Ishrs Short Mat Muni Act ETFMEARETF

13F holders, Q1 2026 (March 31)
217holders −1
22new positions
24sold out
1famous investor
$50.34avg. 13F price*

At the end of Q1 2026, 217 institutions reported holding Ishrs Short Mat Muni Act ETF (MEAR) in their 13F filings, down 1 from Q4 2025. 22 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($164.0M), Rockwood Wealth Management, LLC ($114.6M) and Resonant Capital Advisors, LLC ($83.9M). 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 (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions22$48.6M
Exits24$45.2M

All 13F filers, Q4 2025 → Q1 2026: 2,851,342 shares bought and 2,269,607 shares sold, net +581,735 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 217 holders

Morgan Stanley 0.01% Add +1.4% 3,258,792 $164.0M
Rockwood Wealth Management, LLC 8.20% Add +3.9% 2,276,419 $114.6M
Resonant Capital Advisors, LLC 4.41% Add +21.4% 1,666,710 $83.9M
Bank of America Corp. 0.01% Add +20.9% 1,418,879 $71.4M
Captrust Financial Advisors 0.09% Reduce -27.1% 1,072,449 $54.0M
LPL Financial LLC 0.01% Add +12.9% 759,617 $38.2M
Integrated Wealth Concepts LLC 0.26% Add +0.9% 657,951 $33.1M
Foster Group, Inc. 0.88% Add +7.1% 589,876 $29.7M
Cetera Investment Advisers 0.03% Add +4.3% 506,011 $25.5M
Ullmann Wealth Partners Group, LLC 2.28% Reduce -2.2% 435,832 $21.9M
Bank of New York Mellon Corp 0.00% Add +725.3% 428,835 $21.6M
Equitable Holdings, Inc. 0.12% New 385,125 $19.4M
JPMorgan Chase & Co. 0.00% Add +10.2% 329,222 $16.6M
Crewe Advisors LLC 1.32% New 307,365 $15.5M
Osaic Holdings, Inc. 0.02% Add +27.8% 296,533 $14.9M
Rockefeller Capital Management L.P. 0.02% Add +96.9% 226,012 $11.4M
Dynasty Wealth Management, LLC 0.10% Add +23.2% 221,903 $11.2M
Quotient Wealth Partners, LLC 0.27% Add +10.3% 204,221 $10.3M
HighTower Advisors, LLC 0.01% Reduce -0.5% 193,766 $9.8M
Focus Partners Wealth 0.01% Reduce -4.1% 193,420 $9.7M
Pine Harbor Wealth Management, LLC 2.64% Reduce -0.3% 175,063 $8.8M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -8.2% 167,530 $8.4M
Cwm, LLC 0.02% Reduce -3.9% 163,616 $8.2M
Royal Bank of Canada 0.00% Reduce -12.3% 159,913 $8.1M
Smart Money Group LLC 2.33% Add +16.5% 158,802 $8.0M
Jones Financial Companies LLLP 0.00% Add +67.4% 133,623 $6.7M
DGS Capital Management, LLC 1.08% Add +27.3% 130,726 $6.6M
DeLarme Wealth Management, Inc. 4.05% Add +5.5% 124,805 $6.3M
Betterment LLC 0.01% Reduce -15.1% 113,526 $5.7M
Portfolio Design Labs, LLC 1.00% Reduce -0.2% 111,610 $5.6M
Merit Financial Group, LLC 0.04% Add +1.1% 108,821 $5.5M
UBS Group AG 0.00% Reduce -37.1% 104,587 $5.3M
NewEdge Advisors, LLC 0.02% Reduce -1.1% 102,387 $5.2M
Sanctuary Advisors, LLC 0.03% Reduce -16.4% 101,344 $5.1M
Envestnet Asset Management Inc. 0.00% Reduce -73.7% 99,992 $5.0M
55 North Private Wealth, LLC 1.23% Add +18.3% 95,568 $4.8M
Richard P Slaughter Associates Inc 1.04% Reduce -7.7% 95,450 $4.8M
Ascent Group, LLC 0.16% Reduce -1.0% 94,144 $4.7M
Elmwood Wealth Management, Inc. 1.23% Reduce -1.4% 88,020 $4.4M
Integrated Investment Consultants, LLC 0.92% Add +12.4% 86,418 $4.4M
Ausdal Financial Partners, Inc. 0.19% Add +11.6% 85,204 $4.3M
Donaldson Capital Management, LLC 0.13% Add +8.4% 79,992 $4.0M
Cresta Advisors, Ltd. 1.62% Add +60.4% 78,767 $4.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.22% Add +17.6% 77,831 $3.9M
