MEAR institutional holders

iShares Short Maturity Municipal Bond Active ETF · 228 reporting institutions · $1.1B reported value

Funds that can replace MEAR · MEAR return decomposition

Institutional holdings

Institutions reporting MEAR, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$167.6M23,1852026-06-30
Rockwood Wealth Management, LLC$119.4M462026-06-30
Resonant Capital Advisors, LLC$90.9M152026-06-30
Bank of America Corp /de$71.2M02026-06-30
Captrust Financial Advisors$53.1M9622026-06-30
Lpl Financial LLC$38M23,4582026-06-30
Integrated Wealth Concepts LLC$34.5M4802026-06-30
Foster Group, Inc.$30.9M582026-06-30
Cetera Investment Advisers$26.9M10,3702026-06-30
Rockefeller Capital Management LP$23M3462026-06-30
Ullmann Wealth Partners Group, LLC$22.4M82026-06-30
Jpmorgan Chase & Co$18.5M02026-06-30
Osaic Holdings, Inc.$17.2M02026-06-30
Equitable Holdings, Inc.$14.7M02026-06-30
Smart Money Group LLC$14.4M112026-06-30
Dynasty Wealth Management, LLC$13.1M142026-06-30
Quotient Wealth Partners, LLC$11.4M362026-06-30
Royal Bank of Canada$10.5M02026-06-30
Hightower Advisors, LLC$10.3M1,0462026-06-30
Jones Financial Companies LLLP$9.9M02026-06-30
55 North Private Wealth, LLC$9.6M72026-06-30
Focus Partners Wealth$9.1M1,0482026-06-30
Pine Harbor Wealth Management, LLC$8.7M12026-06-30
Cwm, LLC$8.2M6672026-03-31
UBS Group AG$6.6M02026-06-30
Dgs Capital Management, LLC$6.6M12026-03-31
Delarme Wealth Management, Inc.$6.4M32026-06-30
Newedge Advisors$5.8M6012026-06-30
Merit Financial Group, LLC$5.7M2952026-06-30
Integrated Investment Consultants, LLC$5.7M102026-06-30
Envestnet Pmc$5.7M602026-06-30
Ausdal Financial Partners, Inc.$5.5M1892026-06-30
Donaldson Capital Management, LLC$4.5M02026-06-30
Raymond James Financial Inc$4.3M02026-06-30
C2p Capital Advisory Group, LLC D.b.a. Prosperity Capital Advisors$4.1M1032026-06-30
Sanctuary Advisors, LLC$4M4012026-06-30
Cresta Advisors, Ltd.$4M62026-06-30
Willis Johnson & Associates, Inc.$3.6M312026-06-30
Jacobson & Schmitt Advisors, LLC$3.5M122026-06-30
Obsidian Personal Planning Solutions LLC$3.5M02025-09-30
Elmwood Wealth Management, Inc.$3.4M42026-06-30
Richard P. Slaughter Associates, Inc.$3M142026-06-30
Beacon Pointe Advisors, LLC$2.9M4662026-06-30
Axxcess Wealth Management, LLC$2.8M382026-06-30
Blackrock, Inc.$2.7M02026-06-30
Bank of New York Mellon Corp$2.7M02026-06-30
Horizon Wealth Management$2.6M62026-06-30
Stifel Financial Corp$2.5M02026-06-30
Titleist Asset Management, LLC$2.4M432026-06-30
Aprio Wealth Management, LLC$2.2M362026-06-30
Sigma Planning Corp$2.2M4742026-06-30
Onedigital Investment Advisors LLC$2.2M3862026-06-30
Meeder Advisory Services, Inc.$2.2M192026-06-30
Wealth Enhancement Advisory Services, LLC$2.2M1,0262026-06-30
Flagship Private Wealth, LLC$2.2M42026-06-30
Ifp Advisors, Inc$2.1M3182026-06-30
Modern Wealth Management, LLC$2.1M1612026-06-30
Highland Financial Advisors, LLC$2.1M82026-06-30
Sovran Advisors, LLC$2.1M702026-06-30
Asset Allocation Strategies LLC$2.1M402026-06-30
Perspective Wealth Advisors LLC$2M52026-06-30
Stratos Wealth Partners, Ltd.$1.9M3862026-06-30
Eagle Global Advisors LLC$1.9M82026-06-30
Summit Wealth Partners, LLC$1.9M122026-06-30
Kestra Advisory Services, LLC$1.9M1,4792026-06-30
Core Wealth Advisors, Inc.$1.8M112026-06-30
Henderson Brothers Financial Partners, LLC$1.7M182026-06-30
Hill Island Financial LLC$1.7M82026-06-30
MML Investors Services, LLC$1.7M5,1202026-06-30
Waverly Advisors, LLC$1.6M2312026-06-30
Sagespring Wealth Partners$1.6M1262026-06-30
Lakeridge Wealth Management LLC$1.6M122026-06-30
