DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

MEAR

iShares Sht Mat Muni ETF

226 institutions still hold iShares Sht Mat Muni ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46431w838·226 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 8.0%

vs prior quarter

13F value held

$777M

59.0% inst. owned

of float

Holders

226

+115 QoQ

filers reporting

Activity

+39 / −70

+940 added · −835 reduced

this quarter

Concentration

21.11%

MORGAN STANLEY #1

top holder share

AI Holders Summary · Q1 2026

226 institutions reported MEAR in Q1 2026. MORGAN STANLEY leads at 21.1% of the visible book. +115 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

$164M3.3M0.01%Q1 2026 02

Rockwood Wealth Management, LLC

$115M2.3M8.20%Q1 2026 03

Resonant Capital Advisors, LLC

$84M1.7M4.41%Q1 2026 04

BANK OF AMERICA CORP /DE/

$71M1.4M0.01%Q1 2026 05

CAPTRUST FINANCIAL ADVISORS

$54M1.1M0.09%Q1 2026 06

LPL Financial LLC

$38M760K0.01%Q1 2026 07

Integrated Wealth Concepts LLC

$33M658K0.26%Q1 2026 08

Foster Group, Inc.

$30M590K0.88%Q1 2026 09

Cetera Investment Advisers

$25M506K0.03%Q1 2026 10

Ullmann Wealth Partners Group, LLC

$22M436K2.28%Q1 2026 11

Bank of New York Mellon Corp

$22M429K0.00%Q1 2026 12

Equitable Holdings, Inc.

$19M385K0.12%Q1 2026 13

JPMORGAN CHASE & CO

$17M329K0.00%Q1 2026 14

Crewe Advisors LLC

$15M307K1.32%Q1 2026 15

OSAIC HOLDINGS, INC.

$15M297K0.02%Q1 2026 16

Rockefeller Capital Management L.P.

$11M226K0.02%Q1 2026 17

Dynasty Wealth Management, LLC

$11M222K0.10%Q1 2026 18

Quotient Wealth Partners, LLC

$10M204K0.27%Q1 2026 19

Focus Partners Wealth

$10M202K0.01%Q4 2025 20

HighTower Advisors, LLC

$10M194K0.01%Q1 2026

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