Klingman & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 66 filers reported holding ISHARES TR in Q1 2023. 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 Q1 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 177,637$4,457,8001.61%
HENGEHOLD CAPITAL MANAGEMENT LLC 372,816$9,355,8181.30%
Heartwood Wealth Advisors LLC 173,300$4,348,9640.68%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 573,003$14,379,5100.54%
Royal Harbor Partners, LLC 32,540$816,5910.50%
Signature Wealth Management Group 34,383$862,8420.42%
CLIENT 1ST ADVISORY GROUP, LLC 21,912$549,8820.32%
Garden State Investment Advisory Services LLC 19,072$478,6030.28%
Paradigm, Strategies in Wealth Management, LLC 9,514$238,7540.21%
Cornell Pochily Investment Advisors, Inc. 18,686$468,9310.21%
View complete list of ISHARES TR shareholders