Free Trial
→ Today's free pick (on me) (From Behind the Markets) (Ad)tc pixel Free MEAR Stock Alerts

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

iShares Short Maturity Municipal Bond Active ETF logo
$50.12 +0.05 (+0.10%)
Closing price 11/9/2026 04:10 PM Eastern
Extended Trading
$50.06 -0.06 (-0.13%)
As of 11/9/2026 07:50 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 Massive. 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)
150
Total
Institutional Inflows
(last 12 months)
$370.65M
Number of
Institutional Sellers
(last 12 months)
82
Total
Institutional Outflows
(last 12 months)
$92.25M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/9/2026Silver Oak Securities Incorporated5,903$296K0.0%-78.2%0.019%
11/9/2026Harbour Investments Inc.8,272$411K0.0%-14.2%0.027%
11/9/2026Centennial Bank AR 2,907$144K0.0%N/A0.010%
11/6/2026 Allworth Financial LP7,251$365K0.0%N/A0.024%
11/6/2026 Tortoise Investment Management LLC17,000$844K0.1%N/A0.056%
11/6/2026 Heritage Wealth Management Inc. Texas5,808$288K0.1%N/A0.019%
11/6/2026 Fifth Third Bancorp26,272$1.30M0.0%N/A0.086%
11/5/2026 Csenge Advisory Group8,663$430K0.0%N/A0.028%
11/5/2026 Alexander Randolph Advisory Inc.21,297$1.06M0.8%-95.8%0.070%
11/4/2026 M Holdings Securities Inc.20,129$999K0.1%N/A0.090%
11/3/2026 Henderson Brothers Financial Partners LLC38,595$1.92M0.7%N/A0.172%
11/3/2026 Parallel Advisors LLC2,045$101K0.0%N/A0.009%
11/2/2026 Ullmann Wealth Partners Group LLC479,507$23.80M2.1%N/A2.136%
11/2/2026 Kestra Advisory Services LLC36,443$1.81M0.0%N/A0.162%
11/2/2026 MMA Asset Management LLC26,320$1.31M0.4%N/A0.117%
11/2/2026 Commonwealth Equity Services LLC71,678$3.56M0.0%N/A0.319%
10/31/2026 DeLarme Wealth Management Inc.137,637$6.83M3.8%N/A0.613%
10/31/2026 Ascent Group LLC89,192$4.43M0.1%N/A0.397%
10/29/2026 DORVAL Corp25,327$1.26M0.4%N/A0.113%
10/29/2026 Optima Capital LLC7,029$349K0.1%N/A0.031%
10/29/2026 MGO One Seven LLC5,092$253K0.0%N/A0.023%
10/29/2026 Aprio Wealth Management LLC46,670$2.32M0.1%N/A0.208%
10/29/2026 Avestar Capital LLC16,449$816K0.1%N/A0.073%
10/28/2026 Keeler & Nadler Financial Planning & Wealth Management10,231$508K0.1%N/A0.046%
10/28/2026 D.A. Davidson & CO.32,085$1.59M0.0%+24.6%0.143%
10/27/2026 Balance Wealth Partners LLC3,993$198K0.0%N/A0.018%
10/27/2026 Total Clarity Wealth Management Inc.19,246$955K0.2%N/A0.086%
10/24/2026 Sigma Planning Corp43,669$2.17M0.1%-72.0%0.195%
10/24/2026 Valley National Advisers Inc.13,133$652K0.1%-93.8%0.058%
10/22/2026 Client First Capital LLC7,010$348K0.1%N/A0.031%
10/21/2026 Axxcess Wealth Management LLC55,692$2.76M0.1%N/A0.248%
10/21/2026 Physician Wealth Advisors Inc.6,385$317K0.0%N/A0.028%
10/20/2026 55 North Private Wealth LLC183,976$9.13M1.7%N/A0.819%
10/19/2026 Highland Financial Advisors LLC42,776$2.12M0.5%N/A0.191%
10/19/2026 Independent Wealth Network Inc.4,289$213K0.1%N/A0.019%
10/17/2026 IFP Advisors Inc43,521$2.16M0.0%N/A0.194%
10/17/2026 Forum Financial Management LP10,500$521K0.0%N/A0.047%
10/16/2026 McKinley Carter Wealth Services Inc.22,797$1.13M0.1%-1.3%0.102%
10/16/2026 WealthBridge Capital Management LLC4,660$231K0.0%N/A0.021%
10/16/2026 Kennicott Capital Management LLC4,072$202K0.1%N/A0.018%
Every Starlink dish pays this stock (Ad)

