DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES U S ETF TR (MEAR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
222
Reporting holders
$1.1B
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | $33.1M | 657,567 | 0.22% | 25q | HELD |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $15.8M | 313,594 | 0.02% | 31q | +87.2%+$7.4M |
| 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 |
| 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% | 31q | +13.4%+$689.2K |
| Merit Financial Group, LLC | $5.7M | 113,833 | 0.04% | 6q | +4.6%+$252.5K |
| Integrated Investment Consultants, LLC | $5.7M | 113,724 | 1.13% | 11q | +31.6%+$1.4M |
| 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 |
| Betterment LLC | $5.1M | 102,031 | 0.01% | 8q | -10.1%-$579.1K |
| 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 |
| NATIXIS ADVISORS, LLC | $4.1M | 81,652 | 0.00% | 2q | +113.8%+$2.2M |
| 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 |
| Thrivent Financial for Lutherans | $2.8M | 55,411 | 0.00% | 4q | +6.3%+$165.8K |
| 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 |
| Janney Montgomery Scott LLC | $1.1M | 20,889 | 0.00% | 16q | -2.0%-$21.5K |
| One Capital Management, LLC | $1.0M | 20,857 | 0.03% | 4q | HELD |
| Columbia River Financial Group, LLC | $1.0M | 20,720 | 0.56% | 7q | +0.7%+$7.2K |
| 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 |
Showing the largest 100 of 222 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 79 | $297.1M | 5,986,700 | 12 | 26 | 22 | 0.0% |
| Q2 2026 | 222 | $1.1B | 21,214,338 | 23 | 84 | 55 | 0.0% |
| Q1 2026 | 219 | $1.1B | 21,370,377 | 22 | 75 | 68 | 0.0% |
| Q4 2025 | 220 | $1.0B | 20,751,429 | 32 | 79 | 55 | 0.0% |
| Q3 2025 | 192 | $989.8M | 19,596,325 | 18 | 83 | 55 | 0.0% |
| Q2 2025 | 187 | $915.0M | 18,200,898 | 23 | 80 | 50 | 0.0% |
| Q1 2025 | 175 | $777.1M | 15,534,187 | 26 | 70 | 43 | 0.0% |
| Q4 2024 | 162 | $624.9M | 12,508,793 | 18 | 73 | 30 | 0.0% |
| Q3 2024 | 147 | $657.9M | 13,075,443 | 15 | 58 | 35 | 0.0% |
| Q2 2024 | 141 | $565.7M | 11,279,466 | 20 | 59 | 38 | 0.0% |
| Q1 2024 | 134 | $570.1M | 11,375,131 | 11 | 54 | 41 | 0.0% |
| Q4 2023 | 135 | $558.0M | 11,162,972 | 17 | 40 | 46 | 0.0% |
| Q3 2023 | 117 | $502.8M | 10,093,182 | 19 | 36 | 44 | 0.0% |
| Q2 2023 | 108 | $411.5M | 8,247,498 | 10 | 39 | 41 | 0.0% |
| Q1 2023 | 108 | $364.9M | 7,302,088 | 14 | 30 | 49 | 0.0% |
| Q4 2022 | 111 | $429.5M | 8,689,164 | 12 | 41 | 36 | 0.0% |
| Q3 2022 | 104 | $18.7B | 376,199,614 | 19 | 35 | 29 | 0.1% |
| Q2 2022 | 104 | $2.8B | 55,967,688 | 21 | 33 | 36 | 0.0% |
| Q1 2022 | 95 | $2.4B | 48,841,479 | 17 | 27 | 31 | 0.0% |
| Q4 2021 | 95 | $403.1M | 8,045,655 | 12 | 22 | 32 | 0.0% |
| Q3 2021 | 86 | $192.9M | 3,844,276 | 10 | 31 | 19 | 0.0% |
| Q2 2021 | 86 | $162.0M | 3,227,657 | 8 | 26 | 33 | 0.0% |
| Q1 2021 | 89 | $178.1M | 3,543,854 | 5 | 28 | 37 | 0.0% |
| Q4 2020 | 101 | $179.2M | 3,567,037 | 21 | 30 | 28 | 0.0% |
| Q3 2020 | 81 | $352.6M | 7,024,623 | 10 | 30 | 26 | 0.0% |
| Q2 2020 | 75 | $338.0M | 6,739,904 | 11 | 27 | 23 | 0.0% |
| Q1 2020 | 76 | $2.5B | 49,592,869 | 9 | 24 | 23 | 0.0% |
| Q4 2019 | 84 | $1.8B | 35,228,557 | 14 | 27 | 14 | 0.0% |
| Q3 2019 | 64 | $1.8B | 36,023,978 | 13 | 28 | 11 | 0.0% |
| Q2 2019 | 57 | $2.0B | 38,986,506 | 7 | 21 | 17 | 0.0% |
| Q1 2019 | 58 | $2.1B | 42,543,719 | 11 | 21 | 12 | 0.0% |
| Q4 2018 | 52 | $1.4B | 28,423,799 | 2 | 2 | 1 | 0.0% |