Core Wealth Advisors, Inc. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is MEAR and the CUSIP is 46431W838. A total of 85 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Core Wealth Advisors, Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$455,662
+9.5%
9,148
+9.7%
0.19%
+11.4%
Q2 2023$416,183
+36.6%
8,342
+36.8%
0.17%
+36.9%
Q1 2023$304,707
+1.9%
6,099
+2.1%
0.12%
-31.8%
Q4 2021$299,000
-11.5%
5,976
-11.2%
0.18%
-20.1%
Q3 2021$338,000
+789.5%
6,728
+794.7%
0.22%
+796.0%
Q2 2021$38,000
-5.0%
752
-5.9%
0.02%
+8.7%
Q4 2019$40,0007990.02%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
Syverson Strege & Co 88,259$4,392,0004.78%
Karn, Couzens & Associates, Inc. 75,055$3,735,0002.37%
Horizon Family Wealth, Inc. 29,984$1,492,0001.48%
Insight Inv LLC 30,950$1,540,0001.40%
Integrated Wealth Concepts LLC 697,705$34,718,0001.06%
4J Wealth Management LLC 23,880$1,188,0001.04%
Elmwood Wealth Management, Inc. 39,735$1,977,0001.01%
TOBIAS FINANCIAL ADVISORS, INC. 47,637$2,370,0000.82%
GRIES FINANCIAL LLC 25,630$1,275,0000.47%
Cross Staff Investments Inc 10,100$503,0000.47%
View complete list of ISHARES U S ETF TR shareholders