Institutional Ownership Blackrock Short Maturity Munic (MEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Munic (MEAR). We have compiled data on the 173 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $616 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
1,615,967
shares
|
$81.2 Million
8.72% of portfolio
|
Q4 2024
Added 69.75%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,051,899
shares
|
$52.8 Million
3.89% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
918,690
shares
|
$46.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.18%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
677,266
shares
|
$34 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
513,551
shares
|
$25.8 Million
1.02% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
380,034
shares
|
$19.1 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
347,628
shares
|
$17.5 Million
2.24% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
334,648
shares
|
$16.8 Million
0.01% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
307,096
shares
|
$15.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 77.94%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
297,105
shares
|
$14.9 Million
0.58% of portfolio
|
Q4 2024
Added 22.36%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
290,708
shares
|
$14.6 Million
0.0% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
236,430
shares
|
$11.9 Million
2.42% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
201,828
shares
|
$10.1 Million
4.06% of portfolio
|
Q4 2024
Added 31.69%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
192,150
shares
|
$9.65 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
184,721
shares
|
$9.28 Million
0.71% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
183,190
shares
|
$9.2 Million
0.14% of portfolio
|
Q3 2023
Reduced 5.38%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
181,370
shares
|
$9.11 Million
2.7% of portfolio
|
Q3 2024
Added 35.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
170,753
shares
|
$8.58 Million
0.03% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
153,235
shares
|
$7.7 Million
0.0% of portfolio
|
Q4 2024
Added 18.42%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
150,704
shares
|
$7.57 Million
2.96% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
143,639
shares
|
$7.22 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
143,276
shares
|
$7.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
139,002
shares
|
$6.98 Million
0.23% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
134,286
shares
|
$6.75 Million
0.01% of portfolio
|
Q4 2024
Added 74.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
131,974
shares
|
$6.63 Million
0.04% of portfolio
|
Q4 2024
Added 36.0%
|