iShares SH Dba ETF UsdNEARETF
13F holders, Q2 2026 (June 30)406holders +17
47new positions
29sold out
2famous investors
$50.65avg. 13F price*
At the end of Q2 2026, 406 institutions reported holding iShares SH Dba ETF Usd Inc. (NEAR) in their 13F filings, up 17 from Q1 2026. 47 opened new positions and 29 sold out. The largest holders were FMR LLC ($284.7M), Morgan Stanley ($196.1M) and Bank of America Corp. ($168.1M). 2 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares SH Dba ETF Usd Inc.
- CUSIP
- 46431W507
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $71.8M |
| Exits | 29 | $30.7M |
All 13F filers, Q1 2026 → Q2 2026: 10,978,819 shares bought and 2,635,947 shares sold, net +8,342,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 406 holders
| FMR LLC | 0.01% | Add +471.5% | 5,619,600 | $284.7M |
| Morgan Stanley | 0.01% | Add +10.1% | 3,871,460 | $196.1M |
| Bank of America Corp. | 0.01% | Add +8.4% | 3,317,434 | $168.1M |
| Clearwater Capital Advisors, LLC | 12.06% | Add +4.2% | 3,249,759 | $164.6M |
| Wells Fargo & Company | 0.03% | Add +5.0% | 2,900,901 | $147.0M |
| LPL Financial LLC | 0.03% | Reduce -1.6% | 2,700,719 | $136.8M |
| UBS Group AG | 0.02% | Add +4.5% | 2,622,657 | $132.9M |
| Bramshill Investments, LLC | 10.10% | Add +8.7% | 2,605,312 | $132.0M |
| BlackRock, Inc. | 0.00% | Add +5.1% | 2,374,042 | $120.3M |
| Cetera Investment Advisers | 0.07% | Add +12.7% | 1,592,377 | $80.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.1% | 1,248,932 | $63.3M |
| Ameriprise Financial Inc. | 0.01% | Add +7.9% | 1,182,343 | $59.9M |
| Americana Partners, LLC | 1.35% | Add +4.0% | 1,182,187 | $59.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +354.1% | 894,861 | $45.3M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -18.9% | 865,349 | $43.8M |
| Royal Bank of Canada | 0.01% | Add +15.5% | 835,366 | $42.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.0% | 648,483 | $32.9M |
| Syntegra Private Wealth Group, LLC | 2.53% | Add +233.4% | 644,912 | $32.7M |
| NewEdge Advisors, LLC | 0.09% | Reduce -34.5% | 598,998 | $30.3M |
| Weil Company, Inc. | 5.21% | New | 583,651 | $29.6M |
| Peapack Gladstone Financial Corp. | 0.31% | Add +27.9% | 533,561 | $27.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.1% | 524,353 | $26.6M |
| Stifel Financial Corp. | 0.02% | Reduce -4.4% | 506,861 | $25.7M |
| United Services Automobile Association | 2.00% | No change | 490,400 | $24.8M |
| Alexander Randolph Advisory, Inc. | 19.96% | Add +3.7% | 478,466 | $24.2M |
| Gotham Asset Management | 0.05% | Add +9.6% | 435,242 | $22.0M |
| Integrated Investment Consultants, LLC | 4.28% | Reduce -1.2% | 439,042 | $21.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +42.7% | 416,549 | $21.1M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +1364.7% | 388,871 | $19.7M |
| Donaldson Capital Management, LLC | 0.55% | Reduce -7.1% | 382,732 | $19.4M |
| Axxcess Wealth Management, LLC | 0.30% | Add +21.3% | 373,440 | $18.9M |
| Kwmg, LLC | 1.23% | Add +5.6% | 334,989 | $17.0M |
| Oppenheimer & Co. Inc. | 0.17% | Add +16.0% | 312,941 | $15.9M |
| WBH Advisory Inc. | 1.01% | Add +18.3% | 296,264 | $15.0M |
| Waverly Advisors, LLC | 0.09% | Reduce -1.6% | 293,880 | $14.9M |
| Proficio Capital Partners LLC | 0.53% | Add +17.2% | 291,350 | $14.8M |
| Union Bancaire Privee, UBP SA | 0.16% | Add +0.4% | 287,639 | $14.6M |
| Securian Asset Management, Inc. | 0.52% | No change | 283,620 | $14.3M |
| Timmons Wealth Management, LLC | 10.30% | Add +33.6% | 278,069 | $14.1M |
| Kraft, Davis & Associates, LLC | 2.73% | Add +0.5% | 259,050 | $13.1M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +9.1% | 256,177 | $13.0M |
| Focus Partners Wealth | 0.01% | Add +1.5% | 235,567 | $11.9M |
| Captrust Financial Advisors | 0.02% | Reduce -5.9% | 224,104 | $11.4M |
| Independent Financial Group, LLC | 0.20% | Add +354.2% | 215,557 | $10.9M |
| Valley National Advisers Inc. | 1.12% | Add +5.3% | 198,551 | $10.1M |
| OneDigital Investment Advisors LLC | 0.08% | Add +22.8% | 193,239 | $9.8M |
| McAdam, LLC | 0.37% | New | 188,682 | $9.6M |
| Jacobson & Schmitt Advisors, LLC | 1.54% | Add +0.4% | 186,421 | $9.4M |
| Private Advisor Group, LLC | 0.04% | Reduce -31.2% | 182,875 | $9.3M |
| HighTower Advisors, LLC | 0.01% | Add +9.7% | 181,673 | $9.2M |
| Ifrah Financial Services, Inc. | 2.24% | Add +1.0% | 180,947 | $9.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +16.4% | 180,626 | $9.2M |
| Maimon Wealth Management LTD. | 6.75% | Add +6.0% | 172,910 | $8.8M |
| Brookwood Investment Group LLC | 1.01% | Add +4.2% | 171,037 | $8.7M |
| Selby Wealth Management, LLC | 2.90% | Add +12.4% | 161,291 | $8.2M |
| Integrity Alliance, Llc. | 0.25% | Add +5.6% | 159,942 | $8.1M |
| Bond & Devick Financial Network, Inc. | 1.99% | Add +13.7% | 159,205 | $8.1M |
| &partners | 0.03% | Add +6.2% | 158,938 | $8.0M |
| OakTrust Wealth Advisors, LLC | 6.85% | Add +6.4% | 156,826 | $7.9M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -15.3% | 156,446 | $7.9M |
| Baird Financial Group, Inc. | 0.01% | Add +23.9% | 152,361 | $7.7M |
| Proathlete Wealth Management LLC | 1.91% | Reduce -2.9% | 154,765 | $7.7M |
| Rollins Financial Advisors, LLC | 1.00% | Reduce -3.4% | 149,420 | $7.6M |
| Apollon Financial, LLC | 0.88% | Add +15.3% | 147,595 | $7.5M |
| Savant Capital, LLC | 0.02% | New | 142,216 | $7.2M |
| Sand Hill Global Advisors, LLC | 0.22% | No change | 141,314 | $7.2M |
| MML Investors Services, LLC | 0.01% | Add +20.0% | 135,515 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.6% | 134,240 | $6.8M |
| Bank of Montreal | 0.00% | Add +8.6% | 132,370 | $6.7M |
| Summit Financial, LLC | 0.07% | Reduce -16.3% | 131,104 | $6.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +13.2% | 129,740 | $6.6M |
| Level Four Advisory Services, LLC | 0.19% | Add +3.9% | 129,603 | $6.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -30.9% | 124,459 | $6.3M |
| San Luis Wealth Advisors LLC | 0.93% | Reduce -44.5% | 121,545 | $6.2M |
| Alpha Financial Advisors, LLC | 1.71% | Add +5.0% | 121,315 | $6.1M |
| Staley Capital Advisers Inc. | 0.24% | No change | 119,430 | $6.1M |
| Jones Financial Companies LLLP | 0.00% | Add +123.9% | 113,239 | $5.7M |
| Montecito Bank & Trust | 0.85% | Add +0.7% | 112,329 | $5.7M |
| Mariner, LLC | 0.01% | Reduce -13.7% | 109,369 | $5.5M |
| Gladstone Institutional Advisory LLC | 0.17% | Reduce -0.2% | 105,933 | $5.4M |
| Financial Management Network Inc. | 0.76% | Reduce -7.8% | 104,865 | $5.3M |
| Lowe Brockenbrough & Co. Inc. | 0.24% | Reduce -19.5% | 104,614 | $5.3M |
| Meramec Financial Planners, LLC | 1.91% | Add +4.0% | 103,366 | $5.2M |
| Truist Financial Corp. | 0.01% | Add +9.4% | 101,883 | $5.2M |
| AlphaCore Capital LLC | 0.09% | Add +30.9% | 101,850 | $5.2M |
| Kure Advisory, LLC | 2.37% | Add +10.0% | 98,616 | $5.0M |
| Citigroup Inc. | 0.00% | Add +26.7% | 92,394 | $4.7M |
| Caliber Wealth Management, LLC / KS | 0.45% | Add +0.4% | 91,470 | $4.6M |
| Sigma Planning Corp | 0.12% | Add +12.8% | 90,263 | $4.6M |
| Van Hulzen Asset Management, LLC | 0.32% | Reduce -7.7% | 88,576 | $4.5M |
| WJ Wealth Management, LLC | 1.75% | Add +1.9% | 87,652 | $4.4M |
| Focus Financial Network, Inc. | 0.14% | Add +33.6% | 86,697 | $4.4M |
| Brady Family Wealth, LLC | 1.24% | Add +1.7% | 84,905 | $4.3M |
| Cary Street Partners Financial LLC | 0.09% | Add +2.3% | 80,733 | $4.1M |
| KKM Financial LLC | 0.53% | Add +8.8% | 76,874 | $3.9M |
| Wescott Financial Advisory Group, LLC | 0.30% | Add +5.1% | 76,837 | $3.9M |
| First Citizens Financial Corp | 1.60% | Add +5.0% | 75,443 | $3.8M |
| Cadia Private Client LLC | 2.69% | New | 73,894 | $3.7M |
| IRON Financial LLC | 1.54% | Add +6.1% | 73,824 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -9.9% | 73,289 | $3.7M |
"% of holder's portfolio" is NEAR's weight in each manager's 13F, not the share of iShares SH Dba ETF Usd Inc. the manager owns.