ISHARES U S ETF TR (MEAR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
211
Reporting holders
$1.0B
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $167.6M | 3,326,132 | 0.01% | 32q | +2.1%+$3.4M |
| Rockwood Wealth Management, LLC | $119.4M | 2,370,376 | 7.55% | 16q | +4.1%+$4.7M |
| Resonant Capital Advisors, LLC | $90.9M | 1,804,120 | 4.34% | 12q | +8.2%+$6.9M |
| BANK OF AMERICA CORP /DE/ | $71.2M | 1,412,588 | 0.00% | 31q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $53.1M | 1,054,864 | 0.08% | 6q | -1.6%-$885.9K |
| LPL Financial LLC | $38.0M | 755,026 | 0.01% | 31q | -0.6%-$231.3K |
| Integrated Wealth Concepts LLC | $34.5M | 685,657 | 0.17% | 25q | +4.2%+$1.4M |
| Foster Group, Inc. | $30.9M | 612,466 | 0.82% | 14q | +3.8%+$1.1M |
| Cetera Investment Advisers | $26.9M | 533,439 | 0.02% | 13q | +5.4%+$1.4M |
| Rockefeller Capital Management L.P. | $23.0M | 457,119 | 0.04% | 7q | +102.3%+$11.6M |
| Ullmann Wealth Partners Group, LLC | $22.4M | 444,308 | 2.03% | 13q | +1.9%+$427.0K |
| JPMORGAN CHASE & CO | $18.5M | 366,933 | 0.00% | 26q | +11.5%+$1.9M |
| OSAIC HOLDINGS, INC. | $17.2M | 341,827 | 0.02% | 26q | +15.3%+$2.3M |
| Equitable Holdings, Inc. | $14.7M | 291,789 | 0.09% | 2q | -24.2%-$4.7M |
| Smart Money Group LLC | $14.4M | 285,976 | 3.70% | 12q | +80.1%+$6.4M |
| Dynasty Wealth Management, LLC | $13.1M | 260,289 | 0.10% | 7q | +17.3%+$1.9M |
| Merit Financial Group, LLC | $11.5M | 227,666 | 0.04% | 6q | +109.2%+$6.0M |
| Quotient Wealth Partners, LLC | $11.4M | 227,247 | 0.27% | 11q | +11.3%+$1.2M |
| ROYAL BANK OF CANADA | $10.5M | 207,538 | 0.00% | 31q | +29.8%+$2.4M |
| HighTower Advisors, LLC | $10.3M | 205,252 | 0.01% | 29q | +5.9%+$578.7K |
| JONES FINANCIAL COMPANIES LLLP | $9.9M | 195,912 | 0.00% | 11q | +46.6%+$3.1M |
| 55 North Private Wealth, LLC | $9.6M | 189,921 | 1.88% | 3q | +98.7%+$4.8M |
| Focus Partners Wealth | $9.1M | 181,094 | 0.01% | 11q | -6.4%-$621.0K |
| Pine Harbor Wealth Management, LLC | $8.7M | 172,298 | 2.32% | 11q | -1.6%-$139.3K |
| UBS Group AG | $6.6M | 131,549 | 0.00% | 31q | +25.8%+$1.4M |
| DeLarme Wealth Management, Inc. | $6.4M | 127,864 | 3.74% | 3q | +2.5%+$154.1K |
| NewEdge Advisors, LLC | $5.8M | 116,068 | 0.02% | new | NEW |
| Integrated Investment Consultants, LLC | $5.7M | 113,724 | 1.13% | 10q | +47.9%+$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | $5.7M | 112,905 | 0.00% | 30q | +12.9%+$650.6K |
