Ishrs Short Mat Muni Act ETFMEARETF
13F holders, Q3 2024 (September 30)145holders +5
14new positions
9sold out
$50.31avg. 13F price*
At the end of Q3 2024, 145 institutions reported holding Ishrs Short Mat Muni Act ETF (MEAR) in their 13F filings, up 5 from Q2 2024. 14 opened new positions and 9 sold out. The largest holders were JPMorgan Chase & Co. ($70.0M), Bank of America Corp. ($57.9M) and Resonant Capital Advisors, LLC ($56.4M).
- Company
- Ishrs Short Mat Muni Act ETF
- Filed as
- ISHARES U S ETF TR (Q3 2024)
- CUSIP
- 46431W838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $10.0M |
| Exits | 9 | $9.2M |
All 13F filers, Q2 2024 → Q3 2024: 2,463,568 shares bought and 1,683,909 shares sold, net +779,659 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 145 holders
| JPMorgan Chase & Co. | 0.01% | Add +302.2% | 1,392,166 | $70.0M |
| Bank of America Corp. | 0.01% | Reduce -52.0% | 1,150,903 | $57.9M |
| Resonant Capital Advisors, LLC | 4.15% | Add +30.3% | 1,121,077 | $56.4M |
| Rockwood Wealth Management, LLC | 5.27% | Add +8.6% | 951,988 | $47.9M |
| Integrated Wealth Concepts LLC | 0.43% | Reduce -1.2% | 694,617 | $34.9M |
| Foster Group, Inc. | 0.91% | Reduce -0.2% | 484,749 | $24.4M |
| Stephens Inc. | 0.28% | Add +4.8% | 391,345 | $19.7M |
| Ullmann Wealth Partners Group, LLC | 2.20% | Add +4.8% | 337,663 | $17.0M |
| LPL Financial LLC | 0.01% | Add +7.5% | 322,859 | $16.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.6% | 255,898 | $12.9M |
| Kestra Investment Management, LLC | 0.52% | Add +29.9% | 242,807 | $12.2M |
| Portfolio Design Labs, LLC | 3.10% | Add +171.0% | 220,723 | $11.1M |
| Source Financial Advisors LLC | 2.70% | Add +35.3% | 181,370 | $9.1M |
| Ascent Group, LLC | 0.69% | Add +208.4% | 181,117 | $9.1M |
| Focus Partners Wealth | 0.03% | Add +0.1% | 174,677 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +120.0% | 156,881 | $7.9M |
| Pine Harbor Wealth Management, LLC | 3.84% | Add +8.2% | 153,263 | $7.7M |
| Cwm, LLC | 0.03% | Add +1.9% | 150,223 | $7.6M |
| Smart Money Group LLC | 2.67% | Reduce -0.2% | 149,201 | $7.5M |
| Quotient Wealth Partners, LLC | 0.23% | Add +11.7% | 138,743 | $7.0M |
| Morgan Stanley | 0.00% | Reduce -6.8% | 129,398 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +2.5% | 109,101 | $5.5M |
| Clarity Asset Management, Inc. | 3.42% | New | 97,914 | $4.9M |
| NewEdge Advisors, LLC | 0.03% | Add +18.2% | 97,040 | $4.9M |
| Corient Private Wealth LP | 0.01% | Add +4.1% | 79,968 | $4.0M |
| OneDigital Investment Advisors LLC | 0.05% | Add +4.7% | 79,718 | $4.0M |
| Integrated Investment Consultants, LLC | 0.85% | Reduce -10.2% | 77,600 | $3.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -12.6% | 77,082 | $3.9M |
| Willis Johnson & Associates, Inc. | 0.26% | Add +8.6% | 67,398 | $3.4M |
| Obsidian Personal Planning Solutions LLC | 1.65% | Add +12.0% | 62,763 | $3.1M |
| Sigma Planning Corp | 0.09% | Add +8.0% | 61,530 | $3.1M |
| Elmwood Wealth Management, Inc. | 1.23% | Add +37.6% | 59,405 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +66.3% | 58,691 | $3.0M |
| UBS Group AG | 0.00% | Reduce -19.9% | 58,681 | $3.0M |
| Webster Bank, N. A. | 0.31% | Add +39.1% | 58,640 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +582.2% | 56,477 | $2.8M |
| Kwmg, LLC | 0.25% | Add +4.6% | 50,060 | $2.5M |
| Jacobson & Schmitt Advisors, LLC | 0.50% | Add +1.6% | 48,626 | $2.4M |
| Betterment LLC | 0.01% | New | 45,760 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -9.2% | 41,595 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -9.2% | 41,595 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +15.9% | 40,703 | $2.0M |
