iShares SH Dba ETF UsdNEARETF
13F holders, Q2 2024 (June 30)321holders −8
28new positions
35sold out
2famous investors
$50.33avg. 13F price*
At the end of Q2 2024, 321 institutions reported holding iShares SH Dba ETF Usd Inc. (NEAR) in their 13F filings, down 8 from Q1 2024. 28 opened new positions and 35 sold out. The largest holders were Bank of America Corp. ($174.0M), Bramshill Investments, LLC ($135.6M) and Clearwater Capital Advisors, LLC ($117.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $34.9M |
| Exits | 35 | $23.2M |
All 13F filers, Q1 2024 → Q2 2024: 3,191,033 shares bought and 3,234,612 shares sold, net −43,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 321 holders
| Bank of America Corp. | 0.02% | Add +0.2% | 3,458,017 | $174.0M |
| Bramshill Investments, LLC | 14.75% | Add +11.3% | 2,693,342 | $135.6M |
| Clearwater Capital Advisors, LLC | 12.45% | Add +55.5% | 2,335,367 | $117.5M |
| Morgan Stanley | 0.01% | