Klingman & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$204,900
-2.9%
2,7320.0%0.02%
-5.6%
Q1 2022$211,000
-9.4%
2,7320.0%0.02%
-10.0%
Q4 2021$233,000
+7.9%
2,7320.0%0.02%0.0%
Q3 2021$216,000
-4.0%
2,732
+165.2%
0.02%
-60.0%
Q1 2018$225,000
+1.4%
1,0300.0%0.05%
+2.0%
Q4 2017$222,000
+2.3%
1,030
-4.1%
0.05%
-7.5%
Q3 2017$217,000
+6.9%
1,074
+4.3%
0.05%
-1.9%
Q2 2017$203,000
+12.8%
1,0300.0%0.05%0.0%
Q3 2016$180,000
+3.4%
1,0300.0%0.05%
-3.6%
Q2 2016$174,000
+4.2%
1,0300.0%0.06%
-6.7%
Q1 2016$167,000
+0.6%
1,0300.0%0.06%
-3.2%
Q4 2015$166,000
+3.1%
1,0300.0%0.06%
-1.6%
Q3 2015$161,000
-8.0%
1,0300.0%0.06%
-8.7%
Q2 2015$175,000
-1.1%
1,0300.0%0.07%
-5.5%
Q1 2015$177,000
+7.9%
1,0300.0%0.07%
+7.4%
Q4 2014$164,0001,0300.07%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 133,125$25,457,0008.81%
Centerpoint Advisors, LLC 47,725$9,126,0008.66%
Broadview Financial Management, LLC 44,521$8,514,0007.57%
Chanos & Co LP 56,964$10,893,0005.96%
Salomon & Ludwin, LLC 115,483$22,084,0005.10%
Perkins Coie Trust Co 44,070$8,427,0004.41%
Ifrah Financial Services, Inc. 54,136$10,353,0004.37%
LVZ, Inc. 78,539$15,019,0004.27%
Hudson Capital Management LLC 29,690$5,679,0004.14%
Capital Advisors, Ltd. LLC 62,250$11,904,0003.51%
View complete list of ISHARES TR shareholders