Brookstone Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 50 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Brookstone Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$219,000
-17.4%
8,799
-17.3%
0.01%
-27.3%
Q4 2020$265,000
-1.1%
10,638
-0.6%
0.01%
-8.3%
Q3 2020$268,000
+9.4%
10,707
+10.0%
0.01%
-20.0%
Q2 2020$245,000
-23.0%
9,735
-24.5%
0.02%
-16.7%
Q1 2020$318,000
-20.5%
12,888
-19.5%
0.02%
-10.0%
Q4 2019$400,000
-7.2%
16,006
-7.2%
0.02%
-13.0%
Q3 2019$431,000
-10.2%
17,244
-10.5%
0.02%
-17.9%
Q2 2019$480,000
-7.2%
19,273
-7.8%
0.03%
-17.6%
Q1 2019$517,000
-58.3%
20,913
-58.9%
0.03%
-63.8%
Q4 2018$1,239,000
-7.9%
50,873
-7.9%
0.09%
-7.8%
Q3 2018$1,345,000
-7.6%
55,225
-7.5%
0.10%
-19.7%
Q2 2018$1,455,0000.0%59,709
+0.4%
0.13%
-3.8%
Q1 2018$1,455,000
-13.0%
59,472
-11.8%
0.13%
-12.0%
Q4 2017$1,673,000
-3.9%
67,452
-2.9%
0.15%
-5.1%
Q3 2017$1,741,000
-18.7%
69,492
-18.9%
0.16%
-22.5%
Q2 2017$2,142,000
+14.9%
85,713
+14.1%
0.20%
+7.9%
Q1 2017$1,864,000
-8.1%
75,125
-8.5%
0.19%
-15.2%
Q4 2016$2,029,000
-7.7%
82,129
-5.4%
0.22%
-7.9%
Q3 2016$2,199,000
+20.8%
86,772
+21.1%
0.24%
+1.7%
Q2 2016$1,821,000
-42.8%
71,640
-43.8%
0.24%
-50.4%
Q1 2016$3,183,000127,4240.48%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
BerganKDV Wealth Management, LLC 1,006,710$24,523,0005.74%
Cottage Street Advisors LLC 323,334$7,876,0005.24%
Tillar-Wenstrup Advisors, LLC 305,212$7,435,0004.90%
RiverGlades Family Offices LLC 204,829$4,990,0004.22%
Matthew Goff Investment Advisor, LLC 296,632$7,226,0003.67%
Day & Ennis, LLC 204,829$4,990,0003.28%
Guidant Wealth Advisors 273,274$6,656,0003.10%
Gateway Advisory, LLC 282,863$6,891,0002.88%
Fragasso Group Inc. 470,220$11,455,0002.56%
CORDA Investment Management, LLC. 845,522$20,596,0002.53%
View complete list of ISHARES TR shareholders