Ishrs Short Mat Muni Act ETFMEARETF

13F holders, Q3 2025 (September 30)
190holders +5
17new positions
10sold out
1famous investor
$50.51avg. 13F price*

At the end of Q3 2025, 190 institutions reported holding Ishrs Short Mat Muni Act ETF (MEAR) in their 13F filings, up 5 from Q2 2025. 17 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($172.7M), Rockwood Wealth Management, LLC ($102.4M) and Resonant Capital Advisors, LLC ($69.3M). 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 (Q3 2025)
CUSIP
46431W838
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 131Q1 2024Q2 2024: 140Q2 2024Q3 2024: 145Q3 2024Q4 2024: 160Q4 2024Q1 2025: 173Q1 2025Q2 2025: 185Q2 2025Q3 2025: 190Q3 2025Q4 2025: 218Q4 2025Q1 2026: 217Q1 2026Q2 2026: 220Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions17$11.9M
Exits10$3.1M

All 13F filers, Q2 2025 → Q3 2025: 2,283,148 shares bought and 606,455 shares sold, net +1,676,693 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 190 holders

Morgan Stanley 0.01% Add +10.1% 3,418,830 $172.7M
Rockwood Wealth Management, LLC 8.18% Add +6.3% 2,027,539 $102.4M
Resonant Capital Advisors, LLC 4.04% Add +11.3% 1,372,596 $69.3M
Captrust Financial Advisors 0.13% Add +115.3% 1,258,796 $63.6M
Bank of America Corp. 0.00% Reduce -6.0% 1,080,910 $54.6M
Integrated Wealth Concepts LLC 0.30% Reduce 0.0% 657,840 $33.2M
LPL Financial LLC 0.01% Add +20.2% 609,982 $30.8M
Foster Group, Inc. 0.84% Add +1.5% 527,331 $26.6M
Kestra Investment Management, LLC 0.64% Add +9.1% 472,295 $23.9M
Envestnet Asset Management Inc. 0.01% Add +11.5% 460,256 $23.2M
Ullmann Wealth Partners Group, LLC 2.49% Add +4.6% 451,989 $22.8M
JPMorgan Chase & Co. 0.00% Add +14.2% 331,557 $16.7M
Osaic Holdings, Inc. 0.02% Add +1.4% 220,116 $11.1M
Cetera Investment Advisers 0.01% Add +33.6% 203,778 $10.3M
Focus Partners Wealth 0.02% Reduce -3.1% 200,593 $10.1M
Dynasty Wealth Management, LLC 0.13% Add +27.2% 196,751 $9.9M
HighTower Advisors, LLC 0.01% Add +127.9% 194,412 $9.8M
Quotient Wealth Partners, LLC 0.27% Add +9.1% 193,455 $9.8M
Pine Harbor Wealth Management, LLC 3.04% Reduce -2.3% 187,752 $9.5M
Stephens Inc. 0.11% Reduce -20.1% 171,628 $8.7M
Cwm, LLC 0.03% Add +12.6% 168,672 $8.5M
Royal Bank of Canada 0.00% Add +29.8% 163,842 $8.3M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -11.9% 162,704 $8.2M
Betterment LLC 0.01% Reduce -6.5% 148,087 $7.5M
Savant Capital, LLC 0.04% Add +16.0% 146,595 $7.4M
Smart Money Group LLC 1.99% Add +4.2% 133,026 $6.7M
UBS Group AG 0.00% Reduce -4.8% 131,609 $6.6M
Portfolio Design Labs, LLC 1.01% Reduce -6.2% 116,037 $5.9M
NewEdge Advisors, LLC 0.03% Reduce -14.9% 109,550 $5.5M
Ascent Group, LLC 0.18% Reduce -6.0% 99,909 $5.0M
Richard P Slaughter Associates Inc 1.07% Add +17.6% 98,244 $5.0M
DGS Capital Management, LLC 0.88% Add +16.7% 95,147 $4.8M
OneDigital Investment Advisors LLC 0.05% Reduce -2.7% 91,269 $4.6M
Modern Wealth Management, LLC 0.09% Reduce -1.5% 91,176 $4.6M
Sanctuary Advisors, LLC 0.03% Reduce -2.2% 90,417 $4.6M
Elmwood Wealth Management, Inc. 1.46% Add +6.3% 81,425 $4.1M
Keystone Financial Group, Inc. 2.31% Add +14.1% 81,266 $4.1M
Donaldson Capital Management, LLC 0.12% Reduce -22.3% 73,844 $3.7M
Integrated Investment Consultants, LLC 0.62% Reduce -16.3% 72,349 $3.7M
Tortoise Investment Management, LLC 0.32% Add +6.0% 70,610 $3.6M
Obsidian Personal Planning Solutions LLC 1.20% Add +3.2% 68,447 $3.5M
Mariner, LLC 0.00% Reduce -0.9% 65,727 $3.3M
