iShares S&P 500 Index shares owned by Klingman & Associates
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 500 Index by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $340M | 508k | 669.30 |
| 2025-06-30 | $318M | 512k | 620.90 |
| 2025-03-31 | $297M | 529k | 561.90 |
| 2024-12-31 | $308M | 523k | 588.68 |
| 2024-09-30 | $302M | 523k | 576.82 |
| 2024-06-30 | $281M | 513k | 547.23 |
| 2024-03-31 | $264M | 502k | 525.73 |
| 2023-12-31 | $237M | 496k | 477.63 |
| 2023-09-30 | $208M | 484k | 429.43 |
| 2023-06-30 | $210M | 471k | 445.71 |
| 2023-03-31 | $190M | 462k | 411.08 |
| 2022-12-31 | $172M | 449k | 384.21 |
| 2022-09-30 | $157M | 438k | 358.65 |
| 2022-06-30 | $181M | 477k | 379.15 |
| 2022-03-31 | $209M | 460k | 453.69 |
| 2021-12-31 | $213M | 447k | 476.99 |
| 2021-09-30 | $186M | 431k | 430.82 |
| 2021-06-30 | $179M | 417k | 429.92 |
| 2021-03-31 | $161M | 404k | 397.82 |
| 2020-12-31 | $140M | 372k | 375.39 |
| 2020-09-30 | $113M | 336k | 336.06 |
| 2020-06-30 | $102M | 328k | 309.69 |
| 2020-03-31 | $79M | 304k | 258.40 |
| 2019-12-31 | $125M | 387k | 323.24 |
| 2019-09-30 | $104M | 349k | 298.52 |
| 2019-06-30 | $22M | 73k | 294.75 |
| 2019-03-31 | $86M | 300k | 284.56 |
| 2018-12-31 | $74M | 292k | 251.61 |
| 2018-09-30 | $78M | 266k | 292.73 |
| 2018-06-30 | $71M | 258k | 273.05 |
| 2018-03-31 | $65M | 246k | 265.37 |
| 2017-12-31 | $62M | 232k | 268.85 |
| 2017-09-30 | $58M | 229k | 252.93 |
| 2017-06-30 | $53M | 216k | 243.41 |
| 2017-03-31 | $48M | 204k | 237.27 |
| 2016-12-31 | $41M | 182k | 224.99 |
| 2016-09-30 | $37M | 171k | 217.56 |
| 2016-06-30 | $32M | 153k | 210.50 |
| 2016-03-31 | $24M | 116k | 206.65 |
| 2015-12-31 | $19M | 92k | 204.87 |
| 2015-09-30 | $24M | 125k | 192.71 |
| 2015-06-30 | $23M | 112k | 207.22 |
| 2015-03-31 | $17M | 80k | 207.83 |
| 2014-12-31 | $14M | 69k | 206.86 |