Ishrs Short Mat Muni Act ETFMEARETF
13F holders, Q1 2025 (March 31)173holders +13
24new positions
11sold out
$50.02avg. 13F price*
At the end of Q1 2025, 173 institutions reported holding Ishrs Short Mat Muni Act ETF (MEAR) in their 13F filings, up 13 from Q4 2024. 24 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($97.1M), Rockwood Wealth Management, LLC ($89.9M) and Resonant Capital Advisors, LLC ($61.9M).
- Company
- Ishrs Short Mat Muni Act ETF
- Filed as
- ISHARES U S ETF TR (Q1 2025)
- CUSIP
- 46431W838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $29.9M |
| Exits | 11 | $8.5M |
All 13F filers, Q4 2024 → Q1 2025: 4,229,828 shares bought and 847,548 shares sold, net +3,382,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 173 holders
| Morgan Stanley | 0.01% | Add +1160.8% | 1,931,903 | $97.1M |
| Rockwood Wealth Management, LLC | 9.16% | Add +10.8% | 1,789,745 | $89.9M |
| Resonant Capital Advisors, LLC | 4.32% | Add +17.1% | 1,232,247 | $61.9M |
| Bank of America Corp. | 0.00% | Add +3.1% | 947,123 | $47.6M |
| Kestra Investment Management, LLC | 0.84% | Add +213.1% | 930,200 | $43.4M |
| Integrated Wealth Concepts LLC | 0.39% | Reduce -0.5% | 673,787 | $33.9M |
| Foster Group, Inc. | 0.98% | Add +1.2% | 519,693 | $26.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +47.2% | 427,983 | $21.5M |
| LPL Financial LLC | 0.01% | Add +15.2% | 385,363 | $19.4M |
| Ullmann Wealth Partners Group, LLC | 2.44% | Add +5.3% | 365,880 | $18.4M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 307,561 | $15.5M |
| Captrust Financial Advisors | 0.04% | New | 284,052 | $14.3M |
| Focus Partners Wealth | 0.04% | Reduce -30.6% | 278,942 | $14.0M |
| Portfolio Design Labs, LLC | 2.54% | Add +3.7% | 245,193 | $12.3M |
| Stephens Inc. | 0.15% | Reduce -44.6% | 210,411 | $10.6M |
| Ascent Group, LLC | 0.44% | Add +9.5% | 202,262 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +17.5% | 200,704 | $10.1M |
| Pine Harbor Wealth Management, LLC | 3.67% | Reduce -9.7% | 182,345 | $9.2M |
| Savant Capital, LLC | 0.07% | Reduce -16.3% | 160,898 | $8.1M |
| Dynasty Wealth Management, LLC | 0.13% | Add +8.8% | 156,232 | $7.8M |
| Quotient Wealth Partners, LLC | 0.25% | Add +11.8% | 155,386 | $7.8M |
| Cwm, LLC | 0.03% | Add +3.2% | 147,907 | $7.4M |
| Smart Money Group LLC | 2.42% | Reduce -5.8% | 141,950 | $7.1M |
| NewEdge Advisors, LLC | 0.04% | Reduce -9.0% | 120,040 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.6% | 113,376 | $5.7M |
| Betterment LLC | 0.01% | Add +30.3% | 111,555 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +206.2% | 107,035 | $5.4M |
| Cetera Investment Advisers | 0.01% | Add +65.7% | 100,412 | $5.0M |
| UBS Group AG | 0.00% | Add +117.8% | 99,225 | $5.0M |
| Modern Wealth Management, LLC | 0.15% | Add +14.2% | 92,037 | $4.6M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -3.7% | 85,741 | $4.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +89.0% | 85,317 | $4.3M |
| DGS Capital Management, LLC | 1.11% | Add +35.7% | 83,812 | $4.2M |
| Clarity Asset Management, Inc. | 2.61% | Reduce -18.4% | 80,676 | $4.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -42.1% | 77,714 | $3.9M |
| Elmwood Wealth Management, Inc. | 1.56% | Add +10.8% | 75,730 | $3.8M |
| Donaldson Capital Management, LLC | 0.14% | Add +17.2% | 73,255 | $3.7M |
| Jacobson & Schmitt Advisors, LLC | 0.68% | Add +4.2% | 66,587 | $3.3M |
| Obsidian Personal Planning Solutions LLC | 1.46% | Reduce -0.7% | 65,139 | $3.3M |
| Integrated Investment Consultants, LLC | 0.64% | Add +4.8% | 63,455 | $3.2M |
| Sigma Planning Corp | 0.09% | Reduce -6.2% | 58,785 | $3.0M |
| Tortoise Investment Management, LLC | 0.29% | New | 56,010 | $2.8M |
| Keystone Financial Group, Inc. | 1.84% | Add +46.5% | 52,258 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Add +33.6% | 51,898 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.9% | 49,792 | $2.5M |
| Richard P Slaughter Associates Inc | 0.58% | Add +550.5% | 49,761 | $2.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.20% | Add +8.6% | 49,706 | $2.5M |
| Kwmg, LLC | 0.24% | Reduce -3.2% | 46,952 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Add +36.4% | 46,107 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +1.0% | 42,347 | $2.1M |
