Ishares Tr usa min vo shares owned by Klingman & Associates
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Ishares Tr usa min vo
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr usa min vo 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 usa min vo by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35M | 371k | 95.14 |
| 2025-06-30 | $35M | 375k | 93.87 |
| 2025-03-31 | $35M | 378k | 93.66 |
| 2024-12-31 | $34M | 378k | 88.79 |
| 2024-09-30 | $35M | 385k | 91.31 |
| 2024-06-30 | $33M | 388k | 83.96 |
| 2024-03-31 | $33M | 394k | 83.58 |
| 2023-12-31 | $32M | 411k | 78.03 |
| 2023-09-30 | $30M | 420k | 72.38 |
| 2023-06-30 | $32M | 429k | 74.33 |
| 2023-03-31 | $33M | 452k | 72.74 |
| 2022-12-31 | $33M | 460k | 72.10 |
| 2022-09-30 | $31M | 462k | 66.10 |
| 2022-06-30 | $34M | 477k | 70.21 |
| 2022-03-31 | $38M | 484k | 77.57 |
| 2021-12-31 | $40M | 491k | 80.90 |
| 2021-09-30 | $36M | 482k | 73.50 |
| 2021-06-30 | $34M | 468k | 73.61 |
| 2021-03-31 | $31M | 450k | 69.19 |
| 2020-12-31 | $27M | 393k | 67.88 |
| 2020-09-30 | $21M | 322k | 63.73 |
| 2020-06-30 | $17M | 274k | 60.63 |
| 2020-03-31 | $15M | 269k | 54.01 |
| 2019-12-31 | $14M | 213k | 65.60 |
| 2019-09-30 | $12M | 194k | 64.10 |
| 2019-06-30 | $1.2M | 20k | 61.72 |
| 2019-03-31 | $7.3M | 124k | 58.80 |
| 2018-12-31 | $5.7M | 109k | 52.40 |
| 2018-09-30 | $5.2M | 92k | 57.04 |
| 2018-06-30 | $4.9M | 92k | 53.16 |
| 2018-03-31 | $4.8M | 93k | 51.93 |
| 2017-12-31 | $4.9M | 93k | 52.78 |
| 2017-09-30 | $4.7M | 93k | 50.34 |
| 2017-06-30 | $4.6M | 94k | 48.93 |
| 2017-03-31 | $4.5M | 94k | 47.72 |
| 2016-12-31 | $4.5M | 99k | 45.22 |
| 2016-09-30 | $4.6M | 101k | 45.43 |
| 2016-06-30 | $4.3M | 92k | 46.21 |
| 2016-03-31 | $4.0M | 91k | 43.93 |
| 2015-12-31 | $2.9M | 70k | 41.82 |
| 2015-09-30 | $2.4M | 62k | 39.59 |
| 2015-06-30 | $1.3M | 32k | 40.33 |
| 2015-03-31 | $1.3M | 32k | 41.25 |
| 2014-12-31 | $902k | 22k | 40.46 |