Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 312 filers reported holding ISHARES TR in Q3 2023. 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 Q3 2023
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders