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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
2026-06-30 $475k 3.5k 136.60
2026-03-31 $420k 3.5k 120.97
2025-12-31 $440k 3.5k 126.67
2025-09-30 $417k 3.5k 120.01

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 S&P Global 100 Index

BlackRock
Northwestern Mutual Wealth Management Company
LPL Financial
Bank of America Corporation
Morgan Stanley
Raymond James Financial
Stephens
UBS Group
Royal Bank of Canada
Assetmark
Cetera Investment Advisers
Envestnet Asset Management
Amplius Wealth Advisors
Wells Fargo & Company
Advisor Group Holdings

View all funds holding iShares S&P Global 100 Index