| BlackRock, Inc. | 0.00% | — | 40,616 | $2.0M |
| Eagle Global Advisors LLC | 0.10% | No change | 40,150 | $2.0M |
| Donaldson Capital Management, LLC | 0.08% | Add +56.9% | 39,990 | $2.0M |
| Highland Financial Advisors, LLC | 0.71% | Add +0.4% | 39,766 | $2.0M |
| Modern Wealth Management, LLC | 0.11% | Add +13.0% | 36,292 | $1.8M |
| Hill Island Financial LLC | 0.53% | Add +0.8% | 34,514 | $1.7M |
| FinTrust Capital Advisors, LLC | 0.29% | Add +115.0% | 34,372 | $1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Add +25.2% | 34,168 | $1.7M |
| Sykon Capital LLC | 0.59% | Add +11.7% | 33,357 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -6.9% | 32,883 | $1.7M |
| 1900 Wealth Management LLC | 0.13% | Reduce -3.0% | 30,777 | $1.5M |
| DGS Capital Management, LLC | 0.38% | Add +27.8% | 27,701 | $1.4M |
| Syverson Strege & Co | 0.45% | Add +2.5% | 26,970 | $1.4M |
| Creative Planning | 0.00% | Reduce -7.6% | 25,680 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.0% | 24,887 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +52.6% | 24,453 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.5% | 24,396 | $1.2M |
| Principle Wealth Partners LLC | 0.09% | No change | 24,066 | $1.2M |
| Titleist Asset Management, LLC | 0.17% | Add +39.1% | 24,027 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.39% | Add +18.3% | 23,917 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +24.8% | 23,774 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -56.0% | 23,662 | $1.2M |
| Yardley Wealth Management LLC | 0.70% | — | 23,316 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -13.6% | 21,018 | $1.1M |
| Aveo Capital Partners, LLC | 0.11% | Reduce -0.3% | 20,839 | $1.0M |
| Jane Street Group, LLC | 0.00% | Add +112.7% | 20,641 | $1.0M |
| Kathmere Capital Management, LLC | 0.10% | Add +0.2% | 20,472 | $1.0M |
| 4J Wealth Management LLC | 0.77% | Reduce -0.6% | 19,688 | $991K |
| Aprio Wealth Management, LLC | 0.16% | Reduce -6.9% | 19,582 | $985K |
| D.A. Davidson & Co. | 0.01% | Add +86.3% | 18,934 | $953K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -73.7% | 17,807 | $896K |
| Global Retirement Partners, LLC | 0.03% | Add +5.7% | 17,259 | $868K |
| Flagship Private Wealth, LLC | 0.43% | Reduce -6.5% | 16,588 | $835K |
| First Citizens Financial Corp | 0.44% | Add +73.8% | 16,502 | $830K |
| Mariner, LLC | 0.00% | Add +75.0% | 15,446 | $777K |
| Evernest Financial Advisors, LLC | 0.20% | Add +2.0% | 14,527 | $731K |
| Truist Financial Corp. | 0.00% | Reduce -67.7% | 14,405 | $725K |
| KM Capital Management Ltd. | 0.37% | Reduce -71.3% | 13,845 | $697K |
| Belpointe Asset Management LLC | 0.04% | Reduce -18.2% | 13,103 | $659K |
| Insight Inv LLC | 0.54% | Reduce -3.8% | 12,800 | $644K |
| &partners | 0.01% | New | 12,404 | $625K |
| CreativeOne Wealth, LLC | 0.02% | Add +22.5% | 12,292 | $618K |
| Core Wealth Advisors, Inc. | 0.20% | Add +19.6% | 12,138 | $611K |
| Avantax Advisory Services, Inc. | 0.00% | Add +29.2% | 11,843 | $596K |
| Janney Montgomery Scott LLC | 0.00% | No change | 11,715 | $589K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +70.6% | 11,574 | $582K |
| VERITY Wealth Advisors | 0.40% | No change | 11,425 | $575K |
| Objective Capital Management, LLC | 0.33% | — | 11,145 | $561K |
| IHT Wealth Management, LLC | 0.02% | Reduce -16.6% | 10,777 | $542K |
| One Capital Management, LLC | 0.02% | No change | 10,507 | $529K |