Commonwealth Equity Services, LLC$1.6M2,8632026-06-30
Evernest Financial Advisors, LLC$1.6M02026-06-30
1900 Wealth$1.6M182026-06-30
Northwestern Mutual Wealth Management Co$1.5M02026-06-30
Stephens Inc /ar$1.5M2432026-06-30
Valeo Financial Advisors, LLC$1.5M1082026-06-30
Fifth Third Bancorp$1.4M02026-06-30
Keen Wealth Advisors$1.4M222026-06-30
&partners$1.4M5552026-06-30
Five Pine Wealth$1.4M32026-06-30
Truist Financial Corp$1.4M02026-06-30
Comerica Bank$1.4M02025-12-31
Beto Financial Group, LLC$1.3M52026-06-30
Mma Asset Management LLC$1.3M202026-06-30
D.A. Davidson & Co.$1.3M6892026-06-30
Syntegra Private Wealth Group, LLC$1.3M122026-06-30
U.S. Capital Wealth Advisors, LLC$1.2M02026-03-31
Cornerstone Financial Management LLC$1.2M42026-06-30
Vestgen Advisors, LLC$1.2M582026-06-30
McKinley Carter Wealth Services, Inc.$1.2M252026-06-30
Alexander Randolph Advisory, Inc.$1.2M22026-06-30
Creative Planning$1.1M1,1712026-06-30
Dorval Corp$1.1M32026-06-30
Private Advisor Group, LLC$1.1M9272026-06-30
One Capital Management, LLC$1M642026-06-30
Chicago Partners Investment Group LLC$1M572026-06-30
Bdfs Capital LLC$979.4K72026-06-30
Win Advisors, Inc$978.9K42026-06-30
Total Clarity Wealth Management, Inc.$969.6K222026-06-30
Quantinno Capital Management LP$962.3K02026-06-30
Objective Capital Management, LLC$943.4K42026-06-30
Advisory Services Network$921.8K2532026-06-30
Keystone Financial Group, Inc.$897.8K72026-06-30
Tortoise Investment Management, LLC$856.5K152026-06-30
4j Wealth Management, LLC$849.9K42026-06-30
Brookwood Investment Group LLC$849.3K692026-06-30
Redhawk Wealth Advisors, Inc.$797.5K432026-06-30
Kathmere Capital Management, LLC$759.8K172026-06-30
Clarity Asset Management, Inc.$752.2K22026-06-30
Daybright Advisory Services, Inc.$742.2K192026-06-30
Sykon Capital LLC$730.5K52026-06-30
Avestar Capital, LLC$642.8K132026-06-30
Valley National Advisers Inc$642.6K142026-06-30
Fourth Dimension Wealth, LLC$639.2K92026-06-30
PNC Financial Services Group, Inc.$623K02026-06-30
Farther Finance Advisors, LLC$611.3K3342026-06-30
Vertex Planning Partners, LLC$592.3K142026-06-30
Great Valley Advisor Group, LLC$582K2052026-06-30
Quantify Funds$580.3K12026-06-30
Kestra Private Wealth Services, LLC$569.7K2062026-06-30
Sharkey, Howes & Javer$569.2K92026-06-30
Carolina Wealth Management, Inc.$555.5K82026-06-30
Elevation Point Wealth Partners, LLC$548.6K562026-06-30
Chatterton & Associates Inc.$545.2K72026-06-30
Strategic Financial Concepts, LLC$536.5K402026-06-30
Forum Financial Management, LP$529K1162026-06-30
Vestmark Advisory Solutions, Inc.$528.5K82026-06-30
Hb Wealth Management, LLC$482.8K1692026-06-30
Cerity Partners LLC$479.7K7772026-06-30
Nuveen, LLC$470.6K02026-06-30
Client First Capital LLC$461.8K12026-06-30
Iht Wealth Management LLC$456.7K1592026-06-30
Highpoint Advisor Group LLC$453.3K1142026-06-30
Dynamic$439.3K752026-06-30
Csenge Advisory Group$436.4K752026-06-30
Arax Advisory Partners$429K2322026-06-30
Savant Wealth Management$418.7K4052026-06-30
Harbour Investments, Inc.$416.7K2472026-06-30
Cross Staff Investments Inc$403K32026-06-30
The Wealth Alliance, LLC$401.8K122026-06-30
Benjamin Edwards Inc$401.1K02026-06-30
Argent Trust Co$397.5K02026-06-30
Financial Plan, Inc.$392.8K132026-06-30
Southeast Asset Advisors, LLC$390.4K82026-06-30
Creativeone Wealth, LLC$376.5K2212026-06-30
Milestone Investment Advisors LLC$371.9K72026-06-30
Elequin Capital, LP$368.5K02026-06-30
Seeds Investor LLC$359K32026-06-30
Allworth Financial, LP$357.4K3172026-06-30
Mrp Capital Investments, LLC$352.7K32026-06-30
