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Ishares Tr shares owned by Klingman & Associates

Quarter-by-quarter ownership of Ishares Tr (IBDY) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 79k 25.75

More positions owned by Klingman & Associates

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR P500GRW (SPYG)
Apple (AAPL)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)

View all positions for Klingman & Associates

Top funds holding Ishares Tr

Capital Investment Advisors
Morgan Stanley
Bank of America Corporation
Capital Advisors
Sigma Investment Counselors
Summit Financial
Golub Group
MV Capital Management
Us Bancorp
HighTower Advisors
Raymond James Financial
Envision Financial Planning
Ameriprise Financial
Wells Fargo & Company
UBS Group

View all funds holding Ishares Tr