| Ausdal Financial Partners, Inc. | $5.5M | 109,517 | 0.22% | 3q | +28.5%+$1.2M |
| DONALDSON CAPITAL MANAGEMENT, LLC | $4.5M | 89,475 | 0.13% | 28q | +11.9%+$477.8K |
| RAYMOND JAMES FINANCIAL INC | $4.3M | 84,763 | 0.00% | 7q | +68.6%+$1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $4.1M | 81,901 | 0.20% | 15q | +5.2%+$205.0K |
| Sanctuary Advisors, LLC | $4.0M | 79,080 | 0.02% | 9q | -22.0%-$1.1M |
| Cresta Advisors, Ltd. | $4.0M | 78,767 | 1.42% | 3q | HELD |
| Willis Johnson & Associates, Inc. | $3.6M | 71,295 | 0.20% | 12q | -2.1%-$77.4K |
| JACOBSON & SCHMITT ADVISORS, LLC | $3.5M | 68,784 | 0.57% | 14q | -3.0%-$105.6K |
| Elmwood Wealth Management, Inc. | $3.4M | 67,460 | 0.85% | 29q | -23.4%-$1.0M |
| Richard P Slaughter Associates Inc | $3.0M | 60,360 | 0.60% | 7q | -36.8%-$1.8M |
| Beacon Pointe Advisors, LLC | $2.9M | 57,058 | 0.01% | 18q | HELD |
| AXXCESS WEALTH MANAGEMENT, LLC | $2.8M | 54,959 | 0.04% | new | NEW |
| BlackRock, Inc. | $2.7M | 53,348 | 0.00% | 8q | -1.1%-$30.9K |
| Bank of New York Mellon Corp | $2.7M | 52,931 | 0.00% | 4q | -87.7%-$18.9M |
| Horizon Wealth Management, LLC | $2.6M | 51,951 | 0.33% | 5q | -10.3%-$301.0K |
| STIFEL FINANCIAL CORP | $2.5M | 49,023 | 0.00% | 31q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $2.4M | 48,598 | 0.16% | 12q | +4.7%+$110.7K |
| Aprio Wealth Management, LLC | $2.2M | 44,012 | 0.11% | 11q | +6.9%+$143.2K |
| Sigma Planning Corp | $2.2M | 43,743 | 0.06% | 28q | -31.0%-$989.0K |
| OneDigital Investment Advisors LLC | $2.2M | 43,595 | 0.02% | 16q | -23.5%-$674.3K |
| Meeder Advisory Services, Inc. | $2.2M | 43,026 | 0.08% | 5q | +0.7%+$15.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 43,111 | 0.00% | 7q | HELD |
| Flagship Private Wealth, LLC | $2.2M | 42,685 | 0.76% | 10q | -12.9%-$317.6K |
| IFP Advisors, Inc | $2.1M | 41,793 | 0.04% | 32q | +6.3%+$123.9K |
| Modern Wealth Management, LLC | $2.1M | 41,652 | 0.02% | 11q | -24.4%-$678.1K |
| Highland Financial Advisors, LLC | $2.1M | 41,490 | 0.46% | 15q | +3.2%+$64.1K |
| Sovran Advisors, LLC | $2.1M | 41,118 | 0.15% | 5q | -0.7%-$15.3K |
| Asset Allocation Strategies LLC | $2.1M | 40,923 | 0.32% | 2q | +23.7%+$395.2K |
| PERSPECTIVE WEALTH ADVISORS LLC | $2.0M | 39,136 | 1.08% | new | NEW |
| Stratos Wealth Partners, LTD. | $1.9M | 38,448 | 0.02% | 9q | -2.5%-$49.9K |
| EAGLE GLOBAL ADVISORS LLC | $1.9M | 38,400 | 0.06% | 31q | +6.2%+$113.4K |
| Summit Wealth Partners, LLC | $1.9M | 37,727 | 0.27% | 8q | HELD |
