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Ishares U S Etf Tr shr mat mu etf shares owned by CWM

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

Historical chart of CWM 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 CWM 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 CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2M 124k 50.12
2023-12-31 $4.8M 96k 49.99
2023-09-30 $5.0M 100k 49.81
2023-06-30 $4.9M 99k 49.89
2023-03-31 $4.8M 96k 49.96
2022-12-31 $4.7M 94k 49.72
2022-09-30 $4.9M 99k 49.65
2022-06-30 $3.2M 65k 49.72
2020-03-31 $472k 9.5k 49.79
2019-12-31 $1.0M 20k 50.12
2019-09-30 $1.8M 36k 50.15
2019-06-30 $181k 3.6k 50.15
2018-09-30 $1.0k 15 66.67

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Ishares Tr S&p 500 Grwt Etf (IVW)
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Ishares Tr S&p 500 Val Etf (IVE)
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Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

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

Bank of America Corporation
Rockwood Wealth Management
Resonant Capital Advisors
Foster Group
Ullmann Financial
Jpmorgan Chase & Co
Portfolio Design Labs
Quotient Wealth Partners
Colony
Smart Money Group
CWM
Pine Harbor Wealth Management
Advisor Group Holdings
HighTower Advisors
Integrated Investment Consultants

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