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 |
| Syverson Strege & Co | 0.69% | Reduce -6.1% | 38,175 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Reduce -12.6% | 37,174 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.1% | 36,114 | $1.8M |
| Guidance Capital, Inc. | 0.67% | Reduce -0.6% | 36,257 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +20.7% | 35,800 | $1.8M |
| Kovack Advisors, Inc. | 0.22% | Add +35.2% | 35,429 | $1.8M |
| Patten Group, Inc. | 0.44% | Reduce -11.2% | 35,272 | $1.8M |
| Integrated Advisors Network LLC | 0.09% | Add +1.7% | 35,013 | $1.8M |
| WealthPLAN Partners, LLC | 0.18% | Reduce -0.6% | 34,921 | $1.8M |
| Nikulski Financial, Inc. | 0.57% | Add +1.0% | 34,300 | $1.7M |
| Concourse Financial Group Securities, Inc. | 0.11% | Add +5.6% | 33,201 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -13.2% | 31,304 | $1.6M |
| Rosenberg Matthew Hamilton | 0.46% | Reduce -2.5% | 31,426 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.19% | Add +261.3% | 30,460 | $1.5M |
| Steel Grove Capital Advisors, LLC | 0.20% | Add +66.7% | 29,675 | $1.5M |
| Citadel Advisors | 0.00% | Add +175.8% | 29,334 | $1.5M |
| Westside Investment Management, Inc. | 0.35% | Add +27.9% | 28,900 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Add +8.2% | 28,006 | $1.4M |
| WJ Wealth Management, LLC | 0.56% | Reduce -4.4% | 27,950 | $1.4M |
| Total Clarity Wealth Management, Inc. | 0.49% | Add +0.1% | 27,657 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -0.4% | 27,604 | $1.4M |
| Capital Advisors, Ltd. LLC | 0.18% | Reduce -7.0% | 26,687 | $1.3M |
| Mattern Capital Management, LLC | 0.18% | Reduce -2.1% | 26,407 | $1.3M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -26.8% | 25,916 | $1.3M |
| Astor Investment Management LLC | 0.51% | Reduce -76.5% | 25,445 | $1.3M |
| Parallel Advisors, LLC | 0.03% | Reduce -5.8% | 25,374 | $1.3M |
| Osborne Partners Capital Management, LLC | 0.08% | Reduce -4.5% | 24,500 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | New | 24,503 | $1.2M |
| Spinnaker Trust | 0.08% | Reduce -21.0% | 23,576 | $1.2M |
| National Bank of Canada | 0.00% | Add +8.6% | 23,264 | $1.2M |
| First Citizens Financial Corp | 0.66% | No change | 21,914 | $1.1M |
| LVZ, Inc. | 0.15% | Reduce -0.3% | 21,442 | $1.1M |
| Roble, Belko & Company, Inc | 0.18% | Add +0.0% | 21,261 | $1.1M |
| Sage Advisory Services, Ltd.Co. | 0.29% | Reduce -67.3% | 21,136 | $1.1M |
| Live Oak Private Wealth LLC | 0.18% | Add +9.6% | 20,906 | $1.1M |
| TCI Wealth Advisors, Inc. | 0.10% | Add +1.3% | 20,898 | $1.1M |
| Beacon Financial Group | 0.12% | Reduce -18.5% | 20,827 | $1.1M |
| Sugarloaf Wealth Management, LLC | 0.20% | No change | 19,486 | $983K |
| American Institute for Advanced Investment Management, LLP | 0.78% | Reduce -25.6% | 19,440 | $981K |
| Janney Montgomery Scott LLC | 0.00% | New | 19,135 | $966K |
| Aletheian Wealth Advisors LLC | 0.52% | Add +18.3% | 19,095 | $964K |
| Independent Financial Group, LLC | 0.04% | No change | 18,877 | $953K |
| Belpointe Asset Management LLC | 0.07% | Reduce -23.0% | 18,722 | $945K |
| Investment Advisory Group, LLC | 0.38% | Add +2.3% | 18,123 | $914K |
| KFA Private Wealth Group, LLC | 0.28% | Add +12.3% | 17,853 | $901K |
| Elevated Capital Advisors, LLC | 0.26% | Reduce -53.7% | 17,690 | $893K |
| Stonebridge Financial Planning Group, LLC | 0.46% | Reduce -16.8% | 17,064 | $861K |
| Legacy Capital Group California, Inc. | 0.32% | Reduce -7.3% | 16,988 | $857K |
| Ancora Advisors LLC | 0.02% | Reduce -9.9% | 16,926 | $854K |
| Dynamic Advisor Solutions LLC | 0.03% | No change | 16,806 | $848K |
| Auour Investments LLC | 0.31% | Reduce -82.8% | 16,695 | $842K |
| Eagle Bluffs Wealth Management LLC | 0.51% | Reduce -2.6% | 16,359 | $825K |
| Dakota Wealth Management | 0.02% | Add +2.4% | 15,764 | $795K |
| Spire Wealth Management | 0.01% | Reduce -0.2% | 15,682 | $791K |