| Kestra Advisory Services, LLC | $1.9M | 37,721 | 0.01% | 12q | -38.0%-$1.2M |
| Core Wealth Advisors, Inc. | $1.8M | 36,506 | 0.37% | 14q | +47.1%+$588.7K |
| Henderson Brothers Financial Partners, LLC | $1.7M | 34,286 | 0.82% | 3q | -46.4%-$1.5M |
| HILL ISLAND FINANCIAL LLC | $1.7M | 34,154 | 0.37% | 11q | HELD |
| MML INVESTORS SERVICES, LLC | $1.7M | 33,568 | 0.00% | 28q | +46.9%+$539.8K |
| Waverly Advisors, LLC | $1.6M | 32,627 | 0.01% | 10q | +17.8%+$248.1K |
| SAGESPRING WEALTH PARTNERS, LLC | $1.6M | 32,323 | 0.03% | 2q | +439.0%+$1.3M |
| Lakeridge Wealth Management LLC | $1.6M | 31,775 | 0.59% | 2q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 31,759 | 0.00% | 31q | +0.9%+$14.0K |
| Evernest Financial Advisors, LLC | $1.6M | 31,264 | 0.33% | 12q | +6.5%+$96.7K |
| 1900 WEALTH MANAGEMENT LLC | $1.6M | 30,777 | 0.09% | 17q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 29,543 | 0.00% | 5q | -39.7%-$979.5K |
| STEPHENS INC /AR/ | $1.5M | 29,527 | 0.02% | 13q | -27.5%-$564.3K |
| Valeo Financial Advisors, LLC | $1.5M | 28,846 | 0.03% | 3q | -2.0%-$29.3K |
| FIFTH THIRD BANCORP | $1.4M | 28,586 | 0.00% | 2q | -6.9%-$106.0K |
| KWMG, LLC | $1.4M | 27,749 | 0.10% | 22q | -9.5%-$147.5K |
| &PARTNERS | $1.4M | 27,511 | 0.01% | 8q | +4.3%+$57.1K |
| Five Pine Wealth Management | $1.4M | 27,151 | 0.77% | 7q | -14.9%-$239.9K |
| TRUIST FINANCIAL CORP | $1.4M | 27,071 | 0.00% | 23q | HELD |
| BETO FINANCIAL GROUP, LLC | $1.3M | 26,725 | 0.71% | new | NEW |
| MMA ASSET MANAGEMENT LLC | $1.3M | 26,320 | 0.42% | 3q | -3.2%-$44.1K |
| D.A. DAVIDSON & CO. | $1.3M | 25,760 | 0.01% | 12q | +11.8%+$137.3K |
| Syntegra Private Wealth Group, LLC | $1.3M | 25,607 | 0.10% | 5q | HELD |
| Cornerstone Financial Management LLC | $1.2M | 24,664 | 1.00% | 3q | HELD |
| VestGen Advisors, LLC | $1.2M | 23,276 | 0.03% | 3q | HELD |
| McKinley Carter Wealth Services, Inc. | $1.2M | 23,098 | 0.06% | 6q | +2.2%+$24.5K |
| Alexander Randolph Advisory, Inc. | $1.2M | 22,835 | 0.95% | 11q | -10.2%-$131.3K |
| Creative Planning | $1.1M | 22,660 | 0.00% | 19q | +2.9%+$32.5K |
| DORVAL Corp | $1.1M | 22,245 | 0.32% | 5q | +7.9%+$81.9K |
| Private Advisor Group, LLC | $1.1M | 21,574 | 0.00% | 31q | +5.6%+$57.7K |
| One Capital Management, LLC | $1.0M | 20,857 | 0.03% | 4q | HELD |
| Chicago Partners Investment Group LLC | $1.0M | 20,806 | 0.02% | 7q | +32.1%+$253.4K |
| BDFS Capital LLC | $979.4K | 19,440 | 0.43% | 3q | +362.6%+$767.7K |
