Klingman & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 216,550$5,448,3981.68%
HENGEHOLD CAPITAL MANAGEMENT LLC 375,620$9,450,6001.25%
Heartwood Wealth Advisors LLC 200,451$5,043,3470.72%
Evergreen Wealth Solutions, LLC 20,612$518,6020.52%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 605,617$15,237,3240.50%
Royal Harbor Partners, LLC 40,697$1,023,9370.50%
Signature Wealth Management Group 39,740$999,8580.47%
Garden State Investment Advisory Services LLC 33,831$851,1690.34%
Gateway Advisory, LLC 57,836$1,455,1640.31%
CLIENT 1ST ADVISORY GROUP, LLC 21,912$551,3060.29%
View complete list of ISHARES TR shareholders