Klingman & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 148 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$219,000
-12.4%
8,321
-12.4%
0.02%
-20.7%
Q4 2020$250,000
-0.8%
9,4990.0%0.03%
-14.7%
Q3 2020$252,000
+0.4%
9,4990.0%0.03%
-10.5%
Q2 2020$251,000
-4.9%
9,499
-6.5%
0.04%
-29.6%
Q1 2020$264,000
+6.9%
10,159
+7.4%
0.05%
+35.0%
Q4 2019$247,000
-15.4%
9,459
-15.2%
0.04%
-23.1%
Q3 2019$292,000
+2.8%
11,159
+2.8%
0.05%
-1.9%
Q2 2019$284,000
+1.1%
10,859
+0.2%
0.05%
-3.6%
Q1 2019$281,000
+37.1%
10,840
+35.6%
0.06%
+19.6%
Q4 2018$205,0007,9950.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 317,663$8,234,0002.24%
Paradigm, Strategies in Wealth Management, LLC 70,824$1,836,0001.92%
SONATA CAPITAL GROUP INC 108,843$2,821,0001.24%
SENTINEL PENSION ADVISORS INC 97,721$2,533,0000.86%
Praetorian Wealth Management, Inc. 89,791$2,327,0000.79%
LEAVELL INVESTMENT MANAGEMENT, INC. 387,152$10,035,0000.69%
Paradiem, LLC 62,819$1,627,0000.53%
Virginia National Bank 17,045$442,0000.50%
Stonebridge Capital Advisors LLC 175,006$4,536,0000.49%
AllSquare Wealth Management LLC 29,290$759,0000.46%
View complete list of ISHARES TR shareholders