ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 0.01% | 0.01% | #151 | $167.6M | 3.3M | $172.7M | 3.4M | -92,698-2.71% | Reduce | |
| Rockwood Wealth Management, LLC | 7.55% | 8.2% | #1 | $119.4M | 2.4M | $114.6M | 2.3M | +93,957+4.13% | Add | |
| Resonant Capital Advisors, LLC | 4.34% | 4.41% | #2 | $90.9M | 1.8M | $83.9M | 1.7M | +137,410+8.24% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | 0.01% | #170 | $71.2M | 1.4M | $71.4M | 1.4M | -6,291-0.44% | Reduce | |
| CAPTRUST FINANCIAL ADVISORS | 0.08% | 0.09% | #79 | $53.1M | 1.1M | $54.0M | 1.1M | -17,585-1.64% | Reduce | |
| LPL Financial LLC | 0.01% | 0.01% | #153 | $38.0M | 755,026 | $38.2M | 759,617 | -4,591-0.60% | Reduce | |
| Integrated Wealth Concepts LLC | 0.17% | 0.26% | #54 | $34.5M | 685,657 | $33.1M | 657,951 | +27,706+4.21% | Add | |
| Foster Group, Inc. | 0.82% | 0.88% | #16 | $30.9M | 612,466 | $29.7M | 589,876 | +22,590+3.83% | Add | |
| Cetera Investment Advisers | 0.02% | 0.03% | #118 | $26.9M | 533,439 | $25.5M | 506,011 | +27,428+5.42% | Add | |
| Rockefeller Capital Management L.P. | 0.04% | 0.02% | #109 | $23.0M | 457,119 | $11.4M | 226,012 | +231,107+102.25% | Add | |
| Ullmann Wealth Partners Group, LLC | 2.03% | 2.28% | #6 | $22.4M | 444,308 | $21.9M | 435,832 | +8,476+1.94% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #202 | $18.5M | 366,933 | $16.6M | 329,222 | +37,711+11.45% | Add | |
| OSAIC HOLDINGS, INC. | 0.02% | 0.02% | #121 | $17.2M | 341,827 | $14.9M | 296,533 | +45,294+15.27% | Add | |
| Equitable Holdings, Inc. | 0.09% | 0.12% | #75 | $14.7M | 291,789 | $19.4M | 385,125 | -93,336-24.24% | Reduce | |
| Smart Money Group LLC | 3.7% | 2.33% | #4 | $14.4M | 285,976 | $8.0M | 158,802 | +127,174+80.08% | Add | |
| Dynasty Wealth Management, LLC | 0.1% | 0.1% | #73 | $13.1M | 260,289 | $11.2M | 221,903 | +38,386+17.30% | Add | |
| Quotient Wealth Partners, LLC | 0.27% | 0.27% | #40 | $11.4M | 227,247 | $10.3M | 204,221 | +23,026+11.28% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #193 | $10.5M | 207,538 | $8.1M | 159,913 | +47,625+29.78% | Add | |
| HighTower Advisors, LLC | 0.01% | 0.01% | #145 | $10.3M | 205,252 | $9.8M | 193,766 | +11,486+5.93% | Add | |
| JONES FINANCIAL COMPANIES LLLP | <0.01% | <0.01% | #173 | $9.9M | 195,912 | $6.7M | 133,623 | +62,289+46.62% | Add | |
| 55 North Private Wealth, LLC | 1.88% | 1.23% | #7 | $9.6M | 189,921 | $4.8M | 95,568 | +94,353+98.73% | Add | |
| Focus Partners Wealth | 0.01% | 0.01% | #148 | $9.1M | 181,094 | $9.7M | 193,420 | -12,326-6.37% | Reduce | |
| Pine Harbor Wealth Management, LLC | 2.32% | 2.64% | #5 | $8.7M | 172,298 | $8.8M | 175,063 | -2,765-1.58% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | 0.02% | 0.02% | #125 | $7.9M | 156,797 | $8.4M | 167,530 | -10,733-6.41% | Reduce | |
| UBS Group AG | <0.01% | <0.01% | #204 | $6.6M | 131,549 | $5.3M | 104,587 | +26,962+25.78% | Add | |
