Brookstone Capital Management - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Brookstone Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,302,699
-2.6%
68,280
+1.8%
0.07%
+5.9%
Q2 2023$3,391,033
+45.5%
67,043
+44.3%
0.07%
+51.1%
Q1 2023$2,330,381
+8.9%
46,459
+5.3%
0.04%
+4.7%
Q4 2022$2,139,850
+8.3%
44,102
-0.8%
0.04%
-6.5%
Q3 2022$1,975,000
-2.6%
44,477
+5.3%
0.05%
+2.2%
Q2 2022$2,027,000
-10.6%
42,225
-2.1%
0.04%
+2.3%
Q1 2022$2,268,000
+5.9%
43,113
+13.5%
0.04%
+18.9%
Q4 2021$2,142,000
+5.0%
37,986
+3.7%
0.04%0.0%
Q3 2021$2,040,000
+1.6%
36,630
+2.3%
0.04%
+2.8%
Q2 2021$2,007,000
-1.4%
35,802
-5.8%
0.04%
-53.8%
Q1 2021$2,035,000
+13.9%
37,995
+11.0%
0.08%
+9.9%
Q4 2020$1,786,000
+16.0%
34,224
+7.6%
0.07%0.0%
Q3 2020$1,540,000
+14.2%
31,794
+9.3%
0.07%
-15.5%
Q2 2020$1,349,000
-14.1%
29,082
-23.3%
0.08%
-6.7%
Q1 2020$1,570,000
-6.9%
37,938
+7.7%
0.09%
+4.7%
Q4 2019$1,686,000
+4.7%
35,236
+0.8%
0.09%
-1.1%
Q3 2019$1,610,000
-2.4%
34,962
-2.4%
0.09%
-8.4%
Q2 2019$1,649,000
+2.2%
35,824
-0.8%
0.10%
-9.5%
Q1 2019$1,614,000
+10.8%
36,109
+2.4%
0.10%
-5.4%
Q4 2018$1,457,000
-56.0%
35,276
-52.0%
0.11%
-56.0%
Q3 2018$3,314,000
+3.2%
73,423
+1.4%
0.25%
-10.0%
Q2 2018$3,211,000
-6.1%
72,391
-5.7%
0.28%
-9.7%
Q1 2018$3,421,000
-35.7%
76,756
-35.2%
0.31%
-35.1%
Q4 2017$5,323,000
+209.8%
118,494
+209.3%
0.48%
+206.4%
Q3 2017$1,718,000
+14.9%
38,314
+11.7%
0.16%
+9.1%
Q2 2017$1,495,000
+25.9%
34,290
+22.5%
0.14%
+19.2%
Q1 2017$1,187,000
+27.4%
28,001
+21.9%
0.12%
+17.6%
Q4 2016$932,000
+14.9%
22,977
+16.6%
0.10%
+14.6%
Q3 2016$811,000
-29.8%
19,699
-31.7%
0.09%
-41.1%
Q2 2016$1,155,000
-86.7%
28,859
-86.9%
0.15%
-88.5%
Q1 2016$8,680,000220,0271.31%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 955,561$46,288,00011.19%
ARQ WEALTH ADVISORS, LLC 155,668$7,541,0007.26%
Weaver Consulting Group 89,157$4,319,0002.49%
NORTHWEST WEALTH MANAGEMENT, LLC 60,126$2,913,0002.42%
Aveo Capital Partners, LLC 138,503$6,709,0002.42%
Madrona Financial Services, LLC 72,922$3,532,0002.22%
MARINO, STRAM & ASSOCIATES LLC 77,445$3,751,0002.00%
Professional Financial Advisors, LLC 31,235$1,484,0001.38%
Strategic Family Wealth Counselors, L.L.C. 43,609$2,112,0001.18%
PATTON ALBERTSON MILLER GROUP, LLC 86,002$4,166,0001.18%
View complete list of ISHARES TR shareholders