Ishrs Short Mat Muni Act ETFMEARETF
13F holders, Q2 2025 (June 30)185holders +12
22new positions
11sold out
1famous investor
$50.27avg. 13F price*
At the end of Q2 2025, 185 institutions reported holding Ishrs Short Mat Muni Act ETF (MEAR) in their 13F filings, up 12 from Q1 2025. 22 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($156.1M), Rockwood Wealth Management, LLC ($95.9M) and Resonant Capital Advisors, LLC ($62.0M). 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 (Q2 2025)
- CUSIP
- 46431W838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $18.1M |
| Exits | 11 | $3.3M |
All 13F filers, Q1 2025 → Q2 2025: 3,256,867 shares bought and 1,145,266 shares sold, net +2,111,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Morgan Stanley | 0.01% | Add +60.7% | 3,104,655 | $156.1M |
| Rockwood Wealth Management, LLC | 8.44% | Add +6.6% | 1,908,282 | $95.9M |
| Resonant Capital Advisors, LLC | 3.96% | Add +0.1% | 1,233,046 | $62.0M |
| Bank of America Corp. | 0.00% | Add +21.4% | 1,149,777 | $57.8M |
| Integrated Wealth Concepts LLC | 0.33% | Reduce -2.4% | 657,854 | $33.1M |
| Captrust Financial Advisors | 0.07% | Add +105.8% | 584,589 | $29.4M |
| Foster Group, Inc. | 0.89% | Reduce -0.0% | 519,603 | $26.1M |
| LPL Financial LLC | 0.01% | Add +31.7% | 507,620 | $25.5M |
| Kestra Investment Management, LLC | 0.66% | Reduce -53.5% | 432,954 | $21.8M |
| Ullmann Wealth Partners Group, LLC | 2.57% | Add +18.1% | 432,145 | $21.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.5% | 412,801 | $20.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.6% | 290,409 | $14.6M |
| Osaic Holdings, Inc. | 0.02% | Add +91.5% | 217,177 | $10.9M |
| Stephens Inc. | 0.15% | Add +2.1% | 214,903 | $10.8M |
| Focus Partners Wealth | 0.02% | Reduce -25.8% | 207,061 | $10.4M |
| Pine Harbor Wealth Management, LLC | 3.40% | Add +5.4% | 192,141 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -8.0% | 184,590 | $9.3M |
| Quotient Wealth Partners, LLC | 0.26% | Add +14.1% | 177,362 | $8.9M |
| Betterment LLC | 0.02% | Add +42.0% | 158,452 | $8.0M |
| Dynasty Wealth Management, LLC | 0.13% | Reduce -1.0% | 154,659 | $7.8M |
| Cetera Investment Advisers | 0.01% | Add +51.9% | 152,532 | $7.7M |
| Cwm, LLC | 0.03% | Add +1.2% | 149,743 | $7.5M |
| UBS Group AG | 0.00% | Add +39.4% | 138,292 | $7.0M |
| Jane Street Group, LLC | 0.01% | Add +468.5% | 131,042 | $6.6M |
| NewEdge Advisors, LLC | 0.03% | Add +7.3% | 128,780 | $6.5M |
| Smart Money Group LLC | 2.01% | Reduce -10.0% | 127,694 | $6.4M |
| Savant Capital, LLC | 0.05% | Reduce -21.4% | 126,382 | $6.4M |
| Royal Bank of Canada | 0.00% | Add +18.0% | 126,261 | $6.3M |
| Portfolio Design Labs, LLC | 1.22% | Reduce -49.6% | 123,676 | $6.2M |
| Ascent Group, LLC | 0.21% | Reduce -47.5% | 106,255 | $5.3M |
| Donaldson Capital Management, LLC | 0.18% | Add +29.8% | 95,084 | $4.8M |
| OneDigital Investment Advisors LLC | 0.05% | Add +9.4% | 93,829 | $4.7M |
| Modern Wealth Management, LLC | 0.11% | Add +0.6% | 92,567 | $4.7M |
| Sanctuary Advisors, LLC | 0.03% | Add +8.3% | 92,423 | $4.6M |
| Integrated Investment Consultants, LLC | 0.85% | Add +36.3% | 86,465 | $4.3M |
| HighTower Advisors, LLC | 0.01% | Add +9.8% | 85,303 | $4.3M |
| Richard P Slaughter Associates Inc | 0.86% | Add +67.8% | 83,507 | $4.2M |
