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Ishrs Short MAT Muni ACT ETF (MEAR)

CUSIP: 46431W838 | NYSE | 480 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Rockwood Wealth Management, LLC2,282,194
6.8% of portfolio›$113.3M
Resonant Capital Advisors, LLC1,303,337
3.1% of portfolio›$64.7M
Foster Group, Inc.623,041
0.8% of portfolio›$30.9M
Ullmann Wealth Partners Group, LLC479,507
2.1% of portfolio›$23.8M
55 North Private Wealth, LLC183,976
1.7% of portfolio›$9.1M
Cambridge Investment Research Advisors, Inc.156,468
0.0% of portfolio›$7.8K
DeLarme Wealth Management, Inc.137,637
3.8% of portfolio›$6.8M
OpenArc Corporate Advisory, LLC123,561
0.1% of portfolio›$6.1M
Norden Group LLC120,063
0.4% of portfolio›$6.0M
Bank of New York Mellon Corp116,556
0.0% of portfolio›$5.8M
Portfolio Design Labs, LLC106,296
0.8% of portfolio›$5.3M
Cresta Advisors, Ltd.104,767
2.3% of portfolio›$5.2M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors94,120
0.2% of portfolio›$4.7M
Ascent Group, LLC89,192
0.1% of portfolio›$4.4M
Commonwealth Equity Services, LLC71,678
0.0% of portfolio›$3.6M
Elmwood Wealth Management, Inc.66,220
0.8% of portfolio›$3.3M
Thrivent Financial for Lutherans59,698
0.0% of portfolio›$3.0M
Axxcess Wealth Management, LLC55,692
0.1% of portfolio›$2.8M
Titleist Asset Management, LLC53,397
0.2% of portfolio›$2.7M
Aprio Wealth Management, LLC46,670
0.1% of portfolio›$2.3M
Flagship Private Wealth, LLC46,661
0.8% of portfolio›$2.3M
Sigma Planning Corp43,669
0.1% of portfolio›$2.2M
IFP Advisors, Inc43,521
0.0% of portfolio›$2.2M
Wealth Enhancement Advisory Services, LLC42,951
0.0% of portfolio›$2.1M
Redhawk Wealth Advisors, Inc.42,926
0.2% of portfolio›$2.1M
Highland Financial Advisors, LLC42,776
0.5% of portfolio›$2.1M
Asset Allocation Strategies LLC42,514
0.3% of portfolio›$2.1M
Richard P Slaughter Associates Inc40,955
0.4% of portfolio›$2.0M
Henderson Brothers Financial Partners, LLC38,595
0.7% of portfolio›$1.9M
Kestra Advisory Services, LLC36,443
0.0% of portfolio›$1.8M
Eagle Global Advisors LLC35,650
0.1% of portfolio›$1.8M
Hill Island Financial LLC34,154
0.4% of portfolio›$1.7M
HB Wealth Management, LLC32,158
0.0% of portfolio›$1.6M
D.A. Davidson & Co.32,085
0.0% of portfolio›$1.6M
1900 Wealth Management LLC30,777
0.1% of portfolio›$1.5M
Valeo Financial Advisors, LLC28,177
0.0% of portfolio›$1.4M
Willis Johnson Wealth, Inc.27,814
0.1% of portfolio›$1.4M
MMA Asset Management LLC26,320
0.4% of portfolio›$1.3M
Syntegra Private Wealth Group, LLC25,693
0.1% of portfolio›$1.3M
Dorval Corp25,327
0.4% of portfolio›$1.3M
Five Pine Wealth Management24,103
0.7% of portfolio›$1.2M
Capital Advisors Wealth Management, LLC23,353
0.1% of portfolio›$1.2M
Sovran Advisors, LLC23,134
0.1% of portfolio›$1.2M
McKinley Carter Wealth Services, Inc.22,797
0.1% of portfolio›$1.1M
Creative Planning22,777
0.0% of portfolio›$1.1M
Alexander Randolph Advisory, Inc.21,297
0.8% of portfolio›$1.1M
Chicago Partners Investment Group LLC20,905
0.0% of portfolio›$1.0M
M Holdings Securities, Inc.20,129
0.4% of portfolio›$999.0K
Total Clarity Wealth Management, Inc.19,246
0.2% of portfolio›$955.2K
Dynamic Advisor Solutions LLC18,696
0.0% of portfolio›$927.9K
4J Wealth Management LLC16,629
0.4% of portfolio›$825.3K
Avestar Capital, LLC16,449
0.1% of portfolio›$816.4K
Kathmere Capital Management, LLC15,077
0.0% of portfolio›$748.3K
