Ishrs Short Mat Muni Act ETFMEARETF
13F holders, Q2 2024 (June 30)140holders +9
19new positions
12sold out
$50.15avg. 13F price*
At the end of Q2 2024, 140 institutions reported holding Ishrs Short Mat Muni Act ETF (MEAR) in their 13F filings, up 9 from Q1 2024. 19 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($120.3M), Rockwood Wealth Management, LLC ($44.0M) and Resonant Capital Advisors, LLC ($43.1M).
- Company
- Ishrs Short Mat Muni Act ETF
- Filed as
- ISHARES U S ETF TR (Q2 2024)
- CUSIP
- 46431W838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $6.3M |
| Exits | 12 | $4.5M |
All 13F filers, Q1 2024 → Q2 2024: 1,350,968 shares bought and 1,357,879 shares sold, net −6,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| Bank of America Corp. | 0.01% | Add +13.8% | 2,399,515 | $120.3M |
| Rockwood Wealth Management, LLC | 5.35% | Add +6.3% | 876,745 | $44.0M |
| Resonant Capital Advisors, LLC | 3.50% | Add +24.1% | 860,187 | $43.1M |
| Integrated Wealth Concepts LLC | 0.48% | Reduce -39.9% | 703,289 | $35.3M |
| Foster Group, Inc. | 0.96% | Add +0.8% | 485,717 | $24.4M |
| Stephens Inc. | 0.29% | Add +34.3% | 373,541 | $18.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.6% | 346,113 | $17.4M |
| Ullmann Wealth Partners Group, LLC | 2.30% | Add +0.8% | 322,158 | $16.2M |
| LPL Financial LLC | 0.01% | Add +77.8% | 300,322 | $15.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +136.3% | 194,513 | $9.8M |
| Kestra Investment Management, LLC | 0.64% | — | 186,901 | $9.4M |
| Focus Partners Wealth | 0.03% | Reduce -6.2% | 174,413 | $8.7M |
| Smart Money Group LLC | 2.68% | Add +3.2% | 149,551 | $7.5M |
| Cwm, LLC | 0.03% | Add +19.0% | 147,494 | $7.4M |
| Pine Harbor Wealth Management, LLC | 4.18% | Add +14.5% | 141,621 | $7.1M |
| Morgan Stanley | 0.00% | Add +12.4% | 138,902 | $7.0M |
| Source Financial Advisors LLC | 2.07% | Add +14.2% | 134,035 | $6.7M |
| Dynasty Wealth Management, LLC | 0.19% | Reduce -45.7% | 130,044 | $6.5M |
| Quotient Wealth Partners, LLC | 0.22% | Reduce -47.3% | 124,184 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Add +5.4% | 106,452 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -13.8% | 88,153 | $4.4M |
| Integrated Investment Consultants, LLC | 1.19% | No change | 86,400 | $4.3M |
| NewEdge Advisors, LLC | 0.03% | Add +85.5% | 82,126 | $4.1M |
| Portfolio Design Labs, LLC | 1.26% | Add +12.3% | 81,455 | $4.1M |
| Corient Private Wealth LP | 0.01% | Reduce -3.3% | 76,786 | $3.8M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -0.5% | 76,115 | $3.8M |
| UBS Group AG | 0.00% | Add +39.6% | 73,232 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +23.1% | 71,322 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +235.4% | 67,666 | $3.4M |
| Willis Johnson & Associates, Inc. | 0.26% | Add +56.7% | 62,072 | $3.1M |
| Ascent Group, LLC | 0.24% | Add +4.2% | 58,730 | $2.9M |
| Arden Trust Co | 0.41% | Add +57.7% | 58,085 | $2.9M |
| Sigma Planning Corp | 0.09% | Add +12.4% | 56,966 | $2.9M |
| Obsidian Personal Planning Solutions LLC | 1.72% | Add +0.8% | 56,031 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.9% | 53,837 | $2.7M |
| KM Capital Management Ltd. | 1.25% | Reduce -35.5% | 48,200 | $2.4M |
| Jacobson & Schmitt Advisors, LLC | 0.55% | Add +42.5% | 47,866 | $2.4M |
| Kwmg, LLC | 0.26% | Add +0.9% | 47,862 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +1.8% | 45,811 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +1.8% | 45,811 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +17.5% | 44,628 | $2.2M |
| BlackRock Inc. | 0.00% | Reduce -90.2% | 43,917 | $2.2M |
| Elmwood Wealth Management, Inc. | 0.96% | Reduce -31.3% | 43,165 | $2.2M |
| Webster Bank, N. A. | 0.23% | No change | 42,146 | $2.1M |
| Eagle Global Advisors LLC | 0.11% | No change | 40,150 | $2.0M |