| DGS Capital Management, LLC | 0.85% | Reduce -2.7% | 81,546 | $4.1M |
| Sovran Advisors, LLC | 0.40% | New | 76,775 | $3.9M |
| Elmwood Wealth Management, Inc. | 1.53% | Add +1.2% | 76,605 | $3.9M |
| Keystone Financial Group, Inc. | 2.28% | Add +36.3% | 71,223 | $3.6M |
| Jacobson & Schmitt Advisors, LLC | 0.60% | Add +0.6% | 66,993 | $3.4M |
| Tortoise Investment Management, LLC | 0.32% | Add +18.9% | 66,610 | $3.3M |
| Mariner, LLC | 0.00% | Add +126.3% | 66,316 | $3.3M |
| Obsidian Personal Planning Solutions LLC | 1.35% | Add +1.8% | 66,303 | $3.3M |
| Skyline Advisors, Inc. | 1.21% | New | 65,036 | $3.3M |
| Clarity Asset Management, Inc. | 1.84% | Reduce -23.8% | 61,476 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +20.1% | 59,781 | $3.0M |
| Horizon Wealth Management, LLC | 0.53% | New | 59,516 | $3.0M |
| Sigma Planning Corp | 0.09% | Reduce -3.9% | 56,508 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +141.7% | 55,609 | $2.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.17% | Add +3.1% | 51,257 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +143.7% | 43,986 | $2.2M |
| Flagship Private Wealth, LLC | 0.93% | Add +7.7% | 43,305 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -0.4% | 42,194 | $2.1M |
| Meeder Advisory Services, Inc. | 0.11% | New | 41,704 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.9% | 40,640 | $2.0M |
| Kwmg, LLC | 0.19% | Reduce -13.6% | 40,562 | $2.0M |
| Highland Financial Advisors, LLC | 0.64% | Add +1.1% | 39,612 | $2.0M |
| BlackRock, Inc. | 0.00% | Reduce -2.8% | 38,053 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +48.5% | 36,914 | $1.9M |
| Eagle Global Advisors LLC | 0.07% | Add +2.8% | 36,650 | $1.8M |
| Merit Financial Group, LLC | 0.02% | Add +0.6% | 36,022 | $1.8M |
| Willis Johnson & Associates, Inc. | 0.12% | Add +66.2% | 35,991 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -31.3% | 35,650 | $1.8M |
| Hill Island Financial LLC | 0.49% | Add +0.2% | 35,154 | $1.8M |
| Axxcess Wealth Management, LLC | 0.04% | Add +568.7% | 34,236 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +13.5% | 32,927 | $1.7M |
| Titleist Asset Management, LLC | 0.16% | Add +7.9% | 32,569 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +38.2% | 31,718 | $1.6M |
| 1900 Wealth Management LLC | 0.12% | No change | 30,777 | $1.5M |
| Summit Wealth Partners, LLC | 0.29% | Add +77.8% | 30,624 | $1.5M |
| Alexander Randolph Advisory, Inc. | 1.35% | Add +362.2% | 30,020 | $1.5M |
| Aprio Wealth Management, LLC | 0.17% | Add +18.8% | 29,787 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -3.2% | 28,734 | $1.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +239.7% | 27,297 | $1.4M |
| Comerica Bank | 0.01% | Reduce -5.1% | 26,374 | $1.3M |
| IFP Advisors, Inc | 0.04% | Add +99.4% | 25,446 | $1.3M |
| Five Pine Wealth Management | 0.94% | Add +13.6% | 25,186 | $1.3M |
| Creative Planning | 0.00% | Reduce -3.0% | 24,386 | $1.2M |
| Webster Bank, N. A. | 0.12% | No change | 24,016 | $1.2M |
| &partners | 0.01% | Add +76.5% | 24,015 | $1.2M |
| First Citizens Financial Corp | 0.66% | Reduce -37.2% | 23,989 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +93.5% | 22,336 | $1.1M |
| Savvy Advisors, Inc. | 0.07% | Add +82.9% | 22,249 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.30% | Reduce -15.6% | 21,039 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -26.6% | 20,819 | $1.0M |
