Ishrs Short Mat Muni Act ETFMEARETF
13F holders, Q1 2024 (March 31)131holders
1famous investor
$50.12avg. 13F price*
At the end of Q1 2024, 131 institutions reported holding Ishrs Short Mat Muni Act ETF (MEAR) in their 13F filings. The largest holders were Bank of America Corp. ($105.6M), Integrated Wealth Concepts LLC ($58.7M) and Rockwood Wealth Management, LLC ($41.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishrs Short Mat Muni Act ETF
- Filed as
- ISHARES U S ETF TR (Q1 2024)
- CUSIP
- 46431W838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.7M |
| Exits | 11 | $5.9M |
Ownership 131 holders
| Bank of America Corp. | 0.01% | Reduce -2.3% | 2,107,554 | $105.6M |
| Integrated Wealth Concepts LLC | 0.85% | Reduce -0.9% | 1,170,785 | $58.7M |
| Rockwood Wealth Management, LLC | 5.34% | Add +12.7% | 824,682 | $41.3M |
| Resonant Capital Advisors, LLC | 2.97% | Add +7.9% | 693,091 | $34.7M |
| Foster Group, Inc. | 1.20% | Add +4.9% | 481,630 | $24.1M |
| BlackRock Inc. | 0.00% | Add +1.5% | 448,308 | $22.5M |
| JPMorgan Chase & Co. | 0.00% | Add +14.9% | 370,575 | $18.6M |
| Ullmann Wealth Partners Group, LLC | 2.38% | Reduce -1.0% | 319,483 | $16.0M |
| Stephens Inc. | 0.22% | Reduce -5.7% | 278,112 | $13.9M |
| Dynasty Wealth Management, LLC | 0.38% | — | 239,485 | $12.0M |
| Quotient Wealth Partners, LLC | 0.42% | Add +27.8% | 235,505 | $11.8M |
| Focus Partners Wealth | 0.08% | Add +2.3% | 185,992 | $9.3M |
| LPL Financial LLC | 0.00% | Add +12.3% | 168,953 | $8.5M |
| Smart Money Group LLC | 2.82% | Add +15.9% | 144,943 | $7.3M |
| Cwm, LLC | 0.03% | Add +29.6% | 123,956 | $6.2M |
| Pine Harbor Wealth Management, LLC | 3.90% | Add +9.0% | 123,713 | $6.2M |
| Morgan Stanley | 0.00% | Reduce -34.1% | 123,598 | $6.2M |
| Source Financial Advisors LLC | 1.79% | Add +37.2% | 117,362 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Add +2.3% | 102,269 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.3% | 101,031 | $5.1M |
| Integrated Investment Consultants, LLC | 1.19% | No change | 86,400 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +29.0% | 82,316 | $4.1M |
| Corient Private Wealth LP | 0.01% | Add +1.1% | 79,417 | $4.0M |
| OneDigital Investment Advisors LLC | 0.06% | Add +1.1% | 76,483 | $3.8M |
| KM Capital Management Ltd. | 2.07% | Add +72.1% | 74,673 | $3.7M |
| Portfolio Design Labs, LLC | 1.22% | Reduce -61.9% | 72,561 | $3.6M |
| Elmwood Wealth Management, Inc. | 1.35% | Add +3.5% | 62,835 | $3.1M |
| 1900 Wealth Management LLC | 0.28% | Reduce -9.7% | 62,287 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -59.5% | 57,956 | $2.9M |
| Ascent Group, LLC | 0.25% | Reduce -64.9% | 56,340 | $2.8M |
| Obsidian Personal Planning Solutions LLC | 1.83% | Add +1.2% | 55,566 | $2.8M |
| UBS Group AG | 0.00% | Reduce -12.1% | 52,473 | $2.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +33.1% | 52,345 | $2.6M |
| Sigma Planning Corp | 0.08% | Add +78.6% | 50,700 | $2.5M |
| Kwmg, LLC | 0.26% | Add +5.3% | 47,451 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -6.0% | 45,013 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -6.0% | 45,013 | $2.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -10.9% | 44,272 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -36.9% | 43,510 | $2.2M |
| Webster Bank, N. A. | 0.24% | No change | 42,146 | $2.1M |
| Eagle Global Advisors LLC | 0.11% | No change | 40,150 | $2.0M |
| Willis Johnson & Associates, Inc. | 0.17% | Add +32.8% | 39,606 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +129.0% | 37,968 | $1.9M |
| Arden Trust Co | 0.26% | Add +5.2% | 36,843 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +272.2% | 34,800 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -1.8% | 34,580 | $1.7M |
| Highland Financial Advisors, LLC | 0.69% | Reduce -15.5% | 34,440 | $1.7M |
| Hill Island Financial LLC | 0.56% | Add +0.6% | 33,912 | $1.7M |
| Jacobson & Schmitt Advisors, LLC | 0.40% | Add +4.5% | 33,595 | $1.7M |
| Creative Planning | 0.00% | Reduce -0.4% | 30,668 | $1.5M |
| Syverson Strege & Co | 0.52% | Reduce -37.9% | 28,987 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +4.5% | 27,720 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +7.4% | 26,178 | $1.3M |
| Principle Wealth Partners LLC | 0.09% | No change | 24,066 | $1.2M |
| Sykon Capital LLC | 0.41% | New | 22,357 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -5.8% | 21,393 | $1.1M |
| Modern Wealth Management, LLC | 0.10% | Add +52.2% | 21,347 | $1.1M |
| Aprio Wealth Management, LLC | 0.21% | Reduce -82.3% | 20,992 | $1.1M |
| Kathmere Capital Management, LLC | 0.12% | Reduce -11.9% | 20,434 | $1.0M |
| Aveo Capital Partners, LLC | 0.11% | Reduce -6.0% | 20,404 | $1.0M |
| Total Clarity Wealth Management, Inc. | 0.35% | No change | 20,219 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +65.1% | 20,172 | $1.0M |
