Free Trial
→ Trump’s $100 Trillion Land Rush Is On (From Stansberry Research) (Ad) Free MEAR Stock Alerts

iShares Short Maturity Municipal Bond Active ETF (MEAR) Institutional Ownership

iShares Short Maturity Municipal Bond Active ETF logo
$50.34 +0.37 (+0.73%)
Closing price 07/25/2025 03:59 PM Eastern
Extended Trading
$50.33 -0.01 (-0.01%)
As of 07/25/2025 04:11 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares Short Maturity Municipal Bond Active ETF (BATS:MEAR)

Number of
Institutional Buyers
(last 12 months)
131
Total
Institutional Inflows
(last 12 months)
$349.12M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$111.32M
Get MEAR Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Short Maturity Municipal Bond Active ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

MEAR Institutional Buying and Selling by Quarter

iShares Short Maturity Municipal Bond Active ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025 Atria Wealth Solutions Inc.32,927$1.66M0.0%+13.5%0.147%
7/25/2025 Total Clarity Wealth Management Inc.21,039$1.06M0.3%-15.6%0.094%
7/25/2025 CWM LLC149,743$7.53M0.0%+1.2%0.667%
7/24/2025 McKinley Carter Wealth Services Inc.16,670$838K0.0%+25.4%0.074%
7/24/2025 Capital Advisors Ltd. LLC2,921$147K0.0%+370.4%0.013%
7/24/2025 Insight Inv LLC7,300$367K0.2%-43.0%0.033%
7/22/2025 Belpointe Asset Management LLC15,558$782K0.0%+20.1%0.069%
7/22/2025 Valley National Advisers Inc.7,046$354K0.1%+24.2%0.031%
7/21/2025 Keystone Financial Group Inc.71,223$3.58M2.3%+36.3%0.317%
7/21/2025 Ascent Group LLC106,255$5.34M0.2%-47.5%0.473%
7/21/2025 Flagship Private Wealth LLC43,305$2.18M1.1%+7.7%0.193%
7/18/2025 Truist Financial Corp20,564$1.03M0.0%+39.8%0.092%
7/17/2025 LexAurum Advisors LLC19,645$988K0.2%-19.9%0.088%
7/17/2025 Janney Montgomery Scott LLC22,336$1.12M0.0%+93.5%0.099%
7/16/2025 Eagle Global Advisors LLC36,650$1.84M0.1%+2.8%0.163%
7/16/2025 Kathmere Capital Management LLC14,900$749K0.1%-27.7%0.066%
7/15/2025 Financial Management Professionals Inc.1,783$90K0.0%N/A0.008%
7/15/2025 Charter Capital Management LLC DE5,697$286K0.2%N/A0.025%
7/15/2025 Kwmg LLC40,562$2.04M0.2%-13.6%0.181%
7/11/2025 Skyline Advisors Inc.65,036$3.27M1.2%N/A0.290%
7/11/2025 Ullmann Wealth Partners Group LLC432,145$21.72M2.6%+18.1%1.925%
7/11/2025 Farther Finance Advisors LLC8,875$446K0.0%+570.3%0.040%
7/11/2025 Silver Oak Securities Incorporated4,118$207K0.0%N/A0.018%
7/11/2025 Rockwood Wealth Management LLC1,908,282$95.93M8.4%+6.6%8.500%
7/10/2025 Wealth Enhancement Advisory Services LLC59,781$3.00M0.0%+20.1%0.266%
7/10/2025 Sharkey Howes & Javer13,321$670K0.1%-5.2%0.059%
7/10/2025 Sovran Advisors LLC76,775$3.86M0.4%N/A0.352%
7/8/2025 Richard P Slaughter Associates Inc83,507$4.20M0.9%+67.8%0.383%
7/7/2025 First Citizens Financial Corp23,989$1.21M0.7%-37.2%0.110%
6/13/2025 Optima Capital LLC8,147$409K0.3%N/A0.039%
6/2/2025Modern Wealth Management LLC92,037$4.62M0.1%+14.2%0.442%
5/20/2025 Belpointe Asset Management LLC12,954$651K0.0%-17.4%0.064%
5/20/2025Focus Partners Wealth278,942$14.01M0.0%-30.5%1.381%
5/19/2025Jane Street Group LLC23,049$1.16M0.0%-61.3%0.114%
5/16/2025 Ascent Group LLC202,262$10.16M0.4%+9.5%1.001%
5/16/2025Kestra Investment Management LLC465,100$23.37M0.7%+56.5%2.302%
5/16/2025Jones Financial Companies Lllp811,087$40.75M0.0%+7,132.2%4.015%
5/16/2025Obsidian Personal Planning Solutions LLC65,139$3.26M1.5%-0.7%0.322%
5/16/2025NewEdge Advisors LLC120,040$6.03M0.0%-9.0%0.594%
5/16/2025Integrated Wealth Concepts LLC673,787$33.85M0.4%-0.5%3.336%
Trump’s $100 Trillion Land Rush Is On (Ad)

What Is "The US: IPO"? You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline.