Clarity Asset Management, Inc.14,914
0.4% of portfolio›$740.2K
Kwmg, LLC14,611
0.1% of portfolio›$725.1K
Valley National Advisers Inc13,133
0.1% of portfolio›$651.8K
Objective Capital Management, LLC12,741
0.6% of portfolio›$632.3K
Kestra Private Wealth Services, LLC12,239
0.0% of portfolio›$607.4K
Carolina Wealth Management Inc12,011
0.3% of portfolio›$596.1K
Sharkey, Howes & Javer11,363
0.1% of portfolio›$563.9K
RFG Advisory, LLC10,706
0.0% of portfolio›$531.3K
Quantify Chaos Advisors, LLC10,681
1.2% of portfolio›$530.1K
Forum Financial Management, LP10,500
0.0% of portfolio›$521.1K
Keeler & Nadler Financial Planning & Wealth Management10,231
0.1% of portfolio›$507.8K
Elevation Point Wealth Partners, LLC9,640
0.0% of portfolio›$478.4K
Keystone Financial Group, Inc.9,530
0.3% of portfolio›$473.0K
Sagespring Wealth Partners, LLC9,087
0.0% of portfolio›$451.0K
Farther Finance Advisors, LLC8,842
0.0% of portfolio›$438.8K
Csenge Advisory Group8,663
0.0% of portfolio›$429.9K
Members Wealth LLC8,658
0.2% of portfolio›$429.0K
Truist Financial Corp7,944
0.0% of portfolio›$394.3K
Optima Capital LLC7,029
0.1% of portfolio›$348.9K
Client First Capital LLC7,010
0.1% of portfolio›$347.9K
Capital Advisors, Ltd. LLC6,682
0.0% of portfolio›$332
Physician Wealth Advisors, Inc.6,385
0.0% of portfolio›$316.9K
Bdfs Capital LLC6,184
0.2% of portfolio›$306.9K
Mallini Complete Financial Planning LLC6,000
0.2% of portfolio›$297.8K
Able Wealth Management LLC5,670
0.1% of portfolio›$281.4K
Iowa State Bank5,649
0.0% of portfolio›$280.4K
BankChampaign, National Association5,567
0.2% of portfolio›$276.3K
Avidian Wealth Enterprises, LLC5,384
0.0% of portfolio›$267.2K
Concurrent Investment Advisors, LLC5,095
0.0% of portfolio›$252.9K
MGO One Seven LLC5,092
0.0% of portfolio›$252.7K
Lighthouse Financial Services Inc5,090
0.1% of portfolio›$252.6K
FIG Financial Advisory Services Inc5,034
0.2% of portfolio›$249.8K
SAX Wealth Advisors, LLC5,000
0.0% of portfolio›$248.2K
Professional Financial Advisors, LLC4,905
0.0% of portfolio›$243.4K
WealthBridge Capital Management, LLC4,660
0.0% of portfolio›$231.3K
Independent Wealth Network Inc.4,289
0.1% of portfolio›$212.9K
Legacy Solutions, LLC4,170
0.2% of portfolio›$207.0K
Shum Financial Group, Inc.4,117
0.1% of portfolio›$204.3K
Kennicott Capital Management LLC4,072
0.1% of portfolio›$202.1K
Balance Wealth Partners LLC3,993
0.0% of portfolio›$198.2K
Citigroup Inc3,014
0.0% of portfolio›$149.6K
Blueline Advisors LLC2,935
0.1% of portfolio›$145.7K
Mather Group, Llc.2,634
0.0% of portfolio›$130.7K
Planning Strategies Inc.2,182
0.1% of portfolio›$108.3K
Rossby Financial, LCC2,162
0.0% of portfolio›$107.3K
Parallel Advisors, LLC2,045
0.0% of portfolio›$101.5K
Mainstream Capital Management LLC1,603
0.0% of portfolio›$79.6K
CX Institutional1,528
0.0% of portfolio›$76
Harbor Asset Planning, Inc.985
0.0% of portfolio›$48.9K
Friedenthal Financial691
0.0% of portfolio›$34.3K
Signature Equity Partners, LLC403
0.0% of portfolio›$20.0K
City State Bank381
0.0% of portfolio›$18.9K
Valley Wealth Managers, Inc.200
0.0% of portfolio›$9.9K
Pinnacle Bancorp, Inc.153
0.0% of portfolio›$7.6K
Lanark Financial, Inc.50
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Rockwood Wealth Management, LLC
2,282,194$113.3M6.8%ETFVery LowNew Hope, PA2026-10-27
Resonant Capital Advisors, LLC
1,303,337$64.7M3.1%ETFLowMadison, WI2026-10-15
Foster Group, Inc.
623,041$30.9M0.8%ETFVery LowUrbandale, IA2026-10-13
Ullmann Wealth Partners Group, LLC
479,507$23.8M2.1%ETFLowJacksonville Beach, FL2026-11-02
55 North Private Wealth, LLC
183,976$9.1M1.7%ETFLowWinter Park, FL2026-10-20
Cambridge Investment Research Advisors, Inc.
156,468$7.8K0.0%ETFLowFairfield, IA2026-11-02
DeLarme Wealth Management, Inc.
137,637$6.8M3.8%ETFVery LowPalos Verdes Estates, CA2026-10-30
OpenArc Corporate Advisory, LLC
123,561$6.1M0.1%GrowthLowAtlanta, GA2026-10-21
Norden Group LLC
120,063$6.0M0.4%GrowthMediumProvo, UT2026-10-20
Bank of New York Mellon Corp
116,556$5.8M0.0%CoreLowNew York, NY2026-11-05
Portfolio Design Labs, LLC
106,296$5.3M0.8%GrowthMediumEncino, CA2026-11-04
Cresta Advisors, Ltd.
104,767$5.2M2.3%ETFVery LowLaredo, TX2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
94,120$4.7M0.2%ETFMediumWestlake, OH2026-10-14
Ascent Group, LLC
89,192$4.4M0.1%CoreLowVirginia Beach, VA2026-10-30
Commonwealth Equity Services, LLC
71,678$3.6M0.0%ETFLowWaltham, MA2026-11-02
Elmwood Wealth Management, Inc.
66,220$3.3M0.8%ETFLowBerkeley, CA2026-10-14
Thrivent Financial for Lutherans
59,698$3.0M0.0%GARPMediumMinneapolis, MN2026-11-05
Axxcess Wealth Management, LLC
55,692$2.8M0.1%CoreLowCarlsbad, CA2026-10-21
Titleist Asset Management, LLC
53,397$2.7M0.2%ETFLowSan Antonio, TX2026-10-08
Aprio Wealth Management, LLC
46,670$2.3M0.1%ETFMediumAtlanta, GA2026-10-28
Flagship Private Wealth, LLC
46,661$2.3M0.8%ETFLowWoburn, MA2026-11-05
Sigma Planning Corp
43,669$2.2M0.1%GrowthMediumAnn Arbor, MI2026-10-23
IFP Advisors, Inc
43,521$2.2M0.0%GrowthLowTampa, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
42,951$2.1M0.0%CoreLowPlymouth, MN2026-10-13
Redhawk Wealth Advisors, Inc.
42,926$2.1M0.2%ETFHighMinneapolis, MN2026-10-14
Highland Financial Advisors, LLC
42,776$2.1M0.5%ETFVery LowWayne, NJ2026-10-19
Asset Allocation Strategies LLC
42,514$2.1M0.3%ETFMediumFarmington, MI2026-10-20
Richard P Slaughter Associates Inc
40,955$2.0M0.4%ETFMediumAustin, TX2026-10-13
Henderson Brothers Financial Partners, LLC
38,595$1.9M0.7%ETFN/APittsburgh, PA2026-11-03
Kestra Advisory Services, LLC
36,443$1.8M0.0%CoreLowAustin, TX2026-11-02
Eagle Global Advisors LLC
35,650$1.8M0.1%CoreLowHouston, TX2026-11-02
Hill Island Financial LLC
34,154$1.7M0.4%ETFLowGrand Rapids, MI2026-10-20
HB Wealth Management, LLC
32,158$1.6M0.0%IndexVery LowAtlanta, GA2026-10-23
D.A. Davidson & Co.
