CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 74 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,371,189
-14.4%
132,074
-14.5%
0.09%
-14.5%
Q2 2023$3,938,843
-6.7%
154,525
-6.9%
0.11%
-12.0%
Q1 2023$4,220,084
-3.0%
165,949
-3.3%
0.12%
-22.8%
Q4 2022$4,351,708
+32.1%
171,665
+32.9%
0.16%
+18.2%
Q2 2022$3,294,000
+34.4%
129,188
+34.3%
0.14%
+57.5%
Q1 2022$2,450,000
-0.3%
96,183
+1.5%
0.09%
-3.3%
Q4 2021$2,457,000
-10.0%
94,804
-9.7%
0.09%
-15.9%
Q3 2021$2,731,000
-3.4%
105,034
-3.0%
0.11%
-7.8%
Q2 2021$2,827,000
-1.7%
108,272
-1.5%
0.12%
-14.7%
Q1 2021$2,877,000
-5.5%
109,951
-5.4%
0.14%
-8.7%
Q4 2020$3,045,000
+1.6%
116,282
+1.9%
0.15%
-11.8%
Q3 2020$2,998,000
+30.0%
114,076
+29.8%
0.17%
+19.9%
Q2 2020$2,307,000
+16.7%
87,918
+14.8%
0.14%
-10.2%
Q4 2019$1,977,000
+2.4%
76,578
+2.2%
0.16%
-7.1%
Q3 2019$1,931,000
+5.8%
74,944
+5.6%
0.17%
-7.7%
Q2 2019$1,826,000
+29.1%
70,985
+27.8%
0.18%
+18.1%
Q1 2019$1,414,000
+2.3%
55,537
+0.9%
0.16%
+12.3%
Q4 2018$1,382,000
-17.7%
55,053
-18.6%
0.14%
-12.1%
Q3 2018$1,680,000
+9.9%
67,602
+10.4%
0.16%
+5.4%
Q2 2018$1,528,000
+0.3%
61,2270.0%0.15%
-2.0%
Q1 2018$1,524,000
+413.1%
61,227
+419.8%
0.15%
+390.3%
Q4 2017$297,00011,7780.03%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 119,102$3,125,0001.53%
Gateway Advisory, LLC 188,420$4,943,0001.45%
SENTINEL PENSION ADVISORS INC 76,710$2,012,0000.84%
SONATA CAPITAL GROUP INC 50,231$1,318,0000.84%
Paulson Wealth Management Inc. 41,884$1,099,0000.77%
LEAVELL INVESTMENT MANAGEMENT, INC. 255,185$6,695,0000.65%
Guidance Point Advisors, LLC 32,735$858,0000.48%
Stonebridge Capital Advisors LLC 91,794$2,408,0000.45%
Roof Eidam Maycock Peralta, LLC 41,705$1,094,0000.42%
TLWM 26,720$701,0000.41%
View complete list of ISHARES TR shareholders