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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $48.6M |
| Exits | 24 | $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 |
| Old Mission Capital LLC | 0.03% | Add +193.7% | 22,122 | $1.1M |
| Creative Planning | 0.00% | Reduce -2.5% | 22,014 | $1.1M |
| Bessemer Group Inc. | 0.00% | New | 21,537 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.6% | 21,316 | $1.1M |
| One Capital Management, LLC | 0.03% | Reduce -5.0% | 20,857 | $1.0M |
| DORVAL Corp | 0.32% | Add +21.3% | 20,620 | $1.0M |
| Columbia River Financial Group, LLC | 0.60% | Add +10.5% | 20,577 | $1.0M |
| Private Advisor Group, LLC | 0.00% | Reduce -19.7% | 20,429 | $1.0M |
| Total Clarity Wealth Management, Inc. | 0.24% | Reduce -3.7% | 20,256 | $1.0M |
| Bellecapital International Ltd. | 0.18% | No change | 19,908 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Add +71.0% | 19,916 | $1.0M |
| Brookwood Investment Group LLC | 0.12% | Add +3.0% | 18,014 | $907K |
| Objective Capital Management, LLC | 0.88% | Reduce -3.6% | 17,211 | $866K |
| 4J Wealth Management LLC | 0.49% | No change | 17,174 | $865K |
| Tortoise Investment Management, LLC | 0.07% | Reduce -72.3% | 17,000 | $856K |
| Chicago Partners Investment Group LLC | 0.02% | Add +32.1% | 15,752 | $793K |
| Kathmere Capital Management, LLC | 0.05% | Reduce -0.2% | 14,975 | $754K |
| Daybright Advisory Services, Inc. | 0.20% | Reduce -37.2% | 14,638 | $737K |
| Fourth Dimension Wealth, LLC | 0.28% | Reduce -3.3% | 14,610 | $735K |
| Savant Capital, LLC | 0.00% | Reduce -87.4% | 14,410 | $725K |
| Sharkey, Howes & Javer | 0.09% | Add +0.3% | 13,516 | $680K |
| Sykon Capital LLC | 0.21% | Add +4.1% | 12,797 | $644K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -28.1% | 12,570 | $633K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.0% | 12,062 | $607K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -23.9% | 11,770 | $593K |
| Quantify Chaos Advisors, LLC | 1.77% | Reduce -11.7% | 11,254 | $567K |
| Belpointe Asset Management LLC | 0.02% | Reduce -5.3% | 11,118 | $560K |
| Valley National Advisers Inc. | 0.07% | Add +1.4% | 10,900 | $548K |
| Chatterton & Associates Inc. | 0.38% | Add +97.8% | 10,851 | $545K |
| Forum Financial Management, LP | 0.01% | No change | 10,500 | $529K |
| McAdam, LLC | 0.02% | Reduce -3.1% | 10,211 | $514K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +7.5% | 10,050 | $506K |
| Vertex Planning Partners, LLC | 0.09% | Add +8.1% | 9,575 | $482K |
| Cerity Partners LLC | 0.00% | Add +4.1% | 9,545 | $480K |
| IHT Wealth Management, LLC | 0.01% | Add +25.3% | 9,350 | $471K |
| Harbour Investments, Inc. | 0.01% | Reduce -55.3% | 9,272 | $467K |
| Client First Capital LLC | 0.20% | Reduce -48.6% | 9,167 | $461K |
| Advisory Services Network, LLC | 0.01% | Add +5.0% | 9,072 | $457K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 8,702 | $438K |
| Csenge Advisory Group | 0.02% | Add +29.7% | 8,663 | $436K |
| Mgo One Seven LLC | 0.01% | Add +16.1% | 8,286 | $417K |
| Cross Staff Investments Inc | 0.20% | No change | 8,000 | $403K |
| Avestar Capital, LLC | 0.03% | New | 8,000 | $403K |
| Southeast Asset Advisors, LLC | 0.04% | No change | 7,750 | $390K |
| HighPoint Advisor Group LLC | 0.02% | Add +0.8% | 7,747 | $390K |
| Benjamin Edwards Inc. | 0.00% | Reduce -27.8% | 7,651 | $385K |
| KM Capital Management Ltd. | 0.26% | Reduce -16.5% | 7,571 | $381K |
| Argent Trust Co | 0.01% | No change | 7,476 | $376K |
| Financial Management Network Inc. | 0.06% | Add +24.0% | 7,488 | $376K |
| Vise Technologies, Inc. | 0.01% | No change | 7,478 | $376K |
| Milestone Investment Advisors LLC | 0.09% | Add +2.2% | 7,382 | $372K |
| Financial Plan, Inc. | 0.04% | No change | 7,300 | $367K |
| TAGStone Capital, Inc. | 0.13% | Reduce -20.2% | 7,229 | $364K |
| MRP Capital Investments, LLC | 0.31% | No change | 7,000 | $352K |