32,085$1.6M0.0%CoreLowGreat Falls, MT2026-10-28
1900 Wealth Management LLC
30,777$1.5M0.1%ETFLowSan Antonio, TX2026-10-13
Valeo Financial Advisors, LLC
28,177$1.4M0.0%ETFLowCarmel, IN2026-10-08
Willis Johnson Wealth, Inc.
27,814$1.4M0.1%ETFLowHouston, TX2026-11-03
MMA Asset Management LLC
26,320$1.3M0.4%ETFMediumNew York, NY2026-11-02
Syntegra Private Wealth Group, LLC
25,693$1.3M0.1%ETFLowChesterfield, MO2026-10-13
Dorval Corp
25,327$1.3M0.4%ETFLowMaple Grove, MN2026-10-29
Five Pine Wealth Management
24,103$1.2M0.7%ETFVery LowCoeur D Alene, ID2026-10-20
Capital Advisors Wealth Management, LLC
23,353$1.2M0.1%ETFLowYakima, WA2026-10-09
Sovran Advisors, LLC
23,134$1.2M0.1%ETFMediumSan Diego, CA2026-11-02
McKinley Carter Wealth Services, Inc.
22,797$1.1M0.1%ETFMediumWheeling, WV2026-10-16
Creative Planning
22,777$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Alexander Randolph Advisory, Inc.
21,297$1.1M0.8%YieldLowMclean, VA2026-11-04
Chicago Partners Investment Group LLC
20,905$1.0M0.0%GARPLowChicago, IL2026-10-27
M Holdings Securities, Inc.
20,129$999.0K0.4%ETFHighPortland, OR2026-11-03
Total Clarity Wealth Management, Inc.
19,246$955.2K0.2%ETFMediumSt. Charles, IL2026-10-26
Dynamic Advisor Solutions LLC
18,696$927.9K0.0%ETFLowPhoenix, AZ2026-10-13
4J Wealth Management LLC
16,629$825.3K0.4%ETFMediumMclean, VA2026-11-02
Avestar Capital, LLC
16,449$816.4K0.1%GrowthLowNew York, NY2026-10-28
Kathmere Capital Management, LLC
15,077$748.3K0.0%ETFLowWayne, PA2026-10-20
Clarity Asset Management, Inc.
14,914$740.2K0.4%ETFHighAmes, IA2026-10-14
Kwmg, LLC
14,611$725.1K0.1%ETFVery LowOverland Park, KS2026-10-07
Valley National Advisers Inc
13,133$651.8K0.1%ETFLowBethlehem, PA2026-10-23
Objective Capital Management, LLC
12,741$632.3K0.6%ETFLowFairlawn, OH2026-10-13
Kestra Private Wealth Services, LLC
12,239$607.4K0.0%GrowthLowAustin, TX2026-10-30
Carolina Wealth Management Inc
12,011$596.1K0.3%ETFN/AGreenville, NC2026-10-29
Sharkey, Howes & Javer
11,363$563.9K0.1%ETFMediumDenver, CO2026-10-22
RFG Advisory, LLC
10,706$531.3K0.0%ETFMediumBirmingham, AL2026-11-03
Quantify Chaos Advisors, LLC
10,681$530.1K1.2%ETFMediumBrooklyn, NY2026-11-04
Forum Financial Management, LP
10,500$521.1K0.0%ETFLowLombard, IL2026-10-16
Keeler & Nadler Financial Planning & Wealth Management
10,231$507.8K0.1%ETFLowDublin, OH2026-10-28
Elevation Point Wealth Partners, LLC
9,640$478.4K0.0%CoreHighDenver, CO2026-11-05
Keystone Financial Group, Inc.
