CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 162 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,916,542
-6.2%
348,667
-2.0%
0.58%
-6.4%
Q2 2023$22,288,283
-2.6%
355,929
-3.6%
0.62%
-7.4%
Q1 2023$22,879,559
-2.5%
369,323
-8.9%
0.68%
-22.7%
Q4 2022$23,455,984
+9.5%
405,252
-3.7%
0.87%
-67.0%
Q3 2022$21,426,000
-9.7%
420,784
+1.2%
2.64%
+168.5%
Q2 2022$23,718,000
-11.5%
415,881
+3.4%
0.98%
+2.9%
Q1 2022$26,791,000
+2.7%
402,392
+9.5%
0.96%
+0.6%
Q4 2021$26,076,000
+3.4%
367,582
+3.5%
0.95%
-3.7%
Q3 2021$25,223,000
+0.2%
355,250
+3.5%
0.99%
-4.3%
Q2 2021$25,171,000
+7.7%
343,396
+3.2%
1.03%
-6.6%
Q1 2021$23,377,000
+2.2%
332,630
-2.3%
1.10%
-1.5%
Q4 2020$22,867,000
+19.7%
340,326
+4.0%
1.12%
+4.2%
Q3 2020$19,100,000
+10.5%
327,391
+3.3%
1.08%
+2.2%
Q2 2020$17,287,000
-3.3%
317,083
+9.8%
1.05%
-25.8%
Q4 2019$17,871,000
+13.5%
288,701
+5.9%
1.42%
+3.3%
Q3 2019$15,741,000
+11.9%
272,516
+13.6%
1.37%
-2.6%
Q2 2019$14,065,000
+10.4%
239,853
+9.4%
1.41%
+1.2%
Q1 2019$12,735,000
+8.4%
219,302
-2.0%
1.39%
+19.1%
Q4 2018$11,750,000
-3.4%
223,675
+10.9%
1.17%
+3.2%
Q3 2018$12,164,000
+3.5%
201,683
+3.2%
1.13%
-1.3%
Q2 2018$11,750,000
+0.5%
195,414
+5.3%
1.15%
-1.8%
Q1 2018$11,697,000
-3.6%
185,542
-3.5%
1.17%
-6.2%
Q4 2017$12,129,000
+3.2%
192,284
-0.2%
1.25%
+0.3%
Q3 2017$11,748,000
+6.3%
192,647
-0.0%
1.24%
+0.7%
Q2 2017$11,052,000
+5.2%
192,673
+0.4%
1.23%
+5.0%
Q1 2017$10,502,000
+14.1%
191,822
+5.2%
1.18%
+11.6%
Q4 2016$9,206,000
+4.2%
182,335
+7.8%
1.05%
-2.3%
Q3 2016$8,835,000
+8.2%
169,195
+1.4%
1.08%
-8.7%
Q2 2016$8,169,000
+20.6%
166,848
+21.7%
1.18%
+11.1%
Q1 2016$6,776,000
+48.9%
137,046
+49.0%
1.06%
+39.0%
Q4 2015$4,552,000
+51.2%
92,003
+49.2%
0.76%
+35.4%
Q3 2015$3,011,000
+166.9%
61,646
+201.3%
0.56%
+151.1%
Q2 2015$1,128,00020,4600.22%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders