CLIFTONLARSONALLEN WEALTH ADVISORS, LLC BGRN — ISHARES TR

Ownership history in CLIFTONLARSONALLEN WEALTH ADVISORS, LLC  ·  20 quarters on record

AI Ownership Summary

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported ISHARES TR (BGRN) in 20 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows BGRN at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BGRN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BGRN was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BGRN stock page CLIFTONLARSONALLEN WEALTH ADVISORS, LLC fund profile CLIFTONLARSONALLEN WEALTH ADVISORS, LLC full holdings
How CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held BGRN — position size vs. price
% of Fund (quarterly)    BGRN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 46,842 +147 +0.3% 0.03% $2.2M 2026-04-09 $47.26
2025 Q4 ADDED — — — 46,695 +3,572 +8.3% 0.03% $2.2M 2026-01-22 $47.14
2025 Q3 ADDED — — — 43,123 +4,018 +10.3% 0.03% $2.1M 2025-10-14 $46.86
2025 Q2 REDUCED — — — 39,105 -428 -1.1% 0.03% $1.9M 2025-07-21 $45.65
2025 Q1 ADDED — — — 39,533 +22,834 +136.7% 0.03% $1.9M 2025-04-17 $44.53
2024 Q4 ADDED — — — 16,699 +127 +0.8% 0.02% $779K 2025-01-14 $43.60
2024 Q3 REDUCED 17.0% -2.1% ✅ 16,572 -3,383 -17.0% 0.02% $801K 2024-10-15 $44.56
2024 Q2 ADDED — — — 19,955 +1,077 +5.7% 0.02% $929K 2024-07-12 $43.38
2024 Q1 REDUCED — — — 18,878 -110 -0.6% 0.02% $885K 2024-05-02 $42.23
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BGRN

As of 2026 Q1 — sorted by position size

Impact Investors, Inc 5.59% Francis Financial, Inc. 3Y 7Y 2.19% Laurel Wealth Planning LLC 3Y 1.75% SEEDS INVESTOR LLC 0.91% Plum Street Advisors, LLC 0.77% Invera Wealth Advisors, LLC 0.77% Livet Wealth, LLC 0.5% Midwest Financial Partners Investments, Inc. 0.48% Shotwell Rutter Baer Inc 0.46% Equita Financial Network, Inc. 0.35%

FAQ About CLIFTONLARSONALLEN WEALTH ADVISORS, LLC and BGRN

These are the practical questions this page is built to answer before you even open the full history table.

How long has CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported owning BGRN?

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported BGRN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BGRN position in CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for BGRN was 0.03% in 2025 Q1.

What is the latest reported BGRN position on this page?

The most recent filing on this page is 2026 Q1, when CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported 46,842 shares, equal to 0.03% of portfolio, with an estimated market value of $2.2M.

What does the chart on this BGRN ownership page compare?

The chart compares CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's quarterly BGRN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CLIFTONLARSONALLEN WEALTH ADVISORS, LLC time their BGRN position?

Based on 13F filing dates vs. subsequent BGRN price moves, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC correctly timed 11 out of 19 reported position changes (58%). The annualised alpha on BGRN relative to SPY over the holding period was -10.1%.

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