Skip to content
Disclosery

MEAR ISHARES U S ETF TR

Follow

ETF (fund)

160 managers (161 13F filers) reported a position in MEAR shares at 2024-12-31, 12,101,177 shares in all. 18 filers opened a position and 11 filers sold out during the quarter.

Managers
160
13F filers
161
New
18
Added
79
Reduced
31
Sold out
11
Shares held by filers
12,101,177

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Rockwood Wealth Management, LLC1,615,967$80.8M8.72%+663,97913F-HRTimeline
Resonant Capital Advisors, LLC1,051,899$52.5M3.84%-69,17813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/918,690$45.9M<0.01%-232,21313F-HRTimelineGroup
Integrated Wealth Concepts LLC677,266$33.8M0.39%-17,35113F-HRTimeline
Foster Group, Inc.513,551$25.7M0.98%+28,80213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth401,616$20.1M0.05%+226,93913F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…380,034$19M0.27%-11,31113F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC347,628$17.4M2.24%+9,96513F-HRTimeline
LPL Financial LLC334,648$16.7M0.01%+11,78913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding319,671$16M+59,057Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO307,096$15.3M<0.01%-1,085,07013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC290,708$14.5M<0.01%+34,81013F-HRTimelineGroup
Portfolio Design Labs, LLC236,430$11.8M2.42%+15,70713F-HRTimeline
Pine Harbor Wealth Management, LLC201,828$10.1M4.06%+48,56513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC192,150$9.6M0.08%new13F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC184,721$9.23M0.69%+3,60413F-HRTimelineGroup
Cambridge Investment Research Advisors,…170,753$8.53M0.03%+13,87213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY153,235$7.65M<0.01%+23,83713F-HR/ATimelineGroup
Smart Money Group LLC150,704$7.53M2.6%+1,50313F-HRTimeline
Dynasty Wealth Management, LLC143,639$7.17M0.12%new13F-HRTimeline
CWM, LLCin group CWM, LLC143,276$7.16M0.03%-6,94713F-HRTimelineGroup
Quotient Wealth Partners, LLC139,002$6.94M0.23%+25913F-HRTimeline
HighTower Advisors, LLC134,286$6.71M0.01%+57,20413F-HRTimeline
NewEdge Advisors, LLC131,974$6.59M0.04%+34,93413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.121,334$6.06M0.01%+12,23313F-HR/ATimelineGroup
Clarity Asset Management, Inc.98,917$4.94M3.22%+1,00313F-HRTimeline
OneDigital Investment Advisors LLC89,049$4.45M0.05%+9,33113F-HRTimeline
Betterment LLC85,643$4.28M0.01%+39,88313F-HRTimeline
Modern Wealth Management, LLC80,618$4.03M0.15%+44,32613F-HR/ATimeline
Elmwood Wealth Management, Inc.68,325$3.41M1.38%+8,92013F-HRTimeline
Obsidian Personal Planning Solutions LLC65,621$3.29M1.59%+2,85813F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC63,884$3.19M0.62%+15,25813F-HRTimeline
Sigma Planning Corp62,682$3.13M0.1%+1,15213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC62,502$3.12M0.12%+22,51213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC61,747$3.08M0.77%+34,04613F-HRTimelineGroup
Cetera Investment Advisers60,603$3.03M0.01%+1,91213F-HRTimeline
Integrated Investment Consultants, LLC60,565$3.03M0.63%-17,03513F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC59,588$2.98M<0.01%+38,94713F-HRTimelineGroup
WEBSTER BANK, N. A.58,640$2.93M0.31%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,544$2.92M<0.01%+2,06713F-HRTimeline
KWMG, LLC48,504$2.42M0.25%-1,55613F-HRTimeline
Yardley Wealth Management LLC46,632$2.34M1.14%+23,31613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …45,770$2.29M0.19%+11,60213F-HR/ATimeline
UBS Group AGin group UBS Group AG45,560$2.28M<0.01%-13,12113F-HRTimelineGroup
Sanctuary Advisors, LLC45,150$2.27M0.01%+20,75413F-HRTimeline
