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iShares S&P Global 100 Index shares owned by Klingman & Associates

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in iShares S&P Global 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global 100 Index held by Klingman & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global 100 Index by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $417k 3.5k 120.01

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 S&P Global 100 Index

BlackRock
Northwestern Mutual Wealth Management Company
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
LPL Financial
Morgan Stanley
Raymond James Financial
Stephens
Envestnet Asset Management
UBS Group
Cetera Investment Advisers
H D Vest Advisory Services
Royal Bank of Canada
Amplius Wealth Advisors
Modern Wealth Management
Ameriprise Financial

View all funds holding iShares S&P Global 100 Index