9,530$473.0K0.3%ETFLowAtlanta, GA2026-10-13
Sagespring Wealth Partners, LLC
9,087$451.0K0.0%ETFLowFranklin, TN2026-10-22
Farther Finance Advisors, LLC
8,842$438.8K0.0%IndexLowSan Francisco, CA2026-10-08
Csenge Advisory Group
8,663$429.9K0.0%ETFMediumClearwater, FL2026-11-04
Members Wealth LLC
8,658$429.0K0.2%ETFLowMedia, PA2026-10-20
Truist Financial Corp
7,944$394.3K0.0%CoreLowCharlotte, NC2026-10-30
Optima Capital LLC
7,029$348.9K0.1%ETFHighPortland, OR2026-10-29
Client First Capital LLC
7,010$347.9K0.1%ETFMediumSan Diego, CA2026-10-22
Capital Advisors, Ltd. LLC
6,682$3320.0%ETFLowShaker Heights, OH2026-10-27
Physician Wealth Advisors, Inc.
6,385$316.9K0.0%ETFMediumMidvale, UT2026-10-20
Bdfs Capital LLC
6,184$306.9K0.2%ETFLowRehoboth Beach, DE2026-10-14
Mallini Complete Financial Planning LLC
6,000$297.8K0.2%ETFMediumGainesville, FL2026-10-06
Able Wealth Management LLC
5,670$281.4K0.1%ETFMediumToms River, NJ2026-10-13
Iowa State Bank
5,649$280.4K0.0%CoreLowUrbandale, IA2026-10-06
BankChampaign, National Association
5,567$276.3K0.2%GrowthMediumChampaign, IL2026-10-19
Avidian Wealth Enterprises, LLC
5,384$267.2K0.0%ETFLowHouston, TX2026-10-08
Concurrent Investment Advisors, LLC
5,095$252.9K0.0%GrowthMediumTampa, FL2026-10-16
MGO One Seven LLC
5,092$252.7K0.0%GrowthLowBeachwood, OH2026-10-28
Lighthouse Financial Services Inc
5,090$252.6K0.1%ETFVery LowBrea, CA2026-11-02
FIG Financial Advisory Services Inc
5,034$249.8K0.2%CoreVery HighOklahoma City, OK2026-10-07
SAX Wealth Advisors, LLC
5,000$248.2K0.0%ETFVery LowParsippany, NJ2026-10-13
Professional Financial Advisors, LLC
4,905$243.4K0.0%ETFMediumNorth Platte, NE2026-10-13
WealthBridge Capital Management, LLC
4,660$231.3K0.0%ETFLowWesterville, OH2026-10-16
Independent Wealth Network Inc.
4,289$212.9K0.1%ETFMediumUrbandale, IA2026-10-19
Legacy Solutions, LLC
4,170$207.0K0.2%ETFLowKennett Square, PA2026-10-07
Shum Financial Group, Inc.
4,117$204.3K0.1%GrowthVery LowAlameda, CA2026-10-13
Kennicott Capital Management LLC
4,072$202.1K0.1%ETFVery LowLarkspur, CA2026-10-16
Balance Wealth Partners LLC
3,993$198.2K0.0%ETFMediumWorthington, OH2026-10-27
Citigroup Inc
3,014$149.6K0.0%CoreMediumNew York, NY2026-11-04
Blueline Advisors LLC
2,935$145.7K0.1%ETFLowExeter, NH2026-10-15
Mather Group, Llc.
2,634$130.7K0.0%ETFMediumChicago, IL2026-10-14
Planning Strategies Inc.
2,182$108.3K0.1%ETFN/ALancaster, PA2026-10-02
Rossby Financial, LCC
2,162$107.3K0.0%ETFMediumMelbourne, FL2026-11-05
Parallel Advisors, LLC
2,045$101.5K0.0%IndexLowSan Francisco, CA2026-11-03
Mainstream Capital Management LLC
1,603$79.6K0.0%GrowthLowLos Angeles, CA2026-10-23
CX Institutional
1,528$760.0%CoreMediumAuburn, IN2026-10-02
Harbor Asset Planning, Inc.
985$48.9K0.0%ETFVery LowBelmont, MA2026-10-23
Friedenthal Financial
691$34.3K0.0%ETFHighMarlton, NJ2026-10-27
Signature Equity Partners, LLC
403$20.0K0.0%GrowthMediumColumbus, OH2026-10-29
City State Bank
381$18.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Valley Wealth Managers, Inc.
200$9.9K0.0%GARPMediumParamus, NJ2026-10-09
Pinnacle Bancorp, Inc.
153$7.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Lanark Financial, Inc.
50$2.5K0.0%CoreMediumBirmingham, AL2026-10-26