Ishrs Short Mat Muni Act ETFMEARETF

13F holders, Q2 2026 (June 30)
220holders +3
21new positions
19sold out
$50.38avg. 13F price*

At the end of Q2 2026, 220 institutions reported holding Ishrs Short Mat Muni Act ETF (MEAR) in their 13F filings, up 3 from Q1 2026. 21 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($167.6M), Rockwood Wealth Management, LLC ($119.4M) and Resonant Capital Advisors, LLC ($90.9M).

Company
Ishrs Short Mat Muni Act ETF
Filed as
ISHARES U S ETF TR (Q2 2026)
CUSIP
46431W838
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 131Q1 2024Q2 2024: 140Q2 2024Q3 2024: 145Q3 2024Q4 2024: 160Q4 2024Q1 2025: 173Q1 2025Q2 2025: 185Q2 2025Q3 2025: 190Q3 2025Q4 2025: 218Q4 2025Q1 2026: 217Q1 2026Q2 2026: 220Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions21$13.1M
Exits19$38.3M

All 13F filers, Q1 2026 → Q2 2026: 1,685,993 shares bought and 1,699,007 shares sold, net −13,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 220 holders

Morgan Stanley 0.01% Add +2.1% 3,326,132 $167.6M
Rockwood Wealth Management, LLC 7.55% Add +4.1% 2,370,376 $119.4M
Resonant Capital Advisors, LLC 4.34% Add +8.2% 1,804,120 $90.9M
Bank of America Corp. 0.00% Reduce -0.4% 1,412,588 $71.2M
Captrust Financial Advisors 0.08% Reduce -1.6% 1,054,864 $53.1M
LPL Financial LLC 0.01% Reduce -0.6% 755,026 $38.0M
Integrated Wealth Concepts LLC 0.22% Reduce -0.1% 657,567 $33.1M
Foster Group, Inc. 0.82% Add +3.8% 612,466 $30.9M
Cetera Investment Advisers 0.02% Add +5.4% 533,439 $26.9M
Rockefeller Capital Management L.P. 0.04% Add +102.3% 457,119 $23.0M
Ullmann Wealth Partners Group, LLC 2.03% Add +1.9% 444,308 $22.4M
JPMorgan Chase & Co. 0.00% Add +11.4% 366,933 $18.5M
Osaic Holdings, Inc. 0.02% Add +15.3% 341,827 $17.2M
Equitable Holdings, Inc. 0.09% Reduce -24.2% 291,789 $14.7M
Smart Money Group LLC 3.70% Add +80.1% 285,976 $14.4M
Dynasty Wealth Management, LLC 0.10% Add +17.3% 260,289 $13.1M
Quotient Wealth Partners, LLC 0.27% Add +11.3% 227,247 $11.4M
Royal Bank of Canada 0.00% Add +29.8% 207,538 $10.5M
HighTower Advisors, LLC 0.01% Add +5.9% 205,252 $10.3M
Jones Financial Companies LLLP 0.00% Add +46.6% 195,912 $9.9M
55 North Private Wealth, LLC 1.88% Add +98.7% 189,921 $9.6M
Focus Partners Wealth 0.01% Reduce -6.4% 181,094 $9.1M
Pine Harbor Wealth Management, LLC 2.32% Reduce -1.6% 172,298 $8.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -6.4% 156,797 $7.9M
UBS Group AG 0.00% Add +25.8% 131,549 $6.6M
DeLarme Wealth Management, Inc. 3.74% Add +2.5% 127,864 $6.4M
NewEdge Advisors, LLC 0.02% Add +13.4% 116,068 $5.8M
Merit Financial Group, LLC 0.04% Add +4.6% 113,833 $5.7M
Integrated Investment Consultants, LLC 1.13% Add +31.6% 113,724 $5.7M
Envestnet Asset Management Inc. 0.00% Add +12.9% 112,905 $5.7M
Ausdal Financial Partners, Inc. 0.22% Add +28.5% 109,517 $5.5M
Betterment LLC 0.01% Reduce -10.1% 102,031 $5.1M
Donaldson Capital Management, LLC 0.13% Add +11.8% 89,475 $4.5M
Raymond James Financial Inc. 0.00% Add +68.6% 84,763 $4.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.20% Add +5.2% 81,901 $4.1M
Natixis Advisors, LLC 0.00% Add +113.8% 81,652 $4.1M
Sanctuary Advisors, LLC 0.02% Reduce -22.0% 79,080 $4.0M
Cresta Advisors, Ltd. 1.42% No change 78,767 $4.0M
Willis Johnson & Associates, Inc. 0.20% Reduce -2.1% 71,295 $3.6M
Jacobson & Schmitt Advisors, LLC 0.57% Reduce -3.0% 68,784 $3.5M
Elmwood Wealth Management, Inc. 0.85% Reduce -23.4% 67,460 $3.4M
Richard P Slaughter Associates Inc 0.60% Reduce -36.8% 60,360 $3.0M
