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Ishares Tr shares owned by Klingman & Associates

Quarter-by-quarter ownership of Ishares Tr (IBMV) 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
2026-03-31 $1.2M 45k 25.85

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)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPYG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 2031 (IBDW)

View all positions for Klingman & Associates

Top funds holding Ishares Tr

BlackRock
Jane Street
Klingman & Associates
Pacific Excel Wealth Advisors

View all funds holding Ishares Tr