Ishares Tr shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr (IBTK) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 134k | 19.88 |
| 2025-06-30 | $1.6M | 82k | 19.84 |
| 2025-03-31 | $763k | 39k | 19.66 |
| 2024-12-31 | $340k | 18k | 19.19 |
| 2024-09-30 | $285k | 14k | 20.05 |
| 2024-06-30 | $250k | 13k | 19.28 |
| 2024-03-31 | $213k | 11k | 19.42 |
| 2023-12-31 | $277k | 14k | 19.72 |
More positions owned by CliftonLarsonAllen Wealth Advisors
View all positions for CliftonLarsonAllen Wealth Advisors