Ishrs Short Mat Muni Act ETFMEARETF
13F holders, Q4 2025 (December 31)218holders +28
32new positions
13sold out
1famous investor
$50.32avg. 13F price*
At the end of Q4 2025, 218 institutions reported holding Ishrs Short Mat Muni Act ETF (MEAR) in their 13F filings, up 28 from Q3 2025. 32 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($161.7M), Rockwood Wealth Management, LLC ($110.3M) and Captrust Financial Advisors ($74.0M). 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 (Q4 2025)
- CUSIP
- 46431W838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $35.1M |
| Exits | 13 | $5.9M |
All 13F filers, Q3 2025 → Q4 2025: 2,157,362 shares bought and 785,441 shares sold, net +1,371,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 218 holders
| Morgan Stanley | 0.01% | Reduce -6.0% | 3,213,395 | $161.7M |
| Rockwood Wealth Management, LLC | 8.22% | Add +8.1% | 2,191,159 | $110.3M |
| Captrust Financial Advisors | 0.14% | Add +16.8% | 1,470,159 | $74.0M |
| Resonant Capital Advisors, LLC | 3.80% | Add +0.1% | 1,373,218 | $69.1M |
| Bank of America Corp. | 0.00% | Add +8.6% | 1,173,801 | $59.1M |
| LPL Financial LLC | 0.01% | Add +10.3% | 672,920 | $33.9M |
| Integrated Wealth Concepts LLC | 0.39% | Reduce -0.9% | 652,199 | $32.8M |
| Foster Group, Inc. | 0.84% | Add +4.5% | 550,934 | $27.7M |
| Cetera Investment Advisers | 0.03% | Add +138.2% | 485,302 | $24.4M |
| Ullmann Wealth Partners Group, LLC | 2.34% | Reduce -1.4% | 445,545 | $22.5M |
| Kestra Investment Management, LLC | 0.48% | Reduce -16.6% | 393,836 | $19.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -17.5% | 379,793 | $19.1M |
| Quantinno Capital Management LP | 0.03% | New | 307,365 | $15.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.9% | 298,634 | $15.0M |
| Osaic Holdings, Inc. | 0.02% | Add +5.4% | 231,991 | $11.7M |
| Focus Partners Wealth | 0.01% | Add +0.6% | 201,764 | $10.2M |
| HighTower Advisors, LLC | 0.01% | Add +0.2% | 194,734 | $9.8M |
| Quotient Wealth Partners, LLC | 0.25% | Reduce -4.3% | 185,233 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +12.1% | 182,394 | $9.2M |
| Royal Bank of Canada | 0.00% | Add +11.2% | 182,240 | $9.2M |
| Dynasty Wealth Management, LLC | 0.09% | Reduce -8.5% | 180,115 | $9.1M |
| Pine Harbor Wealth Management, LLC | 2.71% | Reduce -6.4% | 175,678 | $8.8M |
| Cwm, LLC | 0.02% | Add +0.9% | 170,185 | $8.6M |
| UBS Group AG | 0.00% | Add +26.4% | 166,354 | $8.4M |
| Stephens Inc. | 0.09% | Reduce -20.4% | 136,547 | $6.9M |
| Smart Money Group LLC | 2.00% | Add +2.4% | 136,262 | $6.9M |
| Betterment LLC | 0.01% | Reduce -9.7% | 133,731 | $6.7M |
| Sanctuary Advisors, LLC | 0.03% | Add +34.0% | 121,167 | $6.1M |
| DeLarme Wealth Management, Inc. | 4.23% | — | 118,296 | $6.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +166.6% | 114,797 | $5.8M |
| Savant Capital, LLC | 0.03% | Reduce -22.2% | 114,106 | $5.7M |
| Portfolio Design Labs, LLC | 0.93% | Reduce -3.6% | 111,828 | $5.6M |
| Merit Financial Group, LLC | 0.04% | Add +193.9% | 107,594 | $5.4M |
| Willis Johnson & Associates, Inc. | 0.33% | Add +301.6% | 105,166 | $5.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -5.5% | 103,503 | $5.2M |
| Richard P Slaughter Associates Inc | 1.09% | Add +5.3% | 103,421 | $5.2M |
| DGS Capital Management, LLC | 0.89% | Add +7.9% | 102,678 | $5.2M |
| Ascent Group, LLC | 0.16% | Reduce -4.8% | 95,067 | $4.8M |
| Elmwood Wealth Management, Inc. | 1.42% | Add +9.7% | 89,290 | $4.5M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -11.4% | 80,859 | $4.1M |
| 55 North Private Wealth, LLC | 1.07% | — | 80,820 | $4.1M |
| Jones Financial Companies LLLP | 0.00% | Add +25.7% | 79,808 | $4.0M |
| Keystone Financial Group, Inc. | 2.10% | Reduce -1.9% | 79,758 | $4.0M |
| Integrated Investment Consultants, LLC | 0.76% | Add +6.3% | 76,887 | $3.9M |
