Who Owns ISHARES U S ETF TR (MEAR)? -- Institutional Holders (2026-03-31)
241 institutions reported holding $1.07B of ISHARES U S ETF TR (MEAR) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($164.0M), Rockwood Wealth Management, LLC ($114.6M), Resonant Capital Advisors, LLC ($83.9M), BANK OF AMERICA CORP /DE/ ($71.4M), CAPTRUST FINANCIAL ADVISORS ($54.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $164.0M | 3.3M | Added |
| 2 | Rockwood Wealth Management, LLC | $114.6M | 2.3M | Added |
| 3 | Resonant Capital Advisors, LLC | $83.9M | 1.7M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $71.4M | 1.4M | Added |
| 5 | CAPTRUST FINANCIAL ADVISORS | $54.0M | 1.1M | Trimmed |
| 6 | LPL Financial LLC | $38.2M | 759,617 | Added |
| 7 | Integrated Wealth Concepts LLC | $33.1M | 657,951 | Added |
| 8 | Foster Group, Inc. | $29.7M | 589,876 | Added |
| 9 | Cetera Investment Advisers | $25.5M | 506,011 | Added |
| 10 | Ullmann Wealth Partners Group, LLC | $21.9M | 435,832 | Trimmed |
| 11 | Bank of New York Mellon Corp | $21.6M | 428,835 | Added |
| 12 | Equitable Holdings, Inc. | $19.4M | 385,125 | New |
| 13 | JPMORGAN CHASE & CO | $16.6M | 329,222 | Added |
| 14 | Crewe Advisors LLC | $15.5M | 307,365 | New |
| 15 | OSAIC HOLDINGS, INC. | $14.9M | 296,533 | Added |
| 16 | Rockefeller Capital Management L.P. | $11.4M | 226,012 | Added |
| 17 | Dynasty Wealth Management, LLC | $11.2M | 221,903 | Added |
| 18 | Quotient Wealth Partners, LLC | $10.3M | 204,221 | Added |
| 19 | HighTower Advisors, LLC | $9.8M | 193,766 | Trimmed |
| 20 | Focus Partners Wealth | $9.7M | 193,420 | Trimmed |
| 21 | Pine Harbor Wealth Management, LLC | $8.8M | 175,063 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $8.4M | 167,530 | Trimmed |
| 23 | CWM, LLC | $8.2M | 163,616 | Trimmed |
| 24 | Royal Bank of Canada | $8.1M | 159,913 | Trimmed |
| 25 | Smart Money Group LLC | $8.0M | 158,802 | Added |
Source: SEC Form 13F filings · as of 2026-03-31