| KM Capital Management Ltd. | 1.13% | Add +152.7% | 41,717 | $2.1M |
| Flagship Private Wealth, LLC | 0.96% | Reduce -6.4% | 40,227 | $2.0M |
| TAGStone Capital, Inc. | 0.99% | New | 40,040 | $2.0M |
| Highland Financial Advisors, LLC | 0.70% | Reduce -1.6% | 39,161 | $2.0M |
| BlackRock, Inc. | 0.00% | Add +1.0% | 39,149 | $2.0M |
| First Citizens Financial Corp | 1.09% | New | 38,215 | $1.9M |
| Merit Financial Group, LLC | 0.03% | New | 35,798 | $1.8M |
| Eagle Global Advisors LLC | 0.07% | Reduce -11.2% | 35,650 | $1.8M |
| Hill Island Financial LLC | 0.52% | Add +0.5% | 35,073 | $1.8M |
| 1900 Wealth Management LLC | 0.13% | No change | 30,777 | $1.5M |
| Titleist Asset Management, LLC | 0.18% | Add +9.3% | 30,190 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +14.6% | 29,695 | $1.5M |
| Henderson Brothers Financial Partners, LLC | 0.74% | — | 29,495 | $1.5M |
| Mariner, LLC | 0.00% | Add +63.4% | 29,307 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +17.4% | 29,016 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -15.9% | 28,382 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -15.9% | 28,382 | $1.4M |
| Comerica Bank | 0.01% | Add +1824.7% | 27,792 | $1.4M |
| Creative Planning | 0.00% | Add +0.0% | 25,132 | $1.3M |
| Aprio Wealth Management, LLC | 0.16% | Add +18.7% | 25,079 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.1% | 24,853 | $1.2M |
| Total Clarity Wealth Management, Inc. | 0.41% | No change | 24,921 | $1.2M |
| LexAurum Advisors, LLC | 0.24% | New | 24,513 | $1.2M |
| Columbia River Financial Group, LLC | 0.81% | Reduce -14.2% | 24,065 | $1.2M |
| Webster Bank, N. A. | 0.13% | Reduce -59.0% | 24,016 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -61.3% | 23,049 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +43.2% | 23,009 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +53.3% | 22,945 | $1.2M |
| Five Pine Wealth Management | 0.91% | Add +7.9% | 22,170 | $1.1M |
| Willis Johnson & Associates, Inc. | 0.08% | Reduce -49.1% | 21,655 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +2.0% | 21,204 | $1.1M |
| Kathmere Capital Management, LLC | 0.09% | Add +0.4% | 20,609 | $1.0M |
| Aveo Capital Partners, LLC | 0.17% | Reduce -5.9% | 20,307 | $1.0M |
| Western Wealth Management, LLC | 0.07% | No change | 20,139 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -4.9% | 20,000 | $1.0M |
| Fourth Dimension Wealth, LLC | 0.45% | Add +0.3% | 18,674 | $938K |
| Principle Wealth Partners LLC | 0.06% | No change | 18,049 | $907K |
| Jones Financial Companies LLLP | 0.00% | Add +61.0% | 18,050 | $906K |
| 4J Wealth Management LLC | 0.71% | Add +0.1% | 17,815 | $895K |
| Summit Wealth Partners, LLC | 0.18% | Add +94.1% | 17,225 | $865K |
| Evernest Financial Advisors, LLC | 0.30% | Add +9.5% | 16,756 | $842K |
| Avantax Advisory Services, Inc. | 0.00% | Add +37.1% | 15,118 | $760K |
| Truist Financial Corp. | 0.00% | Add +4.8% | 14,711 | $739K |
| Sharkey, Howes & Javer | 0.10% | Reduce -44.7% | 14,050 | $706K |
| Objective Capital Management, LLC | 0.90% | Add +52.6% | 14,034 | $705K |
| Client First Capital LLC | 0.36% | New | 13,843 | $695K |
| Core Wealth Advisors, Inc. | 0.22% | Reduce -2.3% | 13,808 | $694K |
| &partners | 0.01% | Add +7.8% | 13,604 | $683K |
| McKinley Carter Wealth Services, Inc. | 0.04% | New | 13,296 | $668K |
| Belpointe Asset Management LLC | 0.03% | Reduce -17.4% | 12,954 | $651K |
| Insight Inv LLC | 0.44% | No change | 12,800 | $643K |
| IFP Advisors, Inc | 0.02% | Add +169.2% | 12,759 | $641K |
| Sykon Capital LLC | 0.24% | Reduce -40.1% | 12,497 | $628K |
| Savvy Advisors, Inc. | 0.06% | No change | 12,166 | $611K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.2% | 11,544 | $580K |
| VERITY Wealth Advisors | 0.43% | No change | 11,425 | $574K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 11,398 | $572K |
| RFG Advisory, LLC | 0.02% | New | 11,272 | $566K |
| Allworth Financial LP | 0.00% | Add +40.7% | 10,244 | $513K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -32.8% | 10,159 | $510K |