| BNP Paribas Financial Markets | 0.00% | Reduce -24.9% | 15,493 | $782K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.1% | 15,263 | $770K |
| Oxinas Partners, LLC | 0.49% | Reduce -51.1% | 15,090 | $761K |
| Chicago Partners Investment Group LLC | 0.03% | Add +18.2% | 14,876 | $745K |
| D.A. Davidson & Co. | 0.01% | Add +4.3% | 14,670 | $740K |
| Syntegra Private Wealth Group, LLC | 0.10% | Reduce -4.5% | 14,647 | $739K |
| Cerity Partners LLC | 0.00% | Reduce -9.4% | 14,513 | $732K |
| Centurion Wealth Management LLC | 0.28% | Reduce -0.2% | 14,327 | $723K |
| Core Wealth Advisors, Inc. | 0.24% | No change | 13,767 | $695K |
| Mercer Global Advisors Inc. | 0.00% | Add +35.0% | 13,635 | $688K |
| Fortis Advisors, LLC | 0.45% | Add +0.8% | 13,293 | $671K |
| Cross Staff Investments Inc | 0.55% | Reduce -7.0% | 12,832 | $648K |
| Laffer Tengler Investments, Inc. | 0.21% | Add +6.3% | 12,499 | $631K |
| Heritage Wealth Management, LLC | 0.31% | Add +0.2% | 12,173 | $614K |
| Koshinski Asset Management, Inc. | 0.06% | New | 12,165 | $614K |
| Darrow Company, Inc. | 0.40% | No change | 12,039 | $607K |
| Synovus Financial Corp. | 0.01% | Reduce -7.1% | 11,948 | $603K |
| Valley Financial Group, Inc. | 0.46% | Reduce -7.0% | 11,880 | $599K |
| Townsquare Capital LLC | 0.01% | Add +12.7% | 11,224 | $566K |
| ONE Advisory Partners, LLC | 0.28% | Reduce -2.0% | 11,205 | $565K |
| 4J Wealth Management LLC | 0.48% | Reduce -0.6% | 11,055 | $558K |
| Courier Capital LLC | 0.04% | No change | 10,854 | $548K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +6.9% | 10,765 | $543K |
| Stephens Inc. | 0.01% | No change | 10,700 | $540K |
| Tyche Wealth Partners LLC | 0.13% | Reduce -6.6% | 10,667 | $538K |
| Summit Wealth Partners, LLC | 0.11% | Reduce -15.8% | 10,514 | $531K |
| ETF Store, Inc. | 0.30% | Add +0.7% | 10,456 | $528K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -77.8% | 10,448 | $527K |
| White Pine Capital LLC | 0.20% | Reduce -44.4% | 10,473 | $524K |
| Gries Financial LLC | 0.08% | No change | 10,062 | $508K |
| Davidson Capital Management Inc. | 0.16% | No change | 10,026 | $506K |
| GS Investments, Inc. | 0.24% | No change | 9,975 | $503K |
| Crabel Capital Management, LLC | 0.44% | Reduce -47.2% | 9,928 | $501K |
| CVA Family Office, LLC | 0.09% | New | 9,915 | $500K |
| Two Sigma Securities, LLC | 0.02% | New | 9,912 | $500K |
| Phillips Financial Management, LLC | 0.04% | Add +48.2% | 9,879 | $498K |
| Bank of New York Mellon Corp | 0.00% | Reduce -26.9% | 9,730 | $491K |
| Flaharty Asset Management, LLC | 0.07% | No change | 9,729 | $491K |
| Millennium Management | 0.00% | New | 9,610 | $485K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +7.1% | 9,580 | $483K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -33.9% | 9,204 | $464K |
| Providence First Trust Co | 0.20% | Add +0.8% | 9,151 | $462K |
| Keybank National Association | 0.00% | Reduce -8.3% | 9,110 | $460K |
| SOL Capital Management CO | 0.06% | Reduce -10.0% | 9,025 | $455K |
| Next Capital Management LLC | 0.18% | No change | 8,975 | $453K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.8% | 8,608 | $434K |
| Significant Wealth Partners LLC | 0.27% | New | 8,184 | $413K |
| Equitable Holdings, Inc. | 0.00% | Add +3.1% | 8,174 | $412K |
| Somerset Group LLC | 0.39% | No change | 8,152 | $411K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -5.2% | 8,129 | $410K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -5.2% | 8,129 | $410K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -61.0% | 8,125 | $410K |
| Comerica Bank | 0.00% | Reduce -59.1% | 8,104 | $409K |
| Prospera Financial Services Inc | 0.01% | New | 7,978 | $403K |
| Paragon Capital Management Inc. | 0.30% | Reduce -6.1% | 7,907 | $399K |
| Integrated Investment Consultants, LLC | 0.11% | Add +10.0% | 7,863 | $397K |
| Waycross Investment Management Co | 0.37% | Reduce -0.6% | 7,855 | $396K |
