Free Trial
→ ⭕ [URGENT] Buy Alert just triggered (From Behind the Markets) (Ad) Free MEAR Stock Alerts

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

iShares Short Maturity Municipal Bond Active ETF logo
$49.96 +0.03 (+0.05%)
(As of 12/20/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$59.72M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.02M
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
12/10/2024 DGS Capital Management LLC27,701$1.39M0.4%+27.8%0.224%
11/25/2024 Tidal Investments LLC6,608$332K0.0%N/A0.054%
11/25/2024 Sanctuary Advisors LLC24,396$1.23M0.0%-1.5%0.198%
11/15/2024 Insight Inv LLC12,800$644K0.5%-3.8%0.104%
11/15/2024 Clarity Asset Management Inc.97,914$4.93M3.4%N/A0.793%
11/15/2024 MML Investors Services LLC24,453$1.23M0.0%+52.6%0.198%
11/15/2024 Orion Portfolio Solutions LLC41,595$2.09M0.0%-9.2%0.337%
11/15/2024 Jane Street Group LLC20,641$1.04M0.0%+112.7%0.167%
11/15/2024 Stifel Financial Corp40,703$2.05M0.0%+15.9%0.330%
11/15/2024 IHT Wealth Management LLC10,777$542K0.0%-16.6%0.087%
11/15/2024 HighTower Advisors LLC77,082$3.88M0.0%-12.6%0.624%
11/15/2024 Ascent Group LLC181,117$9.11M0.7%+208.4%1.467%
11/15/2024 Benjamin Edwards Inc.10,381$523K0.0%N/A0.084%
11/15/2024 Kestra Investment Management LLC242,807$12.22M0.5%+29.9%1.966%
11/14/2024 CreativeOne Wealth LLC12,292$618K0.0%+22.5%0.100%
11/13/2024 Shum Financial Group Inc.6,650$333K0.3%N/A0.054%
11/13/2024 D.A. Davidson & CO.18,934$953K0.0%+86.3%0.153%
11/12/2024 CFS Investment Advisory Services LLC5,431$273K0.0%+8.7%0.044%
11/12/2024 Integrated Investment Consultants LLC77,600$3.90M0.1%-10.2%0.628%
11/8/2024 Portfolio Design Labs LLC220,723$11.11M3.1%+171.0%1.787%
11/8/2024 Yardley Wealth Management LLC23,316$1.17M0.7%N/A0.189%
11/7/2024 Obsidian Personal Planning Solutions LLC62,763$3.15M1.5%+12.0%0.508%
11/6/2024 OneDigital Investment Advisors LLC79,718$4.01M0.0%+4.7%0.645%
11/5/2024 Aptus Capital Advisors LLC658$33K0.0%N/A0.005%
11/4/2024 1900 Wealth Management LLC62,287$3.12M0.3%+96.4%0.504%
11/4/2024 Sigma Planning Corp61,530$3.10M0.1%+8.0%0.498%
11/1/2024 Objective Capital Management LLC11,145$561K0.3%N/A0.090%
11/1/2024 Source Financial Advisors LLC181,370$9.13M2.7%+35.3%1.469%
10/31/2024 Concurrent Investment Advisors LLC3,986$201K0.0%N/A0.032%
10/30/2024 Milestone Investment Advisors LLC6,992$352K0.1%+132.8%0.057%
10/30/2024 Flagship Private Wealth LLC16,588$835K0.4%-6.5%0.134%
10/29/2024 Donaldson Capital Management LLC39,990$2.01M0.1%+56.9%0.324%
10/28/2024 Jacobson & Schmitt Advisors LLC48,626$2.45M0.5%+1.6%0.394%
10/28/2024 Stephens Inc. AR391,345$19.69M0.3%+4.8%3.169%
10/28/2024 Summit Wealth Partners LLC7,334$369K0.1%N/A0.059%
10/24/2024 Valley National Advisers Inc.3,680$185K0.0%-70.3%0.030%
10/22/2024 McAdam LLC6,776$341K0.0%-9.8%0.055%
10/21/2024 Evernest Financial Advisors LLC14,527$731K0.2%+2.0%0.118%
10/18/2024Resonant Capital Advisors LLC1,121,077$56.41M4.1%+30.3%9.078%
10/16/2024 Rockwood Wealth Management LLC951,988$47.90M5.3%+8.6%7.708%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
