MEAR β€” ISHARES U S ETF TR

Ownership history in Smart Money Group LLC  Β·  10 quarters on record

AI Ownership Summary

Smart Money Group LLC reported ISHARES U S ETF TR (MEAR) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.82% in 2024 Q1. The latest visible filing shows MEAR at 2.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MEAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Smart Money Group 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
2025 Q4

MEAR was reported at 2.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.82% 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 2025 Q4

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 Smart Money Group LLC held MEAR β€” position size vs. price
% of Fund (quarterly)    MEAR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 136,262 +3,236 +2.4% 2.00% $6.9M 2026-02-14 (Est.) $50.33
2025 Q3 ADDED 133,026 +5,332 +4.2% 1.99% $6.7M 2025-11-12 $49.78
2025 Q2 REDUCED 127,694 -14,256 -10.0% 2.01% $6.4M 2025-08-06 $49.41
2025 Q1 REDUCED 141,950 -8,754 -5.8% 2.42% $7.1M 2025-04-28 $48.65
2024 Q4 ADDED 150,704 +1,503 +1.0% 2.60% $7.5M 2025-01-16 $48.25
2024 Q3 REDUCED 149,201 -350 -0.2% 2.67% $7.5M 2024-11-05 $48.06
2024 Q2 ADDED 149,551 +4,608 +3.2% 2.68% $7.5M 2024-08-12 $47.74
2024 Q1 ADDED 144,943 +19,866 +15.9% 2.82% $7.3M 2024-05-02 $47.13
2023 Q4 ADDED 125,077 +16,366 +15.1% 2.72% $6.3M 2024-02-06 $46.78
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Smart Money Group 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 Smart Money Group LLC reported owning MEAR?

Smart Money Group LLC reported MEAR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MEAR position in Smart Money Group LLC's portfolio?

The largest reported portfolio weight for MEAR was 2.82% in 2024 Q1.

What is the latest reported MEAR position on this page?

The most recent filing on this page is 2025 Q4, when Smart Money Group LLC reported 136,262 shares, equal to 2.00% of portfolio, with an estimated market value of $6.9M.

What does the chart on this MEAR ownership page compare?

The chart compares Smart Money Group 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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