CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,309,246
-6.5%
422,380
-2.9%
0.26%
-6.8%
Q2 2023$9,961,033
-9.2%
434,980
-7.3%
0.28%
-13.9%
Q1 2023$10,974,399
+7.6%
469,393
+4.6%
0.32%
-14.5%
Q4 2022$10,197,635
-5.4%
448,840
-5.2%
0.38%
-71.5%
Q3 2022$10,781,000
-5.3%
473,683
-0.5%
1.33%
+181.4%
Q2 2022$11,380,000
-4.9%
476,132
-0.8%
0.47%
+10.8%
Q1 2022$11,962,000
-10.7%
480,199
-4.4%
0.43%
-12.7%
Q4 2021$13,395,000
+7.5%
502,069
+6.9%
0.49%
+0.2%
Q3 2021$12,457,000
+2.1%
469,545
+2.4%
0.49%
-2.4%
Q2 2021$12,197,000
+7.1%
458,543
+5.5%
0.50%
-7.1%
Q1 2021$11,385,000
+12.1%
434,712
+16.6%
0.54%
+8.0%
Q4 2020$10,155,000
+14.6%
372,784
+17.6%
0.50%
-0.4%
Q3 2020$8,858,000
+5.0%
316,911
+5.2%
0.50%
-2.7%
Q2 2020$8,434,000
+16.4%
301,309
+7.9%
0.51%
-10.8%
Q4 2019$7,245,000
+19.4%
279,301
+21.2%
0.58%
+8.7%
Q3 2019$6,067,000
+34.0%
230,484
+31.4%
0.53%
+16.7%
Q2 2019$4,527,000
+45.3%
175,349
+42.0%
0.45%
+33.1%
Q1 2019$3,116,000
+39.9%
123,448
+36.6%
0.34%
+53.6%
Q4 2018$2,227,000
+7.8%
90,361
+6.5%
0.22%
+15.0%
Q3 2018$2,066,000
+17.8%
84,872
+19.2%
0.19%
+12.2%
Q2 2018$1,754,000
+41.1%
71,217
+41.4%
0.17%
+38.7%
Q1 2018$1,243,00050,3560.12%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders