Ishrs Short Mat Muni Act ETFMEARETF

13F holders, Q2 2026 (June 30)
220holders +3
21new positions
19sold out
$50.38avg. 13F price*

At the end of Q2 2026, 220 institutions reported holding Ishrs Short Mat Muni Act ETF (MEAR) in their 13F filings, up 3 from Q1 2026. 21 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($167.6M), Rockwood Wealth Management, LLC ($119.4M) and Resonant Capital Advisors, LLC ($90.9M).

Company
Ishrs Short Mat Muni Act ETF
Filed as
ISHARES U S ETF TR (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions21$13.1M
Exits19$38.3M

All 13F filers, Q1 2026 → Q2 2026: 1,685,993 shares bought and 1,699,007 shares sold, net −13,014 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 220 holders

Morgan Stanley 0.01% Add +2.1% 3,326,132 $167.6M
Rockwood Wealth Management, LLC 7.55% Add +4.1% 2,370,376 $119.4M
Resonant Capital Advisors, LLC 4.34% Add +8.2% 1,804,120 $90.9M
Bank of America Corp. 0.00% Reduce -0.4% 1,412,588 $71.2M
Captrust Financial Advisors 0.08% Reduce -1.6% 1,054,864 $53.1M
LPL Financial LLC 0.01% Reduce -0.6% 755,026 $38.0M
Integrated Wealth Concepts LLC 0.22% Reduce -0.1% 657,567 $33.1M
Foster Group, Inc. 0.82% Add +3.8% 612,466 $30.9M
Cetera Investment Advisers 0.02% Add +5.4% 533,439 $26.9M
Rockefeller Capital Management L.P. 0.04% Add +102.3% 457,119 $23.0M
Ullmann Wealth Partners Group, LLC 2.03% Add +1.9% 444,308 $22.4M
JPMorgan Chase & Co. 0.00% Add +11.4% 366,933 $18.5M
Osaic Holdings, Inc. 0.02% Add +15.3% 341,827 $17.2M
Equitable Holdings, Inc. 0.09% Reduce -24.2% 291,789 $14.7M
Smart Money Group LLC 3.70% Add +80.1% 285,976 $14.4M
Dynasty Wealth Management, LLC 0.10% Add +17.3% 260,289 $13.1M
Quotient Wealth Partners, LLC 0.27% Add +11.3% 227,247 $11.4M
Royal Bank of Canada 0.00% Add +29.8% 207,538 $10.5M
HighTower Advisors, LLC 0.01% Add +5.9% 205,252 $10.3M
Jones Financial Companies LLLP 0.00% Add +46.6% 195,912 $9.9M
55 North Private Wealth, LLC 1.88% Add +98.7% 189,921 $9.6M
Focus Partners Wealth 0.01% Reduce -6.4% 181,094 $9.1M
Pine Harbor Wealth Management, LLC 2.32% Reduce -1.6% 172,298 $8.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -6.4% 156,797 $7.9M
UBS Group AG 0.00% Add +25.8% 131,549 $6.6M
DeLarme Wealth Management, Inc. 3.74% Add +2.5% 127,864 $6.4M
NewEdge Advisors, LLC 0.02% Add +13.4% 116,068 $5.8M
Merit Financial Group, LLC 0.04% Add +4.6% 113,833 $5.7M
Integrated Investment Consultants, LLC 1.13% Add +31.6% 113,724 $5.7M
Envestnet Asset Management Inc. 0.00% Add +12.9% 112,905 $5.7M
Ausdal Financial Partners, Inc. 0.22% Add +28.5% 109,517 $5.5M
Betterment LLC 0.01% Reduce -10.1% 102,031 $5.1M
Donaldson Capital Management, LLC 0.13% Add +11.8% 89,475 $4.5M
Raymond James Financial Inc. 0.00% Add +68.6% 84,763 $4.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.20% Add +5.2% 81,901 $4.1M
Natixis Advisors, LLC 0.00% Add +113.8% 81,652 $4.1M
Sanctuary Advisors, LLC 0.02% Reduce -22.0% 79,080 $4.0M
Cresta Advisors, Ltd. 1.42% No change 78,767 $4.0M
Willis Johnson & Associates, Inc. 0.20% Reduce -2.1% 71,295 $3.6M
Jacobson & Schmitt Advisors, LLC 0.57% Reduce -3.0% 68,784 $3.5M
Elmwood Wealth Management, Inc. 0.85% Reduce -23.4% 67,460 $3.4M
Richard P Slaughter Associates Inc 0.60% Reduce -36.8% 60,360 $3.0M
Beacon Pointe Advisors, LLC 0.01% Add +0.3% 57,058 $2.9M
Thrivent Financial for Lutherans 0.00% Add +6.3% 55,411 $2.8M
Axxcess Wealth Management, LLC 0.04% New 54,959 $2.8M
BlackRock, Inc. 0.00% Reduce -1.1% 53,348 $2.7M
Bank of New York Mellon Corp 0.00% Reduce -87.7% 52,931 $2.7M
Horizon Wealth Management, LLC 0.33% Reduce -10.3% 51,951 $2.6M
Stifel Financial Corp. 0.00% Reduce -0.4% 49,023 $2.5M
Titleist Asset Management, LLC 0.16% Add +4.7% 48,598 $2.4M
Aprio Wealth Management, LLC 0.11% Add +6.9% 44,012 $2.2M
Sigma Planning Corp 0.06% Reduce -31.0% 43,743 $2.2M
OneDigital Investment Advisors LLC 0.02% Reduce -23.5% 43,595 $2.2M
Meeder Advisory Services, Inc. 0.08% Add +0.7% 43,026 $2.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.1% 43,111 $2.2M
Flagship Private Wealth, LLC 0.76% Reduce -12.9% 42,685 $2.2M
IFP Advisors, Inc 0.04% Add +6.3% 41,793 $2.1M
Modern Wealth Management, LLC 0.03% Reduce -24.4% 41,652 $2.1M
Highland Financial Advisors, LLC 0.46% Add +3.2% 41,490 $2.1M
Sovran Advisors, LLC 0.15% Reduce -0.7% 41,118 $2.1M
Asset Allocation Strategies LLC 0.32% Add +23.7% 40,923 $2.1M
Perspective Wealth Advisors LLC 1.08% New 39,136 $2.0M
Stratos Wealth Partners, LTD. 0.02% Reduce -2.5% 38,448 $1.9M
Eagle Global Advisors LLC 0.06% Add +6.2% 38,400 $1.9M
Summit Wealth Partners, LLC 0.27% No change 37,727 $1.9M
Kestra Advisory Services, LLC 0.01% Reduce -38.0% 37,721 $1.9M
Core Wealth Advisors, Inc. 0.37% Add +47.1% 36,506 $1.8M
Henderson Brothers Financial Partners, LLC 0.82% Reduce -46.4% 34,286 $1.7M
Hill Island Financial LLC 0.37% No change 34,154 $1.7M
MML Investors Services, LLC 0.00% Add +46.9% 33,568 $1.7M
Waverly Advisors, LLC 0.01% Add +17.8% 32,627 $1.6M
Sagespring Wealth Partners, LLC 0.03% Add +439.0% 32,323 $1.6M
Lakeridge Wealth Management LLC 0.59% No change 31,775 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +0.9% 31,759 $1.6M
Evernest Financial Advisors, LLC 0.33% Add +6.5% 31,264 $1.6M
1900 Wealth Management LLC 0.09% No change 30,777 $1.6M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -39.7% 29,543 $1.5M
Stephens Inc. 0.02% Reduce -27.5% 29,527 $1.5M
Valeo Financial Advisors, LLC 0.03% Reduce -2.0% 28,846 $1.5M
Fifth Third Bancorp 0.00% Reduce -6.9% 28,586 $1.4M
Kwmg, LLC 0.10% Reduce -9.5% 27,749 $1.4M
&partners 0.01% Add +4.3% 27,511 $1.4M
Five Pine Wealth Management 0.77% Reduce -14.9% 27,151 $1.4M
Truist Financial Corp. 0.00% Add +0.2% 27,071 $1.4M
Beto Financial Group, LLC 0.71% New 26,725 $1.3M
Mma Asset Management LLC 0.42% Reduce -3.2% 26,320 $1.3M
D.A. Davidson & Co. 0.01% Add +11.8% 25,760 $1.3M
Syntegra Private Wealth Group, LLC 0.10% No change 25,607 $1.3M
Cornerstone Financial Management LLC 1.00% Add +0.0% 24,664 $1.2M
VestGen Advisors, LLC 0.03% Add +0.0% 23,276 $1.2M
McKinley Carter Wealth Services, Inc. 0.06% Add +2.1% 23,098 $1.2M
Alexander Randolph Advisory, Inc. 0.95% Reduce -10.3% 22,835 $1.2M
Creative Planning 0.00% Add +2.9% 22,660 $1.1M
DORVAL Corp 0.32% Add +7.9% 22,245 $1.1M
Private Advisor Group, LLC 0.01% Add +5.6% 21,574 $1.1M
Janney Montgomery Scott LLC 0.00% Reduce -2.0% 20,889 $1.1M
One Capital Management, LLC 0.03% No change 20,857 $1.0M
Columbia River Financial Group, LLC 0.56% Add +0.7% 20,720 $1.0M
Chicago Partners Investment Group LLC 0.02% Add +32.1% 20,806 $1.0M
BDFS Capital LLC 0.43% Add +362.6% 19,440 $979K
