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ISHARES TR MSCI Small Cap msci small cap shares owned by Klingman & Associates

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Klingman & Associates from 13F filings

Historical chart of Klingman & Associates investment in ISHARES TR MSCI Small Cap msci small cap

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All positions including ISHARES TR MSCI Small Cap msci small cap 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 MSCI Small Cap msci small cap by Klingman & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 160k 76.72
2025-06-30 $12M 163k 72.68
2025-03-31 $11M 170k 63.53
2024-12-31 $10M 171k 60.75
2024-09-30 $12M 179k 67.70
2024-06-30 $12M 186k 61.64
2024-03-31 $12M 187k 63.33
2023-12-31 $12M 188k 61.90
2023-09-30 $10M 182k 56.47
2023-06-30 $11M 182k 58.98
2023-03-31 $11M 182k 59.51
2022-12-31 $10M 181k 56.48
2022-09-30 $8.8M 181k 48.78
2022-06-30 $779k 14k 54.57
2022-03-31 $814k 12k 66.31
2021-12-31 $897k 12k 73.07
2021-09-30 $882k 12k 74.42
2021-06-30 $879k 12k 74.17
2021-03-31 $851k 12k 71.81
2020-12-31 $810k 12k 68.35
2020-09-30 $699k 12k 58.98
2020-06-30 $640k 12k 53.65
2020-03-31 $535k 12k 44.85
2019-12-31 $738k 12k 62.27
2019-09-30 $667k 12k 57.23
2019-06-30 $434k 7.6k 57.45
2019-03-31 $669k 12k 57.40
2018-12-31 $604k 12k 51.82
2018-09-30 $813k 13k 62.27
2018-06-30 $819k 13k 62.73
2018-03-31 $851k 13k 65.19
2017-12-31 $842k 13k 64.50
2017-09-30 $809k 13k 61.97
2017-06-30 $755k 13k 57.83
2017-03-31 $707k 13k 54.16
2016-12-31 $651k 13k 49.87
2016-09-30 $693k 13k 52.38
2016-06-30 $638k 13k 48.23
2016-03-31 $706k 14k 49.80
2015-12-31 $708k 14k 49.94
2015-09-30 $677k 14k 47.75
2015-06-30 $723k 14k 51.00
2015-03-31 $703k 14k 49.45
2014-12-31 $664k 14k 46.70

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 TR MSCI Small Cap msci small cap

Tiaa Trust, National Association
Jones Financial Companies, L.L
Natixis Asset Management Advisors
Creative Planning
State of New Jersey Common Pension Fund D
BlackRock
Bank of New York Mellon
FMR
Goldman Sachs Group
Morgan Stanley
Jpmorgan Chase & Co
Colony
Cassaday & Co Wealth Management
Northern Trust
Cetera Investment Advisers

View all funds holding ISHARES TR MSCI Small Cap msci small cap