ISHRS SHORT MAT MUNI ACT ETF MEAR
$50.27
+0.0% 52w: $48.79 – $50.27
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data48.7949.5350.27
Jun 20, 2025 Jul 2, 2026
Institutional holders
216
-1 QoQ
13F value
$1.08B
+3.0% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MEAR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 3.3M | $164.0M | 0.0% | +1.4% |
| Rockwood Wealth Management, LLC | Wealth advisor | 2.3M | $114.6M | 8.2% | +3.9% |
| Resonant Capital Advisors, LLC | Wealth advisor | 1.7M | $83.9M | 4.4% | +21.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.4M | $71.4M | 0.0% | +20.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.1M | $54.0M | 0.1% | -27.1% |
| LPL Financial LLC | Bank broker | 759.6K | $38.2M | 0.0% | +12.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 658.0K | $33.1M | 0.3% | +0.9% |
| Foster Group, Inc. | Wealth advisor | 589.9K | $29.7M | 0.9% | +7.1% |
| Cetera Investment Advisers | Wealth advisor | 506.0K | $25.5M | 0.0% | +4.3% |
| Ullmann Wealth Partners Group, LLC | Wealth advisor | 435.8K | $21.9M | 2.3% | -2.2% |
| Bank of New York Mellon Corp | Diversified mechanical | 428.8K | $21.6M | 0.0% | +725.3% |
| Equitable Holdings, Inc. | Wealth advisor | 385.1K | $19.4M | 0.1% | New |
| JPMORGAN CHASE & CO | Bank broker | 329.2K | $16.6M | 0.0% | +10.2% |
| Crewe Advisors LLC | Wealth advisor | 307.4K | $15.5M | 1.3% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 296.5K | $14.9M | 0.0% | +27.8% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 226.0K | $11.4M | 0.0% | +96.9% |
| Dynasty Wealth Management, LLC | Wealth advisor | 221.9K | $11.2M | 0.1% | +23.2% |
| Quotient Wealth Partners, LLC | Wealth advisor | 204.2K | $10.3M | 0.3% | +10.3% |
| HighTower Advisors, LLC | Diversified mechanical | 193.8K | $9.8M | 0.0% | -0.5% |
| Focus Partners Wealth | Wealth advisor | 193.4K | $9.7M | 0.0% | -4.1% |
| Pine Harbor Wealth Management, LLC | Wealth advisor | 175.1K | $8.8M | 2.6% | -0.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 167.5K | $8.4M | 0.0% | -8.1% |
| CWM, LLC | Wealth advisor | 163.6K | $8.2M | 0.0% | -3.9% |
| ROYAL BANK OF CANADA | Bank broker | 159.9K | $8.1M | 0.0% | -12.3% |
| Smart Money Group LLC | Wealth advisor | 158.8K | $8.0M | 2.3% | +16.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 133.6K | $6.7M | 0.0% | +67.4% |
| DGS Capital Management, LLC | Other | 130.7K | $6.6M | 1.1% | +27.3% |
| DeLarme Wealth Management, Inc. | Wealth advisor | 124.8K | $6.3M | 4.0% | +5.5% |
| Betterment LLC | Wealth advisor | 113.5K | $5.7M | 0.0% | -15.1% |
| Portfolio Design Labs, LLC | Other | 111.6K | $5.6M | 1.0% | -0.2% |
| Merit Financial Group, LLC | Wealth advisor | 108.8K | $5.5M | 0.0% | +1.1% |
| UBS Group AG | Bank broker | 104.6K | $5.3M | 0.0% | -37.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 102.4K | $5.2M | 0.0% | -1.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 101.3K | $5.1M | 0.0% | -16.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 100.0K | $5.0M | 0.0% | -73.7% |
| 55 North Private Wealth, LLC | Wealth advisor | 95.6K | $4.8M | 1.2% | +18.2% |
| Richard P Slaughter Associates Inc | Wealth advisor | 95.5K | $4.8M | 1.0% | -7.7% |
| Ascent Group, LLC | Wealth advisor | 94.1K | $4.7M | 0.2% | -1.0% |
| Elmwood Wealth Management, Inc. | Wealth advisor | 88.0K | $4.4M | 1.2% | -1.4% |
| Integrated Investment Consultants, LLC | Wealth advisor | 86.4K | $4.4M | 0.9% | +12.4% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 85.2K | $4.3M | 0.2% | +11.6% |
| DONALDSON CAPITAL MANAGEMENT, LLC | Other | 80.0K | $4.0M | 0.1% | +8.4% |
| Cresta Advisors, Ltd. | Wealth advisor | 78.8K | $4.0M | 1.6% | +60.4% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Wealth advisor | 77.8K | $3.9M | 0.2% | +17.5% |
| Willis Johnson & Associates, Inc. | Wealth advisor | 72.8K | $3.7M | 0.2% | -30.7% |
| JACOBSON & SCHMITT ADVISORS, LLC ★2 | Fundamental diversified | 70.9K | $3.6M | 0.6% | +8.4% |
| Henderson Brothers Financial Partners, LLC | Wealth advisor | 64.0K | $3.2M | 0.8% | — |
| Sigma Planning Corp | Wealth advisor | 63.4K | $3.2M | 0.1% | +2.7% |
| FLOW TRADERS U.S. LLC | Market maker | 62.6K | $3.2M | 0.1% | +1412.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 60.9K | $3.1M | 0.0% | -16.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.