Win Advisors, Inc. 0.35% New 19,431 $979K
Total Clarity Wealth Management, Inc. 0.19% Reduce -5.0% 19,246 $970K
Quantinno Capital Management LP 0.00% New 19,100 $962K
Objective Capital Management, LLC 0.84% Add +8.8% 18,725 $943K
Advisory Services Network, LLC 0.01% Add +101.7% 18,297 $922K
Keystone Financial Group, Inc. 0.47% Reduce -59.4% 17,820 $898K
Tortoise Investment Management, LLC 0.06% No change 17,000 $856K
4J Wealth Management LLC 0.42% Reduce -1.8% 16,869 $850K
Brookwood Investment Group LLC 0.10% Reduce -6.4% 16,857 $849K
Redhawk Wealth Advisors, Inc. 0.08% New 15,830 $798K
Kathmere Capital Management, LLC 0.04% Add +0.7% 15,080 $760K
Clarity Asset Management, Inc. 0.37% Reduce -75.0% 14,930 $752K
Daybright Advisory Services, Inc. 0.18% Add +0.9% 14,776 $742K
Sykon Capital LLC 0.22% Add +13.3% 14,501 $731K
Avestar Capital, LLC 0.04% Add +59.5% 12,759 $643K
Valley National Advisers Inc. 0.07% Add +17.0% 12,756 $643K
Fourth Dimension Wealth, LLC 0.20% Reduce -13.2% 12,688 $639K
PNC Financial Services Group, Inc. 0.00% Add +2.5% 12,365 $623K
Farther Finance Advisors, LLC 0.00% Reduce -39.1% 12,134 $611K
Vertex Planning Partners, LLC 0.09% Add +22.8% 11,756 $592K
Great Valley Advisor Group, Inc. 0.01% New 11,552 $582K
Quantify Chaos Advisors, LLC 1.63% Add +2.4% 11,518 $580K
Kestra Private Wealth Services, LLC 0.01% Add +12.5% 11,308 $570K
Sharkey, Howes & Javer 0.07% Reduce -16.4% 11,297 $569K
Carolina Wealth Management Inc 0.26% — 11,026 $555K
Elevation Point Wealth Partners, LLC 0.01% Reduce -13.4% 10,890 $549K
Chatterton & Associates Inc. 0.32% No change 10,851 $545K
Strategic Financial Concepts, LLC 0.16% New 10,650 $537K
Forum Financial Management, LP 0.01% No change 10,500 $529K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -10.9% 10,490 $528K
HB Wealth Management, LLC 0.00% Add +48.1% 9,584 $483K
Cerity Partners LLC 0.00% Reduce -0.2% 9,522 $480K
Nuveen, LLC 0.00% New 9,341 $471K
Client First Capital LLC 0.19% No change 9,167 $462K
IHT Wealth Management, LLC 0.01% Reduce -3.0% 9,065 $457K
HighPoint Advisor Group LLC 0.02% Add +16.1% 8,998 $453K
Dynamic Advisor Solutions LLC 0.01% Add +0.2% 8,721 $439K
Csenge Advisory Group 0.02% No change 8,663 $436K
Arax Advisory Partners 0.00% New 8,516 $429K
Savant Capital, LLC 0.00% Reduce -42.3% 8,311 $419K
Harbour Investments, Inc. 0.01% Reduce -10.8% 8,272 $417K
Cross Staff Investments Inc 0.23% No change 8,000 $403K
Wealth Alliance, LLC 0.03% Add +53.0% 7,975 $402K
Benjamin Edwards Inc. 0.00% Add +4.0% 7,957 $401K
Argent Trust Co 0.01% Add +5.5% 7,891 $398K
Financial Plan, Inc. 0.04% Add +6.8% 7,797 $393K
Southeast Asset Advisors, LLC 0.04% No change 7,750 $390K
CreativeOne Wealth, LLC 0.01% New 7,474 $377K
Milestone Investment Advisors LLC 0.08% No change 7,382 $372K
Elequin Capital, LP 0.06% New 7,314 $368K
Seeds Investor LLC 0.04% Add +2.6% 7,125 $359K
Allworth Financial LP 0.00% Add +31.2% 7,095 $357K
MRP Capital Investments, LLC 0.26% No change 7,000 $353K
Mgo One Seven LLC 0.01% Reduce -16.6% 6,909 $348K
Optima Capital LLC 0.14% Add +8.4% 6,854 $345K
Iowa State Bank 0.06% No change 6,649 $335K
KM Capital Management Ltd. 0.15% Reduce -16.0% 6,361 $320K
TAGStone Capital, Inc. 0.10% Reduce -12.6% 6,322 $319K
Highland Investment Advisors LLC 0.14% — 6,208 $313K
Flow Traders U.S. LLC 0.01% Reduce -90.2% 6,157 $310K
Keeler & Nadler Financial Planning & Wealth Management 0.09% Add +0.7% 5,994 $302K
BCGM Wealth Management, LLC 0.06% Add +0.7% 5,946 $300K
Heritage Wealth Management, Inc./Texas 0.11% No change 5,808 $293K
Capital Advisors, Ltd. LLC 0.03% Add +0.7% 5,643 $284K
Vise Technologies, Inc. 0.00% Reduce -24.7% 5,633 $284K
Silver Oak Securities, Incorporated 0.02% No change 5,628 $284K
Focus Partners Advisor Solutions, LLC 0.00% Add +0.4% 5,555 $280K
Financial Management Network Inc. 0.04% Reduce -26.1% 5,536 $278K
VERITY Wealth Advisors 0.16% No change 5,383 $271K
WealthBridge Capital Management, LLC 0.05% New 5,328 $268K
BlackDiamond Wealth Management, LLC 0.11% Add +5.8% 5,333 $268K
Charter Capital Management, LLC\DE 0.12% No change 5,297 $267K
Lantz Financial LLC 0.05% No change 5,068 $255K
Lighthouse Financial Services Inc. 0.05% Reduce -25.4% 5,054 $254K
Zhang Financial LLC 0.01% No change 5,037 $254K
Leigh Baldwin & Co., LLC 0.14% New 5,028 $253K
Lionshead Wealth Management, LLC 0.16% Add +1.0% 5,000 $252K
Sax Wealth Advisors, LLC 0.01% No change 5,000 $252K
Professional Financial Advisors, LLC 0.04% New 4,988 $251K
Fidelis Capital Partners, LLC 0.01% No change 4,854 $245K
Valmark Advisers, Inc. 0.00% No change 4,664 $235K
Dorsey & Whitney Trust CO LLC 0.01% Add +15.5% 4,651 $234K
Insigneo Advisory Services, LLC 0.01% New 4,380 $221K
Independent Wealth Network Inc. 0.05% Add +0.7% 4,259 $215K
Strathmore Capital Advisors, Inc. 0.06% No change 4,237 $213K
Avidian Wealth Enterprises, LLC 0.01% No change 4,184 $211K
Legacy Solutions, LLC 0.17% No change 4,170 $210K
Unique Wealth, LLC 0.02% New 4,078 $205K
Mercer Global Advisors Inc. 0.00% Reduce -0.1% 4,061 $205K
Webster Bank, N. A. 0.02% No change 4,016 $202K
Concurrent Investment Advisors, LLC 0.00% No change 4,016 $202K
Snowden Capital Advisors LLC 0.00% New 3,970 $200K
Steward Partners Investment Advisory, LLC 0.00% No change 3,900 $196K
Blueline Advisors LLC 0.11% Add +47.7% 3,213 $162K
Mather Group, Llc. 0.00% No change 2,634 $133K
Medallion Wealth Advisors, LLC 0.04% Add +51.4% 2,363 $119K
Centennial Bank 0.04% Add +6.6% 2,280 $115K
Planning Strategies Inc. 0.07% — 2,182 $110K
Parallel Advisors, LLC 0.00% New 2,045 $103K
CVA Family Office, LLC 0.01% No change 1,979 $100K
CX Institutional 0.00% Add +0.7% 1,518 $76K
Geneos Wealth Management Inc. 0.00% No change 1,483 $75K
Wells Fargo & Company 0.00% Add +1029.9% 1,096 $55K
Harbor Asset Planning, Inc. 0.04% Add +0.7% 978 $49K
International Assets Investment Management, LLC 0.00% New 728 $37K
Global Retirement Partners, LLC 0.00% — 721 $36K
Friedenthal Financial 0.02% Reduce -74.1% 691 $35K
Signature Equity Partners, LLC 0.01% Reduce -23.3% 649 $33K
City State Bank 0.00% No change 381 $19K
Capital Analysts, LLC 0.00% Reduce -50.3% 217 $11K
Valley Wealth Managers, Inc. 0.00% No change 200 $10K
Ogorek Anthony Joseph /NY/ 0.00% No change 207 $10K
Pinnacle Bancorp, Inc. 0.00% Reduce -27.9% 189 $10K
Raffa Wealth Management, LLC 0.00% No change 115 $6K
Harborfront Financial Group LLC 0.02% — 95 $5K
Blue Trust, Inc. 0.00% New 87 $4K
Strategic Wealth Advisors LLC 0.00% No change 86 $4K
Lanark Financial, Inc. 0.00% No change 50 $3K
Assetmark, Inc. 0.00% No change 8 $403
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.