Public ownership evidence

iShares Short Maturity Municipal Bond Active ETF (MEAR) Ownership Disclosures

Read MEAR insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Short Maturity Municipal Bond Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
24,664
Value (USD)
$1,242,572
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read MEAR fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read MEAR fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-2924,664$1,242,572None
Cornerstone Financial Management LLC2026-03-312026-08-2924,656$1,241,183None
Cornerstone Financial Management LLC2025-12-312026-08-2922,612$1,137,836None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-204,061$204,570None
Beacon Pointe Advisors, LLC2026-06-302026-08-1957,058$2,874,578None
KM Capital Management Ltd.2026-06-302026-08-186,361$320,467None
Corient Private Wealth LP2026-06-302026-08-184,497$226,559None
Asset Allocation Strategies LLC2026-06-302026-08-1840,923$2,061,683None
Integrated Investment Consultants, LLC2026-06-302026-08-18113,724$5,729,392None
Equitable Holdings, Inc.2026-06-302026-08-18291,789$14,700,346None
Financial Plan, Inc.2026-06-302026-08-157,797$392,813None
Modern Wealth Management, LLC2026-06-302026-08-1541,652$2,098,419None
PERSPECTIVE WEALTH ADVISORS LLC2026-06-302026-08-1539,136$1,971,672None
Milestone Investment Advisors LLC2026-06-302026-08-157,382$371,906None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-154,380$220,677None
Vertex Planning Partners, LLC2026-06-302026-08-1511,756$592,281None
OSAIC HOLDINGS, INC.2026-06-302026-08-1514,252$717,998None
OSAIC HOLDINGS, INC.2026-06-302026-08-15327,575$16,504,136None
Betterment LLC2026-06-302026-08-15102,031$5,140,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-156,157$310,000None
Medallion Wealth Advisors, LLC2026-06-302026-08-152,363$119,326None
Waverly Advisors, LLC2026-06-302026-08-1532,627$1,643,761None
&PARTNERS2026-06-302026-08-1527,511$1,386,009None
Thrivent Financial for Lutherans2026-06-302026-08-1555,411$2,792,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15195,912$9,870,070None
Ausdal Financial Partners, Inc.2026-06-302026-08-15108,717$5,477,138None
Ausdal Financial Partners, Inc.2026-06-302026-08-15800$40,304None
Cerity Partners LLC2026-06-302026-08-159,522$479,702None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1510,490$528,486None
ROYAL BANK OF CANADA2026-06-302026-08-15193,359$9,741,000None
ROYAL BANK OF CANADA2026-06-302026-08-1514,179$714,000None
Southeast Asset Advisors, LLC2026-06-302026-08-157,750$390,445None
IHT Wealth Management, LLC2026-06-302026-08-159,065$456,698None
Dorsey & Whitney Trust CO LLC2026-06-302026-08-154,651$234,317None
NATIXIS ADVISORS, LLC2026-06-302026-08-1581,652$4,113,000None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1547,658$2,401,004None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1537,105$1,869,350None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151,096$55,221None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15378,165$19,051,953None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15726,952$36,623,860None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15307,471$15,490,389None
Highland Investment Advisors LLC2026-06-302026-08-146,208$312,746None
Henderson Brothers Financial Partners, LLC2026-06-302026-08-1434,286$1,727,314None
Columbia River Financial Group, LLC2026-06-302026-08-1420,720$1,043,000None
Pine Harbor Wealth Management, LLC2026-06-302026-08-14172,298$8,680,378None
FIDELIS CAPITAL PARTNERS, LLC2026-06-302026-08-144,854$244,545None
Willis Johnson & Associates, Inc.2026-06-302026-08-1471,295$3,591,841None
Sanctuary Advisors, LLC2026-06-302026-08-1479,080$3,984,056None
Quantinno Capital Management LP2026-06-302026-08-1419,100$962,258None
Five Pine Wealth Management2026-06-302026-08-1427,151$1,367,888None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗KM Capital Management Ltd. ↗Corient Private Wealth LP ↗Asset Allocation Strategies LLC ↗Integrated Investment Consultants, LLC ↗Equitable Holdings, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.