| Windsor Capital Management, LLC | 0.12% | Reduce -8.3% | 7,836 | $395K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.5% | 7,756 | $391K |
| Main Management LLC | 0.03% | No change | 7,595 | $383K |
| Capital Advisory Group Advisory Services, LLC | 0.18% | Add +3.9% | 7,583 | $383K |
| Thrive Capital Management, LLC | 0.20% | Reduce -8.7% | 7,571 | $381K |
| Stillwater Capital Advisors, LLC | 0.06% | Reduce -95.1% | 7,495 | $378K |
| Larson Financial Group LLC | 0.03% | Reduce -1.2% | 7,459 | $376K |
| Objective Capital Management, LLC | 0.25% | Add +7.4% | 7,411 | $374K |
| Beirne Wealth Consulting Services, LLC | 0.16% | Reduce -1.8% | 7,248 | $366K |
| Intrua Financial, LLC | 0.06% | Reduce -5.1% | 7,071 | $357K |
| NTV Asset Management LLC | 0.05% | Reduce -20.3% | 7,070 | $357K |
| Principal Securities, Inc. | 0.01% | Add +67.8% | 6,982 | $352K |
| First Wilshire Securities Management Inc. | 0.10% | No change | 6,987 | $352K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 6,912 | $349K |
| Meridian Management Co. | 0.10% | No change | 6,900 | $348K |
| Charter Oak Capital Management, LLC | 0.04% | Reduce -1.8% | 6,845 | $345K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -11.8% | 6,783 | $342K |
| Fortress Wealth Management, Inc. | 0.18% | Add +0.3% | 6,732 | $340K |
| Capital Investment Advisory Services, LLC | 0.04% | No change | 6,469 | $326K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.8% | 6,445 | $325K |
| New Capital Management LP | 0.09% | Add +0.8% | 6,277 | $317K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -5.0% | 6,031 | $304K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -1.5% | 5,902 | $296K |
| Inscription Capital, LLC | 0.05% | No change | 5,800 | $293K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +45.9% | 5,775 | $291K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -2.6% | 5,635 | $284K |
| Meitav Investment House Ltd. | 0.01% | No change | 5,598 | $281K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -49.5% | 5,553 | $280K |
| Christensen, King & Associates Investment Services, Inc. | 0.14% | Add +0.4% | 5,357 | $270K |
| Global Retirement Partners, LLC | 0.01% | Add +0.0% | 5,269 | $266K |
| Madrona Financial Services, LLC | 0.09% | No change | 5,135 | $259K |
| Patton Albertson Miller Group, LLC | 0.04% | Reduce -5.1% | 5,093 | $257K |
| Lanark Financial, Inc. | 0.02% | Reduce -19.2% | 5,067 | $255K |
| Steele Capital Management, Inc. | 0.01% | No change | 5,048 | $255K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -10.6% | 5,013 | $253K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 5,000 | $252K |
| Physician Wealth Solutions Inc. | 0.21% | No change | 4,978 | $251K |
| Barclays PLC | 0.00% | No change | 4,970 | $251K |
| Share Andrew L. | 0.13% | Add +1.6% | 4,936 | $249K |
| DGS Capital Management, LLC | 0.07% | Add +7.2% | 4,883 | $246K |
| Vance Wealth, LLC | 0.10% | Add +2.7% | 4,866 | $246K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -52.7% | 4,860 | $245K |
| NewEdge Wealth, LLC | 0.01% | New | 4,775 | $239K |
| Apeiron RIA LLC | 0.07% | No change | 4,708 | $238K |
| Western Wealth Management, LLC | 0.02% | New | 4,498 | $227K |
| Formidable Asset Management, LLC | 0.04% | No change | 4,476 | $226K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | New | 4,458 | $225K |
| ARS Wealth Advisors Group, LLC | 0.03% | New | 4,338 | $219K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -37.8% | 4,285 | $216K |
| One Capital Management, LLC | 0.01% | Reduce -7.6% | 4,240 | $214K |
| Cibc World Market Inc. | 0.00% | New | 4,200 | $212K |
| Mayflower Financial Advisors, LLC | 0.04% | No change | 4,199 | $212K |
| WestHill Financial Advisors, Inc. | 0.05% | No change | 4,190 | $211K |
| HRT Financial LP | 0.00% | New | 4,179 | $210K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -0.3% | 4,119 | $208K |
| Triton Financial Group Inc | 0.14% | Reduce -3.1% | 4,007 | $202K |
| TrueWealth Advisors, LLC | 0.08% | No change | 4,000 | $202K |
