CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 259 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.98 and the average weighting 0.5%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$824,000
-32.6%
30,339
-21.1%
0.03%
-22.7%
Q1 2022$1,222,000
+2.3%
38,464
+0.3%
0.04%0.0%
Q4 2021$1,195,000
-8.1%
38,339
-10.4%
0.04%
-13.7%
Q3 2021$1,301,000
-6.1%
42,7660.0%0.05%
-10.5%
Q2 2021$1,386,000
+3.0%
42,7660.0%0.06%
-10.9%
Q1 2021$1,346,000
+6.8%
42,7660.0%0.06%
+3.2%
Q4 2020$1,260,000
+17.3%
42,766
-0.8%
0.06%
+1.6%
Q3 2020$1,074,000
-2.0%
43,091
-1.2%
0.06%
-9.0%
Q2 2020$1,096,000
-44.1%
43,620
-25.3%
0.07%
-57.1%
Q4 2019$1,959,000
+9.0%
58,366
-0.2%
0.16%
-0.6%
Q3 2019$1,798,000
+38.4%
58,505
+38.4%
0.16%
+20.8%
Q2 2019$1,299,000
+0.3%
42,277
+0.8%
0.13%
-8.5%
Q1 2019$1,295,000
+15.4%
41,951
+7.3%
0.14%
+26.8%
Q4 2018$1,122,000
-12.0%
39,0850.0%0.11%
-5.9%
Q3 2018$1,275,000
+1.3%
39,085
-0.5%
0.12%
-3.3%
Q2 2018$1,259,000
-7.8%
39,285
-5.0%
0.12%
-9.6%
Q1 2018$1,365,000
-2.3%
41,3580.0%0.14%
-5.6%
Q4 2017$1,397,000
-2.4%
41,358
-2.5%
0.14%
-4.6%
Q3 2017$1,431,000
-4.1%
42,402
-7.0%
0.15%
-9.6%
Q2 2017$1,492,000
-13.4%
45,595
-16.8%
0.17%
-13.5%
Q1 2017$1,723,000
+4.2%
54,772
-2.1%
0.19%
+2.1%
Q4 2016$1,654,000
-25.0%
55,962
-23.9%
0.19%
-29.7%
Q3 2016$2,204,000
-5.4%
73,511
-9.7%
0.27%
-20.2%
Q2 2016$2,330,000
-48.9%
81,370
-48.3%
0.34%
-52.9%
Q1 2016$4,558,000
-49.4%
157,243
-49.9%
0.72%
-52.8%
Q4 2015$9,012,000
-41.6%
313,890
-42.7%
1.51%
-47.7%
Q3 2015$15,419,000
-17.6%
548,135
-5.3%
2.90%
-22.5%
Q2 2015$18,721,000
+2174.7%
579,054
+2140.7%
3.74%
+65.9%
Q2 2013$823,00025,8432.25%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders