Ishrs Short Mat Muni Act ETFMEARETF
13F holders, Q4 2024 (December 31)160holders +15
18new positions
10sold out
1famous investor
$49.96avg. 13F price*
At the end of Q4 2024, 160 institutions reported holding Ishrs Short Mat Muni Act ETF (MEAR) in their 13F filings, up 15 from Q3 2024. 18 opened new positions and 10 sold out. The largest holders were Rockwood Wealth Management, LLC ($80.8M), Resonant Capital Advisors, LLC ($52.5M) and Bank of America Corp. ($45.9M). 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 (Q4 2024)
- CUSIP
- 46431W838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $26.8M |
| Exits | 10 | $6.4M |
All 13F filers, Q3 2024 → Q4 2024: 2,154,025 shares bought and 1,658,382 shares sold, net +495,643 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 160 holders
| Rockwood Wealth Management, LLC | 8.72% | Add +69.8% | 1,615,967 | $80.8M |
| Resonant Capital Advisors, LLC | 3.84% | Reduce -6.2% | 1,051,899 | $52.5M |
| Bank of America Corp. | 0.00% | Reduce -20.2% | 918,690 | $45.9M |
| Integrated Wealth Concepts LLC | 0.39% | Reduce -2.5% | 677,266 | $33.8M |
| Foster Group, Inc. | 0.98% | Add +5.9% | 513,551 | $25.7M |
| Focus Partners Wealth | 0.05% | Add +129.9% | 401,616 | $20.1M |
| Stephens Inc. | 0.27% | Reduce -2.9% | 380,034 | $19.0M |
| Ullmann Wealth Partners Group, LLC | 2.24% | Add +3.0% | 347,628 | $17.4M |
| LPL Financial LLC | 0.01% | Add +3.6% | 334,648 | $16.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -77.9% | 307,096 | $15.3M |
| Kestra Investment Management, LLC | 0.58% | Add +22.4% | 297,105 | $14.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.6% | 290,708 | $14.5M |
| Portfolio Design Labs, LLC | 2.42% | Add +7.1% | 236,430 | $11.8M |
| Pine Harbor Wealth Management, LLC | 4.06% | Add +31.7% | 201,828 | $10.1M |
| Savant Capital, LLC | 0.08% | New | 192,150 | $9.6M |
| Ascent Group, LLC | 0.69% | Add +2.0% | 184,721 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +8.8% | 170,753 | $8.5M |
| Morgan Stanley | 0.00% | Add +18.4% | 153,235 | $7.7M |
| Smart Money Group LLC | 2.60% | Add +1.0% | 150,704 | $7.5M |
| Dynasty Wealth Management, LLC | 0.12% | New | 143,639 | $7.2M |
| Cwm, LLC | 0.03% | Reduce -4.6% | 143,276 | $7.2M |
| Quotient Wealth Partners, LLC | 0.23% | Add +0.2% | 139,002 | $6.9M |
| HighTower Advisors, LLC | 0.01% | Add +74.2% | 134,286 | $6.7M |
| NewEdge Advisors, LLC | 0.04% | Add +36.0% | 131,974 | $6.6M |
| Osaic Holdings, Inc. | 0.01% | Add +11.2% | 121,334 | $6.1M |
| Clarity Asset Management, Inc. | 3.22% | Add +1.0% | 98,917 | $4.9M |
| OneDigital Investment Advisors LLC | 0.05% | Add +11.7% | 89,049 | $4.4M |
| Betterment LLC | 0.01% | Add +87.2% | 85,643 | $4.3M |
| Modern Wealth Management, LLC | 0.15% | Add +122.1% | 80,618 | $4.0M |
| Elmwood Wealth Management, Inc. | 1.38% | Add +15.0% | 68,325 | $3.4M |
| Obsidian Personal Planning Solutions LLC | 1.59% | Add +4.5% | 65,621 | $3.3M |
| Jacobson & Schmitt Advisors, LLC | 0.62% | Add +31.4% | 63,884 | $3.2M |
| Sigma Planning Corp | 0.10% | Add +1.9% | 62,682 | $3.1M |
| Donaldson Capital Management, LLC | 0.12% | Add +56.3% | 62,502 | $3.1M |
| DGS Capital Management, LLC | 0.77% | Add +122.9% | 61,747 | $3.1M |
| Cetera Investment Advisers | 0.01% | Add +3.3% | 60,603 | $3.0M |
| Integrated Investment Consultants, LLC | 0.62% | Reduce -21.9% | 60,565 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +188.7% | 59,588 | $3.0M |
| Webster Bank, N. A. | 0.31% | No change | 58,640 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 58,544 | $2.9M |
| Kwmg, LLC | 0.25% | Reduce -3.1% | 48,504 | $2.4M |
| Yardley Wealth Management LLC | 1.14% | Add +100.0% | 46,632 | $2.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.19% | Add +34.0% | 45,770 | $2.3M |
| UBS Group AG | 0.00% | Reduce -22.4% | 45,560 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +85.1% | 45,150 | $2.3M |
| Flagship Private Wealth, LLC | 1.03% | Add +159.1% | 42,976 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 42,599 | $2.1M |
| Willis Johnson & Associates, Inc. | 0.16% | Reduce -36.9% | 42,558 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +3.0% | 41,939 | $2.1M |
| Eagle Global Advisors LLC | 0.08% | No change | 40,150 | $2.0M |
| Highland Financial Advisors, LLC | 0.69% | Add +0.1% | 39,795 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +56.1% | 38,850 | $1.9M |
| BlackRock, Inc. | 0.00% | Reduce -4.5% | 38,777 | $1.9M |
| Keystone Financial Group, Inc. | 1.44% | — | 35,671 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +6.3% | 34,962 | $1.7M |
| Hill Island Financial LLC | 0.51% | Add +1.1% | 34,895 | $1.7M |
| Raymond James Financial Inc. | 0.00% | — | 33,813 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -18.9% | 33,737 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -18.9% | 33,737 | $1.7M |
| 1900 Wealth Management LLC | 0.13% | No change | 30,777 | $1.5M |
| Columbia River Financial Group, LLC | 0.96% | — | 28,059 | $1.4M |
| Syverson Strege & Co | 0.46% | Add +2.8% | 27,732 | $1.4M |
| Titleist Asset Management, LLC | 0.16% | Add +15.0% | 27,629 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +5.9% | 25,903 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 25,867 | $1.3M |
| Sharkey, Howes & Javer | 0.18% | New | 25,407 | $1.3M |
| Creative Planning | 0.00% | Reduce -2.1% | 25,128 | $1.3M |
| Total Clarity Wealth Management, Inc. | 0.40% | Add +4.2% | 24,921 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +4.0% | 24,714 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +26.7% | 22,566 | $1.1M |
| Aveo Capital Partners, LLC | 0.12% | Add +3.5% | 21,575 | $1.1M |
| Aprio Wealth Management, LLC | 0.15% | Add +7.9% | 21,132 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.1% | 21,029 | $1.1M |
| Sykon Capital LLC | 0.36% | Reduce -37.5% | 20,857 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Add +9.8% | 20,784 | $1.0M |
| Five Pine Wealth Management | 0.87% | — | 20,549 | $1.0M |
| Kathmere Capital Management, LLC | 0.09% | Add +0.3% | 20,534 | $1.0M |
| Western Wealth Management, LLC | 0.05% | New | 20,139 | $1.0M |
| Global Retirement Partners, LLC | 0.03% | Add +10.6% | 19,085 | $953K |
| Fourth Dimension Wealth, LLC | 0.49% | — | 18,608 | $929K |
| Win Advisors, Inc. | 0.45% | New | 18,458 | $922K |
| Principle Wealth Partners LLC | 0.06% | Reduce -25.0% | 18,049 | $902K |
| Mariner, LLC | 0.00% | Add +16.1% | 17,934 | $896K |
| 4J Wealth Management LLC | 0.72% | Reduce -9.6% | 17,790 | $889K |
| KM Capital Management Ltd. | 0.43% | Add +19.3% | 16,511 | $825K |
| Rockefeller Capital Management L.P. | 0.00% | New | 16,064 | $802K |
| Belpointe Asset Management LLC | 0.05% | Add +19.8% | 15,692 | $790K |
| Evernest Financial Advisors, LLC | 0.20% | Add +5.3% | 15,304 | $764K |
| CreativeOne Wealth, LLC | 0.02% | Add +23.1% | 15,125 | $756K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +29.3% | 14,966 | $748K |
| Core Wealth Advisors, Inc. | 0.23% | Add +16.4% | 14,130 | $706K |
| Truist Financial Corp. | 0.00% | Reduce -2.5% | 14,037 | $701K |
| Insight Inv LLC | 0.45% | No change | 12,800 | $639K |
| Janney Montgomery Scott LLC | 0.00% | Add +8.5% | 12,715 | $635K |
| &partners | 0.01% | Add +1.8% | 12,621 | $631K |
| Summit Trail Advisors, LLC | 0.02% | New | 12,447 | $622K |
| Savvy Advisors, Inc. | 0.07% | New | 12,166 | $608K |
| VERITY Wealth Advisors | 0.41% | No change | 11,425 | $571K |
| Jones Financial Companies LLLP | 0.00% | Add +25.7% | 11,215 | $560K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -6.9% | 11,027 | $551K |
| One Capital Management, LLC | 0.02% | No change | 10,507 | $525K |
| Opal Wealth Advisors, LLC | 0.15% | Add +63.7% | 10,297 | $514K |