| WIN ADVISORS, INC | $978.9K | 19,431 | 0.35% | new | NEW |
| Total Clarity Wealth Management, Inc. | $969.6K | 19,246 | 0.19% | 13q | -5.0%-$50.9K |
| Quantinno Capital Management LP | $962.3K | 19,100 | 0.00% | new | NEW |
| Objective Capital Management, LLC | $943.4K | 18,725 | 0.84% | 8q | +8.8%+$76.3K |
| Advisory Services Network, LLC | $921.8K | 18,297 | 0.01% | 16q | +101.7%+$464.8K |
| Keystone Financial Group, Inc. | $897.8K | 17,820 | 0.47% | 7q | -59.4%-$1.3M |
Showing the largest 100 of 223 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 211 | $1.0B | 20,761,191 | 24 | 80 | 51 | 0.0% |
| Q1 2026 | 204 | $1.0B | 20,665,747 | 20 | 69 | 65 | 0.0% |
| Q4 2025 | 207 | $1.0B | 20,150,147 | 30 | 73 | 52 | 0.0% |
| Q3 2025 | 180 | $957.5M | 18,957,966 | 16 | 77 | 53 | 0.0% |
| Q2 2025 | 174 | $884.8M | 17,601,812 | 22 | 74 | 47 | 0.0% |
| Q1 2025 | 160 | $747.1M | 14,938,485 | 22 | 65 | 40 | 0.0% |
| Q4 2024 | 148 | $593.4M | 11,877,226 | 18 | 65 | 28 | 0.0% |
| Q3 2024 | 133 | $631.3M | 12,548,291 | 13 | 53 | 33 | 0.0% |
| Q2 2024 | 123 | $538.0M | 10,728,504 | 16 | 50 | 35 | 0.0% |
| Q1 2024 | 117 | $544.2M | 10,858,028 | 10 | 44 | 37 | 0.0% |
| Q4 2023 | 120 | $531.7M | 10,637,114 | 17 | 35 | 40 | 0.0% |
| Q3 2023 | 101 | $473.0M | 9,495,520 | 19 | 31 | 37 | 0.0% |
| Q2 2023 | 90 | $380.0M | 7,616,404 | 8 | 32 | 34 | 0.0% |
| Q1 2023 | 89 | $331.7M | 6,640,030 | 13 | 23 | 40 | 0.0% |
| Q4 2022 | 84 | $353.0M | 7,151,026 | 7 | 33 | 26 | 0.0% |
| Q3 2022 | 105 | $415.5M | 7,989,544 | 19 | 36 | 28 | 4.5% |
| Q2 2022 | 105 | $270.8M | 5,429,358 | 21 | 33 | 36 | 0.3% |
| Q1 2022 | 95 | $216.2M | 4,320,045 | 17 | 27 | 31 | 0.2% |
| Q4 2021 | 96 | $195.1M | 3,894,146 | 12 | 22 | 33 | 0.0% |
| Q3 2021 | 86 | $189.0M | 3,767,353 | 10 | 31 | 19 | 0.0% |
| Q2 2021 | 86 | $158.1M | 3,150,734 | 8 | 26 | 33 | 0.0% |
| Q1 2021 | 90 | $174.4M | 3,470,931 | 5 | 29 | 37 | 0.0% |
| Q4 2020 | 101 | $173.7M | 3,457,147 | 21 | 30 | 28 | 0.0% |
| Q3 2020 | 81 | $152.0M | 3,028,623 | 10 | 30 | 26 | 0.0% |
| Q2 2020 | 75 | $137.6M | 2,743,904 | 11 | 26 | 23 | 0.0% |
| Q1 2020 | 76 | $137.5M | 2,763,745 | 9 | 24 | 23 | 0.0% |
| Q4 2019 | 84 | $123.8M | 2,470,348 | 14 | 27 | 14 | 0.0% |
| Q3 2019 | 64 | $98.5M | 1,963,073 | 13 | 28 | 11 | 0.0% |
| Q2 2019 | 57 | $84.2M | 1,678,851 | 7 | 21 | 17 | 0.0% |
| Q1 2019 | 58 | $87.6M | 1,749,554 | 11 | 21 | 12 | 0.0% |
| Q4 2018 | 52 | $113.3M | 2,268,980 | 2 | 2 | 1 | 0.0% |