Free Trial
→ “This Changes Everything” - Trump Hands Millions Massive IRS Gift (From Colonial Metals) (Ad) Free MEAR Stock Alerts

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

iShares Short Maturity Municipal Bond Active ETF logo
$50.19 -0.01 (-0.02%)
(As of 11/18/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$59.09M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.00M
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
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%
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%
The Tesla Trade Is Back In Business (Ad)

If you held shares of Tesla throughout 2024, you know It’s been a year of extreme highs and lows… But according to our one expert, new yearly highs are on the horizon… In his words, Tesla is building momentum like in 2020, especially as Trump supports the EV maker. Which is why we’re emailing you now… You see, most people will simply buy shares of Tesla ahead of the election… But as they say “There is more than one way to skin a cat” In fact, we’ve found another way to play shares of Tesla.

Discover how to trade Tesla, simply follow this link here.
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%
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%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

Get Your Free Gold Guide
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%
2/7/2023 Modera Wealth Management LLC7,995$398K0.0%-88.0%0.000%
2/7/2023Commonwealth Equity Services LLC24,525$1.22M0.0%+70.3%0.000%
2/7/2023Benjamin F. Edwards & Company Inc.3,388$168K0.0%+57.9%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, 101 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 76 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 3,108,512 shares in the last 24 months. This purchase volume represents approximately $155.32M 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 1,120,143 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 11/19/2024 by MarketBeat.com Staff
From Our Partners
Blackrock’s Sending THIS Crypto Higher on Purpose
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
Unveiled: NVIDIA’s "Secret Royalty" Program
Did you know that there's an investment that will give you the opportunity to collect "royalties" every time N...
Behind the Markets | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Elon knows the truth, which is why they want him silenced
Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to h...
Porter & Company | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
Nvidia is Pivoting to Solve Big Tech’s $1 Trillion Problem
Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as ...
Weiss Ratings | Sponsored