,105,24713.39%
Standpoint Asset Management, LLC 485,400$28,289,1129.34%
Delap Wealth Advisory, LLC 162,074$9,445,6739.13%
AMARILLO NATIONAL BANK 745,418$43,442,9619.10%
DDFG, Inc 381,795$22,251,0248.20%
MCF Advisors LLC 1,301,369$75,843,7916.84%
BRIGGS ADVISORY GROUP, INC. 203,969$11,887,3196.80%
Capital Asset Advisory Services LLC 1,356,037$79,694,2865.46%
View complete list of ISHARES TR shareholders