10/16/2024 Global Retirement Partners LLC17,259$868K0.0%+5.7%0.140%
10/16/2024 Opal Wealth Advisors LLC6,290$316K0.1%-3.3%0.051%
10/15/2024 Ullmann Wealth Partners Group LLC337,663$16.99M2.2%+4.8%2.734%
10/11/2024 Creative Planning25,680$1.29M0.0%-7.6%0.208%
10/11/2024 Elmwood Wealth Management Inc.59,405$2.99M1.2%+37.6%0.481%
10/10/2024 Webster Bank N. A.58,640$2.95M0.3%+39.1%0.475%
8/2/2024 VERITY Wealth Advisors11,425$573K0.4%-25.9%0.093%
7/31/2024 Graypoint LLC10,072$505K0.0%-6.6%0.082%
7/9/2024Arden Trust Co58,085$2.91M0.4%+57.7%0.470%
5/2/2024 Graypoint LLC10,789$541K0.0%-39.3%0.087%
5/1/2024 Janney Montgomery Scott LLC10,733$538K0.0%+34.3%0.087%
4/5/2024 VERITY Wealth Advisors15,421$773K0.6%+53.6%0.150%
4/3/2024Arden Trust Co36,843$1.85M0.3%+5.2%0.358%
2/13/2024 Hirtle Callaghan & Co LLC7,124$356K0.0%N/A0.069%
2/7/2024 One Capital Management LLC15,227$761K0.0%-39.7%0.148%
2/7/2024 Valley Wealth Managers Inc.846$42K0.0%+31.0%0.008%
2/2/2024 Cross Staff Investments Inc8,000$400K0.4%N/A0.078%
1/29/2024 ORG Partners LLC1,499$75K0.0%N/A0.015%
1/23/2024 Integrated Investment Consultants LLC86,400$4.32M0.7%N/A0.839%
1/4/2024 VERITY Wealth Advisors10,038$502K0.4%N/A0.097%
1/4/2024Arden Trust Co35,015$1.75M0.3%-34.5%0.340%
11/15/2023 Integrated Wealth Concepts LLC1,241,135$61.82M1.1%+1,015.5%12.050%
11/8/2023 Janney Montgomery Scott LLC7,990$398K0.0%-20.0%0.078%
11/6/2023 Aveo Capital Partners LLC10,021$499K0.1%N/A0.097%
11/6/2023 Sigma Planning Corp37,135$1.85M0.1%+9.0%0.361%
11/6/2023 Lincoln National Corp18,908$942K0.0%-8.5%0.184%
10/10/2023Arden Trust Co53,425$2.66M0.4%+41.2%0.519%
10/4/2023 Massmutual Trust Co. FSB ADV8,697$433K0.0%N/A0.084%
7/28/2023 Hallmark Capital Management Inc.646$32K0.0%-69.5%0.007%
7/21/2023 Graypoint LLC17,774$887K0.1%-9.9%0.192%
7/17/2023 First International Bank & Trust21,750$1.09M0.3%+53.7%0.235%
7/14/2023Arden Trust Co37,838$1.89M0.3%N/A0.409%
7/10/2023 Foster Group Inc.446,074$22.26M1.3%+3.3%4.822%
7/10/2023 Kwmg LLC38,946$1.94M0.2%+6.2%0.421%
7/10/2023 AE Wealth Management LLC23,402$1.17M0.0%-45.8%0.253%
5/12/2023 NewEdge Advisors LLC60,151$3.01M0.0%-6.4%0.654%
5/11/2023Icon Wealth Partners LLC2,320$116K0.0%N/A0.025%
5/11/2023 One Capital Management LLC29,222$1.46M0.1%-39.2%0.318%
5/3/2023 Integrated Wealth Concepts LLC72,806$3.64M0.1%-90.9%0.791%
5/2/2023 Graypoint LLC19,729$986K0.1%-11.6%0.214%
3/6/2023 Rockefeller Capital Management L.P.5,296$263K0.0%-15.9%0.000%
3/6/2023 OLD Mission Capital LLC6,180$307K0.0%N/A0.000%
2/17/2023 Ascent Group LLC30,124$1.50M0.2%+27.1%0.000%
2/14/2023 Tobias Financial Advisors Inc.73,364$3.65M1.2%+0.7%0.000%
2/13/2023 CFS Investment Advisory Services LLC13,318$662K0.2%-7.8%0.000%
2/13/2023 Atria Wealth Solutions Inc.28,759$1.43M0.0%-1.9%0.000%
2/10/2023 Bank of America Corp DE3,625,878$180.28M0.0%+1.6%0.000%
2/10/2023 Creative Planning33,669$1.67M0.0%-19.8%0.000%
2/10/2023 Advisor Group Holdings Inc.44,274$2.20M0.0%-45.7%0.000%
2/9/2023 First International Bank & Trust14,073$700K0.2%N/A0.000%
WARNING: “Buffett Indicator” flashing for first time in 50 years (Ad)

Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indicates the Oracle of Omaha is quietly preparing for a historic market crash. His most reliable crash indicator - the "Buffett indicator" - just flashed red for the first time in 25 years.

Take these 4 steps today to protect your retirement NOW
2/9/2023 Sowell Financial Services LLC25,390$1.26M0.1%N/A0.000%
2/9/2023 HighTower Advisors LLC136,517$6.79M0.0%-16.5%0.000%
2/9/2023 Mercer Global Advisors Inc. ADV11,127$553K0.0%+29.4%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.39,182$1.95M0.0%+660.7%0.000%
2/8/2023 Donaldson Capital Management LLC13,824$687K0.0%-17.5%0.000%
2/8/2023 UBS Group AG251,689$12.51M0.0%+264.5%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.95,086$4.73M0.0%+1.8%0.000%
2/8/2023 Highland Financial Advisors LLC27,889$1.39M0.8%N/A0.000%
2/8/2023 Lincoln National Corp21,830$1.09M0.0%-11.5%0.000%
2/7/2023 Eagle Global Advisors LLC48,750$2.42M0.2%+1.8%0.000%
(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, 102 institutional investors and hedge funds held shares of iShares Short Maturity Municipal Bond Active ETF. The most heavily invested institutionals were Bank of America Corp DE ($180.28M), Integrated Wealth Concepts LLC ($61.82M), Resonant Capital Advisors LLC ($56.41M), Rockwood Wealth Management LLC ($47.90M), Foster Group Inc. ($22.26M), Stephens Inc. AR ($19.69M), and Ullmann Wealth Partners Group LLC ($16.99M).Learn more on MEAR's institutional investors.

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

Of the 77 institutional investors that purchased iShares Short Maturity Municipal Bond Active ETF 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), Resonant Capital Advisors LLC ($260.89K), UBS Group AG ($182.64K), Portfolio Design Labs LLC ($139.27K), Ascent Group LLC ($128.81K), Clarity Asset Management Inc. ($97.91K), and Private Advisor Group LLC ($88.47K).

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

Institutional investors have bought a total of 3,065,741 shares in the last 24 months. This purchase volume represents approximately $153.20M in transactions.

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

Of the 35 institutional investors that sold iShares Short Maturity Municipal Bond Active ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Integrated Wealth Concepts LLC ($724.70K), Modera Wealth Management LLC ($58.70K), 1900 Wealth Management LLC ($53.61K), HighTower Advisors LLC ($38.03K), Advisor Group Holdings Inc. ($37.32K), Kathmere Capital Management LLC ($35.45K), and One Capital Management LLC ($28.89K).

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

Institutional investors have sold a total of 1,120,016 shares in the last 24 months. This volume of shares sold represents approximately $55.91M in transactions.


Related Companies

This page (BATS:MEAR) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
WARNING: “Buffett Indicator” flashing for first time in 50 years
Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indi...
Behind the Markets | Sponsored
Rare "crisis signal" triggers for third time in U.S. market
A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...
Stansberry Research | Sponsored
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored
Elon Musk’s chilling warning for humanity
The 'invasion' I've discovered has nothing to do with the border crisis. What's happening at our southern bord...
The Freeport Society | Sponsored
HOTTEST TRADER IN AMERICA 🔥🔥🔥
Ready for a rocket ride this weekend? After alerting his readers to a tiny $2 stock called Bright Minds Bio...
Timothy Sykes | Sponsored
Buffett's Oil Bet + This 22% Dividend Play
Warren Buffett has been quietly amassing a massive position in oil stocks. But while Buffett's picks (Occid...
Investors Alley | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Altcoin season moves fast, and those who hesitate are left behind. The window is closing.
Crypto Swap Profits | Sponsored