Free Trial
→ Grab This Altcoin Before Trump's Crypto Announcement (From Crypto 101 Media) (Ad) Free MEAR Stock Alerts

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

iShares Short Maturity Municipal Bond Active ETF logo
$50.24 +0.27 (+0.54%)
As of 02/21/2025 03:59 PM Eastern
This is a fair market value 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)
98
Total
Institutional Inflows
(last 12 months)
$214.19M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$78.58M
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
2/21/2025Ascent Group LLC184,721$9.23M0.7%+2.0%1.184%
2/19/2025 Columbia River Financial Group LLC28,059$1.40M1.0%N/A0.227%
2/18/2025 Fourth Dimension Wealth LLC18,608$929K0.5%N/A0.151%
2/17/2025 Willis Johnson & Associates Inc.42,558$2.13M0.2%-36.9%0.345%
2/17/2025 Visionary Wealth Advisors4,162$208K0.0%-24.1%0.034%
2/17/2025 Obsidian Personal Planning Solutions LLC65,621$3.30M1.6%+4.6%0.531%
2/17/2025 Focus Partners Wealth401,616$20.06M0.1%+129.9%3.252%
2/17/2025 Clarity Asset Management Inc.98,917$4.94M3.2%+1.0%0.801%
2/17/2025 Cetera Investment Advisers60,603$3.03M0.0%+3.3%0.491%
2/17/2025 Citadel Advisors LLC6,387$319K0.0%N/A0.052%
2/17/2025 Bank of America Corp DE918,690$45.89M0.0%-20.2%7.439%
2/17/2025 Benjamin Edwards Inc.9,505$475K0.0%-8.4%0.077%
2/14/2025 Jane Street Group LLC59,588$2.98M0.0%+188.7%0.482%
2/14/2025 Core Wealth Advisors Inc.14,130$706K0.2%+16.4%0.114%
2/14/2025 Keyvantage Wealth LLC8,154$407K0.3%N/A0.066%
2/14/2025 Integrated Wealth Concepts LLC677,266$33.83M0.4%-2.5%5.484%
2/14/2025 IHT Wealth Management LLC9,207$460K0.0%-14.6%0.075%
2/14/2025 Stifel Financial Corp41,939$2.10M0.0%+3.0%0.340%
2/14/2025 OneDigital Investment Advisors LLC89,049$4.45M0.1%+11.7%0.721%
2/14/2025 MML Investors Services LLC25,903$1.29M0.0%+5.9%0.210%
2/13/2025 NewEdge Advisors LLC131,974$6.59M0.0%+36.0%1.069%
2/13/2025 Belpointe Asset Management LLC15,692$790K0.0%+19.8%0.127%
2/13/2025 CreativeOne Wealth LLC15,125$756K0.0%+23.0%0.122%
2/13/2025 Mariner LLC17,934$896K0.0%+16.1%0.145%
2/13/2025 Savvy Advisors Inc.12,166$608K0.1%N/A0.099%
2/13/2025 Rockefeller Capital Management L.P.16,064$802K0.0%N/A0.130%
2/13/2025 Raymond James Financial Inc.33,813$1.69M0.0%N/A0.274%
2/13/2025 Advisory Services Network LLC6,635$331K0.0%-14.8%0.054%
2/13/2025 Titleist Asset Management LLC27,629$1.38M0.2%+15.0%0.224%
2/13/2025 Envestnet Asset Management Inc.290,708$14.52M0.0%+13.6%2.354%
2/13/2025 Wells Fargo & Company MN2,370$118K0.0%+18.5%0.019%
2/12/2025 Milestone Investment Advisors LLC7,491$374K0.1%+7.1%0.061%
2/12/2025 OLD Mission Capital LLC25,867$1.29M0.0%N/A0.209%
2/12/2025 WealthTrak Capital Management LLC2,102$105K0.1%N/A0.017%
2/12/2025 Orion Portfolio Solutions LLC33,737$1.69M0.0%-18.9%0.273%
2/12/2025 JPMorgan Chase & Co.307,096$15.34M0.0%-77.9%2.487%
2/11/2025 Syverson Strege & Co27,732$1.39M0.5%+2.8%0.225%
2/11/2025 Modern Wealth Management LLC84,336$4.23M0.1%+129.7%0.683%
2/11/2025 Hill Island Financial LLC34,895$1.74M0.5%+1.1%0.283%
2/11/2025 LPL Financial LLC334,648$16.72M0.0%+3.7%2.710%
Market down? Do this now. (Ad)

During Trump's first term, his tariffs sent gold prices soaring. Investors who acted early made a fortune. Now, history is repeating itself. Here's the truth: Tariffs create uncertainty. Uncertainty drives investors to gold. And gold prices rise as a result. It's a cycle that's already beginning again—and it's your chance to profit. Why wait? Greed isn't always a bad thing—especially when it comes to protecting and growing your wealth. The smartest investors are already moving their money into gold, and you should too.