| Ausdal Financial Partners, Inc. | 0.18% | New | 76,335 | $3.8M |
| Donaldson Capital Management, LLC | 0.12% | Reduce -0.1% | 73,776 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +56.5% | 72,967 | $3.7M |
| Mariner, LLC | 0.00% | Add +10.2% | 72,457 | $3.6M |
| Modern Wealth Management, LLC | 0.07% | Reduce -21.8% | 71,301 | $3.6M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.20% | Add +19.1% | 66,211 | $3.3M |
| Jacobson & Schmitt Advisors, LLC | 0.55% | Add +2.3% | 65,389 | $3.3M |
| Clarity Asset Management, Inc. | 1.79% | Add +2.1% | 64,674 | $3.3M |
| Horizon Wealth Management, LLC | 0.49% | No change | 62,925 | $3.2M |
| Sigma Planning Corp | 0.09% | Add +12.9% | 61,715 | $3.1M |
| Tortoise Investment Management, LLC | 0.27% | Reduce -12.9% | 61,470 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Add +13.4% | 54,911 | $2.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.7% | 53,536 | $2.7M |
| BlackRock, Inc. | 0.00% | Add +4.3% | 52,238 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Add +28.2% | 51,964 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +9.8% | 49,867 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.2% | 49,699 | $2.5M |
| Cresta Advisors, Ltd. | 1.04% | New | 49,100 | $2.5M |
| Axxcess Wealth Management, LLC | 0.04% | Add +30.7% | 48,687 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +72.2% | 45,747 | $2.3M |
| Sovran Advisors, LLC | 0.18% | Add +8.9% | 42,957 | $2.2M |
| Meeder Advisory Services, Inc. | 0.09% | Add +0.9% | 43,057 | $2.2M |
| Highland Financial Advisors, LLC | 0.57% | Add +2.5% | 41,165 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.5% | 40,464 | $2.0M |
| Flagship Private Wealth, LLC | 0.80% | Reduce -4.6% | 40,451 | $2.0M |
| Aprio Wealth Management, LLC | 0.12% | Add +0.3% | 40,384 | $2.0M |
| Titleist Asset Management, LLC | 0.16% | Add +14.3% | 40,020 | $2.0M |
| Summit Wealth Partners, LLC | 0.35% | Add +15.7% | 37,727 | $1.9M |
| Eagle Global Advisors LLC | 0.07% | Reduce -1.1% | 36,250 | $1.8M |
| Hill Island Financial LLC | 0.41% | Reduce -2.8% | 34,154 | $1.7M |
| Valeo Financial Advisors, LLC | 0.04% | New | 33,780 | $1.7M |
| MML Investors Services, LLC | 0.00% | Add +44.8% | 33,473 | $1.7M |
| Kwmg, LLC | 0.14% | Reduce -13.1% | 33,025 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.7% | 32,172 | $1.6M |
| Five Pine Wealth Management | 1.00% | Add +16.0% | 30,892 | $1.6M |
| 1900 Wealth Management LLC | 0.10% | No change | 30,777 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +20.9% | 30,425 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | No change | 29,779 | $1.5M |
| Alexander Randolph Advisory, Inc. | 1.19% | Reduce -9.8% | 28,443 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +50.6% | 28,168 | $1.4M |
| Comerica Bank | 0.01% | Reduce -5.5% | 27,053 | $1.4M |
| Syntegra Private Wealth Group, LLC | 0.12% | Add +24.2% | 25,522 | $1.3M |
| &partners | 0.01% | Reduce -0.5% | 25,434 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -24.4% | 25,428 | $1.3M |
| Citadel Advisors | 0.00% | Add +84.4% | 24,692 | $1.2M |
| Mma Asset Management LLC | 0.43% | New | 24,073 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Add +6.6% | 23,528 | $1.2M |
| Daybright Advisory Services, Inc. | 0.31% | — | 23,314 | $1.2M |
| VestGen Advisors, LLC | 0.05% | New | 23,260 | $1.2M |
| Cornerstone Financial Management LLC | 1.07% | — | 22,612 | $1.1M |
| Creative Planning | 0.00% | Reduce -2.7% | 22,579 | $1.1M |
| Evernest Financial Advisors, LLC | 0.23% | Add +16.6% | 22,045 | $1.1M |
| One Capital Management, LLC | 0.03% | Add +3.0% | 21,965 | $1.1M |
| McKinley Carter Wealth Services, Inc. | 0.06% | Reduce -4.5% | 21,535 | $1.1M |
| Waverly Advisors, LLC | 0.01% | Add +41.7% | 21,425 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -12.5% | 21,197 | $1.1M |
