CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 224 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$58,092,231
+7.7%
270,801
-2.1%
1.25%
+1.5%
Q1 2024$53,960,368
+7652.9%
276,578
+5962.6%
1.23%
+4448.1%
Q3 2021$696,000
+1.3%
4,5620.0%0.03%
-3.6%
Q2 2021$687,0004,5620.03%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 5,599,915$701,333,00024.80%
SOA Wealth Advisors, LLC. 227,785$28,527,0008.41%
Baystate Wealth Management LLC 653,067$81,790,0007.94%
Stonebridge Financial Planning Group, LLC 82,798$10,370,0007.04%
Aspire Capital Advisors LLC 70,546$8,835,0006.70%
Legacy Wealth Planning, LLC 30,561$3,827,0005.49%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 60,600$7,590,0005.20%
Strategic Equity Management 71,352$8,936,0004.64%
Atlantic Union Bankshares Corp 347,817$43,560,0004.45%
Crumly & Associates Inc. 84,607$10,596,0004.40%
View complete list of ISHARES TR shareholders