CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 284 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,076,439
-3.9%
417,650
+0.2%
0.56%
-3.9%
Q2 2023$20,881,558
-2.2%
416,881
-1.1%
0.58%
-7.1%
Q1 2023$21,355,018
+231.2%
421,536
+221.1%
0.63%
+162.5%
Q4 2022$6,447,262
+0.2%
131,282
-2.0%
0.24%
-69.8%
Q3 2022$6,436,000
-5.7%
133,935
+0.0%
0.79%
+179.6%
Q2 2022$6,826,000
-8.4%
133,924
-1.0%
0.28%
+6.8%
Q1 2022$7,448,000
-20.0%
135,325
-13.2%
0.27%
-21.8%
Q4 2021$9,315,000
+17.9%
155,927
+18.6%
0.34%
+9.7%
Q3 2021$7,904,000
+0.7%
131,518
+1.6%
0.31%
-3.7%
Q2 2021$7,846,000
+7.5%
129,495
+4.7%
0.32%
-6.7%
Q1 2021$7,300,000
-28.6%
123,644
-25.1%
0.34%
-31.3%
Q4 2020$10,224,000
+3.4%
164,977
+1.4%
0.50%
-10.0%
Q3 2020$9,890,000
+3.3%
162,723
+2.7%
0.56%
-4.5%
Q2 2020$9,575,000
+23.1%
158,471
+18.8%
0.58%
-5.5%
Q4 2019$7,776,000
+18.4%
133,384
+18.3%
0.62%
+7.7%
Q3 2019$6,569,000
+39.1%
112,721
+36.2%
0.57%
+21.4%
Q2 2019$4,722,000
+47.0%
82,744
+42.4%
0.47%
+34.8%
Q1 2019$3,213,000
+13.0%
58,124
+8.2%
0.35%
+24.0%
Q4 2018$2,844,000
+5.5%
53,708
+6.9%
0.28%
+12.7%
Q3 2018$2,695,000
+17.1%
50,262
+133.9%
0.25%
+11.6%
Q2 2018$2,302,000
+39.8%
21,490
+42.2%
0.22%
+36.4%
Q1 2018$1,647,00015,1120.16%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders