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

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

Historical chart of Optima Capital 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 Optima Capital 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 Optima Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 6.2k 50.51
2025-06-30 $410k 8.1k 50.27
2025-03-31 $409k 8.1k 50.24

More positions owned by Optima Capital

Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
J P Morgan Exchange Traded F Income Etf (JPIE)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Optima Capital

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

Morgan Stanley
Rockwood Wealth Management
Resonant Capital Advisors
Captrust Financial Advisors
Integrated Wealth Concepts
LPL Financial
Foster Group
Kestra Investment Management
Envestnet Asset Management
Ullmann Financial
Jpmorgan Chase & Co
Advisor Group Holdings
Cetera Investment Advisers
Colony
Dynasty Wealth Management

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