| Graypoint LLC | 0.03% | No change | 10,032 | $504K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +402.8% | 10,005 | $503K |
| Thrivent Financial for Lutherans | 0.00% | No change | 9,766 | $490K |
| Chicago Partners Investment Group LLC | 0.02% | Add +73.7% | 9,482 | $474K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.19% | Reduce -0.7% | 8,286 | $416K |
| Optima Capital LLC | 0.26% | New | 8,147 | $409K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -86.3% | 8,036 | $404K |
| Cross Staff Investments Inc | 0.30% | No change | 8,000 | $402K |
| Milestone Investment Advisors LLC | 0.10% | No change | 7,491 | $376K |
| Compass Capital Corp. /Ma/ | 0.19% | No change | 7,316 | $367K |
| MRP Capital Investments, LLC | 0.33% | No change | 7,000 | $352K |
| Visionary Wealth Advisors | 0.02% | Add +67.2% | 6,958 | $350K |
| Advisory Services Network, LLC | 0.01% | Add +4.2% | 6,914 | $347K |
| Waverly Advisors, LLC | 0.00% | Add +0.0% | 6,902 | $347K |
| Vertex Planning Partners, LLC | 0.07% | New | 6,829 | $343K |
| Benjamin Edwards Inc. | 0.00% | Reduce -28.6% | 6,788 | $341K |
| BlackDiamond Wealth Management, LLC | 0.23% | Add +0.1% | 6,765 | $338K |
| Iowa State Bank | 0.07% | New | 6,649 | $334K |
| Alexander Randolph Advisory, Inc. | 0.32% | Add +29.9% | 6,495 | $326K |
| Mission Wealth Management, LP | 0.01% | New | 6,186 | $311K |
| Valley National Advisers Inc. | 0.05% | Add +10.2% | 5,674 | $285K |
| Lantz Financial LLC | 0.07% | Reduce -12.1% | 5,442 | $273K |
| Client 1ST Advisory Group, LLC | 0.11% | No change | 5,421 | $272K |
| Perennial Investment Advisors, LLC | 0.03% | New | 5,247 | $264K |
| DecisionMap Wealth Management, LLC | 0.20% | Reduce -11.4% | 5,238 | $263K |
| Legacy Solutions, LLC | 0.29% | No change | 5,161 | $259K |
| Axxcess Wealth Management, LLC | 0.01% | New | 5,120 | $257K |
| Peoples Bank | 0.17% | New | 5,104 | $256K |
| IHT Wealth Management, LLC | 0.01% | Reduce -46.5% | 4,921 | $247K |
| Evergreen Capital Management LLC | 0.01% | Reduce -22.6% | 4,800 | $241K |
| BCGM Wealth Management, LLC | 0.07% | Add +0.5% | 4,753 | $239K |
| Csenge Advisory Group | 0.01% | New | 4,739 | $237K |
| Worth Financial Advisory Group, LLC | 0.15% | New | 4,587 | $230K |
| Stokes Family Office, LLC | 0.02% | Add +3.6% | 4,322 | $217K |
| Pineridge Advisors LLC | 0.08% | Add +0.5% | 4,312 | $217K |
| OneAscent Financial Services LLC | 0.01% | New | 4,302 | $216K |
| Fidelis Capital Partners, LLC | 0.02% | New | 4,181 | $209K |
| Horizon Family Wealth, Inc. | 0.14% | Add +0.1% | 4,051 | $204K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 3,986 | $200K |
| Mather Group, Llc. | 0.00% | No change | 2,634 | $132K |
| Global Financial Private Client, LLC | 0.04% | No change | 2,200 | $111K |
| WealthTrak Capital Management LLC | 0.09% | No change | 2,102 | $106K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.9% | 1,997 | $100K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.3% | 1,658 | $83K |
| CX Institutional | 0.00% | New | 1,486 | $75K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,483 | $75K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.4% | 1,324 | $66K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 1,202 | $60K |
| Paladin Advisory Group, LLC | 0.03% | No change | 835 | $42K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 621 | $31K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -94.4% | 573 | $29K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.6% | 487 | $24K |
| Creative Financial Designs Inc. | 0.00% | Add +28.4% | 461 | $23K |
| City State Bank | 0.01% | No change | 381 | $19K |
| Principal Securities, Inc. | 0.00% | No change | 345 | $17K |
| AE Wealth Management LLC | 0.00% | Reduce -22.1% | 292 | $15K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 262 | $13K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -15.9% | 228 | $11K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 207 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 127 | $6K |
| Lanark Financial, Inc. | 0.00% | — | 100 | $5K |
| Raffa Wealth Management, LLC | 0.00% | New | 81 | $4K |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $27 |
"% 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.