Klingman & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDW and the CUSIP is 46436E486. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,341,742
+97.5%
172,388
+106.5%
0.27%
+97.1%
Q2 2023$1,691,81683,4640.14%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Capital Investment Advisors, LLC 1,168,911$24,278,2730.61%
CGN Advisors LLC 147,696$3,067,6440.42%
View complete list of ISHARES TR shareholders