Klingman & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 87 filers reported holding ISHARES TR in Q2 2022. 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
Q3 2023$1,609,567
+8.2%
64,876
+9.8%
0.13%
+8.3%
Q2 2023$1,487,281
+8.1%
59,066
+9.6%
0.12%
+1.7%
Q1 2023$1,375,798
+16.2%
53,889
+14.7%
0.12%
+13.5%
Q4 2022$1,184,416
+84.2%
46,982
+79.9%
0.10%
+65.1%
Q3 2022$643,000
+74.3%
26,111
+79.1%
0.06%
+75.0%
Q2 2022$369,00014,5760.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
FORVIS Wealth Advisors, LLC 8,000$205,0000.02%
CENTRAL TRUST Co 4,650$119,0000.01%
Asset Dedication, LLC 63$2,0000.00%
JANE STREET GROUP, LLC 11,406$292,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
JPMORGAN CHASE & CO 14,000$359,0000.00%
WELLS FARGO & COMPANY/MN 1,879$48,0000.00%
View complete list of ISHARES TR shareholders