CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q2 2022. 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$812,205
+0.9%
17,997
+4.1%
0.02%0.0%
Q2 2023$804,704
-0.4%
17,292
+0.8%
0.02%
-4.2%
Q1 2023$807,934
+14.1%
17,157
+11.3%
0.02%
-7.7%
Q4 2022$708,352
-0.8%
15,409
-1.6%
0.03%
-70.5%
Q3 2022$714,000
+9.0%
15,664
+14.1%
0.09%
+225.9%
Q2 2022$655,000
-7.1%
13,724
-1.5%
0.03%
+8.0%
Q1 2022$705,000
+5.5%
13,939
+13.3%
0.02%
+4.2%
Q4 2021$668,000
+8.4%
12,304
+9.6%
0.02%0.0%
Q3 2021$616,000
+26.7%
11,224
+26.5%
0.02%
+20.0%
Q2 2021$486,000
-23.5%
8,871
-23.7%
0.02%
-33.3%
Q1 2021$635,00011,6220.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
NICOLA WEALTH MANAGEMENT LTD. 215,000$11,769,0001.21%
Stewardship Advisors, LLC 50,658$2,773,0001.04%
Blue Barn Wealth, LLC 14,460$792,0000.81%
Berger Financial Group, Inc 56,941$3,117,0000.56%
LFA - Lugano Financial Advisors SA 10,000$547,0000.34%
Mascoma Wealth Management LLC 10,675$584,0000.25%
KESTRA PRIVATE WEALTH SERVICES, LLC 71,089$3,891,0000.24%
Walkner Condon Financial Advisors LLC 9,054$491,0000.18%
Financial Architects, Inc 17,149$939,0000.14%
McClarren Financial Advisors, Inc. 2,541$139,0000.11%
View complete list of ISHARES TR shareholders