There's a chip inside every Tesla and Starlink dish that Elon doesn't own. He pays royalties to use it. Now he's filed to launch 1,000,000 AI satellites, a move Dylan believes could mean a 100X bigger royalty bill starting December 8th. This free pick names the public company collecting on every unit.tc pixel

Claim your free stock pick before December 8th
10/15/2026 Blueline Advisors LLC2,935$146K0.1%N/A0.013%
10/15/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors94,120$4.67M0.2%N/A0.419%
10/15/2026 Mather Group LLC.2,634$131K0.0%-72.0%0.012%
10/14/2026 Elmwood Wealth Management Inc.66,220$3.29M0.8%N/A0.295%
10/14/2026 Cresta Advisors Ltd.104,767$5.20M2.5%N/A0.467%
10/14/2026 Keystone Financial Group Inc.9,530$473K0.2%N/A0.042%
10/14/2026 Foster Group Inc.623,041$30.92M0.8%N/A2.775%
10/13/2026 Sax Wealth Advisors LLC5,000$248K0.0%N/A0.022%
10/9/2026 Capital Advisors Wealth Management LLC23,353$1.16M0.1%N/A0.104%
10/8/2026 Farther Finance Advisors LLC8,842$439K0.0%N/A0.039%
10/8/2026 Titleist Asset Management LLC53,397$2.65M0.2%N/A0.238%
10/8/2026 Avidian Wealth Enterprises LLC5,384$267K0.0%-52.4%0.024%
10/8/2026 Valeo Financial Advisors LLC28,177$1.40M0.0%N/A0.126%
10/8/2026 Fig Financial Advisory Services Inc. ADV5,034$250K0.1%N/A0.022%
10/7/2026 Kwmg LLC14,611$725K0.1%-47.3%0.065%
10/7/2026 Legacy Solutions LLC4,170$207K0.2%N/A0.019%
10/6/2026 Mallini Complete Financial Planning LLC6,000$298K0.2%N/A0.027%
10/6/2026 Iowa State Bank5,649$280K0.0%-15.0%0.025%
10/2/2026 CX Institutional1,528$76K0.0%N/A0.007%
10/2/2026 Planning Strategies Inc.2,182$108K0.1%N/A0.010%
8/20/2026Proficio Capital Partners LLC501,245$25.25M0.9%N/A2.233%
8/20/2026Nwam LLC184,572$9.30M0.5%N/A0.822%
7/10/2026 Highland Financial Advisors LLC41,490$2.09M0.5%+3.2%0.185%
7/10/2026 Redhawk Wealth Advisors Inc.15,830$798K0.1%N/A0.071%
7/9/2026 Professional Financial Advisors LLC4,988$251K0.0%N/A0.022%
7/9/2026 Valeo Financial Advisors LLC28,846$1.45M0.0%-2.0%0.128%
7/8/2026 Kwmg LLC27,749$1.40M0.1%-9.5%0.124%
7/8/2026 Elmwood Wealth Management Inc.67,460$3.40M0.9%-23.4%0.300%
7/8/2026 55 North Private Wealth LLC189,921$9.57M1.9%+98.7%0.846%
7/7/2026 Foster Group Inc.612,466$30.86M0.8%+3.8%2.728%
6/3/2026NewEdge Advisors LLC102,387$5.15M0.0%-1.1%0.456%
6/1/2026Integrated Investment Consultants LLC86,418$4.35M0.9%+12.4%0.385%
5/19/2026Bank of America Corp DE1,418,879$71.43M0.0%+20.9%6.320%
5/18/2026Core Wealth Advisors Inc.24,821$1.25M0.3%+79.8%0.111%
5/18/2026Royal Bank of Canada159,913$8.05M0.0%-12.3%0.712%
5/15/2026Waverly Advisors LLC27,703$1.40M0.0%+29.3%0.123%
5/15/2026Wealth Alliance LLC5,211$262K0.0%N/A0.023%
5/14/2026Modern Wealth Management LLC55,112$2.77M0.0%-22.7%0.245%
5/13/2026Cetera Investment Advisers506,011$25.47M0.0%+4.3%2.254%
5/8/2026 PNC Financial Services Group Inc.12,062$607K0.0%+2.0%0.054%
5/7/2026Meeder Advisory Services Inc.42,722$2.15M0.1%-0.8%0.190%
5/6/2026Centennial Bank AR2,139$108K0.0%+23.6%0.010%
5/6/2026Bessemer Group Inc.21,537$1.08M0.0%N/A0.096%
5/6/2026Smart Money Group LLC158,802$7.99M2.3%+16.5%0.707%
5/5/2026 D.A. Davidson & CO.23,034$1.16M0.0%-2.1%0.103%
5/5/2026 Bank of New York Mellon Corp428,835$21.59M0.0%+725.3%1.910%
5/5/2026Sanctuary Advisors LLC101,344$5.10M0.0%-16.4%0.451%
5/5/2026 Sigma Planning Corp63,374$3.19M0.1%+2.7%0.282%
5/4/2026Evernest Financial Advisors LLC29,344$1.48M0.3%+33.1%0.131%
5/4/2026 Objective Capital Management LLC17,211$866K0.9%-3.6%0.077%
Many investors are about to lose everything (Ad)