Click here now to discover the full story and how to stake your claim before this land rush goes ful
5/16/2025Aprio Wealth Management LLC25,079$1.26M0.2%+18.7%0.124%
5/15/2025Core Wealth Advisors Inc.13,808$694K0.2%-2.3%0.068%
5/15/2025Royal Bank of Canada107,035$5.38M0.0%+206.1%0.530%
5/15/2025Titleist Asset Management LLC30,190$1.52M0.2%+9.3%0.149%
5/15/2025Tortoise Investment Management LLC56,010$2.81M0.3%N/A0.277%
5/15/2025Clarity Asset Management Inc.80,676$4.05M2.6%-18.4%0.399%
5/14/2025CreativeOne Wealth LLC10,159$510K0.0%-32.8%0.050%
5/14/2025Comerica Bank27,792$1.40M0.0%+1,824.7%0.138%
5/14/2025Kestra Advisory Services LLC24,853$1.25M0.0%+10.1%0.123%
5/14/2025Vertex Planning Partners LLC6,829$343K0.1%N/A0.034%
5/13/2025HighTower Advisors LLC77,714$3.90M0.0%-42.1%0.385%
5/12/2025 Eagle Global Advisors LLC35,650$1.79M0.1%-11.2%0.176%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors49,706$2.49M0.2%+8.6%0.246%
5/12/2025Aveo Capital Partners LLC20,307$1.02M0.2%-5.9%0.101%
5/12/2025Benjamin Edwards Inc.6,788$341K0.0%-28.6%0.034%
5/12/2025Evernest Financial Advisors LLC16,756$842K0.3%+9.5%0.083%
5/9/2025Chicago Partners Investment Group LLC9,482$474K0.0%+73.7%0.047%
5/9/2025 Atria Wealth Solutions Inc.29,016$1.46M0.0%+17.4%0.144%
5/9/2025PNC Financial Services Group Inc.1,658$83K0.0%-15.3%0.008%
5/8/2025Alexander Randolph Advisory Inc.6,495$326K0.3%+29.9%0.032%
5/7/2025LPL Financial LLC385,363$19.36M0.0%+15.2%1.908%
5/7/2025Integrated Investment Consultants LLC63,455$3.19M0.5%+4.8%0.314%
5/7/2025Objective Capital Management LLC14,034$705K0.9%+52.6%0.069%
5/7/2025 Keystone Financial Group Inc.52,258$2.61M1.8%+46.5%0.259%
5/6/2025Cetera Investment Advisers100,412$5.05M0.0%+65.7%0.497%
5/6/2025Avantax Advisory Services Inc.15,118$760K0.0%+37.1%0.075%
5/6/2025Summit Wealth Partners LLC17,225$865K0.2%+94.1%0.085%
5/5/2025 IFP Advisors Inc12,759$641K0.0%+169.2%0.063%
5/5/2025TAGStone Capital Inc.40,040$2.01M1.0%N/A0.198%
5/5/2025Csenge Advisory Group4,739$237K0.0%N/A0.023%
5/5/2025Private Advisor Group LLC51,898$2.61M0.0%+33.6%0.257%
5/2/2025KM Capital Management Ltd.41,717$2.10M1.1%+152.7%0.219%
5/2/2025Dynasty Wealth Management LLC156,232$7.85M0.1%+8.8%0.820%
5/2/2025Jacobson & Schmitt Advisors LLC66,587$3.35M0.7%+4.2%0.350%
5/2/2025Sigma Planning Corp58,785$2.95M0.1%-6.2%0.309%
5/1/2025 CWM LLC147,907$7.43M0.0%+3.2%0.776%
5/1/2025Stephens Inc. AR210,411$10.57M0.2%-44.6%1.105%
5/1/2025Fidelis Capital Partners LLC4,181$209K0.0%N/A0.022%
4/30/2025 Sharkey Howes & Javer14,050$706K0.1%-44.7%0.074%
4/30/2025Allworth Financial LP10,244$513K0.0%+40.7%0.054%
4/30/2025Quotient Wealth Partners LLC155,386$7.81M0.2%+11.8%0.816%
4/30/2025Axxcess Wealth Management LLC5,120$257K0.0%N/A0.027%
4/30/2025Stratos Wealth Partners LTD.22,945$1.15M0.0%+53.3%0.120%
4/30/2025Client First Capital LLC13,843$695K0.4%N/A0.073%
4/30/2025Crossmark Global Holdings Inc.11,398$572K0.0%N/A0.060%
4/29/2025Envestnet Asset Management Inc.427,983$21.50M0.0%+47.2%2.247%
4/29/2025 Concurrent Investment Advisors LLC3,986$200K0.0%N/A0.021%
4/29/2025Capital Investment Advisory Services LLC10,005$503K0.0%+402.8%0.053%
4/29/2025Columbia River Financial Group LLC24,065$1.21M0.8%-14.2%0.126%
4/29/2025OneDigital Investment Advisors LLC85,741$4.31M0.1%-3.7%0.450%
Trump’s $100 Trillion Land Rush Is On (Ad)

What Is "The US: IPO"? You won't hear this on CNBC... but the government may soon open up hundreds of trillions in oil, gas, lithium, and land rights. Whitney Tilson breaks it all down, and shows how everyday Americans can grab a stake. His urgent new briefing explains "The US: IPO"... and how to get in before the looming federal deadline.