Download your Free 2025 Gold Guide Now
2/11/2025 Sykon Capital LLC20,857$1.04M0.4%-37.5%0.169%
2/11/2025 Stokes Family Office LLC4,173$208K0.0%-17.1%0.034%
2/10/2025 Thrivent Financial for Lutherans9,766$490K0.0%+14.6%0.079%
2/10/2025 Yardley Wealth Management LLC46,632$2.34M1.1%+100.0%0.378%
2/10/2025 Commonwealth Equity Services LLC58,544$2.92M0.0%+3.7%0.474%
2/10/2025 DecisionMap Wealth Management LLC5,909$295K0.2%N/A0.048%
2/10/2025 Avantax Advisory Services Inc.11,027$551K0.0%-6.9%0.089%
2/10/2025 Farther Finance Advisors LLC1,210$60K0.0%N/A0.010%
2/7/2025 HighTower Advisors LLC134,286$6.71M0.0%+74.2%1.087%
2/7/2025 Donaldson Capital Management LLC62,502$3.12M0.1%+56.3%0.506%
2/6/2025 Raymond James Financial Inc.33,813$1.69M0.0%N/A0.274%
2/6/2025 Jones Financial Companies Lllp11,215$560K0.0%+25.7%0.091%
2/5/2025 Sharkey Howes & Javer25,407$1.27M0.2%N/A0.206%
2/5/2025 Dynasty Wealth Management LLC143,639$7.18M0.1%N/A1.163%
2/4/2025 BCGM Wealth Management LLC4,729$236K0.1%N/A0.038%
2/4/2025 KM Capital Management Ltd.16,511$825K0.4%+19.3%0.134%
2/3/2025 Sigma Planning Corp62,682$3.13M0.1%+1.9%0.508%
2/3/2025 Compass Capital Corp MA ADV7,316$366K0.1%N/A0.059%
2/3/2025 Jacobson & Schmitt Advisors LLC63,884$3.19M0.6%+31.4%0.517%
2/3/2025 Private Advisor Group LLC38,850$1.94M0.0%+56.1%0.315%
2/3/2025 Legacy Solutions LLC5,161$258K0.3%N/A0.042%
1/31/2025 Global Retirement Partners LLC19,085$953K0.0%+10.6%0.155%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors45,770$2.29M0.1%+34.0%0.371%
1/31/2025 Kestra Investment Management LLC297,105$14.84M0.6%+22.4%2.406%
1/31/2025 Atria Wealth Solutions Inc.24,714$1.23M0.0%+4.0%0.200%
1/31/2025 D.A. Davidson & CO.20,784$1.04M0.0%+9.8%0.168%
1/31/2025 Truist Financial Corp14,037$701K0.0%-2.6%0.114%
1/31/2025 Sanctuary Advisors LLC45,150$2.27M0.0%+85.1%0.366%
1/30/2025 Allworth Financial LP7,279$365K0.0%+93.8%0.059%
1/30/2025 Aveo Capital Partners LLC21,575$1.08M0.1%+3.5%0.175%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors12,286$614K0.0%-64.0%0.099%
1/29/2025 Portfolio Design Labs LLC236,430$11.81M2.4%+7.1%1.914%
1/29/2025 Summit Trail Advisors LLC12,447$622K0.0%N/A0.101%
1/29/2025 Principle Wealth Partners LLC18,049$902K0.1%-25.0%0.146%
1/29/2025 Pineridge Advisors LLC4,290$214K0.1%-43.4%0.035%
1/29/2025 Opal Wealth Advisors LLC10,297$514K0.2%+63.7%0.083%
1/29/2025 Savant Capital LLC192,150$9.60M0.1%N/A1.556%
1/28/2025 Stephens Inc. AR380,034$18.98M0.3%-2.9%3.077%
1/28/2025 Quotient Wealth Partners LLC139,002$6.94M0.2%+0.2%1.126%
1/28/2025 Keystone Financial Group Inc.35,671$1.78M1.4%N/A0.289%
1/27/2025 Summit Wealth Partners LLC8,873$443K0.1%+21.0%0.072%
1/27/2025 Win Advisors Inc.18,458$922K0.4%N/A0.149%
1/27/2025 Stratos Wealth Partners LTD.14,966$748K0.0%+29.3%0.121%
1/24/2025 Resonant Capital Advisors LLC1,051,899$52.54M3.8%-6.2%8.517%
1/24/2025 Valley National Advisers Inc.5,147$257K0.0%+39.9%0.042%
1/24/2025 4J Wealth Management LLC17,790$889K0.7%-9.6%0.144%
1/24/2025 Five Pine Wealth Management20,549$1.03M0.9%N/A0.166%
1/24/2025 Chicago Partners Investment Group LLC5,459$273K0.0%N/A0.044%
1/24/2025 Total Clarity Wealth Management Inc.24,921$1.25M0.4%+4.2%0.202%
1/23/2025 Evernest Financial Advisors LLC15,304$764K0.2%+5.3%0.124%
Market down? Do this now. (Ad)

