Gladstone Institutional Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 126 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Gladstone Institutional Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$307,577
-10.6%
7,987
-12.2%
0.02%
-4.8%
Q2 2023$343,931
-7.2%
9,094
-10.8%
0.02%
-12.5%
Q1 2023$370,639
-24.8%
10,196
-31.7%
0.02%
-31.4%
Q4 2022$493,002
+81253.5%
14,930
-16.3%
0.04%
-25.5%
Q3 2022$606
-40.5%
17,835
-38.6%
0.05%
-42.0%
Q2 2022$1,018
-20.8%
29,057
-3.5%
0.08%
-6.9%
Q1 2022$1,286
-1.6%
30,123
+2.8%
0.09%
-13.9%
Q4 2021$1,307
+6.2%
29,309
+3.5%
0.10%
-15.8%
Q3 2021$1,231
+7.7%
28,323
+6.9%
0.12%
-11.8%
Q2 2021$1,143
+50.0%
26,489
+32.8%
0.14%
+15.3%
Q1 2021$76219,9490.12%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CROSSPOINT FINANCIAL, LLC 37,790$1,455,28815.38%
RETIREMENT CAPITAL STRATEGIES 78,687$3,030,2361.42%
ABSOLUTE CAPITAL MANAGEMENT, LLC 22,600$870,3260.84%
Sierra Capital LLC 117,113$4,5100.72%
MARK SHEPTOFF FINANCIAL PLANNING, LLC 29,050$1,118,7200.72%
LVM CAPITAL MANAGEMENT LTD/MI 127,906$4,9260.69%
WealthOne, LLC 41,107$1,583,0460.64%
ALTERNA WEALTH MANAGEMENT, INC 12,317$474,3280.61%
CORA CAPITAL ADVISORS LLC 20,980$807,9400.54%
Wharton Business Group, LLC 200,110$7,7060.43%
View complete list of ISHARES TR shareholders