Twenty five years ago, this analyst predicted the fiber optic boom and called Amazon before it became a household name. Now he says a similar shift is unfolding in AI infrastructure. Hundreds of billions are pouring into AI data centers, but he warns the builders could get crushed by their own costs while one overlooked sector absorbs the spending.tc pixel

Watch the full Ignition Point broadcast to see his top pick
5/4/2026 Chicago Partners Investment Group LLC15,752$793K0.0%+32.1%0.070%
5/2/2026 Valmark Advisers Inc.4,664$235K0.0%N/A0.021%
5/1/2026 Fifth Third Bancorp30,691$1.55M0.0%N/A0.137%
5/1/2026 Sovran Advisors LLC41,422$2.09M0.2%-3.6%0.185%
4/30/2026 Kestra Advisory Services LLC60,856$3.06M0.0%-16.6%0.271%
4/29/2026 Rockwood Wealth Management LLC2,276,419$114.60M8.2%+3.9%10.140%
4/29/2026 Resonant Capital Advisors LLC1,666,710$83.90M4.4%+21.4%7.424%
4/28/2026DGS Capital Management LLC130,726$6.58M1.1%+27.3%0.582%
4/28/2026Stephens Inc. AR40,727$2.05M0.0%-70.2%0.181%
4/28/2026Pine Harbor Wealth Management LLC175,063$8.81M2.6%-0.4%0.780%


MEAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 243 institutional investors and hedge funds held shares of iShares Short Maturity Municipal Bond Active ETF. The most heavily invested institutionals were Morgan Stanley ($161.70M), Rockwood Wealth Management LLC ($114.60M), Resonant Capital Advisors LLC ($83.90M), Captrust Financial Advisors ($73.98M), Bank of America Corp DE ($71.43M), LPL Financial LLC ($33.86M), and Integrated Wealth Concepts LLC ($32.82M).Learn more on iShares Short Maturity Municipal Bond Active ETF's institutional investors.

Of the 224 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: Rockwood Wealth Management LLC ($1.32M), Captrust Financial Advisors ($1.19M), JPMorgan Chase & Co. ($1.13M), Jones Financial Companies Lllp ($821.68K), Foster Group Inc. ($711.91K), Resonant Capital Advisors LLC ($614.81K), and Ullmann Wealth Partners Group LLC ($593.83K).

Institutional investors have bought a total of 7,396,313 shares in the last 24 months. This purchase volume represents approximately $370.65M in transactions.

Of the 80 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: Alexander Randolph Advisory Inc. ($483.09K), Morgan Stanley ($205.44K), Valley National Advisers Inc. ($198.17K), Stephens Inc. AR ($130.90K), Sigma Planning Corp ($112.31K), Kestra Investment Management LLC ($78.46K), and Bank of America Corp DE ($68.87K).

Institutional investors have sold a total of 1,843,970 shares in the last 24 months. This volume of shares sold represents approximately $92.25M in transactions.


Related Companies

Institutional ownership data for BATS:MEAR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Every Starlink dish pays this stock
There's a chip inside every Tesla and Starlink dish that Elon doesn't own. He pays royalties to use it. Now...
Behind the Markets | Sponsoredtc pixel
My public warning after 55 years of watching the markets
Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each war...
Weiss Ratings | Sponsoredtc pixel
Many investors are about to lose everything
Twenty five years ago, this analyst predicted the fiber optic boom and called Amazon before it became a househ...
Porter & Company | Sponsoredtc pixel
Your free book is about to disappear
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
Intel Shares Jumped 177% After Elon Musk's Deal
Elon Musk's April 2026 partnership with Intel sent shares climbing 177% within two months. Jeff Brown, the ...
Brownstone Research | Sponsoredtc pixel
Black Friday Bombshell (for traders)
For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indi...
Base Camp Trading | Sponsoredtc pixel
We flagged Marvell at $80. It's up 251%.
On Feb. 7, 2026, Street Sheet Research members saw Marvell (NASDAQ: MRVL) at $80.28, with a $118 target from N...
The Street Sheet | Sponsoredtc pixel
IPO mania is back - here's the income play I'm watching closely
SpaceX, Anthropic, and OpenAI are leading a new wave of blockbuster IPOs. Tim Plaehn found a quiet fund that l...
Investors Alley | Sponsoredtc pixel