Mgo One Seven LLC$348.1K1182026-06-30
Optima Capital LLC$345.3K62026-06-30
Iowa State Bank$335K02026-06-30
Km Capital Management Ltd.$320.5K42026-06-30
Tagstone Capital, Inc.$318.5K12026-06-30
Highland Investment Advisors LLC$312.7K102026-06-30
Mallini Complete Financial Planning LLC$302.3K02026-06-30
Keeler & Nadler Financial Planning & Wealth Management$302K82026-06-30
Bcgm Wealth Management, LLC$299.6K112026-06-30
Heritage Wealth Management, Inc./texas$292.6K62026-06-30
Vise Technologies, Inc.$283.8K02026-06-30
Silver Oak Securities, Incorporated$283.5K1172026-06-30
Focus Partners Advisor Solutions, LLC$279.9K422026-06-30
Financial Management Network Inc$278.2K212026-06-30
Verity Wealth Advisors, LLC$271.2K22026-06-30
Wealthbridge Capital Management, LLC$268.4K52026-06-30
Blackdiamond Wealth Management, LLC$267.6K72026-06-30
Charter Capital Management, LLC$266.9K42026-06-30
Lantz Financial LLC$255.3K72026-06-30
Lighthouse Financial Services Inc /adv$254K02026-06-30
Zhang Financial LLC$253.8K202026-06-30
Leigh Baldwin & Co., LLC$253.3K182026-06-30
Lionshead Wealth Management, LLC$251.9K42026-06-30
Sax Wealth Advisors, LLC$251.7K422026-06-30
Professional Financial Advisors, LLC$251.3K72026-06-30
Fidelis Capital Partners, LLC$244.5K142026-06-30
Valmark Advisers, Inc.$235K2952026-06-30
Dorsey & Whitney Trust Co LLC$234.3K02026-06-30
Insigneo Advisory Services, LLC$220.7K2252026-06-30
Independent Wealth Network Inc.$214.6K342026-06-30
Strathmore Capital Advisors, Inc.$212.8K112026-06-30
Avidian Wealth Enterprises, LLC$210.8K432026-06-30
Legacy Solutions, LLC$210.1K32026-06-30
Unique Wealth, LLC$205.4K142026-06-30
Mercer Global Advisors Inc /adv$204.6K02026-06-30
Webster Bank, N. A.$202.3K02026-06-30
Concurrent Investment Advisors, LLC$202.3K3492026-06-30
Snowden Capital Advisors LLC$200K1222026-06-30
Steward Partners Investment Advisory, LLC$196.5K4812026-06-30
Blueline Advisors LLC$161.9K42026-06-30
Mather Group, Llc.$132.7K1102026-06-30
Medallion Wealth Advisors, LLC$119.3K62026-06-30
Centennial Bank/ar$114.9K02026-06-30
Planning Strategies Inc.$109.9K102026-06-30
Parallel Advisors, LLC$103K752026-06-30
Cva Family Office, LLC$99.7K82026-06-30
Geneos Wealth Management, Inc.$74.7K1932026-06-30
Wells Fargo & Company/mn$55.2K02026-06-30
Fyra Capital Management$49.3K72025-09-30
Harbor Asset Planning, Inc.$49.3K22026-06-30
Sunbelt Securities, Inc.$44.5K632026-03-31
International Assets Investment Management, LLC$36.6K1222026-06-30
Global Retirement Partners LLC$36.3K4912026-06-30
Friedenthal Financial, LLC$34.8K42026-06-30
Signature Equity Partners, LLC$32.7K342026-06-30
City State Bank$19.2K02026-06-30
Valley Wealth Managers, Inc.$10.1K472026-06-30
Pinnacle Bancorp, Inc.$9.5K02026-06-30
Cambridge Investment Research Advisors, Inc.$8.4K3,9402026-03-31
Raffa Wealth Management, LLC$5.8K62026-06-30
Betterment LLC$5.1K282026-06-30
Harborfront Financial Group LLC$4.8K42026-06-30
Blue Trust, Inc.$4.4K02026-06-30
Natixis Advisors, LLC$4.1K572026-06-30
Thrivent Financial for Lutherans$2.8K02026-06-30
Lanark Financial, Inc.$2.5K692026-06-30
Janney Montgomery Scott LLC$1.1K1,3422026-06-30
Columbia River Financial Group$1K42026-06-30
Assetmark, Inc$4032202026-06-30
Flow Traders U.S. LLC$31002026-06-30
Capital Advisors, Ltd., LLC$284112026-06-30
Cx Institutional$76802026-06-30
Strategic Wealth Partners, Ltd.$3802026-06-30
Capital Analysts, LLC$116082026-06-30
Ogorek Anthony Joseph /NY/ /adv$1002026-06-30
Strategic Wealth Advisors, LLC$442026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30