Source Financial Advisors LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is MEAR and the CUSIP is 46431W838. A total of 110 filers reported holding ISHARES U S ETF TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$2,854,913
-5.6%
57,316
-5.4%
0.96%
-2.9%
Q2 2023$3,022,672
-17.2%
60,587
-17.1%
0.99%
-18.9%
Q1 2023$3,650,274
+99.0%
73,064
+98.1%
1.22%
+77.5%
Q4 2022$1,833,931
+633.6%
36,885
+633.7%
0.69%
+596.0%
Q3 2022$250,0005,0270.10%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2022
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