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Ishares Tr shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (IBTM) 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

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Quarterly reported holdings in Ishares Tr by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 10k 23.13
2025-06-30 $235k 10k 23.03
2025-03-31 $234k 10k 22.89
2024-12-31 $227k 10k 22.20

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 Portfolio Agrgte (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust Portfolio S&p600 (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 Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Ishares Tr

Krilogy Financial
Parcion Private Wealth
UBS Group
Raymond James Financial
Janney Montgomery Scott
Confluence Investment Management
Morgan Stanley
D.A. Davidson & Co.
Ameriprise Financial
Branch Banking & Trust Company
Snowden Capital Advisors
Wells Fargo & Company
HighTower Advisors
Cetera Investment Advisers
Atlantic Private Wealth

View all funds holding Ishares Tr