MEAR — ISHARES U S ETF TR

Ownership history in Client First Capital LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Client First Capital LLC reported a position in ISHARES U S ETF TR (MEAR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.38% (2025 Q4)
Avg. % of fund
0.32%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,848 +9,044 +102.7% 0.38% $898K $50.10
2025 Q3 REDUCED 8,804 -6,509 -42.5% 0.20% $445K $49.80
2025 Q2 ADDED 15,313 +1,470 +10.6% 0.36% $770K $49.21
2025 Q1 INITIATED 13,843 — — 0.36% $695K $48.82
% of Fund (quarterly)    MEAR price (monthly, adj. close)

Other funds also holding MEAR

As of 2025 Q4 — sorted by position size

Rockwood Wealth Management, LLC 8.22% Resonant Capital Advisors, LLC 3Y 3.8% Pine Harbor Wealth Management, LLC 2.71% Ullmann Wealth Partners Group, LLC 3Y 7Y 2.34% Keystone Financial Group, Inc. 2.1% Smart Money Group LLC 3Y 7Y 2.0% QUANTIFY CHAOS ADVISORS, LLC 1.94% Clarity Asset Management, Inc. 1.79% Elmwood Wealth Management, Inc. 3Y 7Y 1.42% Alexander Randolph Advisory, Inc. 1.19%
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