iShares S&P 1500 Index Fund shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $14M | 92k | 148.69 |
| 2025-09-30 | $14M | 98k | 145.65 |
| 2025-06-30 | $15M | 113k | 135.04 |
| 2025-03-31 | $15M | 121k | 122.01 |
| 2024-12-31 | $17M | 134k | 128.62 |
| 2024-09-30 | $18M | 147k | 125.62 |
| 2024-06-30 | $18M | 149k | 118.78 |
| 2024-03-31 | $18M | 155k | 115.30 |
| 2023-12-31 | $16M | 154k | 105.23 |
| 2023-09-30 | $15M | 159k | 94.19 |
| 2023-06-30 | $16M | 161k | 97.84 |
| 2023-03-31 | $15M | 166k | 90.55 |
| 2022-12-31 | $15M | 174k | 84.80 |
| 2022-06-30 | $15M | 177k | 83.78 |
| 2022-03-31 | $18M | 181k | 100.94 |
| 2021-12-31 | $22M | 201k | 106.98 |
| 2021-09-30 | $21M | 210k | 98.38 |
| 2021-06-30 | $21M | 216k | 98.76 |
| 2021-03-31 | $20M | 223k | 91.60 |
| 2020-12-31 | $21M | 248k | 86.22 |
| 2020-09-30 | $19M | 252k | 75.49 |
| 2020-06-30 | $18M | 263k | 69.44 |
| 2019-12-31 | $23M | 321k | 72.69 |
| 2019-09-30 | $28M | 413k | 67.07 |
| 2019-06-30 | $28M | 427k | 66.63 |
| 2019-03-31 | $28M | 432k | 64.40 |
| 2018-12-31 | $25M | 443k | 56.76 |
| 2018-09-30 | $31M | 472k | 66.63 |
| 2018-06-30 | $31M | 492k | 62.52 |
| 2018-03-31 | $30M | 496k | 60.46 |
| 2017-12-31 | $35M | 567k | 61.14 |
| 2017-09-30 | $31M | 539k | 57.63 |
| 2017-06-30 | $30M | 537k | 55.42 |
| 2017-03-31 | $31M | 575k | 54.03 |
| 2016-12-31 | $21M | 417k | 51.29 |
| 2016-09-30 | $19M | 389k | 49.53 |
| 2016-06-30 | $16M | 172k | 95.25 |
| 2016-03-31 | $13M | 141k | 93.36 |
| 2015-12-31 | $8.9M | 96k | 92.86 |
| 2015-09-30 | $5.8M | 66k | 87.59 |
| 2015-06-30 | $2.2M | 23k | 94.45 |
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