| Truist Financial Corp. | 0.00% | Add +39.8% | 20,564 | $1.0M |
| Western Wealth Management, LLC | 0.06% | No change | 20,139 | $1.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -5.3% | 20,089 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 20,000 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 19,798 | $995K |
| LexAurum Advisors, LLC | 0.16% | Reduce -19.9% | 19,645 | $988K |
| Evernest Financial Advisors, LLC | 0.31% | Add +14.5% | 19,189 | $965K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 18,950 | $953K |
| 4J Wealth Management LLC | 0.60% | No change | 17,815 | $896K |
| Harbour Investments, Inc. | 0.02% | Add +13359.1% | 17,093 | $859K |
| Fourth Dimension Wealth, LLC | 0.36% | Reduce -8.6% | 17,069 | $858K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Add +25.4% | 16,670 | $838K |
| Columbia River Financial Group, LLC | 0.52% | Reduce -33.6% | 15,970 | $803K |
| Belpointe Asset Management LLC | 0.03% | Add +20.1% | 15,558 | $782K |
| Client First Capital LLC | 0.36% | Add +10.6% | 15,313 | $770K |
| Kathmere Capital Management, LLC | 0.06% | Reduce -27.7% | 14,900 | $749K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.0% | 14,671 | $737K |
| Vise Technologies, Inc. | 0.03% | — | 14,436 | $726K |
| Core Wealth Advisors, Inc. | 0.20% | No change | 13,808 | $694K |
| Sykon Capital LLC | 0.25% | Add +8.0% | 13,497 | $678K |
| Sharkey, Howes & Javer | 0.09% | Reduce -5.2% | 13,321 | $670K |
| Objective Capital Management, LLC | 0.74% | Reduce -6.5% | 13,117 | $659K |
| Perennial Investment Advisors, LLC | 0.06% | Add +148.1% | 13,018 | $654K |
| KM Capital Management Ltd. | 0.31% | Reduce -70.0% | 12,523 | $630K |
| Waverly Advisors, LLC | 0.01% | Add +77.7% | 12,267 | $617K |
| Chicago Partners Investment Group LLC | 0.02% | Add +24.6% | 11,811 | $594K |
| Citadel Advisors | 0.00% | New | 11,582 | $582K |
| Allworth Financial LP | 0.00% | Add +11.6% | 11,433 | $575K |
| VERITY Wealth Advisors | 0.39% | No change | 11,425 | $574K |
| Syntegra Private Wealth Group, LLC | 0.06% | New | 11,392 | $573K |
| TAGStone Capital, Inc. | 0.23% | Reduce -72.7% | 10,945 | $551K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -6.9% | 10,608 | $533K |
| Forum Financial Management, LP | 0.01% | New | 10,500 | $528K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -10.0% | 9,142 | $460K |
| Benjamin Edwards Inc. | 0.01% | Add +34.6% | 9,134 | $459K |
| Graypoint LLC | 0.03% | Reduce -10.0% | 9,032 | $454K |
| Farther Finance Advisors, LLC | 0.01% | Add +570.3% | 8,875 | $446K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.17% | Add +0.7% | 8,347 | $420K |
| Advisory Services Network, LLC | 0.01% | Add +17.8% | 8,146 | $410K |
| Optima Capital LLC | 0.22% | No change | 8,147 | $410K |
| Cross Staff Investments Inc | 0.30% | No change | 8,000 | $402K |
| Milestone Investment Advisors LLC | 0.10% | Add +5.3% | 7,889 | $397K |
| Vertex Planning Partners, LLC | 0.08% | Add +8.4% | 7,405 | $372K |
| Insight Inv LLC | 0.25% | Reduce -43.0% | 7,300 | $367K |
| Valley National Advisers Inc. | 0.06% | Add +24.2% | 7,046 | $354K |
| MRP Capital Investments, LLC | 0.24% | No change | 7,000 | $352K |
| Visionary Wealth Advisors | 0.02% | No change | 6,958 | $350K |
| Csenge Advisory Group | 0.02% | Add +42.2% | 6,740 | $338K |
