Klingman & Associates, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 24 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$481,212
-13.2%
3,128
-9.0%
0.04%
-13.3%
Q2 2023$554,333
+60.3%
3,439
+51.0%
0.04%
+50.0%
Q1 2023$345,710
+5.9%
2,278
+1.2%
0.03%
+3.4%
Q4 2022$326,553
+11.1%
2,251
-1.7%
0.03%0.0%
Q3 2022$294,000
-6.7%
2,2890.0%0.03%
-6.5%
Q2 2022$315,000
-15.3%
2,289
-4.2%
0.03%
-3.1%
Q1 2022$372,000
-0.5%
2,3890.0%0.03%0.0%
Q4 2021$374,000
+7.8%
2,3890.0%0.03%0.0%
Q3 2021$347,000
-1.7%
2,3890.0%0.03%
-5.9%
Q2 2021$353,000
+6.3%
2,389
+1.6%
0.03%0.0%
Q1 2021$332,000
+12.5%
2,351
+2.0%
0.03%0.0%
Q4 2020$295,000
+13.9%
2,3050.0%0.03%
-2.9%
Q3 2020$259,000
+16.7%
2,305
+12.2%
0.04%
+2.9%
Q2 2020$222,000
-11.6%
2,055
+6.5%
0.03%
-17.1%
Q4 2019$251,000
+9.1%
1,9300.0%0.04%0.0%
Q3 2019$230,000
+2.2%
1,9300.0%0.04%
-2.4%
Q2 2019$225,000
+3.2%
1,9300.0%0.04%0.0%
Q1 2019$218,000
-21.9%
1,930
-19.8%
0.04%
-26.3%
Q3 2018$279,000
+5.3%
2,4050.0%0.06%0.0%
Q2 2018$265,000
+0.8%
2,4050.0%0.06%
-3.4%
Q1 2018$263,000
-4.4%
2,4050.0%0.06%
-1.7%
Q4 2017$275,000–2,405–0.06%–
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Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 416,733$63,243,40123.53%
LPWM LLC 249,212$37,820,40518.18%
Foundation Wealth Management, LLC 106,963$16,232,67816.71%
Halpern Financial, Inc. 272,735$41,390,26914.88%
MMA ASSET MANAGEMENT LLC 124,393$18,877,87213.50%
Praetorian Wealth Management, Inc. 253,861$38,525,94512.52%
Powell Investment Advisors, LLC 145,268$22,045,87012.27%
FINANCIAL LIFE ADVISORS 175,008$26,559,18911.42%
Frank, Rimerman Advisors LLC 269,955$40,968,37111.32%
INSTRUMENTAL WEALTH, LLC 54,666$8,253,51810.90%
View complete list of ISHARES TR shareholders