TOBIAS FINANCIAL 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 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
TOBIAS FINANCIAL ADVISORS, INC. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$3,900,970
-2.5%
78,317
-2.3%
1.02%
-5.0%
Q2 2023$4,000,929
-4.4%
80,195
-4.3%
1.08%
-12.2%
Q1 2023$4,186,898
+14.8%
83,805
+14.2%
1.23%
+2.5%
Q4 2022$3,647,658
+0.9%
73,364
+0.7%
1.20%
-6.0%
Q3 2022$3,615,000
+29.9%
72,821
+30.1%
1.28%
+36.4%
Q2 2022$2,783,000
+17.4%
55,976
+17.5%
0.94%
+14.3%
Q1 2022$2,370,000
+9.2%
47,637
+10.1%
0.82%
+0.9%
Q3 2021$2,170,000
+6.9%
43,254
+7.0%
0.81%
+0.9%
Q2 2021$2,030,000
+23.3%
40,437
+23.4%
0.80%
+15.2%
Q1 2021$1,647,000
+35.4%
32,767
+35.3%
0.70%
+25.5%
Q4 2020$1,216,000
+18.4%
24,214
+18.4%
0.56%
-1.2%
Q3 2020$1,027,000
+13.5%
20,454
+13.4%
0.56%
+6.0%
Q2 2020$905,000
+100.7%
18,036
+99.1%
0.53%
+62.9%
Q1 2020$451,000
-48.1%
9,057
-47.8%
0.33%
-41.4%
Q4 2019$869,00017,3540.56%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Requisite Capital Management, LLC 355,682$17,834,0006.85%
Pacific Edge Advisors, LLC 83,450$4,184,0002.74%
Elmwood Wealth Management, Inc. 27,835$1,396,0001.41%
Jackson Financial Management 25,000$1,254,0000.76%
Icon Wealth Partners, LLC 32,296$1,619,0000.55%
Riverpoint Wealth Management Holdings, LLC 15,772$791,0000.35%
Windsor Capital Management, LLC 12,983$651,0000.29%
ACCURATE INVESTMENT SOLUTIONS, INC. 7,000$351,0000.26%
Snowden Capital Advisors LLC 34,095$1,709,5220.16%
Financial Partners Group, Inc 7,076$355,0000.16%
View complete list of ISHARES U S ETF TR shareholders