CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 61 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,247,493
-5.1%
82,847
-2.5%
0.18%
-4.9%
Q2 2023$6,580,778
+7.8%
85,001
-0.8%
0.18%
+2.2%
Q1 2023$6,104,916
+20.4%
85,671
+12.1%
0.18%
-4.8%
Q4 2022$5,069,267
+0.0%
76,448
-6.9%
0.19%
-69.8%
Q3 2022$5,069,000
-1.2%
82,073
+6.2%
0.63%
+193.9%
Q2 2022$5,132,000
-36.1%
77,300
-23.7%
0.21%
-25.8%
Q1 2022$8,026,000
-3.0%
101,356
+3.4%
0.29%
-5.0%
Q4 2021$8,272,000
+11.5%
98,050
-0.2%
0.30%
+3.8%
Q3 2021$7,418,000
+15.3%
98,247
+14.7%
0.29%
+10.2%
Q2 2021$6,435,000
+90.0%
85,690
+75.3%
0.26%
+65.0%
Q1 2021$3,387,000
+269.4%
48,888
+246.2%
0.16%
+255.6%
Q4 2020$917,00014,1220.04%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 30,241,405$2,095,427,00024.44%
Bank of Italy 6,282,081$435,160,00019.83%
True Link Financial Advisors, LLC 161,284$11,175,0001.62%
FUKOKU MUTUAL LIFE INSURANCE Co 128,000$8,867,0000.85%
FIRETHORN WEALTH PARTNERS, LLC 11,924$826,0000.77%
BLUESTEM FINANCIAL ADVISORS, LLC 10,545$731,0000.52%
Kalos Management, Inc. 8,210$594,0000.18%
PRIVATE CAPITAL MANAGEMENT LLC 4,766$330,0000.18%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 48,888$3,387,0000.16%
KB FINANCIAL PARTNERS, LLC 5,129$355,0000.15%
View complete list of ISHARES TR shareholders