| DeLarme Wealth Management, Inc. | 3.74% | 4.05% | #3 | $6.4M | 127,864 | $6.3M | 124,805 | +3,059+2.45% | Add | |
| NewEdge Advisors, LLC | 0.02% | 0.02% | #129 | $5.8M | 116,068 | $5.2M | 102,387 | +13,681+13.36% | Add | |
| Merit Financial Group, LLC | 0.04% | 0.04% | #110 | $5.7M | 113,833 | $5.5M | 108,821 | +5,012+4.61% | Add | |
| Integrated Investment Consultants, LLC | 1.09% | 0.92% | #10 | $5.7M | 113,724 | $4.4M | 86,418 | +27,306+31.60% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #196 | $5.7M | 112,905 | $5.0M | 99,992 | +12,913+12.91% | Add | |
| Ausdal Financial Partners, Inc. | 0.22% | 0.19% | #46 | $5.5M | 109,517 | $4.3M | 85,204 | +24,313+28.54% | Add | |
| Betterment LLC | 0.01% | 0.01% | #152 | $5.1M | 102,031 | $5.7M | 113,526 | -11,495-10.13% | Reduce | |
| DONALDSON CAPITAL MANAGEMENT, LLC | 0.13% | 0.13% | #64 | $4.5M | 89,475 | $4.0M | 79,992 | +9,483+11.85% | Add | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #200 | $4.3M | 84,763 | $2.5M | 50,288 | +34,475+68.56% | Add | |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.2% | 0.22% | #47 | $4.1M | 81,901 | $3.9M | 77,831 | +4,070+5.23% | Add | |
| NATIXIS ADVISORS, LLC | <0.01% | <0.01% | #169 | $4.1M | 81,652 | $1.9M | 38,188 | +43,464+113.82% | Add | |
| Sanctuary Advisors, LLC | 0.02% | 0.03% | #124 | $4.0M | 79,080 | $5.1M | 101,344 | -22,264-21.97% | Reduce | |
| Cresta Advisors, Ltd. | 1.42% | 1.62% | #9 | $4.0M | 78,767 | $4.0M | 78,767 | 00.00% | Unchanged | |
| Willis Johnson & Associates, Inc. | 0.2% | 0.21% | #49 | $3.6M | 71,295 | $3.7M | 72,832 | -1,537-2.11% | Reduce | |
| JACOBSON & SCHMITT ADVISORS, LLC | 0.57% | 0.65% | #23 | $3.5M | 68,784 | $3.6M | 70,881 | -2,097-2.96% | Reduce | |
| Elmwood Wealth Management, Inc. | 0.85% | 1.23% | #14 | $3.4M | 67,460 | $4.4M | 88,020 | -20,560-23.36% | Reduce | |
| Richard P Slaughter Associates Inc | 0.6% | 1.04% | #21 | $3.0M | 60,360 | $4.8M | 95,450 | -35,090-36.76% | Reduce | |
| Beacon Pointe Advisors, LLC | 0.01% | 0.02% | #136 | $2.9M | 57,058 | $2.9M | 56,894 | +164+0.29% | Add | |
| THRIVENT FINANCIAL FOR LUTHERANS | <0.01% | <0.01% | #172 | $2.8M | 55,411 | $2.6M | 52,120 | +3,291+6.31% | Add | |
| AXXCESS WEALTH MANAGEMENT, LLC | 0.04% | — | #97 | $2.8M | 54,959 | $0 | 0 | +54,959 | New Buy | |
| BlackRock, Inc. | <0.01% | <0.01% | #219 | $2.7M | 53,348 | $2.7M | 53,962 | -614-1.14% | Reduce | |
| Bank of New York Mellon Corp | <0.01% | <0.01% | #211 | $2.7M | 52,931 | $21.6M | 428,835 | -375,904-87.66% | Reduce | |
| Horizon Wealth Management, LLC | 0.33% | 0.43% | #34 | $2.6M | 51,951 | $2.9M | 57,925 | -5,974-10.31% | Reduce | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #187 | $2.5M | 49,023 | $2.5M | 49,203 | -180-0.37% | Reduce | |
| TITLEIST ASSET MANAGEMENT, LLC | 0.16% | 0.18% | #55 | $2.4M | 48,598 | $2.3M | 46,400 | +2,198+4.74% | Add |