| Total Clarity Wealth Management, Inc. | 0.26% | No change | 21,027 | $1.1M |
| Savvy Advisors, Inc. | 0.03% | Reduce -6.2% | 20,868 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Reduce -2.6% | 20,719 | $1.0M |
| Western Wealth Management, LLC | 0.05% | Add +0.2% | 20,188 | $1.0M |
| Truist Financial Corp. | 0.00% | Reduce -38.2% | 19,988 | $1.0M |
| Bellecapital International Ltd. | 0.18% | No change | 19,908 | $1.0M |
| Columbia River Financial Group, LLC | 0.58% | Reduce -1.3% | 18,628 | $937K |
| Objective Capital Management, LLC | 0.91% | Add +25.6% | 17,850 | $898K |
| Client First Capital LLC | 0.38% | Add +102.7% | 17,848 | $898K |
| Brookwood Investment Group LLC | 0.11% | Add +32.0% | 17,498 | $880K |
| Elevation Point Wealth Partners, LLC | 0.04% | New | 17,470 | $879K |
| 4J Wealth Management LLC | 0.49% | Reduce -3.2% | 17,174 | $864K |
| DORVAL Corp | 0.27% | Add +83.0% | 17,004 | $856K |
| Elequin Capital, LP | 0.12% | New | 15,782 | $794K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 15,460 | $778K |
| Fourth Dimension Wealth, LLC | 0.28% | Add +5.5% | 15,103 | $760K |
| Kathmere Capital Management, LLC | 0.05% | Reduce -0.1% | 15,000 | $755K |
| Webster Bank, N. A. | 0.07% | No change | 14,016 | $705K |
| Core Wealth Advisors, Inc. | 0.18% | No change | 13,808 | $695K |
| BSW Wealth Partners | 0.08% | New | 13,737 | $691K |
| Sharkey, Howes & Javer | 0.09% | Add +0.7% | 13,476 | $678K |
| Quantify Chaos Advisors, LLC | 1.94% | — | 12,748 | $641K |
| Sykon Capital LLC | 0.20% | Reduce -8.9% | 12,297 | $619K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.5% | 11,924 | $602K |
| PNC Financial Services Group, Inc. | 0.00% | Add +57.2% | 11,822 | $595K |
| Belpointe Asset Management LLC | 0.02% | Reduce -32.2% | 11,736 | $591K |
| Farther Finance Advisors, LLC | 0.01% | Add +471.9% | 11,650 | $586K |
| Valley National Advisers Inc. | 0.07% | Add +41.8% | 10,755 | $541K |
| Benjamin Edwards Inc. | 0.01% | Add +5.8% | 10,591 | $533K |
| McAdam, LLC | 0.02% | New | 10,534 | $530K |
| Forum Financial Management, LP | 0.01% | No change | 10,500 | $528K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +5.4% | 9,352 | $471K |
| Cerity Partners LLC | 0.00% | New | 9,169 | $461K |
| KM Capital Management Ltd. | 0.23% | Reduce -4.7% | 9,066 | $456K |
| TAGStone Capital, Inc. | 0.17% | Reduce -3.9% | 9,061 | $456K |
| Vertex Planning Partners, LLC | 0.10% | Add +1.6% | 8,854 | $446K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 8,691 | $437K |
| Advisory Services Network, LLC | 0.01% | Add +1.8% | 8,640 | $435K |
| Westwood Wealth Management | 0.32% | New | 8,460 | $426K |
| Lionshead Wealth Management, LLC | 0.32% | New | 8,460 | $426K |
| Cross Staff Investments Inc | 0.22% | No change | 8,000 | $403K |
| Southeast Asset Advisors, LLC | 0.04% | New | 7,750 | $390K |
| HighPoint Advisor Group LLC | 0.01% | New | 7,683 | $387K |
| Old Mission Capital LLC | 0.01% | New | 7,532 | $379K |
| Vise Technologies, Inc. | 0.01% | Reduce -31.4% | 7,478 | $376K |
| Argent Trust Co | 0.01% | No change | 7,476 | $376K |
| IHT Wealth Management, LLC | 0.01% | Add +21.8% | 7,462 | $375K |
| Financial Plan, Inc. | 0.04% | — | 7,300 | $367K |
| Milestone Investment Advisors LLC | 0.09% | No change | 7,223 | $363K |
| Mgo One Seven LLC | 0.01% | Add +47.6% | 7,137 | $359K |
| MRP Capital Investments, LLC | 0.30% | Add +133.3% | 7,000 | $352K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.0% | 6,938 | $349K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -61.2% | 6,865 | $345K |
| Lighthouse Financial Services Inc. | 0.08% | — | 6,735 | $339K |
| Csenge Advisory Group | 0.02% | No change | 6,679 | $336K |
| Iowa State Bank | 0.06% | No change | 6,649 | $335K |
