CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 274 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$304,000
-75.1%
2,337
-75.0%
0.01%
-76.0%
Q2 2021$1,220,000
-11.9%
9,347
-10.2%
0.05%
-26.5%
Q4 2020$1,385,000
+3.4%
10,414
+3.8%
0.07%
-10.5%
Q3 2020$1,340,000
-44.3%
10,034
-47.1%
0.08%
-63.8%
Q3 2019$2,405,000
-13.2%
18,969
-13.9%
0.21%
-24.5%
Q2 2019$2,770,000
-46.5%
22,030
-47.6%
0.28%
-51.0%
Q1 2019$5,181,000
-12.1%
42,051
-13.4%
0.57%
-3.4%
Q4 2018$5,896,000
-0.3%
48,566
-2.2%
0.59%
+6.5%
Q3 2018$5,912,000
-23.9%
49,649
-23.3%
0.55%
-27.5%
Q2 2018$7,772,000
-12.7%
64,765
-12.3%
0.76%
-14.6%
Q1 2018$8,903,000
+3.9%
73,814
+5.3%
0.89%
+1.1%
Q4 2017$8,567,000
-8.5%
70,132
-7.4%
0.88%
-11.1%
Q3 2017$9,358,000
+49.1%
75,766
+49.1%
0.99%
+41.2%
Q2 2017$6,278,000
-9.3%
50,803
-10.0%
0.70%
-11.4%
Q4 2016$6,919,000
+254.6%
56,475
+259.5%
0.79%
+82.3%
Q1 2015$1,951,000
-1.4%
15,710
-2.8%
0.43%
+1.4%
Q4 2014$1,978,000
-7.8%
16,168
-8.6%
0.43%
-6.6%
Q3 2014$2,145,000
-6.9%
17,682
-6.5%
0.46%
+1.1%
Q2 2014$2,303,000
+1.8%
18,911
+0.9%
0.45%
-9.4%
Q1 2014$2,262,000
-2.6%
18,742
-3.1%
0.50%
-14.1%
Q4 2013$2,322,000
-11.9%
19,348
-11.0%
0.58%
-18.7%
Q3 2013$2,637,00021,7320.72%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Lyons Wealth Management, LLC. 53,603$6,605,00018.56%
Keel Point, LLC 1,095,643$134,983,00015.59%
ALTFEST L J & CO INC 450,137$55,457,00013.50%
One Day In July LLC 109,960$13,547,0009.65%
Mount Lucas Management LP 436,335$53,756,0008.90%
Deane Retirement Strategies, Inc. 153,622$18,928,0008.25%
LFA - Lugano Financial Advisors SA 109,708$13,516,0008.10%
PROFFITT & GOODSON INC 259,807$32,008,0008.08%
GM Advisory Group, LLC 152,001$18,727,0006.16%
Bangor Savings Bank 254,843$31,396,0005.90%
View complete list of ISHARES TR shareholders