| Seeds Investor LLC | 0.05% | New | 6,947 | $349K |
| Lighthouse Financial Services Inc. | 0.08% | Add +0.7% | 6,779 | $341K |
| Iowa State Bank | 0.06% | No change | 6,649 | $335K |
| Skyline Advisors, Inc. | 0.12% | Add +0.1% | 6,580 | $331K |
| HB Wealth Management, LLC | 0.00% | New | 6,472 | $326K |
| Optima Capital LLC | 0.15% | Add +2.8% | 6,323 | $318K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 5,997 | $302K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.10% | Reduce -6.5% | 5,952 | $300K |
| BCGM Wealth Management, LLC | 0.07% | Add +0.4% | 5,905 | $297K |
| OpenArc Corporate Advisory, LLC | 0.00% | New | 5,883 | $296K |
| Heritage Wealth Management, Inc./Texas | 0.13% | No change | 5,808 | $292K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -9.6% | 5,628 | $283K |
| Capital Advisors, Ltd. LLC | 0.03% | Add +25.0% | 5,605 | $282K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 5,531 | $278K |
| Allworth Financial LP | 0.00% | Add +5.0% | 5,406 | $272K |
| VERITY Wealth Advisors | 0.18% | No change | 5,383 | $271K |
| Charter Capital Management, LLC\DE | 0.13% | No change | 5,297 | $267K |
| Wealth Alliance, LLC | 0.03% | New | 5,211 | $262K |
| Lantz Financial LLC | 0.05% | Reduce -6.9% | 5,068 | $255K |
| BlackDiamond Wealth Management, LLC | 0.12% | Reduce -6.3% | 5,040 | $254K |
| Zhang Financial LLC | 0.01% | No change | 5,037 | $254K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 5,000 | $252K |
| Lionshead Wealth Management, LLC | 0.18% | Reduce -41.5% | 4,950 | $249K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 4,854 | $244K |
| Retiremitten Financial LLC | 0.12% | — | 4,753 | $239K |
| Corient Private Wealth LP | 0.00% | Add +5.6% | 4,747 | $239K |
| Valmark Advisers, Inc. | 0.00% | New | 4,664 | $235K |
| Strathmore Capital Advisors, Inc. | 0.06% | New | 4,237 | $213K |
| Independent Wealth Network Inc. | 0.06% | Add +0.4% | 4,229 | $213K |
| BDFS Capital LLC | 0.10% | Reduce -0.6% | 4,202 | $212K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,184 | $211K |
| Legacy Solutions, LLC | 0.19% | No change | 4,170 | $210K |
| Shum Financial Group, Inc. | 0.15% | New | 4,111 | $207K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -27.6% | 4,064 | $205K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 4,028 | $203K |
| Webster Bank, N. A. | 0.02% | Reduce -71.3% | 4,016 | $202K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 4,016 | $202K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,900 | $196K |
| MAI Capital Management | 0.00% | No change | 3,814 | $192K |
| Friedenthal Financial | 0.07% | New | 2,671 | $134K |
| Mather Group, Llc. | 0.00% | New | 2,634 | $133K |
| Blueline Advisors LLC | 0.08% | Reduce -5.6% | 2,176 | $110K |
| Centennial Bank | 0.04% | Add +23.6% | 2,139 | $108K |
| CVA Family Office, LLC | 0.01% | New | 1,979 | $100K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +2.2% | 1,561 | $79K |
| CX Institutional | 0.00% | Add +0.4% | 1,507 | $76K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,483 | $75K |
| Harbor Asset Planning, Inc. | 0.04% | Add +0.4% | 971 | $49K |
| Sunbelt Securities, Inc. | 0.00% | No change | 883 | $44K |
| Signature Equity Partners, LLC | 0.02% | Add +0.2% | 846 | $43K |
| Capital Analysts, LLC | 0.00% | No change | 437 | $22K |
| Aptus Capital Advisors, LLC | 0.00% | New | 422 | $21K |
| 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 +0.9% | 115 | $6K |
| Wells Fargo & Company | 0.00% | Add +9600.0% | 97 | $5K |
| Strategic Wealth Advisors LLC | 0.00% | No change | 86 | $4K |
| Lanark Financial, Inc. | 0.00% | Reduce -50.0% | 50 | $3K |
| Assetmark, Inc. | 0.00% | No change | 8 | $403 |
| AE Wealth Management LLC | 0.00% | No change | 1 | $42 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 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.