| Graypoint LLC | 0.03% | Reduce -0.4% | 10,032 | $501K |
| Thrivent Financial for Lutherans | 0.00% | Add +14.6% | 9,766 | $490K |
| Benjamin Edwards Inc. | 0.01% | Reduce -8.4% | 9,505 | $475K |
| IHT Wealth Management, LLC | 0.01% | Reduce -14.6% | 9,207 | $460K |
| Objective Capital Management, LLC | 0.31% | Reduce -17.5% | 9,196 | $459K |
| Summit Wealth Partners, LLC | 0.09% | Add +21.0% | 8,873 | $443K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.20% | Add +1.1% | 8,343 | $417K |
| Keyvantage Wealth, LLC | 0.29% | — | 8,154 | $407K |
| Cross Staff Investments Inc | 0.28% | No change | 8,000 | $400K |
| Richard P Slaughter Associates Inc | 0.09% | New | 7,650 | $382K |
| Milestone Investment Advisors LLC | 0.10% | Add +7.1% | 7,491 | $374K |
| Compass Capital Corp. /Ma/ | 0.14% | — | 7,316 | $366K |
| Allworth Financial LP | 0.00% | Add +93.8% | 7,279 | $365K |
| MRP Capital Investments, LLC | 0.32% | No change | 7,000 | $350K |
| Waverly Advisors, LLC | 0.01% | No change | 6,900 | $345K |
| McAdam, LLC | 0.02% | Add +1.3% | 6,862 | $343K |
| BlackDiamond Wealth Management, LLC | 0.20% | Add +0.1% | 6,755 | $337K |
| Advisory Services Network, LLC | 0.01% | Reduce -14.8% | 6,635 | $331K |
| Citadel Advisors | 0.00% | New | 6,387 | $319K |
| Evergreen Capital Management LLC | 0.01% | Reduce -12.1% | 6,200 | $310K |
| Lantz Financial LLC | 0.08% | Add +4.1% | 6,190 | $309K |
| DecisionMap Wealth Management, LLC | 0.23% | — | 5,909 | $295K |
| Chicago Partners Investment Group LLC | 0.01% | New | 5,459 | $273K |
| Client 1ST Advisory Group, LLC | 0.10% | No change | 5,421 | $271K |
| Legacy Solutions, LLC | 0.28% | — | 5,161 | $258K |
| Valley National Advisers Inc. | 0.05% | Add +39.9% | 5,147 | $257K |
| Alexander Randolph Advisory, Inc. | 0.23% | No change | 5,000 | $250K |
| IFP Advisors, Inc | 0.01% | Reduce -0.9% | 4,740 | $237K |
| BCGM Wealth Management, LLC | 0.07% | New | 4,729 | $236K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -17.0% | 4,506 | $225K |
| Pineridge Advisors LLC | 0.08% | Reduce -43.4% | 4,290 | $214K |
| Stokes Family Office, LLC | 0.02% | Reduce -17.1% | 4,173 | $208K |
| Visionary Wealth Advisors | 0.01% | Reduce -24.1% | 4,162 | $208K |
| Horizon Family Wealth, Inc. | 0.13% | Add +0.2% | 4,047 | $202K |
| Mather Group, Llc. | 0.00% | No change | 2,634 | $132K |
| Wells Fargo & Company | 0.00% | Add +18.5% | 2,370 | $118K |
| Global Financial Private Client, LLC | 0.04% | No change | 2,200 | $110K |
| WealthTrak Capital Management LLC | 0.09% | — | 2,102 | $105K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.9% | 2,015 | $101K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 2,000 | $100K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +41.1% | 1,990 | $99K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.1% | 1,957 | $98K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,483 | $74K |
| Comerica Bank | 0.00% | No change | 1,444 | $72K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,210 | $60K |
| Medallion Wealth Advisors, LLC | 0.03% | — | 1,202 | $60K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 1,000 | $50K |
| Paladin Advisory Group, LLC | 0.03% | No change | 835 | $42K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 621 | $31K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 484 | $24K |
| City State Bank | 0.01% | No change | 381 | $19K |
| AE Wealth Management LLC | 0.00% | New | 375 | $19K |
| Creative Financial Designs Inc. | 0.00% | Add +1.1% | 359 | $18K |
| Principal Securities, Inc. | 0.00% | Add +6.2% | 345 | $17K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 271 | $14K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +6.5% | 262 | $13K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 207 | $10K |
| Harbour Investments, Inc. | 0.00% | Add +8.6% | 127 | $6K |
"% 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.