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 | $686,274 | -8.0% | 13,800 | -7.7% | 0.76% | -0.9% |
| Q2 2023 | $745,856 | -14.4% | 14,950 | -14.3% | 0.77% | -18.4% |
| Q1 2023 | $871,802 | -32.4% | 17,450 | -32.8% | 0.94% | -27.8% |
| Q4 2022 | $1,290,234 | -13.2% | 25,950 | -13.3% | 1.30% | -21.0% |
| Q3 2022 | $1,486,000 | -0.2% | 29,935 | -0.1% | 1.65% | +9.6% |
| Q2 2022 | $1,489,000 | -3.3% | 29,950 | -3.2% | 1.50% | +7.5% |
| Q1 2022 | $1,540,000 | +4.3% | 30,950 | +5.1% | 1.40% | +3.1% |
| Q4 2021 | $1,476,000 | – | 29,450 | – | 1.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rockwood Wealth Management, LLC | 687,536 | $34,246,157 | 5.75% |
| Resonant Capital Advisors, LLC | 573,614 | $28,571,713 | 3.05% |
| Smart Money Group LLC | 108,711 | $5,414,895 | 2.57% |
| Obsidian Personal Planning Solutions LLC | 54,029 | $2,691,184 | 2.30% |
| Ullmann Wealth Partners Group, LLC | 220,575 | $10,986,847 | 2.05% |
| KM Capital Management Ltd. | 54,962 | $2,737,657 | 1.87% |
| Kathmere Capital Management, LLC | 210,849 | $10,502,389 | 1.56% |
| Elmwood Wealth Management, Inc. | 61,835 | $3,080,002 | 1.49% |
| Foster Group, Inc. | 459,153 | $22,870,424 | 1.40% |
| Syverson Strege & Co | 54,036 | $2,691,549 | 1.20% |