Flagship Private Wealth, LLC42,976$2.15M1.03%+26,38813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,599$2.13M<0.01%new13F-HR/ATimeline
Willis Johnson & Associates, Inc.42,558$2.13M0.16%-24,84013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP41,939$2.09M<0.01%+1,23613F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC40,150$2.01M0.08%013F-HRTimeline
Highland Financial Advisors, LLC39,795$1.99M0.69%+2913F-HRTimeline
Private Advisor Group, LLC38,850$1.94M0.01%+13,96313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.38,777$1.94M<0.01%-1,83913F-HRTimelineGroup
Keystone Financial Group, Inc.35,671$1.78M1.44%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,962$1.75M<0.01%+2,07913F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC34,895$1.74M0.51%+38113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,813$1.69M<0.01%13F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC33,737$1.69M0.02%-7,85813F-HRTimeline
Orion Portfolio Solutions, LLC33,737$1.69M0.02%-7,85813F-HRTimeline
1900 WEALTH MANAGEMENT LLC30,777$1.54M0.13%013F-HRTimeline
Columbia River Financial Group, LLC28,059$1.4M0.96%13F-HRTimeline
Syverson Strege & Co27,732$1.39M0.46%+76213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC27,629$1.38M0.16%+3,60213F-HRTimeline
MML INVESTORS SERVICES, LLC25,903$1.29M<0.01%+1,45013F-HRTimeline
OLD MISSION CAPITAL LLC25,867$1.29M0.03%new13F-HRTimeline
Sharkey, Howes & Javer25,407$1.27M0.18%new13F-HRTimeline
Creative Planningin group Creative Planning25,128$1.26M<0.01%-55213F-HRTimelineGroup
Total Clarity Wealth Management, Inc.24,921$1.24M0.4%+1,00413F-HRTimeline
Atria Wealth Solutions, Inc.24,714$1.23M0.01%+94013F-HRTimeline
Aveo Capital Partners, LLC21,575$1.08M0.12%+73613F-HRTimeline
Aprio Wealth Management, LLC21,132$1.06M0.15%+1,55013F-HRTimeline
Beacon Pointe Advisors, LLC21,029$1.05M0.01%+1113F-HRTimeline
SYKON CAPITAL LLC20,857$1.04M0.36%-12,50013F-HRTimeline
D.A. DAVIDSON & CO.20,784$1.04M0.01%+1,85013F-HRTimeline
Five Pine Wealth Management20,549$1.03M0.87%13F-HRTimeline
Kathmere Capital Management, LLC20,534$1.03M0.09%+6213F-HRTimeline
Western Wealth Management, LLC20,139$1.01M0.07%new13F-HR/ATimeline
Global Retirement Partners, LLC19,085$953K0.03%+1,82613F-HRTimeline
Fourth Dimension Wealth, LLC18,608$929K0.48%13F-HRTimeline
WIN ADVISORS, INC18,458$922K0.45%new13F-HRTimeline
Principle Wealth Partners LLC18,049$902K0.06%-6,01713F-HRTimeline
Mariner, LLCin group Mariner, LLC17,934$896K<0.01%+2,48813F-HRTimelineGroup
4J Wealth Management LLC17,790$889K0.72%-1,89813F-HRTimeline
KM Capital Management Ltd.16,511$825K0.43%+2,66613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,064$802K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC15,692$790K0.05%+2,58913F-HRTimeline
Evernest Financial Advisors, LLC15,304$764K0.2%+77713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,125$756K0.02%+2,83313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.14,966$748K0.01%+3,39213F-HRTimelineGroup
Core Wealth Advisors, Inc.14,130$706K0.23%+1,99213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,037$701K<0.01%-36813F-HRTimelineGroup
Insight Inv LLC12,800$639K0.45%013F-HRTimeline
Janney Montgomery Scott LLC12,715$635K<0.01%+1,00013F-HRTimeline
&PARTNERS12,621$631K0.01%+21713F-HRTimeline
Summit Trail Advisors, LLC12,447$622K0.02%new13F-HRTimeline
Savvy Advisors, Inc.12,166$608K0.07%new13F-HRTimeline
VERITY Wealth Advisors11,425$571K0.41%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,215$560K<0.01%+2,29013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.11,027$551K<0.01%-81613F-HRTimeline
One Capital Management, LLC10,507$525K0.02%013F-HRTimeline
Opal Wealth Advisors, LLC10,297$514K0.15%+4,00713F-HRTimeline