Beacon Pointe Advisors, LLC 0.01% Add +0.3% 57,058 $2.9M
Thrivent Financial for Lutherans 0.00% Add +6.3% 55,411 $2.8M
Axxcess Wealth Management, LLC 0.04% New 54,959 $2.8M
BlackRock, Inc. 0.00% Reduce -1.1% 53,348 $2.7M
Bank of New York Mellon Corp 0.00% Reduce -87.7% 52,931 $2.7M
Horizon Wealth Management, LLC 0.33% Reduce -10.3% 51,951 $2.6M
Stifel Financial Corp. 0.00% Reduce -0.4% 49,023 $2.5M
Titleist Asset Management, LLC 0.16% Add +4.7% 48,598 $2.4M
Aprio Wealth Management, LLC 0.11% Add +6.9% 44,012 $2.2M
Sigma Planning Corp 0.06% Reduce -31.0% 43,743 $2.2M
OneDigital Investment Advisors LLC 0.02% Reduce -23.5% 43,595 $2.2M
Meeder Advisory Services, Inc. 0.08% Add +0.7% 43,026 $2.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.1% 43,111 $2.2M
Flagship Private Wealth, LLC 0.76% Reduce -12.9% 42,685 $2.2M
IFP Advisors, Inc 0.04% Add +6.3% 41,793 $2.1M
Modern Wealth Management, LLC 0.03% Reduce -24.4% 41,652 $2.1M
Highland Financial Advisors, LLC 0.46% Add +3.2% 41,490 $2.1M
Sovran Advisors, LLC 0.15% Reduce -0.7% 41,118 $2.1M
Asset Allocation Strategies LLC 0.32% Add +23.7% 40,923 $2.1M
Perspective Wealth Advisors LLC 1.08% New 39,136 $2.0M
Stratos Wealth Partners, LTD. 0.02% Reduce -2.5% 38,448 $1.9M
Eagle Global Advisors LLC 0.06% Add +6.2% 38,400 $1.9M
Summit Wealth Partners, LLC 0.27% No change 37,727 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -38.0% 37,721 $1.9M
Core Wealth Advisors, Inc. 0.37% Add +47.1% 36,506 $1.8M
Henderson Brothers Financial Partners, LLC 0.82% Reduce -46.4% 34,286 $1.7M
Hill Island Financial LLC 0.37% No change 34,154 $1.7M
MML Investors Services, LLC 0.00% Add +46.9% 33,568 $1.7M
Waverly Advisors, LLC 0.01% Add +17.8% 32,627 $1.6M
Sagespring Wealth Partners, LLC 0.03% Add +439.0% 32,323 $1.6M
Lakeridge Wealth Management LLC 0.59% No change 31,775 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +0.9% 31,759 $1.6M
Evernest Financial Advisors, LLC 0.33% Add +6.5% 31,264 $1.6M
1900 Wealth Management LLC 0.09% No change 30,777 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -39.7% 29,543 $1.5M
Stephens Inc. 0.02% Reduce -27.5% 29,527 $1.5M
Valeo Financial Advisors, LLC 0.03% Reduce -2.0% 28,846 $1.5M
Fifth Third Bancorp 0.00% Reduce -6.9% 28,586 $1.4M
Kwmg, LLC 0.10% Reduce -9.5% 27,749 $1.4M
&partners 0.01% Add +4.3% 27,511 $1.4M
Five Pine Wealth Management 0.77% Reduce -14.9% 27,151 $1.4M
Truist Financial Corp. 0.00% Add +0.2% 27,071 $1.4M
Beto Financial Group, LLC 0.71% New 26,725 $1.3M
Mma Asset Management LLC 0.42% Reduce -3.2% 26,320 $1.3M
D.A. Davidson & Co. 0.01% Add +11.8% 25,760 $1.3M
Syntegra Private Wealth Group, LLC 0.10% No change 25,607 $1.3M
Cornerstone Financial Management LLC 1.00% Add +0.0% 24,664 $1.2M
VestGen Advisors, LLC 0.03% Add +0.0% 23,276 $1.2M
McKinley Carter Wealth Services, Inc. 0.06% Add +2.1% 23,098 $1.2M
Alexander Randolph Advisory, Inc. 0.95% Reduce -10.3% 22,835 $1.2M
Creative Planning 0.00% Add +2.9% 22,660 $1.1M
DORVAL Corp 0.32% Add +7.9% 22,245 $1.1M
Private Advisor Group, LLC 0.01% Add +5.6% 21,574 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -2.0% 20,889 $1.1M
One Capital Management, LLC 0.03% No change 20,857 $1.0M
Columbia River Financial Group, LLC 0.56% Add +0.7% 20,720 $1.0M
Chicago Partners Investment Group LLC 0.02% Add +32.1% 20,806 $1.0M
BDFS Capital LLC 0.43% Add +362.6% 19,440 $979K

"% of holder's portfolio" is MEAR's weight in each manager's 13F, not the share of Ishrs Short Mat Muni Act ETF the manager owns.

Show all 220 holders