CLIFTONLARSONALLEN WEALTH ADVISORS, LLC IBTL — ISHARES TR

Ownership history in CLIFTONLARSONALLEN WEALTH ADVISORS, LLC  ·  7 quarters on record

AI Ownership Summary

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported ISHARES TR (IBTL) in 7 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows IBTL at 0.00% 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.

What this IBTL 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

IBTL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

IBTL stock page CLIFTONLARSONALLEN WEALTH ADVISORS, LLC fund profile CLIFTONLARSONALLEN WEALTH ADVISORS, LLC full holdings
How CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held IBTL — position size vs. price
% of Fund (quarterly)    IBTL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 11,327 -162 -1.4% 0.00% $231K 2026-04-09 $20.38
2025 Q4 UNCHANGED — — — 11,489 — 0% 0.00% $236K 2026-01-22 $20.25
2025 Q3 UNCHANGED — — — 11,489 — 0% 0.00% $236K 2025-10-14 $20.29
2025 Q2 REDUCED — — — 11,489 -9 -0.1% 0.00% $236K 2025-07-21 $19.75
2025 Q1 UNCHANGED — — — 11,498 — 0% 0.00% $234K 2025-04-17 $19.50
2024 Q4 ADDED — — — 11,498 +804 +7.5% 0.00% $228K 2025-01-14 $18.63
2023 Q4 INITIATED — — — 10,694 — — 0.01% $220K 2024-01-16 $18.64

🏢 Other funds also holding IBTL

As of 2026 Q1 — sorted by position size

SHELTON WEALTH MANAGEMENT, LLC 3Y 4.43% FORONJY FINANCIAL LLC 2.68% Whalen Wealth Management Inc. 2.19% Yoder Wealth Management, Inc. 2.08% Probity Advisors, Inc. 3Y 7Y 1.63% MOULTON WEALTH MANAGEMENT, INC 3Y 1.48% TITLEIST ASSET MANAGEMENT, LLC 1.47% Signature Wealth Management Group 3Y 7Y 1.41% Accretive Wealth Partners, LLC 3Y 0.95% Stockman Wealth Management, Inc. 3Y 7Y 0.57%

FAQ About CLIFTONLARSONALLEN WEALTH ADVISORS, LLC and IBTL

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 IBTL?

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported IBTL across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for IBTL was 0.01% in 2023 Q4.

What is the latest reported IBTL position on this page?

The most recent filing on this page is 2026 Q1, when CLIFTONLARSONALLEN WEALTH ADVISORS, LLC reported 11,327 shares, equal to 0.00% of portfolio, with an estimated market value of $231K.

What does the chart on this IBTL ownership page compare?

The chart compares CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's quarterly IBTL 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 IBTL position?

Based on 13F filing dates vs. subsequent IBTL price moves, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on IBTL relative to SPY over the holding period was -6.3%.

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