MEAR β€” ISHARES U S ETF TR

Ownership history in Sharkey, Howes & Javer  Β·  6 quarters on record

AI Ownership Summary

Sharkey, Howes & Javer reported ISHARES U S ETF TR (MEAR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2024 Q4. The latest visible filing shows MEAR at 0.09% 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 Sharkey, Howes & Javer'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 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2024 Q4

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

Time in book
Holding Window
2024 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 Sharkey, Howes & Javer held MEAR β€” position size vs. price
% of Fund (quarterly)    MEAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 13,516 +40 +0.3% 0.09% $680K 2026-04-08 $50.28
2025 Q4 ADDED 13,476 +89 +0.7% 0.09% $678K 2026-01-13 $50.04
2025 Q3 ADDED 13,387 +66 +0.5% 0.09% $676K 2025-10-10 $49.69
2025 Q2 REDUCED 13,321 -729 -5.2% 0.09% $670K 2025-07-10 $49.21
2025 Q1 REDUCED 14,050 -11,357 -44.7% 0.10% $706K 2025-04-30 $48.69
2024 Q4 INITIATED 25,407 β€” β€” 0.18% $1.3M 2025-02-05 $48.49

FAQ About Sharkey, Howes & Javer and MEAR

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

How long has Sharkey, Howes & Javer reported owning MEAR?

Sharkey, Howes & Javer reported MEAR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MEAR position in Sharkey, Howes & Javer's portfolio?

The largest reported portfolio weight for MEAR was 0.18% in 2024 Q4.

What is the latest reported MEAR position on this page?

The most recent filing on this page is 2026 Q1, when Sharkey, Howes & Javer reported 13,516 shares, equal to 0.09% of portfolio, with an estimated market value of $680K.

What does the chart on this MEAR ownership page compare?

The chart compares Sharkey, Howes & Javer'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.

← Back to Sharkey, Howes & Javer Holdings