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Disclosery

MEAR ISHARES U S ETF TR

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ETF (fund)

173 managers (174 13F filers) reported a position in MEAR shares at 2025-03-31, 15,027,867 shares in all. 25 filers opened a position and 11 filers sold out during the quarter.

Managers
173
13F filers
174
New
25
Added
76
Reduced
44
Sold out
11
Shares held by filers
15,027,867

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,931,903$97.1M0.01%+1,778,66813F-HRTimelineGroup
Rockwood Wealth Management, LLC1,789,745$89.9M9.16%+173,77813F-HRTimeline
Resonant Capital Advisors, LLC1,232,247$61.9M4.32%+180,34813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/947,123$47.6M<0.01%+28,43313F-HRTimelineGroup
Integrated Wealth Concepts LLC673,787$33.9M0.39%-3,47913F-HRTimeline
Foster Group, Inc.519,693$26.1M0.98%+6,14213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding489,953$24.6M+170,282Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC427,983$21.5M0.01%+137,27513F-HRTimelineGroup
LPL Financial LLC385,363$19.4M0.01%+50,71513F-HRTimeline
Ullmann Wealth Partners Group, LLC365,880$18.4M2.44%+18,25213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO307,561$15.5M<0.01%+46513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS284,052$14.3M0.04%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth278,942$14M0.04%-122,67413F-HR/ATimelineGroup
Portfolio Design Labs, LLC245,193$12.3M2.54%+8,76313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…210,411$10.6M0.15%-169,62313F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC202,262$10.2M0.44%+17,54113F-HRTimelineGroup
Cambridge Investment Research Advisors,…200,704$10.1M0.03%+29,95113F-HRTimeline
Pine Harbor Wealth Management, LLC182,345$9.16M3.67%-19,48313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC160,898$8.08M0.07%-31,25213F-HR/ATimelineGroup
Dynasty Wealth Management, LLC156,232$7.85M0.13%+12,59313F-HRTimeline
Quotient Wealth Partners, LLC155,386$7.81M0.25%+16,38413F-HRTimeline
CWM, LLCin group CWM, LLC147,907$7.43M0.03%+4,63113F-HRTimelineGroup
Smart Money Group LLC141,950$7.13M2.42%-8,75413F-HR/ATimeline
NewEdge Advisors, LLC120,040$6.03M0.04%-11,93413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.113,376$5.7M0.01%-7,95813F-HRTimelineGroup
Betterment LLC111,555$5.61M0.01%+25,91213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA107,035$5.38M<0.01%+72,07313F-HR/ATimelineGroup
Cetera Investment Advisers100,412$5.04M0.01%+39,80913F-HRTimeline
UBS Group AGin group UBS Group AG99,225$4.99M<0.01%+53,66513F-HRTimelineGroup
Modern Wealth Management, LLC92,037$4.62M0.15%+11,41913F-HR/ATimeline
OneDigital Investment Advisors LLC85,741$4.31M0.05%-3,30813F-HRTimeline
Sanctuary Advisors, LLC85,317$4.29M0.03%+40,16713F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC83,812$4.21M1.11%+22,06513F-HRTimelineGroup
Clarity Asset Management, Inc.80,676$4.05M2.61%-18,24113F-HRTimeline
HighTower Advisors, LLC77,714$3.9M0.01%-56,57213F-HRTimeline
Elmwood Wealth Management, Inc.75,730$3.8M1.56%+7,40513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC73,255$3.68M0.14%+10,75313F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC66,587$3.35M0.68%+2,70313F-HRTimeline
Obsidian Personal Planning Solutions LLC65,139$3.26M1.46%-48213F-HRTimeline
Integrated Investment Consultants, LLC63,455$3.19M0.63%+2,89013F-HR/ATimeline
Sigma Planning Corp58,785$2.95M0.09%-3,89713F-HRTimeline
Tortoise Investment Management, LLC56,010$2.81M0.29%new13F-HR/ATimeline
Keystone Financial Group, Inc.52,258$2.61M1.84%+16,58713F-HRTimeline
Private Advisor Group, LLC51,898$2.61M0.02%+13,04813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…49,792$2.5M<0.01%+7,19313F-HRTimeline
Richard P Slaughter Associates Inc49,761$2.5M0.58%+42,11113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …49,706$2.49M0.2%+3,93613F-HRTimeline