| Highland Financial Advisors, LLC | 0.74% | Add +15.0% | 39,591 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +2.1% | 35,316 | $1.8M |
| Cetera Investment Advisers | 0.00% | Add +1.4% | 35,297 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -19.3% | 35,129 | $1.8M |
| Hill Island Financial LLC | 0.56% | Add +0.9% | 34,227 | $1.7M |
| Modern Wealth Management, LLC | 0.12% | Add +50.5% | 32,116 | $1.6M |
| 1900 Wealth Management LLC | 0.15% | Reduce -49.1% | 31,712 | $1.6M |
| Sykon Capital LLC | 0.56% | Add +33.5% | 29,857 | $1.5M |
| Creative Planning | 0.00% | Reduce -9.4% | 27,787 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Add +51.1% | 27,295 | $1.4M |
| Syverson Strege & Co | 0.45% | Reduce -9.2% | 26,324 | $1.3M |
| Donaldson Capital Management, LLC | 0.05% | Add +142.5% | 25,490 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -4.9% | 24,890 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | — | 24,769 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -12.2% | 24,329 | $1.2M |
| Principle Wealth Partners LLC | 0.09% | No change | 24,066 | $1.2M |
| DGS Capital Management, LLC | 0.31% | New | 21,670 | $1.1M |
| Aprio Wealth Management, LLC | 0.19% | Add +0.2% | 21,025 | $1.1M |
| Aveo Capital Partners, LLC | 0.12% | Add +2.5% | 20,906 | $1.0M |
| Kathmere Capital Management, LLC | 0.11% | Reduce -0.0% | 20,431 | $1.0M |
| Total Clarity Wealth Management, Inc. | 0.35% | No change | 20,219 | $1.0M |
| 4J Wealth Management LLC | 0.82% | Add +0.3% | 19,813 | $994K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -11.0% | 19,049 | $955K |
| Financial Management Professionals, Inc. | 0.12% | New | 18,126 | $909K |
| Flagship Private Wealth, LLC | 0.53% | Add +33.4% | 17,742 | $890K |
| Titleist Asset Management, LLC | 0.13% | Add +16.4% | 17,276 | $866K |
| Global Retirement Partners, LLC | 0.03% | New | 16,324 | $819K |
| MML Investors Services, LLC | 0.00% | Add +1.0% | 16,023 | $804K |
| Belpointe Asset Management LLC | 0.06% | Add +18.3% | 16,021 | $803K |
| FinTrust Capital Advisors, LLC | 0.15% | Add +8.4% | 15,987 | $802K |
| Evernest Financial Advisors, LLC | 0.32% | Reduce -1.3% | 14,245 | $714K |
| Insight Inv LLC | 0.58% | Reduce -3.6% | 13,300 | $667K |
| IHT Wealth Management, LLC | 0.02% | New | 12,925 | $648K |
| Bridge Advisory, LLC | 0.32% | Reduce -35.4% | 12,757 | $640K |
| Flow Traders U.S. LLC | 0.03% | New | 12,520 | $628K |
| Valley National Advisers Inc. | 0.09% | Add +15.2% | 12,400 | $621K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.2% | 11,715 | $588K |
| VERITY Wealth Advisors | 0.43% | Reduce -25.9% | 11,425 | $573K |
| One Capital Management, LLC | 0.02% | Reduce -35.0% | 10,507 | $527K |
| D.A. Davidson & Co. | 0.00% | Add +39.9% | 10,165 | $510K |
| Core Wealth Advisors, Inc. | 0.17% | Add +10.9% | 10,148 | $509K |
| Graypoint LLC | 0.04% | Reduce -6.7% | 10,072 | $505K |
| CreativeOne Wealth, LLC | 0.03% | Add +17.8% | 10,036 | $503K |
| Jane Street Group, LLC | 0.00% | Add +12.1% | 9,704 | $487K |
| First Citizens Financial Corp | 0.28% | New | 9,496 | $476K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +2.9% | 9,460 | $474K |
| Waverly Advisors, LLC | 0.01% | Add +1.1% | 9,300 | $466K |
| Avantax Advisory Services, Inc. | 0.00% | Add +3.0% | 9,167 | $460K |
| Mariner, LLC | 0.00% | Reduce -16.8% | 8,824 | $443K |
| Thrivent Financial for Lutherans | 0.00% | Add +32.6% | 8,709 | $437K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.24% | Reduce -0.7% | 8,534 | $428K |
| SFG Wealth Management, LLC. | 0.24% | New | 8,520 | $427K |
| Pineridge Advisors LLC | 0.14% | Reduce -8.4% | 8,342 | $418K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.0% | 8,279 | $415K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.9% | 8,135 | $408K |
"% 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.