| Bridge Advisory, LLC | 0.49% | Add +52.1% | 19,760 | $990K |
| 4J Wealth Management LLC | 0.85% | Reduce -20.7% | 19,746 | $990K |
| Royal Harbor Partners, LLC | 0.42% | Reduce -3.0% | 19,358 | $970K |
| Lincoln National Corp. | 0.01% | Add +0.0% | 18,923 | $948K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Reduce -38.0% | 18,060 | $905K |
| Pathstone Holdings, LLC | 0.00% | Add +17.3% | 17,486 | $876K |
| One Capital Management, LLC | 0.03% | Add +6.2% | 16,172 | $811K |
| MML Investors Services, LLC | 0.00% | Add +44.6% | 15,858 | $795K |
| VERITY Wealth Advisors | 0.59% | Add +53.6% | 15,421 | $773K |
| Titleist Asset Management, LLC | 0.13% | Add +12.5% | 14,837 | $744K |
| FinTrust Capital Advisors, LLC | 0.14% | Add +11.2% | 14,753 | $739K |
| Evernest Financial Advisors, LLC | 0.34% | Add +21.5% | 14,438 | $722K |
| Insight Inv LLC | 0.60% | No change | 13,800 | $692K |
| Belpointe Asset Management LLC | 0.05% | Add +7.7% | 13,540 | $679K |
| Flagship Private Wealth, LLC | 0.43% | New | 13,296 | $666K |
| Graypoint LLC | 0.04% | Reduce -39.3% | 10,789 | $541K |
| Valley National Advisers Inc. | 0.08% | Add +19.9% | 10,764 | $539K |
| Janney Montgomery Scott LLC | 0.00% | Add +34.3% | 10,733 | $538K |
| Mariner, LLC | 0.00% | Reduce -28.1% | 10,609 | $532K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -15.9% | 10,511 | $527K |
| Waverly Advisors, LLC | 0.01% | New | 9,200 | $461K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +105.8% | 9,191 | $461K |
| Core Wealth Advisors, Inc. | 0.16% | No change | 9,148 | $458K |
| Pineridge Advisors LLC | 0.16% | Reduce -14.0% | 9,111 | $457K |
| Avantax Advisory Services, Inc. | 0.00% | Add +21.9% | 8,897 | $446K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.2% | 8,807 | $441K |
| Jane Street Group, LLC | 0.00% | Reduce -55.4% | 8,657 | $434K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.26% | Reduce -3.0% | 8,594 | $431K |
| CreativeOne Wealth, LLC | 0.02% | Add +16.4% | 8,517 | $427K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +1.8% | 8,066 | $404K |
| Cross Staff Investments Inc | 0.34% | No change | 8,000 | $401K |
| Comerica Bank | 0.00% | Reduce -20.1% | 7,954 | $399K |
| Advisory Services Network, LLC | 0.01% | Add +1.8% | 7,690 | $385K |
| McAdam, LLC | 0.02% | Reduce -0.0% | 7,511 | $376K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.3% | 7,265 | $364K |
| Evergreen Capital Management LLC | 0.01% | Reduce -9.0% | 7,050 | $353K |
| CW Advisors, LLC | 0.01% | New | 6,686 | $335K |
| Thrivent Financial for Lutherans | 0.00% | New | 6,566 | $329K |
| Lantz Financial LLC | 0.10% | Reduce -17.9% | 6,406 | $321K |
| Opal Wealth Advisors, LLC | 0.11% | Reduce -1.9% | 6,350 | $318K |
| CFS Investment Advisory Services, LLC | 0.05% | Add +37.2% | 5,702 | $286K |
| Visionary Wealth Advisors | 0.02% | No change | 5,549 | $278K |
| Client 1ST Advisory Group, LLC | 0.12% | No change | 5,421 | $272K |
| IFP Advisors, Inc | 0.01% | Reduce -5.6% | 5,412 | $271K |
| Windsor Capital Management, LLC | 0.08% | No change | 5,017 | $251K |
| Van Hulzen Asset Management, LLC | 0.02% | No change | 5,000 | $251K |
| Alexander Randolph Advisory, Inc. | 0.22% | No change | 5,000 | $251K |
| Seaview Investment Managers LLC | 0.07% | New | 4,589 | $230K |
| Woodmont Investment Counsel LLC | 0.02% | New | 4,445 | $223K |
| Citadel Advisors | 0.00% | New | 4,402 | $221K |
| Tobias Financial Advisors, Inc. | 0.05% | Reduce -27.9% | 4,318 | $216K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.4% | 4,234 | $212K |
| Commonwealth Financial Services, LLC | 0.05% | No change | 4,052 | $203K |
| Horizon Family Wealth, Inc. | 0.16% | Add +0.1% | 4,023 | $202K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.1% | 3,894 | $195K |
| Allworth Financial LP | 0.00% | Reduce -4.0% | 3,774 | $189K |
| Jones Financial Companies LLLP | 0.00% | Add +0.6% | 2,894 | $145K |
| Mather Group, Llc. | 0.00% | New | 2,634 | $132K |
| Global Financial Private Client, LLC | 0.05% | No change | 2,200 | $110K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.1% | 2,189 | $110K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 1,000 | $50K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 846 | $42K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +413.2% | 621 | $31K |
| Principal Securities, Inc. | 0.00% | Add +38.5% | 450 | $23K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 313 | $16K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +3.5% | 234 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 128 | $6K |
| Harbour Investments, Inc. | 0.00% | Reduce -41.2% | 117 | $6K |
| Wells Fargo & Company | 0.00% | No change | 1 | $38 |
"% 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.