| Skyline Advisors, Inc. | 0.11% | Add +0.2% | 6,574 | $331K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.11% | Add +0.2% | 6,366 | $320K |
| Silver Oak Securities, Incorporated | 0.02% | Add +51.1% | 6,224 | $313K |
| Optima Capital LLC | 0.13% | Reduce -0.5% | 6,149 | $309K |
| Financial Management Network Inc. | 0.05% | New | 6,039 | $304K |
| Goldman Sachs Group Inc. | 0.00% | New | 6,010 | $302K |
| BCGM Wealth Management, LLC | 0.08% | Add +1.0% | 5,880 | $296K |
| Heritage Wealth Management, Inc./Texas | 0.13% | No change | 5,808 | $292K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.0% | 5,614 | $283K |
| Chatterton & Associates Inc. | 0.24% | — | 5,485 | $276K |
| Lantz Financial LLC | 0.06% | No change | 5,442 | $274K |
| Client 1ST Advisory Group, LLC | 0.09% | No change | 5,421 | $273K |
| BlackDiamond Wealth Management, LLC | 0.13% | Reduce -16.9% | 5,377 | $272K |
| VERITY Wealth Advisors | 0.17% | No change | 5,383 | $271K |
| Insight Inv LLC | 0.15% | No change | 5,300 | $267K |
| Charter Capital Management, LLC\DE | 0.14% | No change | 5,297 | $267K |
| Allworth Financial LP | 0.00% | Reduce -3.6% | 5,148 | $259K |
| Zhang Financial LLC | 0.01% | No change | 5,037 | $253K |
| Sax Wealth Advisors, LLC | 0.01% | New | 5,000 | $252K |
| Towneley Capital Management, Inc / DE | 0.05% | New | 4,961 | $250K |
| Fidelis Capital Partners, LLC | 0.02% | Add +10.6% | 4,854 | $244K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 4,714 | $237K |
| Pinnacle Associates Ltd. | 0.00% | New | 4,714 | $237K |
| Corient Private Wealth LP | 0.00% | New | 4,497 | $226K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +0.9% | 4,485 | $226K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -20.4% | 4,370 | $220K |
| DecisionMap Wealth Management, LLC | 0.13% | Reduce -10.2% | 4,343 | $219K |
| Mission Wealth Management, LP | 0.00% | Reduce -18.7% | 4,279 | $215K |
| BDFS Capital LLC | 0.11% | — | 4,227 | $213K |
| Independent Wealth Network Inc. | 0.06% | Add +1.0% | 4,211 | $212K |
| Stokes Family Office, LLC | 0.02% | Reduce -16.2% | 4,205 | $212K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,184 | $211K |
| Legacy Solutions, LLC | 0.18% | Reduce -33.5% | 4,170 | $210K |
| Flow Traders U.S. LLC | 0.01% | New | 4,140 | $208K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 4,028 | $203K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.8% | 4,016 | $202K |
| Kovack Advisors, Inc. | 0.01% | New | 4,001 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 3,900 | $196K |
| MAI Capital Management | 0.00% | Reduce -29.4% | 3,814 | $192K |
| Blueline Advisors LLC | 0.09% | — | 2,304 | $116K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -33.7% | 2,200 | $111K |
| Centennial Bank | 0.03% | Add +183.6% | 1,730 | $87K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +28.8% | 1,528 | $77K |
| CX Institutional | 0.00% | Add +1.0% | 1,501 | $76K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,483 | $75K |
| Harbor Asset Planning, Inc. | 0.04% | Add +0.9% | 967 | $49K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -1.8% | 883 | $44K |
| Signature Equity Partners, LLC | 0.02% | — | 844 | $42K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 472 | $24K |
| Capital Analysts, LLC | 0.00% | New | 437 | $22K |
| City State Bank | 0.01% | No change | 381 | $19K |
| 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 +8.6% | 114 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $5K |
| Strategic Wealth Advisors LLC | 0.00% | — | 86 | $4K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 59 | $3K |
| Assetmark, Inc. | 0.00% | New | 8 | $403 |
| Wells Fargo & Company | 0.00% | No change | 1 | $49 |
| AE Wealth Management LLC | 0.00% | Reduce -99.8% | 1 | $42 |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -99.6% | 1 | $38 |
"% 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.