CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 315 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$447,519
+76.9%
10,229
+14.0%
0.01%
+30.0%
Q3 2021$253,000
-3.1%
8,9690.0%0.01%
-9.1%
Q2 2021$261,000
+20.3%
8,969
-16.2%
0.01%0.0%
Q4 2020$217,000
-34.2%
10,708
+4.3%
0.01%
-57.7%
Q4 2019$330,000
-57.1%
10,267
-58.5%
0.03%
-66.2%
Q4 2018$770,00024,7230.08%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Transamerica Financial Advisors, Inc. 2,134,808$93,078,0006.49%
Prospera Financial Services Inc 450,898$19,659,0004.38%
F-Squared Investment Management, LLC 2,546,851$111,043,0004.20%
AMG National Trust Bank 743,464$32,415,0003.10%
Ken Stern & Associates, Inc. 91,323$3,982,0002.99%
RiverFront Investment Group, LLC 1,295,635$56,489,0001.59%
Stillwater Capital Advisors, LLC 83,469$3,639,0001.11%
Starfire Investment Advisers, Inc. 56,572$2,466,594,0000.81%
Hilltop Holdings Inc. 70,631$3,080,0000.79%
Risk Paradigm Group, LLC 15,791$688,487,0000.67%
View complete list of ISHARES TR shareholders