Click here now to discover the full story and how to stake your claim before this land rush goes ful
4/28/2025D.A. Davidson & CO.21,204$1.07M0.0%+2.0%0.111%
4/28/2025Smart Money Group LLC141,950$7.13M6.3%-5.8%0.703%
4/28/2025Resonant Capital Advisors LLC1,232,247$61.91M4.3%+17.1%6.468%
4/28/2025Elmwood Wealth Management Inc.75,730$3.81M1.6%+10.8%0.398%
4/25/2025 Valley National Advisers Inc.5,674$285K0.1%+10.2%0.030%
4/22/2025 Worth Financial Advisory Group LLC4,587$230K0.1%N/A0.024%
4/21/2025 Five Pine Wealth Management22,170$1.11M0.9%+7.9%0.116%
4/21/2025DecisionMap Wealth Management LLC5,238$263K0.2%-11.4%0.027%
4/17/2025 Janney Montgomery Scott LLC11,544$580K0.0%-9.2%0.061%
4/17/2025Mission Wealth Management LP6,186$311K0.0%N/A0.032%
(Data available from 1/1/2016 forward)

MEAR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MEAR shares?

During the previous two years, 161 institutional investors and hedge funds held shares of iShares Short Maturity Municipal Bond Active ETF. The most heavily invested institutionals were Rockwood Wealth Management LLC ($95.93M), Resonant Capital Advisors LLC ($61.91M), Bank of America Corp DE ($45.89M), Jones Financial Companies Lllp ($40.75M), Integrated Wealth Concepts LLC ($33.85M), Foster Group Inc. ($26.11M), and Kestra Investment Management LLC ($23.37M).Learn more on iShares Short Maturity Municipal Bond Active ETF's institutional investors.

Which institutional investors have been buying iShares Short Maturity Municipal Bond Active ETF's stock?

Of the 139 institutional investors that purchased iShares Short Maturity Municipal Bond Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Integrated Wealth Concepts LLC ($1.13M), JPMorgan Chase & Co. ($1.05M), Rockwood Wealth Management LLC ($1.03M), Jones Financial Companies Lllp ($802.16K), Resonant Capital Advisors LLC ($441.24K), Kestra Investment Management LLC ($278.20K), and Focus Partners Wealth ($226.94K).

How much institutional buying is happening at iShares Short Maturity Municipal Bond Active ETF?

Institutional investors have bought a total of 6,957,358 shares in the last 24 months. This purchase volume represents approximately $349.12M in transactions.

Which of iShares Short Maturity Municipal Bond Active ETF's major shareholders have been selling company stock?

Of the 59 institutional investors that sold iShares Short Maturity Municipal Bond Active ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($1.09M), Bank of America Corp DE ($232.21K), Stephens Inc. AR ($180.93K), Focus Partners Wealth ($122.67K), Ascent Group LLC ($96.01K), Resonant Capital Advisors LLC ($69.18K), and HighTower Advisors LLC ($67.64K).

How much institutional selling is happening at iShares Short Maturity Municipal Bond Active ETF?

Institutional investors have sold a total of 2,223,437 shares in the last 24 months. This volume of shares sold represents approximately $111.32M in transactions.


Related Companies

This page (BATS:MEAR) was last updated on 7/26/2025 by MarketBeat.com Staff
From Our Partners
Why AMZN, GOOG, MSFT might destroy NVDA
Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla an...
InvestorPlace | Sponsored
Critical AI announcement set to ignite AI 2.0
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored
BREAKING: The House just passed 3 pro-crypto bills!
THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.
Crypto 101 Media | Sponsored
Forget Nvidia, This “Ghost Town” Company Holds the Key to the AI Boom
Cold War Discovery Could Unlock $100 Trillion in Wealth Jeff recently traveled to an American ghost town to...
Brownstone Research | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
URGENT: Trump Could Buy 1,000,000 Bitcoins TOMORROW?
According to one report, senior officials and crypto insiders recently discussed Bitcoin accumulation at the h...
Paradigm Press | Sponsored
A new rule goes live in July — and the banks are quietly cashing in
A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...
American Alternative | Sponsored
Buffett to put 90% of his money in this one stock?
CPA and CFA says you have WAY too many stocks - just buy these 3 After years working at the biggest accoun...
Altimetry | Sponsored