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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $11.9M |
| Exits | 10 | $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 |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -15.0% | 17,689 | $893K |
| Belpointe Asset Management LLC | 0.03% | Add +11.3% | 17,312 | $874K |
| Waverly Advisors, LLC | 0.01% | Add +23.3% | 15,124 | $764K |
| Kathmere Capital Management, LLC | 0.05% | Add +0.7% | 15,008 | $758K |
| Fourth Dimension Wealth, LLC | 0.28% | Reduce -16.1% | 14,317 | $723K |
| Objective Capital Management, LLC | 0.74% | Add +8.4% | 14,217 | $718K |
| Webster Bank, N. A. | 0.07% | Reduce -41.6% | 14,016 | $708K |
| Core Wealth Advisors, Inc. | 0.18% | No change | 13,808 | $697K |
| Sykon Capital LLC | 0.23% | No change | 13,497 | $682K |
| Citadel Advisors | 0.00% | Add +15.6% | 13,392 | $676K |
| Sharkey, Howes & Javer | 0.09% | Add +0.5% | 13,387 | $676K |
| Brookwood Investment Group LLC | 0.09% | New | 13,256 | $670K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.5% | 11,867 | $599K |
| Vise Technologies, Inc. | 0.02% | Reduce -24.5% | 10,896 | $550K |
| Forum Financial Management, LP | 0.01% | No change | 10,500 | $530K |
| Benjamin Edwards Inc. | 0.01% | Add +9.6% | 10,009 | $506K |
| KM Capital Management Ltd. | 0.22% | Reduce -24.0% | 9,516 | $481K |
| TAGStone Capital, Inc. | 0.19% | Reduce -13.9% | 9,427 | $476K |
| DORVAL Corp | 0.16% | Add +95.7% | 9,293 | $469K |
| First Citizens Financial Corp | 0.22% | Reduce -62.6% | 8,959 | $453K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +66.4% | 8,870 | $448K |
| Client First Capital LLC | 0.20% | Reduce -42.5% | 8,804 | $445K |
| Vertex Planning Partners, LLC | 0.08% | Add +17.6% | 8,710 | $440K |
| Advisory Services Network, LLC | 0.01% | Add +4.2% | 8,485 | $429K |
| Cross Staff Investments Inc | 0.28% | No change | 8,000 | $404K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -27.4% | 7,697 | $388K |
| Valley National Advisers Inc. | 0.06% | Add +7.7% | 7,585 | $383K |
| PNC Financial Services Group, Inc. | 0.00% | Add +33.5% | 7,519 | $380K |
| Argent Trust Co | 0.01% | Add +21.5% | 7,476 | $378K |
| Milestone Investment Advisors LLC | 0.09% | Reduce -8.4% | 7,223 | $365K |
| Visionary Wealth Advisors | 0.02% | No change | 6,958 | $351K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -24.9% | 6,867 | $347K |
| Csenge Advisory Group | 0.02% | Reduce -0.9% | 6,679 | $337K |
| Iowa State Bank | 0.06% | No change | 6,649 | $336K |
| Skyline Advisors, Inc. | 0.11% | Reduce -89.9% | 6,561 | $331K |
| BlackDiamond Wealth Management, LLC | 0.18% | Add +3.0% | 6,471 | $327K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.12% | Reduce -23.9% | 6,356 | $321K |
| Legacy Solutions, LLC | 0.28% | Add +21.6% | 6,275 | $317K |
| Optima Capital LLC | 0.15% | Reduce -24.2% | 6,179 | $312K |
| IHT Wealth Management, LLC | 0.01% | Add +24.3% | 6,126 | $309K |
| BCGM Wealth Management, LLC | 0.08% | Add +0.7% | 5,824 | $294K |
| Heritage Wealth Management, Inc./Texas | 0.13% | New | 5,808 | $293K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,613 | $284K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 5,493 | $277K |
| Shum Financial Group, Inc. | 0.21% | — | 5,460 | $276K |
| Lantz Financial LLC | 0.06% | No change | 5,442 | $275K |
| Client 1ST Advisory Group, LLC | 0.09% | No change | 5,421 | $274K |
| MAI Capital Management | 0.00% | New | 5,403 | $273K |
| VERITY Wealth Advisors | 0.17% | Reduce -52.9% | 5,383 | $272K |
| Allworth Financial LP | 0.00% | Reduce -53.3% | 5,339 | $270K |
| Insight Inv LLC | 0.16% | Reduce -27.4% | 5,300 | $268K |
| Charter Capital Management, LLC\DE | 0.14% | Reduce -7.0% | 5,297 | $268K |
| Mission Wealth Management, LP | 0.01% | Add +0.7% | 5,265 | $266K |
| Zhang Financial LLC | 0.01% | No change | 5,037 | $254K |
| Stokes Family Office, LLC | 0.02% | Add +25.9% | 5,019 | $254K |
| DecisionMap Wealth Management, LLC | 0.16% | Add +2.9% | 4,835 | $244K |
| Mgo One Seven LLC | 0.01% | New | 4,834 | $244K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +52.1% | 4,443 | $224K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 4,389 | $222K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -67.1% | 4,283 | $216K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,184 | $211K |
| Independent Wealth Network Inc. | 0.07% | New | 4,170 | $211K |
| Two Sigma Securities, LLC | 0.03% | New | 4,124 | $208K |
| Silver Oak Securities, Incorporated | 0.02% | No change | 4,118 | $208K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 3,986 | $201K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -47.3% | 3,320 | $168K |
| MRP Capital Investments, LLC | 0.13% | Reduce -57.1% | 3,000 | $151K |
| Mather Group, Llc. | 0.00% | New | 2,634 | $133K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -77.0% | 2,037 | $103K |
| 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% | Add +3.0% | 1,186 | $60K |
| Pineridge Advisors LLC | 0.01% | Reduce -77.1% | 976 | $49K |
| Harbor Asset Planning, Inc. | 0.04% | Add +0.7% | 958 | $48K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -55.4% | 899 | $45K |
| AE Wealth Management LLC | 0.00% | Add +141.1% | 687 | $35K |
| NFSG Corp | 0.00% | Add +10.4% | 637 | $32K |
| Centennial Bank | 0.01% | New | 610 | $31K |
| Global Retirement Partners, LLC | 0.00% | Add +23.7% | 569 | $29K |
| Creative Financial Designs Inc. | 0.00% | Add +0.9% | 468 | $24K |
| City State Bank | 0.01% | No change | 381 | $19K |
| Principal Securities, Inc. | 0.00% | No change | 345 | $17K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 340 | $17K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 267 | $14K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 262 | $13K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 200 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 207 | $10K |
| Raffa Wealth Management, LLC | 0.00% | Add +1.9% | 105 | $5K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $5K |
| Wells Fargo & Company | 0.00% | No change | 1 | $42 |
"% 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.