Meriwether Wealth & Planning »

Ishares shares owned by Meriwether Wealth & Planning

Quarter-by-quarter ownership of Ishares (SLVP) shares owned by Meriwether Wealth & Planning from 13F filings

Historical chart of Meriwether Wealth & Planning investment in Ishares

Tip: Access up to 7 years of quarterly data

All positions including Ishares held by Meriwether Wealth & Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares by Meriwether Wealth & Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $2.6k 74 34.97

More positions owned by Meriwether Wealth & Planning

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vaneck Etf Trust Ig Floa Rate Etf (FLTR)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust St Port High Etf (SPHY)
Sei Exchange Traded Funds Qim Us Large Cap (SEIM)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)

View all positions for Meriwether Wealth & Planning

Top funds holding Ishares

180 Wealth Advisors
LPL Financial
Citadel Advisors
Fielder Capital Group
Systelligence
Commonwealth Equity Services
United Capital Financial Advisers
Ameriprise Financial
Asset One Wealth Management
Jane Street
Bank of America Corporation
UBS Group
Gts Securities
Wealthfront Advisers
Kovack Advisors

View all funds holding Ishares