MEAR ISHARES U S ETF TR

Ownership history in Quotient Wealth Partners, LLC  ·  10 quarters on record

AI Ownership Summary

Quotient Wealth Partners, LLC reported ISHARES U S ETF TR (MEAR) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.42% in 2024 Q1. The latest visible filing shows MEAR at 0.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MEAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quotient Wealth Partners, LLC's position in ISHARES U S ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MEAR was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.42% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Quotient Wealth Partners, LLC held MEAR — position size vs. price
% of Fund (quarterly)    MEAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 204,221 +18,988 +10.3% 0.27% $10.3M 2026-04-16 $50.30
2025 Q4 REDUCED 185,233 -8,222 -4.3% 0.25% $9.3M 2026-01-22 $50.09
2025 Q3 ADDED 193,455 +16,093 +9.1% 0.27% $9.8M 2025-10-10 $49.69
2025 Q2 ADDED 177,362 +21,976 +14.1% 0.26% $8.9M 2025-07-29 $49.30
2025 Q1 ADDED 155,386 +16,384 +11.8% 0.25% $7.8M 2025-04-30 $48.69
2024 Q4 ADDED 139,002 +259 +0.2% 0.23% $6.9M 2025-01-28 $48.36
2024 Q3 ADDED 138,743 +14,559 +11.7% 0.23% $7.0M 2024-10-09 $47.98
2024 Q2 REDUCED 124,184 -111,321 -47.3% 0.22% $6.2M 2024-07-24 $47.62
2024 Q1 ADDED 235,505 +51,250 +27.8% 0.42% $11.8M 2024-05-14 $47.19
2023 Q4 INITIATED 184,255 0.36% $9.2M 2024-02-08 $46.80

FAQ About Quotient Wealth Partners, LLC and MEAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Quotient Wealth Partners, LLC reported owning MEAR?

Quotient Wealth Partners, LLC reported MEAR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MEAR position in Quotient Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for MEAR was 0.42% in 2024 Q1.

What is the latest reported MEAR position on this page?

The most recent filing on this page is 2026 Q1, when Quotient Wealth Partners, LLC reported 204,221 shares, equal to 0.27% of portfolio, with an estimated market value of $10.3M.

What does the chart on this MEAR ownership page compare?

The chart compares Quotient Wealth Partners, LLC's quarterly MEAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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