iShares SH Dba ETF UsdNEARETF
13F holders, Q1 2024 (March 31)329holders
3famous investors
$50.45avg. 13F price*
At the end of Q1 2024, 329 institutions reported holding iShares SH Dba ETF Usd Inc. (NEAR) in their 13F filings. The largest holders were Bank of America Corp. ($174.1M), Morgan Stanley ($125.4M) and Bramshill Investments, LLC ($122.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $39.9M |
| Exits | 34 | $27.1M |
Ownership 329 holders
| Bank of America Corp. | 0.02% | Add +1.0% | 3,449,932 | $174.1M |
| Morgan Stanley | 0.01% | Reduce -17.7% | 2,484,590 | $125.4M |
| Bramshill Investments, LLC | 14.38% | Add +9.8% | 2,419,575 | $122.1M |
| Wells Fargo & Company | 0.02% | Add +8.2% | 1,772,518 | $89.4M |
| LPL Financial LLC | 0.05% | Add +45.1% | 1,738,169 | $87.7M |
| Clearwater Capital Advisors, LLC | 8.08% | Add +5.9% | 1,501,451 | $75.8M |
| BlackRock Inc. | 0.00% | Reduce -1.7% | 1,376,321 | $69.4M |
| TAP Consulting, LLC | 14.89% | Reduce -17.8% | 1,341,422 | $67.7M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +0.6% | 1,273,365 | $64.3M |
| UBS Group AG | 0.02% | Reduce -9.0% | 990,262 | $50.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.6% | 851,763 | $43.0M |
| Captrust Financial Advisors | 0.15% | Reduce -16.3% | 812,582 | $41.0M |
| Renaissance Technologies | 0.06% | Reduce -37.5% | 792,700 | $40.0M |
| Truist Financial Corp. | 0.06% | Add +24.1% | 725,730 | $36.6M |
| Cetera Investment Advisers | 0.09% | Add +34.9% | 722,072 | $36.4M |
| Donaldson Capital Management, LLC | 1.47% | Reduce -0.5% | 702,234 | $35.4M |
| Corient Private Wealth LP | 0.05% | Add +1.2% | 582,709 | $29.4M |
| Cwm, LLC | 0.14% | Add +6.7% | 553,276 | $27.9M |
| Richard P Slaughter Associates Inc | 6.65% | Add +2.5% | 543,975 | $27.4M |
| Royal Bank of Canada | 0.01% | Reduce -7.1% | 477,676 | $24.1M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +33.6% | 461,209 | $23.3M |
| Jane Street Group, LLC | 0.02% | New | 368,528 | $18.6M |
| San Luis Wealth Advisors LLC | 9.07% | Reduce -33.6% | 342,263 | $17.3M |
| Securian Asset Management, Inc. | 0.47% | No change | 318,620 | $16.1M |
| Bank of Montreal | 0.00% | Add +56.7% | 300,031 | $15.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -15.7% | 267,586 | $13.5M |
| HighTower Advisors, LLC | 0.02% | Add +196.2% | 263,209 | $13.3M |
| InterOcean Capital Group, LLC | 0.31% | Add +4.3% | 254,965 | $12.9M |
| Kwmg, LLC | 1.34% | Add +3.1% | 242,547 | $12.2M |
| Alexander Randolph Advisory, Inc. | 10.37% | Add +11.3% | 234,659 | $11.8M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +1276.3% | 211,773 | $10.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.9% | 182,207 | $9.2M |
| Susquehanna International Group, LLP | 0.01% | New | 180,327 | $9.1M |
| Ifrah Financial Services, Inc. | 2.51% | Add +3.5% | 177,533 | $9.0M |
| FinTrust Capital Advisors, LLC | 1.69% | Add +13.9% | 173,017 | $8.7M |
| Kestra Advisory Services, LLC | 0.06% | Add +34.8% | 162,674 | $8.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +15.1% | 161,751 | $8.2M |
| Valley National Advisers Inc. | 1.22% | Add +7.5% | 159,344 | $8.0M |
| Klaas Financial Asset Advisors, LLC | 1.58% | Add +2.2% | 156,730 | $7.9M |
| MML Investors Services, LLC | 0.03% | Add +17.6% | 155,261 | $7.8M |
| Gladstone Institutional Advisory LLC | 0.43% | Reduce -19.6% | 153,785 | $7.8M |
| PFG Advisors | 0.54% | Reduce -10.9% | 147,566 | $7.4M |
| Crestone Asset Management LLC | 1.48% | Reduce -40.5% | 146,183 | $7.4M |
| Semmax Financial Advisors Inc. | 2.30% | Add +4262.1% | 139,107 | $7.0M |
| Shufro Rose & Co. LLC | 0.57% | Reduce -16.3% | 137,098 | $6.9M |
| Ameliora Wealth Management Ltd. | 2.98% | Add +2.8% | 130,147 | $6.6M |
| Montecito Bank & Trust | 1.30% | Reduce -1.7% | 129,101 | $6.5M |
| NewEdge Advisors, LLC | 0.06% | Reduce -2.5% | 127,733 | $6.4M |
| Avantax Advisory Services, Inc. | 0.06% | Add +2934.8% | 127,613 | $6.4M |
| Lowe Brockenbrough & Co. Inc. | 0.42% | Reduce -4.0% | 122,500 | $6.2M |
| Financial Management Network Inc. | 1.53% | Add +8.4% | 120,777 | $6.1M |
| Staley Capital Advisers Inc. | 0.27% | Add +5.0% | 116,650 | $5.9M |
| Cassady Schiller Wealth Management, LLC | 2.60% | Reduce -9.5% | 115,234 | $5.8M |
| Exencial Wealth Advisors, LLC | 0.22% | Add +5.8% | 114,865 | $5.8M |
| Pinnacle Associates Ltd. | 0.09% | Add +5.5% | 113,721 | $5.7M |
| Waverly Advisors, LLC | 0.13% | Reduce -12.1% | 112,583 | $5.7M |
| Oppenheimer & Co. Inc. | 0.09% | Add +11.6% | 106,507 | $5.4M |
| Mariner, LLC | 0.01% | Add +16.8% | 105,315 | $5.3M |
| Stifel Financial Corp. | 0.01% | Add +3.1% | 104,469 | $5.3M |
| Proathlete Wealth Management LLC | 2.74% | Add +8.6% | 101,951 | $5.1M |
| Cna Financial Corp. | 2.52% | No change | 100,000 | $5.0M |
| Canal Insurance CO | 1.30% | No change | 100,000 | $5.0M |
| Outlook Wealth Advisors, LLC | 1.55% | Add +9.0% | 99,718 | $5.0M |
| Rollins Financial Advisors, LLC | 0.93% | Add +11.6% | 97,697 | $4.9M |
| WBH Advisory Inc. | 0.47% | Add +30.5% | 90,051 | $4.5M |
| RPg Family Wealth Advisory, LLC | 1.38% | Add +3.6% | 86,172 | $4.3M |
| World Investment Advisors | 0.60% | Add +222.4% | 83,017 | $4.2M |
| Jacobson & Schmitt Advisors, LLC | 0.90% | Add +3.1% | 75,771 | $3.8M |
| Sage Capital Advisors,llc | 1.07% | Reduce -0.1% | 72,962 | $3.7M |
| Citigroup Inc. | 0.00% | Add +22.3% | 72,262 | $3.6M |
| Smithfield Trust Co | 0.18% | Reduce -14.8% | 68,838 | $3.5M |
| Trek Financial, LLC | 0.27% | Add +280.1% | 67,368 | $3.4M |
| Brady Family Wealth, LLC | 1.06% | Add +2.1% | 65,032 | $3.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.35% | Add +7.9% | 64,602 | $3.3M |
| Brookstone Capital Management | 0.06% | Reduce -1.0% | 63,148 | $3.2M |
| Planning Alternatives Ltd. | 0.52% | Reduce -55.8% | 62,273 | $3.1M |
| Sovereign Financial Group, Inc. | 0.80% | Add +7.6% | 59,879 | $3.0M |
| Naples Global Advisors, LLC | 0.30% | Reduce -15.4% | 58,772 | $3.0M |
| Guardian Wealth Advisors, LLC | 1.92% | Reduce -6.2% | 58,544 | $3.0M |
| Columbia Bank | 1.20% | — | 57,881 | $2.9M |
| Arkfeld Wealth Strategies, L.L.C. | 1.59% | Reduce -9.6% | 57,871 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Add +231.1% | 56,319 | $2.8M |
| Clayton Financial Group LLC | 1.29% | Add +1.1% | 56,180 | $2.8M |
| Betterment LLC | 0.01% | Reduce -5.0% | 55,106 | $2.8M |
| KKM Financial LLC | 1.28% | New | 52,173 | $2.6M |
| Flow Traders U.S. LLC | 0.14% | New | 52,045 | $2.6M |
| Values First Advisors, Inc. | 1.53% | Reduce -1.8% | 51,618 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +11.0% | 51,391 | $2.6M |
| GeoWealth Management, LLC | 0.10% | Reduce -43.8% | 50,691 | $2.6M |
| Sigma Planning Corp | 0.08% | Add +20.1% | 47,450 | $2.4M |
| GC Wealth Management RIA, LLC | 0.48% | Add +36.3% | 47,175 | $2.4M |
| Financial Advocates Investment Management | 0.13% | Reduce -3.4% | 45,820 | $2.3M |
| Realta Investment Advisors | 0.47% | Add +50.3% | 45,651 | $2.3M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -4.2% | 45,595 | $2.3M |
| Castle Rock Wealth Management, LLC | 0.62% | Add +2.5% | 45,251 | $2.3M |
| Klingman & Associates, LLC | 0.16% | No change | 43,163 | $2.2M |
| Raymond James & Associates | 0.00% | Reduce -5.0% | 41,166 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.2% | 40,894 | $2.1M |
| LVW Advisors, LLC | 0.35% | Reduce -9.9% | 40,428 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -32.2% | 39,522 | $2.0M |
"% 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.