MEAR — Ishares U S ETF Tr Institutional Holders · Q3 2026
Who owns Ishares U S ETF Tr (MEAR)? 14 institutions reported holding $7.87M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Titleist Asset Management, LLC ($2.7M), Valeo Financial Advisors, LLC ($1.4M), Capital Advisors Wealth Management, LLC ($1.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TITLEIST ASSET MANAGEMENT, LLC | $2.7M | 53,397 | Added |
| 2 | Valeo Financial Advisors, LLC | $1.4M | 28,177 | Trimmed |
| 3 | Capital Advisors Wealth Management, LLC | $1.2M | 23,353 | New |
| 4 | KWMG, LLC | $725,144 | 14,611 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $438,820 | 8,842 | Trimmed |
| 6 | Mallini Complete Financial Planning LLC | $297,780 | 0 | Hold |
| 7 | Iowa State Bank | $280,360 | 5,649 | Trimmed |
| 8 | Avidian Wealth Enterprises, LLC | $267,208 | 5,384 | Added |
| 9 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $249,843 | 5,034 | New |
| 10 | LEGACY SOLUTIONS, LLC | $206,957 | 4,170 | Hold |
| 11 | Planning Strategies Inc. | $108,293 | 2,182 | Hold |
| 12 | CX Institutional | $76,000 | 1,528 | Added |
| 13 | VALLEY WEALTH MANAGERS, INC. | $9,926 | 200 | Hold |
| 14 | FINANCIAL MANAGEMENT NETWORK INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30