| Clearstead Advisors, LLC | 0.01% | Add +3.6% | 3,948 | $198K |
| Private Trust Co. NA | 0.02% | Add +51.8% | 3,612 | $182K |
| LGT Financial Advisors LLC | 0.21% | Reduce -11.4% | 3,572 | $180K |
| Avior Wealth Management, LLC | 0.01% | New | 3,125 | $158K |
| Pflug Koory, LLC | 0.01% | No change | 2,936 | $148K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.0% | 2,715 | $137K |
| Signature Resources Capital Management, LLC | 0.11% | No change | 2,287 | $116K |
| Clear Investment Research, LLC | 0.14% | Add +5.6% | 2,061 | $104K |
| Tsfg, LLC | 0.02% | No change | 1,774 | $90K |
| AdvisorNet Financial, Inc | 0.01% | Add +389.2% | 1,634 | $82K |
| Indiana Trust & Investment Management Co | 0.03% | Reduce -29.1% | 1,584 | $80K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | Add +0.2% | 1,424 | $72K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,327 | $67K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,273 | $64K |
| Tyler-Stone Wealth Management | 0.03% | New | 1,215 | $61K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,170 | $59K |
| Luken Investment Analytics, LLC | 0.03% | No change | 1,105 | $56K |
| CoreCap Advisors, LLC | 0.00% | New | 1,003 | $51K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 1,000 | $50K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 971 | $49K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.1% | 963 | $49K |
| Tucker Asset Management LLC | 0.01% | No change | 945 | $48K |
| Tidemark, LLC | 0.03% | No change | 917 | $46K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.02% | No change | 858 | $43K |
| Voisard Asset Management Group, Inc. | 0.02% | Reduce -25.0% | 725 | $37K |
| First Horizon Advisors, Inc. | 0.00% | No change | 709 | $36K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 700 | $35K |
| Signaturefd, LLC | 0.00% | Reduce -80.4% | 668 | $34K |
| IFP Advisors, Inc | 0.00% | No change | 625 | $32K |
| Fernwood Investment Management, LLC | 0.01% | New | 610 | $31K |
| Fifth Third Bancorp | 0.00% | No change | 575 | $29K |
| Aptus Capital Advisors, LLC | 0.00% | New | 569 | $29K |
| Dunhill Financial, LLC | 0.02% | No change | 500 | $25K |
| Founders Financial Alliance, LLC | 0.01% | No change | 492 | $25K |
| Providence Capital Advisors, LLC | 0.00% | New | 422 | $21K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 359 | $18K |
| Friedenthal Financial | 0.01% | Add +6.3% | 356 | $18K |
| Mather Group, Llc. | 0.00% | New | 335 | $17K |
| WR Wealth Planners, LLC | 0.01% | New | 330 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 319 | $16K |
| First Manhattan Co. Llc. | 0.00% | No change | 229 | $12K |
| GoalVest Advisory LLC | 0.00% | No change | 218 | $11K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 215 | $11K |
| Global Financial Private Client, LLC | 0.00% | No change | 200 | $10K |
| Northwest Capital Management Inc | 0.00% | No change | 188 | $9K |
| City State Bank | 0.00% | No change | 174 | $9K |
| ICA Group Wealth Management, LLC | 0.00% | Add +2428.6% | 177 | $9K |
| Vima LLC | 0.01% | No change | 167 | $8K |
| FMR LLC | 0.00% | Reduce -96.8% | 159 | $8K |
| Anchor Investment Management, LLC | 0.00% | No change | 125 | $6K |
| JNBA Financial Advisors | 0.00% | Add +0.8% | 120 | $6K |
| Woodmont Investment Counsel LLC | 0.00% | New | 100 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 93 | $5K |
| Capital Analysts, LLC | 0.00% | Add +1.2% | 84 | $4K |
| Winch Advisory Services, LLC | 0.00% | Add +1.4% | 71 | $4K |
| PSI Advisors, LLC | 0.00% | No change | 31 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 22 | $1K |
| AllSquare Wealth Management LLC | 0.00% | No change | 13 | $656 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 10 | $505 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -62.5% | 9 | $454 |
| Sachetta, LLC | 0.00% | No change | 1 | $51 |
"% 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.