CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 459 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,497,000
-0.3%
13,597
-0.2%
0.06%
+14.8%
Q1 2022$1,502,000
+24.0%
13,623
+24.2%
0.05%
+22.7%
Q4 2021$1,211,000
+3.0%
10,965
+3.0%
0.04%
-4.3%
Q3 2021$1,176,000
-2.1%
10,642
-2.1%
0.05%
-6.1%
Q2 2021$1,201,000
+0.5%
10,871
+0.5%
0.05%
-12.5%
Q1 2021$1,195,000
-5.4%
10,817
-5.3%
0.06%
-9.7%
Q4 2020$1,263,000
+5.2%
11,428
+5.3%
0.06%
-8.8%
Q3 2020$1,201,000
-22.6%
10,852
-22.7%
0.07%
-44.7%
Q4 2019$1,551,000
+7.6%
14,041
+7.7%
0.12%
-2.4%
Q3 2019$1,442,00013,0350.13%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders