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 160 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $649 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
|
$81.1 Million
8.72% of portfolio
|
Q4 2024
Added 69.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,392,166
shares
|
$69.9 Million
0.01% of portfolio
|
Q3 2024
Added 302.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,150,903
shares
|
$57.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.04%
|
|
|
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%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
694,617
shares
|
$34.9 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
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 |
Nov 08, 2024 Q3 2024 |
322,859
shares
|
$16.2 Million
0.01% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
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
|
Nov 06, 2024 Q3 2024 |
255,898
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Added 31.56%
|
|
|
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%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
192,150
shares
|
$9.65 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
181,117
shares
|
$9.09 Million
0.7% of portfolio
|
Q3 2024
Added 208.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
156,881
shares
|
$7.88 Million
0.03% of portfolio
|
Q3 2024
Added 119.96%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Nov 13, 2024 Q3 2024 |
153,263
shares
|
$7.7 Million
3.84% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
150,704
shares
|
$7.57 Million
2.96% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
150,223
shares
|
$7.54 Million
0.03% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
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%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
129,398
shares
|
$6.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
109,101
shares
|
$5.48 Million
0.01% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
97,914
shares
|
$4.92 Million
3.42% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
97,040
shares
|
$4.87 Million
0.03% of portfolio
|
Q3 2024
Added 18.16%
|