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Ishares U S Etf Tr shr mat mu etf shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $201k 4.0k 50.32

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

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

Jpmorgan Chase & Co
Bank of America Corporation
Resonant Capital Advisors
Rockwood Wealth Management
Integrated Wealth Concepts
Foster Group
Stephens
Ullmann Financial
LPL Financial
Envestnet Asset Management
Kestra Investment Management
Portfolio Design Labs
Source Financial Advisors
Ascent Group
Colony

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