CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$280,551
-1.8%
11,675
+0.2%
0.01%0.0%
Q2 2023$285,597
-3.4%
11,657
-1.7%
0.01%
-11.1%
Q1 2023$295,714
-20.0%
11,857
-22.1%
0.01%
-35.7%
Q4 2022$369,718
+28.8%
15,221
+26.0%
0.01%
-60.0%
Q3 2022$287,000
-4.7%
12,084
+0.2%
0.04%
+169.2%
Q2 2022$301,000
-16.4%
12,057
-11.7%
0.01%0.0%
Q1 2022$360,000
-7.7%
13,659
-0.8%
0.01%
-7.1%
Q4 2021$390,000
-46.4%
13,772
-45.8%
0.01%
-51.7%
Q3 2021$728,000
-8.2%
25,406
-7.4%
0.03%
-12.1%
Q2 2021$793,000
+2.7%
27,431
+0.6%
0.03%
-8.3%
Q1 2021$772,000
-14.8%
27,256
-11.1%
0.04%
-18.2%
Q4 2020$906,000
+1.6%
30,6650.0%0.04%
-12.0%
Q3 2020$892,000
+136.0%
30,665
+133.8%
0.05%
+117.4%
Q2 2020$378,00013,1160.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 159,786$4,608,0004.34%
BRANDYWINE OAK PRIVATE WEALTH LLC 429,242$12,384,0002.20%
Signature Wealth Management Group 76,916$2,218,0001.70%
Timber Creek Capital Management LLC 48,060$1,386,0000.87%
Motley Fool Wealth Management, LLC 502,929$14,504,0000.82%
Andesa Financial Management Inc. 24,070$696,0000.62%
Wealth Advisory Solutions, LLC 64,615$1,864,0000.52%
Avestar Capital, LLC 37,953$1,095,0000.48%
Peloton Wealth Strategists 26,000$750,0000.47%
Capital Investment Advisors, LLC 240,136$6,926,0000.36%
View complete list of ISHARES TR shareholders