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

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

Historical chart of Perennial 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 Perennial 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 4.3k 50.50
2025-06-30 $655k 13k 50.27
2025-03-31 $264k 5.2k 50.24

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Microsoft Corporation Call Option (MSFT)
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Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Perennial Investment Advisors

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

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
HighTower Advisors

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