Klingman & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDV and the CUSIP is 46436E726. A total of 3 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$7,197,590
+168.1%
353,169
+178.9%
0.58%
+168.2%
Q2 2023$2,684,811126,6420.22%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 174,557$3,631,0003.27%
Signature Wealth Management Group 177,182$3,685,3861.80%
Guidance Point Advisors, LLC 163,271$3,396,0451.44%
Aptus Capital Advisors, LLC 1,646,376$34,244,6211.05%
ARROW FINANCIAL CORP 278,501$5,7930.79%
Bradley & Co. Private Wealth Management, LLC 23,915$497,4320.61%
Capital Investment Advisors, LLC 900,017$18,7200.57%
CGN Advisors LLC 142,687$2,967,8830.52%
Legacy Private Trust Co. 276,080$5,742,4630.52%
LITTLE HOUSE CAPITAL LLC 46,686$971,0660.48%
View complete list of ISHARES TR shareholders