Klingman & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 59 filers reported holding ISHARES TR in Q4 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$1,404,026
+23.6%
57,518
+27.4%
0.11%
+23.9%
Q2 2023$1,136,277
+32.3%
45,162
+34.7%
0.09%
+24.3%
Q1 2023$858,570
+31.5%
33,538
+28.9%
0.07%
+29.8%
Q4 2022$652,72126,0100.06%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Envision Financial Planning, LLC 110,358$2,693,8452.67%
Praetorian Wealth Management, Inc. 216,100$5,275,0011.68%
HENGEHOLD CAPITAL MANAGEMENT LLC 374,938$9,152,2371.19%
Heartwood Wealth Advisors LLC 206,216$5,033,7330.74%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 633,652$15,467,4450.54%
Royal Harbor Partners, LLC 37,113$905,9280.47%
Garden State Investment Advisory Services LLC 38,524$940,3700.43%
Evergreen Wealth Solutions, LLC 16,497$402,6910.41%
Kathmere Capital Management, LLC 107,119$2,614,7750.39%
Hills Bank & Trust Co 121,532$2,966,5960.34%
View complete list of ISHARES TR shareholders