CLIFTONLARSONALLEN WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMM and the CUSIP is 46435U697. A total of 33 filers reported holding ISHARES TR in Q4 2018. 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$4,337,988
+29.0%
168,859
+29.3%
0.12%
+28.7%
Q2 2023$3,363,046
-7.1%
130,553
-6.7%
0.09%
-12.1%
Q1 2023$3,619,731
-3.2%
139,920
-3.7%
0.11%
-23.0%
Q4 2022$3,741,114
+73.0%
145,286
+74.7%
0.14%
+54.4%
Q2 2022$2,162,000
+64.4%
83,152
+64.4%
0.09%
+91.5%
Q1 2022$1,315,000
-5.9%
50,590
-2.9%
0.05%
-7.8%
Q4 2021$1,397,000
+4.4%
52,108
+5.0%
0.05%
-1.9%
Q3 2021$1,338,000
-6.3%
49,648
-6.1%
0.05%
-11.9%
Q2 2021$1,428,000
-0.8%
52,894
-0.8%
0.06%
-13.2%
Q1 2021$1,439,000
-4.2%
53,311
-3.9%
0.07%
-8.1%
Q4 2020$1,502,000
-0.9%
55,457
-0.9%
0.07%
-12.9%
Q3 2020$1,516,000
+24.0%
55,944
+23.4%
0.08%
+13.3%
Q2 2020$1,223,000
+27.7%
45,330
+25.1%
0.08%
-1.3%
Q4 2019$958,000
+5.2%
36,224
+4.6%
0.08%
-5.0%
Q3 2019$911,000
+19.7%
34,621
+19.4%
0.08%
+5.3%
Q2 2019$761,000
+1.1%
28,9950.0%0.08%
-7.3%
Q1 2019$753,000
+3.6%
28,995
+1.6%
0.08%
+13.9%
Q4 2018$727,000
+57.0%
28,547
+54.3%
0.07%
+67.4%
Q3 2018$463,000
+67.1%
18,503
+68.6%
0.04%
+59.3%
Q2 2018$277,00010,9760.03%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 121,639$3,296,0001.46%
SENTINEL PENSION ADVISORS INC 76,120$2,062,0000.80%
Peloton Wealth Strategists 39,700$1,076,0000.60%
SONATA CAPITAL GROUP INC 37,133$1,006,0000.59%
Estate Counselors, LLC 113,075$3,064,0000.48%
Paulson Wealth Management Inc. 26,064$706,0000.46%
Roof Eidam Maycock Peralta, LLC 41,550$1,126,0000.44%
Stonebridge Capital Advisors LLC 78,895$2,138,0000.38%
Capital Directions Investment Advisors, LLC 31,448$852,0000.32%
Covington Investment Advisors Inc. 37,423$1,014,0000.29%
View complete list of ISHARES TR shareholders