CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 128 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,341,550
+36.7%
57,491
+37.5%
0.04%
+35.7%
Q2 2023$981,633
+0.9%
41,825
+2.0%
0.03%
-3.4%
Q1 2023$973,080
-5.8%
41,006
-7.3%
0.03%
-23.7%
Q4 2022$1,032,685
-37.1%
44,226
-37.8%
0.04%
-81.3%
Q3 2022$1,643,000
-2.0%
71,116
+0.9%
0.20%
+190.0%
Q2 2022$1,677,000
-10.0%
70,488
-6.8%
0.07%
+4.5%
Q1 2022$1,864,000
-13.7%
75,606
-8.7%
0.07%
-15.2%
Q4 2021$2,160,000
+9.9%
82,854
+11.7%
0.08%
+2.6%
Q3 2021$1,966,000
-8.2%
74,180
-7.8%
0.08%
-12.5%
Q2 2021$2,141,000
+2.5%
80,471
+1.6%
0.09%
-11.1%
Q1 2021$2,088,000
+19.7%
79,214
+23.1%
0.10%
+15.1%
Q4 2020$1,744,000
+14.7%
64,369
+13.5%
0.09%0.0%
Q3 2020$1,521,000
+37.8%
56,725
+37.0%
0.09%
+28.4%
Q2 2020$1,104,000
+26.0%
41,393
+20.8%
0.07%
-4.3%
Q4 2019$876,000
+13.3%
34,258
+12.8%
0.07%
+4.5%
Q3 2019$773,000
+124.7%
30,359
+121.0%
0.07%
+97.1%
Q2 2019$344,000
+32.8%
13,736
+28.4%
0.03%
+21.4%
Q1 2019$259,00010,6990.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 203,764$5,522,0004.23%
CAPITAL ADVISORS INC/OK 3,025,649$82,000,0002.92%
BRANDYWINE OAK PRIVATE WEALTH LLC 540,662$14,652,0002.23%
Signature Wealth Management Group 120,309$3,261,0002.06%
Gateway Advisory, LLC 286,959$7,777,0001.69%
SIGMA INVESTMENT COUNSELORS INC 698,661$18,935,0001.63%
Peloton Wealth Strategists 106,200$2,878,0001.43%
Praetorian Wealth Management, Inc. 103,858$2,814,0001.08%
Capital Investment Advisors, LLC 563,066$15,260,0000.64%
WRAPMANAGER INC 76,735$2,080,0000.61%
View complete list of ISHARES TR shareholders