| Iowa State Bank | 0.07% | No change | 6,649 | $334K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -37.1% | 6,295 | $316K |
| BlackDiamond Wealth Management, LLC | 0.18% | Reduce -7.2% | 6,280 | $315K |
| Argent Trust Co | 0.01% | New | 6,155 | $309K |
| BCGM Wealth Management, LLC | 0.08% | Add +21.7% | 5,783 | $291K |
| Charter Capital Management, LLC\DE | 0.17% | — | 5,697 | $286K |
| PNC Financial Services Group, Inc. | 0.00% | Add +239.8% | 5,634 | $283K |
| Lantz Financial LLC | 0.07% | No change | 5,442 | $274K |
| Client 1ST Advisory Group, LLC | 0.10% | No change | 5,421 | $273K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 5,330 | $268K |
| Mission Wealth Management, LP | 0.01% | Reduce -15.5% | 5,227 | $263K |
| Legacy Solutions, LLC | 0.25% | No change | 5,161 | $259K |
| Zhang Financial LLC | 0.01% | New | 5,037 | $253K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 4,997 | $251K |
| Peoples Bank | 0.15% | Reduce -3.3% | 4,935 | $248K |
| IHT Wealth Management, LLC | 0.01% | Add +0.1% | 4,928 | $248K |
| Evergreen Capital Management LLC | 0.01% | No change | 4,800 | $241K |
| DORVAL Corp | 0.09% | New | 4,749 | $239K |
| DecisionMap Wealth Management, LLC | 0.16% | Reduce -10.3% | 4,701 | $236K |
| Fidelis Capital Partners, LLC | 0.02% | Add +5.0% | 4,389 | $221K |
| Pineridge Advisors LLC | 0.08% | Reduce -1.0% | 4,267 | $215K |
| Susquehanna International Group, LLP | 0.00% | New | 4,245 | $213K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 4,184 | $210K |
| Silver Oak Securities, Incorporated | 0.02% | New | 4,118 | $207K |
| Stokes Family Office, LLC | 0.02% | Reduce -7.8% | 3,987 | $200K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 3,986 | $200K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +370.4% | 2,921 | $147K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,390 | $120K |
| WealthTrak Capital Management LLC | 0.09% | No change | 2,102 | $106K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.9% | 2,015 | $101K |
| Financial Management Professionals, Inc. | 0.01% | New | 1,783 | $90K |
| CX Institutional | 0.00% | No change | 1,486 | $75K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,483 | $75K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -4.2% | 1,151 | $58K |
| Harbor Asset Planning, Inc. | 0.05% | — | 951 | $48K |
| Opal Wealth Advisors, LLC | 0.01% | Add +3.5% | 593 | $30K |
| NFSG Corp | 0.00% | New | 577 | $29K |
| Creative Financial Designs Inc. | 0.00% | Add +0.7% | 464 | $23K |
| Global Retirement Partners, LLC | 0.00% | — | 460 | $23K |
| City State Bank | 0.01% | No change | 381 | $19K |
| Principal Securities, Inc. | 0.00% | No change | 345 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | New | 340 | $17K |
| AE Wealth Management LLC | 0.00% | Reduce -2.4% | 285 | $14K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 262 | $13K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -12.3% | 200 | $10K |
| Briaud Financial Planning Inc | 0.00% | New | 204 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 207 | $10K |
| Raffa Wealth Management, LLC | 0.00% | Add +27.2% | 103 | $5K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $5K |
| Wells Fargo & Company | 0.00% | No change | 1 | $29 |
"% 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.