ISHARES U S ETF TR's ticker is MEAR and the CUSIP is 46431W838. A total of 115 filers reported holding ISHARES U S ETF TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,691,549 | -22.5% | 54,036 | -22.4% | 1.20% | -19.0% |
| Q2 2023 | $3,474,163 | -0.2% | 69,636 | -0.1% | 1.49% | +0.1% |
| Q1 2023 | $3,480,783 | -2.4% | 69,671 | -2.9% | 1.49% | -8.1% |
| Q4 2022 | $3,567,190 | -14.0% | 71,746 | -14.2% | 1.62% | -23.2% |
| Q3 2022 | $4,150,000 | +0.7% | 83,602 | +0.9% | 2.11% | +39.0% |
| Q2 2022 | $4,122,000 | -6.1% | 82,896 | -6.1% | 1.52% | -68.3% |
| Q1 2022 | $4,392,000 | -51.8% | 88,259 | -51.5% | 4.78% | -29.3% |
| Q4 2021 | $9,116,000 | +30.2% | 181,910 | +30.3% | 6.76% | +21.1% |
| Q3 2021 | $7,002,000 | -2.4% | 139,575 | -2.4% | 5.58% | -12.7% |
| Q2 2021 | $7,177,000 | -58.6% | 143,002 | -58.6% | 6.39% | -64.6% |
| Q1 2021 | $17,341,000 | +43.2% | 345,104 | +43.1% | 18.03% | +56.0% |
| Q4 2020 | $12,113,000 | – | 241,124 | – | 11.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Syverson Strege & Co | 139,575 | $7,002,000 | 5.58% |
| Karn, Couzens & Associates, Inc. | 87,493 | $4,389,000 | 3.34% |
| Kathmere Capital Management, LLC | 250,359 | $12,559,000 | 2.28% |
| Pacific Edge Advisors, LLC | 60,750 | $3,048,000 | 1.48% |
| 4J Wealth Management LLC | 24,276 | $1,218,000 | 1.06% |
| TOBIAS FINANCIAL ADVISORS, INC. | 43,254 | $2,170,000 | 0.81% |
| DERBY & COMPANY, INC | 43,778 | $2,196,000 | 0.44% |
| GRIES FINANCIAL LLC | 25,630 | $1,286,000 | 0.40% |
| CLIENT 1ST ADVISORY GROUP, LLC | 12,638 | $634,000 | 0.32% |
| Windsor Capital Management, LLC | 15,344 | $769,000 | 0.25% |