Jacobson & Schmitt Advisors, LLC 0.55% Reduce -4.6% 63,928 $3.2M
Jones Financial Companies LLLP 0.00% Add +44.4% 63,504 $3.2M
Clarity Asset Management, Inc. 1.79% Add +3.0% 63,347 $3.2M
Horizon Wealth Management, LLC 0.47% Add +5.7% 62,925 $3.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.4% 60,045 $3.0M
Jane Street Group, LLC 0.00% Reduce -56.5% 56,943 $2.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% Add +8.4% 55,585 $2.8M
Sigma Planning Corp 0.08% Reduce -3.3% 54,649 $2.8M
Thrivent Financial for Lutherans 0.01% New 53,148 $2.7M
BlackRock, Inc. 0.00% Add +31.7% 50,103 $2.5M
Raymond James Financial Inc. 0.00% Add +19.1% 48,413 $2.4M
Kestra Advisory Services, LLC 0.01% Add +26.3% 46,626 $2.4M
Stifel Financial Corp. 0.00% Add +7.6% 45,410 $2.3M
Rockefeller Capital Management L.P. 0.00% Reduce -22.6% 43,064 $2.2M
Meeder Advisory Services, Inc. 0.10% Add +2.3% 42,677 $2.2M
Flagship Private Wealth, LLC 0.86% Reduce -2.1% 42,390 $2.1M
Stratos Wealth Partners, LTD. 0.02% Add +28.2% 40,668 $2.1M
Bank of New York Mellon Corp 0.00% New 40,532 $2.0M
Aprio Wealth Management, LLC 0.20% Add +35.2% 40,268 $2.0M
Highland Financial Advisors, LLC 0.58% Add +1.4% 40,161 $2.0M
Sovran Advisors, LLC 0.18% Reduce -48.6% 39,435 $2.0M
Kwmg, LLC 0.17% Reduce -6.3% 38,007 $1.9M
Axxcess Wealth Management, LLC 0.04% Add +8.8% 37,253 $1.9M
Eagle Global Advisors LLC 0.07% No change 36,650 $1.9M
Merit Financial Group, LLC 0.02% Add +1.6% 36,605 $1.8M
Hill Island Financial LLC 0.44% No change 35,154 $1.8M
Titleist Asset Management, LLC 0.16% Add +7.5% 35,007 $1.8M
Private Advisor Group, LLC 0.01% Reduce -5.7% 33,627 $1.7M
Summit Wealth Partners, LLC 0.30% Add +6.5% 32,608 $1.6M
Truist Financial Corp. 0.00% Add +57.3% 32,340 $1.6M
Alexander Randolph Advisory, Inc. 1.31% Add +5.0% 31,529 $1.6M
1900 Wealth Management LLC 0.11% No change 30,777 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +12.6% 30,728 $1.6M
U.S. Capital Wealth Advisors, LLC 0.04% New 29,779 $1.5M
Comerica Bank 0.01% Add +8.6% 28,634 $1.4M
Five Pine Wealth Management 0.91% Add +5.7% 26,631 $1.3M
Beacon Pointe Advisors, LLC 0.01% Add +32.9% 26,571 $1.3M
Willis Johnson & Associates, Inc. 0.08% Reduce -27.2% 26,186 $1.3M
&partners 0.01% Add +6.4% 25,554 $1.3M
IFP Advisors, Inc 0.03% Reduce -1.1% 25,175 $1.3M
Janney Montgomery Scott LLC 0.00% Add +8.4% 24,213 $1.2M
Creative Planning 0.00% Reduce -4.9% 23,198 $1.2M
MML Investors Services, LLC 0.00% Reduce -19.5% 23,118 $1.2M
McKinley Carter Wealth Services, Inc. 0.06% Add +35.3% 22,553 $1.1M
Savvy Advisors, Inc. 0.05% No change 22,249 $1.1M
D.A. Davidson & Co. 0.01% Add +9.9% 22,073 $1.1M
One Capital Management, LLC 0.03% New 21,333 $1.1M
Harbour Investments, Inc. 0.02% Add +24.4% 21,269 $1.1M
Total Clarity Wealth Management, Inc. 0.28% Reduce -0.1% 21,027 $1.1M
Syntegra Private Wealth Group, LLC 0.10% Add +80.4% 20,552 $1.0M
Western Wealth Management, LLC 0.05% No change 20,139 $1.0M
Bellecapital International Ltd. 0.16% New 19,908 $1.0M
LexAurum Advisors, LLC 0.14% Add +0.7% 19,788 $999K
Evernest Financial Advisors, LLC 0.27% Reduce -1.5% 18,898 $955K
Columbia River Financial Group, LLC 0.59% Add +18.2% 18,880 $950K
Northwestern Mutual Wealth Management Co. 0.00% Add +682.7% 18,706 $945K
Natixis Advisors, LLC 0.00% New 18,206 $920K
4J Wealth Management LLC 0.53% Reduce -0.4% 17,739 $896K

"% 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.

Show all 190 holders