Graypoint LLC10,032$501K0.03%-4013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,766$490K<0.01%+1,24413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,505$475K0.01%-87613F-HRTimelineGroup
IHT Wealth Management, LLC9,207$460K0.01%-1,57013F-HRTimeline
Objective Capital Management, LLC9,196$459K0.31%-1,94913F-HRTimeline
Summit Wealth Partners, LLC8,873$443K0.09%+1,53913F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…8,343$417K0.2%+9013F-HRTimeline
KEYVANTAGE WEALTH, LLC8,154$407K0.29%13F-HRTimeline
Cross Staff Investments Inc8,000$400K0.28%013F-HRTimeline
Richard P Slaughter Associates Inc7,650$382K0.09%new13F-HRTimeline
Milestone Investment Advisors LLC7,491$374K0.1%+49913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV7,316$366K0.14%13F-HRTimeline
Allworth Financial LP7,279$365K<0.01%+3,52413F-HRTimeline
MRP Capital Investments, LLC7,000$350K0.32%013F-HRTimeline
Waverly Advisors, LLC6,900$345K0.01%013F-HRTimeline
McAdam, LLC6,862$343K0.02%+8613F-HRTimeline
BlackDiamond Wealth Management, LLC6,755$337K0.19%+513F-HRTimeline
Advisory Services Network, LLC6,635$331K0.01%-1,15713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,387$319K<0.01%new13F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC6,200$310K0.01%-85013F-HRTimeline
Lantz Financial LLC6,190$309K0.08%+24513F-HRTimeline
DecisionMap Wealth Management, LLC5,909$295K0.23%13F-HRTimeline
Chicago Partners Investment Group LLC5,459$273K0.01%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,421$271K0.1%013F-HRTimeline
LEGACY SOLUTIONS, LLC5,161$258K0.28%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,147$257K0.05%+1,46713F-HRTimeline
Alexander Randolph Advisory, Inc.5,000$250K0.23%013F-HRTimeline
IFP Advisors, Inc4,740$237K0.01%-4213F-HRTimeline
BCGM Wealth Management, LLC4,729$236K0.07%new13F-HRTimeline
CFS Investment Advisory Services, LLC4,506$225K0.02%-92513F-HRTimeline
Pineridge Advisors LLC4,290$214K0.08%-3,28713F-HRTimeline
Stokes Family Office, LLC4,173$208K0.02%-86013F-HRTimeline
Visionary Wealth Advisors4,162$208K0.01%-1,32313F-HRTimeline
Horizon Family Wealth, Inc.4,047$202K0.13%+913F-HRTimeline
MATHER GROUP, LLC.2,634$132K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,370$118K<0.01%+37013F-HRTimelineGroup
Global Financial Private Client, LLC2,200$110K0.04%013F-HRTimeline
WealthTrak Capital Management LLC2,102$105K0.09%13F-HRTimeline
Sunbelt Securities, Inc.2,015$101K0.01%-1813F-HRTimeline
Van Hulzen Asset Management, LLC2,000$99.9K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…1,990$99.4K0.01%+58013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,957$97.8K<0.01%+2113F-HRTimelineGroup
Geneos Wealth Management Inc.1,483$74.1K<0.01%013F-HRTimeline
COMERICA BANK1,444$72.1K<0.01%013F-HR/ATimeline
Farther Finance Advisors, LLC1,210$60.4K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,202$60K0.03%13F-HRTimeline
Sugarloaf Wealth Management, LLC1,000$50K0.01%013F-HRTimeline
Paladin Advisory Group, LLC835$41.7K0.03%013F-HRTimeline
Capital Advisors, Ltd. LLC621$31K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.484$24.2K<0.01%new13F-HRTimeline
City State Bank381$19K0.01%013F-HRTimeline
AE Wealth Management LLC375$18.7K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV359$17.9K<0.01%+413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC345$17.2K<0.01%+2013F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.271$13.5K<0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.262$13.1K<0.01%+1613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV207$10K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.127$6.34K<0.01%+1013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.