KWMG, LLC46,952$2.36M0.24%-1,55213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC46,107$2.32M<0.01%+12,29413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,347$2.13M<0.01%+40813F-HRTimelineGroup
KM Capital Management Ltd.41,717$2.1M1.13%+25,20613F-HRTimeline
Flagship Private Wealth, LLC40,227$2.02M0.96%-2,74913F-HRTimeline
TAGStone Capital, Inc.40,040$2.01M0.99%new13F-HRTimeline
Highland Financial Advisors, LLC39,161$1.97M0.7%-63413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.39,149$1.97M<0.01%+37213F-HRTimelineGroup
First Citizens Financial Corp38,215$1.92M1.09%new13F-HRTimeline
Merit Financial Group, LLC35,798$1.8M0.03%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC35,650$1.79M0.07%-4,50013F-HRTimeline
HILL ISLAND FINANCIAL LLC35,073$1.76M0.52%+17813F-HRTimeline
1900 WEALTH MANAGEMENT LLC30,777$1.55M0.13%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC30,190$1.52M0.18%+2,56113F-HRTimeline
MML INVESTORS SERVICES, LLC29,695$1.49M<0.01%+3,79213F-HRTimeline
Henderson Brothers Financial Partners, …29,495$1.48M0.74%13F-HRTimeline
Mariner, LLCin group Mariner, LLC29,307$1.47M<0.01%+11,37313F-HRTimelineGroup
Atria Wealth Solutions, Inc.29,016$1.46M0.02%+4,30213F-HRTimeline
Orion Porfolio Solutions, LLC28,382$1.43M0.01%-5,35513F-HRTimeline
Orion Portfolio Solutions, LLC28,382$1.43M0.01%-5,35513F-HR/ATimeline
COMERICA BANK27,792$1.4M0.01%+26,34813F-HRTimeline
Creative Planningin group Creative Planning25,132$1.26M<0.01%+413F-HRTimelineGroup
Aprio Wealth Management, LLC25,079$1.26M0.16%+3,94713F-HRTimeline
Total Clarity Wealth Management, Inc.24,921$1.24M0.41%013F-HRTimeline
LexAurum Advisors, LLC24,513$1.23M0.24%new13F-HRTimeline
Columbia River Financial Group, LLC24,065$1.21M0.81%-3,99413F-HRTimeline
WEBSTER BANK, N. A.24,016$1.21M0.13%-34,62413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,049$1.16M<0.01%-36,53913F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,009$1.16M<0.01%+6,94513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,945$1.15M0.02%+7,97913F-HRTimelineGroup
Five Pine Wealth Management22,170$1.11M0.91%+1,62113F-HRTimeline
Willis Johnson & Associates, Inc.21,655$1.09M0.08%-20,90313F-HRTimeline
D.A. DAVIDSON & CO.21,204$1.07M0.01%+42013F-HRTimeline
Kathmere Capital Management, LLC20,609$1.04M0.09%+7513F-HRTimeline
Aveo Capital Partners, LLC20,307$1.02M0.17%-1,26813F-HRTimeline
Western Wealth Management, LLC20,139$1.01M0.07%013F-HRTimeline
Beacon Pointe Advisors, LLC20,000$1M0.01%-1,02913F-HRTimeline
Fourth Dimension Wealth, LLC18,674$938K0.45%+6613F-HRTimeline
Principle Wealth Partners LLC18,049$907K0.06%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,050$906K<0.01%+6,83513F-HR/ATimelineGroup
4J Wealth Management LLC17,815$895K0.71%+2513F-HRTimeline
Summit Wealth Partners, LLC17,225$865K0.18%+8,35213F-HRTimeline
Evernest Financial Advisors, LLC16,756$842K0.3%+1,45213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.15,118$760K<0.01%+4,09113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,711$739K<0.01%+67413F-HRTimelineGroup
Sharkey, Howes & Javer14,050$706K0.1%-11,35713F-HRTimeline
Objective Capital Management, LLC14,034$705K0.9%+4,83813F-HRTimeline
Client First Capital LLC13,843$695K0.36%new13F-HRTimeline
Core Wealth Advisors, Inc.13,808$694K0.22%-32213F-HRTimeline
&PARTNERS13,604$683K0.01%+98313F-HRTimeline
McKinley Carter Wealth Services, Inc.13,296$668K0.04%new13F-HRTimeline
Belpointe Asset Management LLC12,954$651K0.03%-2,73813F-HRTimeline
Insight Inv LLC12,800$643K0.44%013F-HRTimeline
IFP Advisors, Inc12,759$641K0.02%+8,01913F-HRTimeline
SYKON CAPITAL LLC12,497$628K0.24%-8,36013F-HRTimeline
Savvy Advisors, Inc.12,166$611K0.06%013F-HRTimeline
Janney Montgomery Scott LLC11,544$580K<0.01%-1,17113F-HRTimeline
VERITY Wealth Advisors11,425$574K0.43%013F-HRTimeline
Crossmark Global Holdings, Inc.11,398$572K0.01%new13F-HRTimeline
RFG Advisory, LLC11,272$566K0.02%new13F-HRTimeline
Allworth Financial LP10,244$513K<0.01%+2,96513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,159$510K0.02%-4,96613F-HRTimelineGroup
