Charter Capital Management »

Ishares U S Etf Tr shr mat mu etf shares owned by Charter Capital Management

Quarter-by-quarter ownership of Ishares U S Etf Tr shr mat mu etf (MEAR) shares owned by Charter Capital Management from 13F filings

Historical chart of Charter Capital Management investment in Ishares U S Etf Tr shr mat mu etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares U S Etf Tr shr mat mu etf held by Charter Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares U S Etf Tr shr mat mu etf by Charter Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $267k 5.3k 50.32
2025-09-30 $268k 5.3k 50.51
2025-06-30 $286k 5.7k 50.27

More positions owned by Charter Capital Management

Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Fidelity Covington Trust Divid Etf Risi (FDRR)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Us Bancorp Del Com New (USB)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
CSX Corporation (CSX)

View all positions for Charter Capital Management

Top funds holding Ishares U S Etf Tr shr mat mu etf

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Captrust Financial Advisors
LPL Financial
Integrated Wealth Concepts
Foster Group
Cetera Investment Advisers
Ullmann Financial
Kestra Investment Management
Envestnet Asset Management
Jpmorgan Chase & Co
Quantinno Capital Management
Advisor Group Holdings
Colony
HighTower Advisors

View all funds holding Ishares U S Etf Tr shr mat mu etf