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Ishares Bitcoin Tr shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Bitcoin Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Bitcoin Tr held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Bitcoin Tr by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $714k 14k 49.65

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust State Street Spd (SPIB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Ishares Bitcoin Tr

Jane Street
Susquehanna International
Brevan Howard Capital Management
Goldman Sachs Group
Citadel Advisors
Millennium Management
Avenir Tech
BlackRock
Barclays
Mubadala Investment Co PJSC
Weiss Asset Management LP[1
Capula Management
Laurore
Wolverine Trading
Schonfeld Strategic Advisors

View all funds holding Ishares Bitcoin Tr