Graypoint LLC10,032$504K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…10,005$503K0.04%+8,01513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,766$490K<0.01%013F-HR/ATimelineGroup
Chicago Partners Investment Group LLC9,482$474K0.02%+4,02313F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…8,286$416K0.19%-5713F-HRTimeline
OPTIMA CAPITAL LLC8,147$409K0.26%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC8,036$404K<0.01%-50,50813F-HRTimeline
Cross Staff Investments Inc8,000$402K0.3%013F-HRTimeline
Milestone Investment Advisors LLC7,491$376K0.1%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV7,316$367K0.19%013F-HRTimeline
MRP Capital Investments, LLC7,000$352K0.33%013F-HRTimeline
Visionary Wealth Advisors6,958$350K0.02%+2,79613F-HRTimeline
Advisory Services Network, LLC6,914$347K0.01%+27913F-HRTimeline
Waverly Advisors, LLC6,902$347K<0.01%+213F-HRTimeline
Vertex Planning Partners, LLC6,829$343K0.07%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,788$341K<0.01%-2,71713F-HRTimelineGroup
BlackDiamond Wealth Management, LLC6,765$338K0.23%+1013F-HRTimeline
Iowa State Bank6,649$334K0.07%new13F-HRTimeline
Alexander Randolph Advisory, Inc.6,495$326K0.32%+1,49513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,186$311K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC5,674$285K0.05%+52713F-HRTimeline
Lantz Financial LLC5,442$273K0.07%-74813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC5,421$272K0.11%013F-HRTimeline
Perennial Investment Advisors, LLC5,247$264K0.03%new13F-HRTimeline
DecisionMap Wealth Management, LLC5,238$263K0.2%-67113F-HRTimeline
LEGACY SOLUTIONS, LLC5,161$259K0.29%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,120$257K0.01%new13F-HRTimeline
PEOPLES BANK /OH5,104$256K0.17%new13F-HRTimeline
IHT Wealth Management, LLC4,921$247K0.01%-4,28613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,800$241K0.01%-1,40013F-HRTimeline
BCGM Wealth Management, LLC4,753$239K0.07%+2413F-HRTimeline
Csenge Advisory Group4,739$237K0.01%new13F-HRTimeline
Worth Financial Advisory Group, LLC4,587$230K0.15%new13F-HRTimeline
Stokes Family Office, LLC4,322$217K0.02%+14913F-HRTimeline
Pineridge Advisors LLC4,312$217K0.08%+2213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,302$216K0.01%new13F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC4,181$209K0.02%new13F-HRTimeline
Horizon Family Wealth, Inc.4,051$204K0.14%+413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,986$200K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.2,634$132K<0.01%013F-HRTimeline
Global Financial Private Client, LLC2,200$111K0.04%013F-HRTimeline
WealthTrak Capital Management LLC2,102$106K0.09%013F-HRTimeline
Sunbelt Securities, Inc.1,997$100K0.01%-1813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,658$83.3K<0.01%-29913F-HRTimelineGroup
CX Institutional1,486$75K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,483$74.5K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,324$66.4K<0.01%+11413F-HRTimeline
Medallion Wealth Advisors, LLC1,202$60.2K0.03%013F-HRTimeline
Paladin Advisory Group, LLC835$42K0.03%013F-HRTimeline
Capital Advisors, Ltd. LLC621$31K<0.01%013F-HRTimeline
Opal Wealth Advisors, LLC573$28.8K0.01%-9,72413F-HRTimeline
Physician Wealth Advisors, Inc.487$24.5K<0.01%+313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV461$23.2K<0.01%+10213F-HRTimeline
City State Bank381$19.1K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC345$17.2K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC292$14.7K<0.01%-8313F-HRTimeline
Pinnacle Bancorp, Inc.262$13.2K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.228$11.5K<0.01%-4313F-HRTimelineGroup
OGOREK ANTHONY JOSEPH /NY/ /ADV207$10K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.127$6.38K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.100$5K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC81$4.07K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$27<0.01%-2,36913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.