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Ishares U S Etf Tr shr mat mu etf shares owned by Source Financial Advisors

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

Historical chart of Source Financial 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 Source Financial 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 Source Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3M 86k 49.99
2023-09-30 $2.9M 57k 49.81
2023-06-30 $3.0M 61k 49.89
2023-03-31 $3.7M 73k 49.96
2022-12-31 $1.8M 37k 49.72
2022-09-30 $250k 5.0k 49.73

More positions owned by Source Financial Advisors

Uber Technologies (UBER)
MarketAxess Holdings (MKTX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Us Treas Bd Etf (GOVT)
Confluent Class A Com (CFLT)
Elastic N V Ord Shs (ESTC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Total (IXUS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Snap Cl A (SNAP)
JPMorgan Chase & Co. (JPM)

View all positions for Source Financial Advisors

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