| Benjamin Edwards Inc. | 0.01% | New | 10,381 | $523K |
| Graypoint LLC | 0.03% | No change | 10,072 | $507K |
| Jones Financial Companies LLLP | 0.00% | Add +13.6% | 8,925 | $449K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.1% | 8,522 | $429K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +3.9% | 8,451 | $425K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.20% | Reduce -3.3% | 8,253 | $415K |
| Cross Staff Investments Inc | 0.31% | No change | 8,000 | $403K |
| Advisory Services Network, LLC | 0.01% | No change | 7,792 | $391K |
| Pineridge Advisors LLC | 0.14% | Reduce -9.2% | 7,577 | $381K |
| Summit Wealth Partners, LLC | 0.07% | New | 7,334 | $369K |
| Evergreen Capital Management LLC | 0.01% | No change | 7,050 | $355K |
| MRP Capital Investments, LLC | 0.34% | New | 7,000 | $352K |
| Milestone Investment Advisors LLC | 0.10% | Add +132.8% | 6,992 | $352K |
| Waverly Advisors, LLC | 0.01% | Reduce -25.8% | 6,900 | $347K |
| McAdam, LLC | 0.02% | Reduce -9.8% | 6,776 | $341K |
| BlackDiamond Wealth Management, LLC | 0.20% | Reduce -15.5% | 6,750 | $338K |
| Shum Financial Group, Inc. | 0.28% | — | 6,650 | $333K |
| Tidal Investments LLC | 0.00% | New | 6,608 | $332K |
| Opal Wealth Advisors, LLC | 0.10% | Reduce -3.3% | 6,290 | $316K |
| Lantz Financial LLC | 0.08% | Reduce -5.0% | 5,945 | $299K |
| Visionary Wealth Advisors | 0.02% | No change | 5,485 | $276K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +8.7% | 5,431 | $273K |
| Client 1ST Advisory Group, LLC | 0.11% | No change | 5,421 | $273K |
| Stokes Family Office, LLC | 0.03% | New | 5,033 | $253K |
| Alexander Randolph Advisory, Inc. | 0.22% | No change | 5,000 | $252K |
| Bridge Advisory, LLC | 0.11% | Reduce -62.5% | 4,783 | $241K |
| IFP Advisors, Inc | 0.01% | Reduce -9.9% | 4,782 | $241K |
| Horizon Family Wealth, Inc. | 0.14% | Add +0.2% | 4,038 | $203K |
| Tobias Financial Advisors, Inc. | 0.04% | No change | 4,036 | $203K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 3,986 | $201K |
| Allworth Financial LP | 0.00% | Add +1.9% | 3,755 | $189K |
| Valley National Advisers Inc. | 0.03% | Reduce -70.3% | 3,680 | $185K |
| Mather Group, Llc. | 0.00% | No change | 2,634 | $133K |
| Global Financial Private Client, LLC | 0.04% | No change | 2,200 | $111K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.1% | 2,033 | $102K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 2,000 | $101K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3851.0% | 1,936 | $97K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,483 | $75K |
| Comerica Bank | 0.00% | Reduce -75.8% | 1,444 | $73K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,410 | $71K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 1,000 | $50K |
| Paladin Advisory Group, LLC | 0.03% | New | 835 | $42K |
| Aptus Capital Advisors, LLC | 0.00% | New | 658 | $33K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 621 | $31K |
| City State Bank | 0.01% | No change | 381 | $19K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 355 | $18K |
| Principal Securities, Inc. | 0.00% | No change | 325 | $16K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 298 | $15K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 271 | $14K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 246 | $12K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 207 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 117 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $5K |
"% 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.