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Ishares High Dividend Equity F shares owned by Klingman & Associates

Quarter-by-quarter ownership of Ishares High Dividend Equity F (HDV) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Ishares High Dividend Equity F

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All positions including Ishares High Dividend Equity F held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares High Dividend Equity F by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 21k 122.45
2025-06-30 $2.4M 21k 117.17
2025-03-31 $2.5M 21k 121.12
2024-12-31 $2.3M 21k 112.26
2024-09-30 $2.5M 21k 117.62
2024-06-30 $2.3M 21k 108.70
2024-03-31 $2.4M 21k 110.21
2023-12-31 $2.2M 22k 101.99
2023-09-30 $2.2M 22k 98.89
2023-06-30 $2.2M 22k 100.79
2023-03-31 $2.2M 22k 101.66
2022-12-31 $2.3M 22k 104.24
2022-09-30 $2.0M 22k 91.30
2022-06-30 $2.2M 22k 100.44
2022-03-31 $2.1M 19k 106.88
2021-12-31 $1.8M 18k 101.01
2021-09-30 $1.7M 18k 94.28
2021-06-30 $1.8M 18k 96.52
2021-03-31 $1.8M 19k 94.91
2020-12-31 $1.6M 19k 87.69
2020-09-30 $1.5M 18k 80.46
2020-06-30 $1.6M 19k 81.15
2020-03-31 $1.4M 19k 71.57
2019-12-31 $2.0M 20k 98.05
2019-09-30 $1.9M 20k 94.14
2019-06-30 $213k 2.3k 94.67
2019-03-31 $1.9M 20k 93.31
2018-12-31 $1.7M 20k 84.36
2018-09-30 $1.9M 21k 90.56
2018-06-30 $1.8M 21k 85.01
2018-03-31 $1.9M 22k 84.47
2017-12-31 $2.0M 22k 90.15
2017-09-30 $1.9M 23k 85.96
2017-06-30 $1.9M 22k 83.15
2017-03-31 $1.8M 22k 83.86
2016-12-31 $1.8M 22k 82.24
2016-09-30 $1.8M 22k 81.28
2016-06-30 $1.8M 22k 82.15
2016-03-31 $1.8M 23k 78.00
2015-12-31 $2.2M 30k 73.42
2015-09-30 $2.1M 30k 69.56
2015-06-30 $2.3M 31k 73.57
2015-03-31 $2.4M 32k 74.98
2014-12-31 $2.4M 32k 76.51

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)

View all positions for Klingman & Associates

Top funds holding Ishares High Dividend Equity F

Morgan Stanley
LPL Financial
UBS Group
Wells Fargo & Company
Jpmorgan Chase & Co
Royal Bank of Canada
Raymond James Financial
Janney Montgomery Scott
Advantus Capital Management
Jones Financial Companies, L.L
Envestnet Asset Management
Ameriprise Financial
Citadel Advisors
M^T Bank Corporation
BlackRock

View all funds holding Ishares High Dividend Equity F