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MEARMEAR
25 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in ISHARES U S ETF TR

Integrated Wealth Concepts LLC holds 685,657 shares of MEAR (ISHARES U S ETF TR), worth $34.5M as of 2026-Q2. The position was increased (+4.2% shares). MEAR represents 0.2% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$34.5M

Current Shares

685,657

Total Value Change

+$34.1M

Total Shares Change

+676,281

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
685,657
+4.2%
$34.5M0.2%$50.26
36
2026-Q1
Increased
657,951
+0.9%
$33.1M0.3%$49.75
35
2025-Q4
Decreased
652,199
-0.9%
$32.8M0.4%$49.52
0
2025-Q3
Decreased
657,840
0.0%
$33.2M0.3%$49.23
0
2025-Q2
Decreased
657,854
-2.4%
$33.1M0.3%$48.64
0
2025-Q1
Decreased
673,787
-0.5%
$33.9M0.4%$48.25
0
2024-Q4
Decreased
677,266
-2.5%
$33.8M0.4%$47.73
0
2024-Q3
Decreased
694,617
-1.2%
$34.9M0.4%$47.55
0
2024-Q2
Decreased
703,289
-39.9%
$35.3M0.5%$47.00
0
2024-Q1
Decreased
1.2M
-0.9%
$58.7M0.9%$46.54
0
2023-Q4
Decreased
1.2M
-4.8%
$59.1M1.0%$46.16
0
2023-Q3
Increased
1.2M
+1015.5%
$61.8M1.1%$45.45
75
2023-Q2
Increased
111,259
+52.8%
$5.6M0.1%$45.16
38
2023-Q1
Decreased
72,806
-90.9%
$3.6M0.1%$44.88
0
2022-Q4
Increased
797,502
+7.2%
$39.7M1.1%$44.42
49
2022-Q3
Increased
743,780
+4.8%
$36.9M1.2%$44.11
48
2022-Q2
Increased
709,597
+1.7%
$35.3M1.1%$44.09
46
2022-Q1
Increased
697,705
+3518.8%
$34.7M1.1%$44.07
74
2021-Q4
Decreased
19,280
-57.0%
$966,0000.0%$44.37
0
2021-Q3
Increased
44,822
+463.9%
$2.2M0.1%$44.39
42
2021-Q2
Decreased
7,949
-12.3%
$399,0000.0%$44.39
0
2021-Q1
Decreased
9,062
-1.6%
$455,0000.0%$44.39
0
2020-Q4
Decreased
9,208
-2.6%
$463,0000.0%$44.35
0
2020-Q3
Increased
9,452
+0.8%
$474,0000.0%$44.25
24
2020-Q2
New
9,376
-
$470,0000.0%$44.14
33

Other major holders of MEAR: MORGAN STANLEY

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