During Trump's first term, his tariffs sent gold prices soaring. Investors who acted early made a fortune. Now, history is repeating itself. Here's the truth: Tariffs create uncertainty. Uncertainty drives investors to gold. And gold prices rise as a result. It's a cycle that's already beginning again—and it's your chance to profit. Why wait? Greed isn't always a bad thing—especially when it comes to protecting and growing your wealth. The smartest investors are already moving their money into gold, and you should too.

Download your Free 2025 Gold Guide Now
1/23/2025 Capital Investment Advisory Services LLC1,990$99K0.0%+41.1%0.016%
1/23/2025 Foster Group Inc.513,551$25.65M1.0%+5.9%4.158%
1/21/2025 Flagship Private Wealth LLC42,976$2.15M1.0%+159.1%0.348%
1/21/2025 Rockwood Wealth Management LLC1,615,967$80.78M8.7%+69.7%13.085%
1/21/2025 CFS Investment Advisory Services LLC4,506$225K0.0%-17.0%0.036%
1/21/2025 Lantz Financial LLC6,190$309K0.1%+4.1%0.050%
1/21/2025 DGS Capital Management LLC61,747$3.08M0.8%+122.9%0.500%
1/17/2025 Janney Montgomery Scott LLC12,715$635K0.0%+8.5%0.103%
1/16/2025 Smart Money Group LLC150,704$7.53M2.6%+1.0%1.220%
1/16/2025 Client 1ST Advisory Group LLC5,421$271K0.1%N/A0.044%
(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, 129 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 ($80.78M), Resonant Capital Advisors LLC ($52.54M), Bank of America Corp DE ($45.89M), Integrated Wealth Concepts LLC ($33.83M), Foster Group Inc. ($25.65M), Focus Partners Wealth ($20.06M), and Stephens Inc. AR ($18.98M).Learn more on MEAR's institutional investors.

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

Of the 108 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), JPMorgan Chase & Co. ($1.05M), Rockwood Wealth Management LLC ($739.22K), Resonant Capital Advisors LLC ($260.89K), Focus Partners Wealth ($226.94K), Savant Capital LLC ($192.15K), and Portfolio Design Labs LLC ($154.98K).

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

Institutional investors have bought a total of 5,622,177 shares in the last 24 months. This purchase volume represents approximately $281.51M in transactions.

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

Of the 40 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: JPMorgan Chase & Co. ($1.09M), Integrated Wealth Concepts LLC ($742.05K), Bank of America Corp DE ($232.21K), Resonant Capital Advisors LLC ($69.18K), One Capital Management LLC ($28.89K), Integrated Investment Consultants LLC ($25.84K), and Willis Johnson & Associates Inc. ($24.84K).

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

Institutional investors have sold a total of 2,378,286 shares in the last 24 months. This volume of shares sold represents approximately $118.88M in transactions.


Related Companies

This page (BATS:MEAR) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
What is this southern state hiding?
The financial press had a field day this week after President Donald Trump and Department of Government Effici...
Stansberry Research | Sponsored
Why Buffett and 100 members of Congress are Piling into this One Investment
This isn't just another investment. It might be the last retirement stock you'll ever need. But this win...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
This Crypto Is Set to Explode in February
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
Market down? Do this now.
During Trump's first term, his tariffs sent gold prices soaring. Investors who acted early made a fortune. Now...
Colonial Metals | Sponsored
Elon Takes Aim at Social Security
Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...
Altimetry | Sponsored