Brookstone Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Brookstone Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,258,595
-30.5%
50,526
-27.2%
0.03%
-22.2%
Q2 2023$1,809,949
-15.0%
69,400
-7.4%
0.04%
-12.2%
Q1 2023$2,129,365
-16.1%
74,925
-16.6%
0.04%
-19.6%
Q4 2022$2,537,617
+12.5%
89,859
-11.3%
0.05%
-1.9%
Q3 2022$2,256,000
-35.9%
101,359
-23.3%
0.05%
-33.3%
Q2 2022$3,517,000
-26.0%
132,180
-12.7%
0.08%
-16.1%
Q1 2022$4,751,000
-5.4%
151,394
-3.8%
0.09%
+6.9%
Q4 2021$5,022,000
-3.3%
157,344
-5.9%
0.09%
-7.4%
Q3 2021$5,196,000
-11.2%
167,181
-7.5%
0.09%
-10.5%
Q2 2021$5,854,000
+2391.1%
180,676
+1831.1%
0.10%
+600.0%
Q2 2020$235,000
-1.7%
9,356
+31.7%
0.02%
+25.0%
Q4 2019$239,000
-2.4%
7,105
-10.8%
0.01%
-14.3%
Q2 2019$245,000
-71.5%
7,969
-68.7%
0.01%
-81.8%
Q4 2017$860,000
-11.8%
25,440
-11.9%
0.08%
-12.5%
Q3 2017$975,000
+3.5%
28,870
+0.3%
0.09%
-2.2%
Q2 2017$942,000
-33.9%
28,779
-36.4%
0.09%
-37.5%
Q1 2017$1,425,000
-19.9%
45,280
-24.8%
0.14%
-26.2%
Q4 2016$1,779,000
+102.6%
60,184
+105.5%
0.20%
+101.0%
Q3 2016$878,000
+11.4%
29,280
+6.4%
0.10%
-5.8%
Q2 2016$788,000
+78700.0%
27,512
+80817.6%
0.10%
Q3 2015$1,000
-80.0%
34
-78.6%
0.00%
-100.0%
Q2 2015$5,0001590.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders