Brookstone Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 268 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.

Quarter-by-quarter ownership
Brookstone Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,369,516
+43.9%
16,798
+45.2%
0.03%
+57.9%
Q2 2023$951,756
-1.5%
11,569
+4.2%
0.02%0.0%
Q1 2023$966,615
+7.1%
11,107
+5.0%
0.02%
+5.6%
Q4 2022$902,229
+18.2%
10,582
+5.0%
0.02%0.0%
Q3 2022$763,000
+139.9%
10,078
+118.0%
0.02%
+12.5%
Q4 2019$318,000
-19.1%
4,623
-28.1%
0.02%
-23.8%
Q3 2019$393,000
-21.6%
6,433
-21.6%
0.02%
-36.4%
Q1 2019$501,000
-55.4%
8,207
-58.6%
0.03%
-61.2%
Q4 2018$1,123,000
+2.7%
19,832
+14.2%
0.08%
+2.4%
Q3 2018$1,093,000
+29.7%
17,361
+131.8%
0.08%
+9.2%
Q4 2017$843,000
-6.9%
7,490
-6.9%
0.08%
-7.3%
Q3 2017$905,000
-1.1%
8,043
-3.8%
0.08%
-5.7%
Q2 2017$915,000
+43.0%
8,364
+34.4%
0.09%
+33.8%
Q1 2017$640,000
-44.8%
6,224
-45.9%
0.06%
-49.2%
Q3 2016$1,159,000
+100.9%
11,508
+101.5%
0.13%
+70.7%
Q2 2016$577,000
+19133.3%
5,711
+18936.7%
0.08%
+7400.0%
Q3 2015$3,000
-99.9%
30
-99.9%
0.00%
-99.8%
Q2 2015$3,324,000
+632.2%
30,575
+625.4%
0.42%
+505.8%
Q1 2015$454,0004,2150.07%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
CPR Investments Inc. 39,744$3,275,7003.52%
Richard Bernstein Advisors LLC 1,789,400$147,482,4003.29%
Clarity Wealth Advisors, LLC 62,952$5,188,5012.35%
Phoenix Holdings Ltd. 1,256,000$103,519,5201.90%
FCA CORP /TX 51,311$4,229,0181.58%
Ayalon Insurance Comp Ltd. 36,790$3,0321.28%
TRANSATLANTIQUE PRIVATE WEALTH LLC 29,439$2,4261.27%
NOTTINGHAM ADVISORS, INC. 102,746$7,473,9531.16%
KM Capital Management Ltd. 16,295$1,343,0330.92%
Eldridge Investment Advisors, Inc. 28,972$2,3880.79%
View complete list of ISHARES TR shareholders