Willis Johnson & Associates, Inc. 0.21% Reduce -30.8% 72,832 $3.7M
Jacobson & Schmitt Advisors, LLC 0.65% Add +8.4% 70,881 $3.6M
Henderson Brothers Financial Partners, LLC 0.82% — 64,010 $3.2M
Sigma Planning Corp 0.09% Add +2.7% 63,374 $3.2M
Flow Traders U.S. LLC 0.10% Add +1412.7% 62,625 $3.2M
Kestra Advisory Services, LLC 0.01% Reduce -16.6% 60,856 $3.1M
Clarity Asset Management, Inc. 1.52% Reduce -7.7% 59,671 $3.0M
Horizon Wealth Management, LLC 0.43% Reduce -8.0% 57,925 $2.9M
OneDigital Investment Advisors LLC 0.03% Reduce -29.5% 56,979 $2.9M
Beacon Pointe Advisors, LLC 0.02% Add +24.4% 56,894 $2.9M
Modern Wealth Management, LLC 0.05% Reduce -22.7% 55,112 $2.8M
BlackRock, Inc. 0.00% Add +3.3% 53,962 $2.7M
Jane Street Group, LLC 0.00% New 53,337 $2.7M
Thrivent Financial for Lutherans 0.01% Reduce -2.6% 52,120 $2.6M
Raymond James Financial Inc. 0.00% Reduce -8.4% 50,288 $2.5M
Stifel Financial Corp. 0.00% Reduce -1.3% 49,203 $2.5M
Flagship Private Wealth, LLC 1.00% Add +21.1% 48,990 $2.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +73.9% 48,984 $2.5M
Titleist Asset Management, LLC 0.18% Add +15.9% 46,400 $2.3M
Keystone Financial Group, Inc. 1.15% Reduce -45.0% 43,903 $2.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -13.2% 43,141 $2.2M
Meeder Advisory Services, Inc. 0.09% Reduce -0.8% 42,722 $2.2M
Sovran Advisors, LLC 0.16% Reduce -3.6% 41,422 $2.1M
Aprio Wealth Management, LLC 0.11% Add +1.9% 41,169 $2.1M
Stephens Inc. 0.03% Reduce -70.2% 40,727 $2.1M
Mariner, LLC 0.00% Reduce -44.1% 40,527 $2.0M
Highland Financial Advisors, LLC 0.53% Reduce -2.3% 40,218 $2.0M
Stratos Wealth Partners, LTD. 0.02% Reduce -2.5% 39,438 $2.0M
IFP Advisors, Inc 0.04% Add +29.3% 39,333 $2.0M
Natixis Advisors, LLC 0.00% New 38,188 $1.9M
Summit Wealth Partners, LLC 0.30% No change 37,727 $1.9M
Citadel Advisors 0.00% Add +52.5% 37,659 $1.9M
Eagle Global Advisors LLC 0.07% Reduce -0.3% 36,150 $1.8M
Hill Island Financial LLC 0.42% No change 34,154 $1.7M
Asset Allocation Strategies LLC 0.30% New 33,078 $1.7M
Five Pine Wealth Management 1.00% Add +3.3% 31,913 $1.6M
Lakeridge Wealth Management LLC 0.69% New 31,775 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -2.1% 31,482 $1.6M
1900 Wealth Management LLC 0.10% No change 30,777 $1.5M
Fifth Third Bancorp 0.00% New 30,691 $1.5M
Kwmg, LLC 0.13% Reduce -7.1% 30,676 $1.5M
Valeo Financial Advisors, LLC 0.04% Reduce -12.9% 29,427 $1.5M
Evernest Financial Advisors, LLC 0.31% Add +33.1% 29,344 $1.5M
Waverly Advisors, LLC 0.01% Add +29.3% 27,703 $1.4M
Mma Asset Management LLC 0.48% Add +13.0% 27,196 $1.4M
Truist Financial Corp. 0.00% Add +35.2% 27,016 $1.4M
&partners 0.01% Add +3.7% 26,378 $1.3M
Syntegra Private Wealth Group, LLC 0.12% Add +0.3% 25,607 $1.3M
Alexander Randolph Advisory, Inc. 1.10% Reduce -10.6% 25,442 $1.3M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -16.6% 24,829 $1.2M
Core Wealth Advisors, Inc. 0.30% Add +79.8% 24,821 $1.2M
Cornerstone Financial Management LLC 1.14% Add +9.0% 24,656 $1.2M
VestGen Advisors, LLC 0.03% Add +0.1% 23,273 $1.2M
D.A. Davidson & Co. 0.01% Reduce -2.1% 23,034 $1.2M
MML Investors Services, LLC 0.00% Reduce -31.7% 22,854 $1.2M
McKinley Carter Wealth Services, Inc. 0.07% Add +5.0% 22,611 $1.1M

"% 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 217 holders