MEAR — ISHARES U S ETF TR

Ownership history in Cresta Advisors, Ltd.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Cresta Advisors, Ltd. 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
1.04% (2025 Q4)
Avg. % of fund
1.04%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 49,100 — — 1.04% $2.5M $50.10
% 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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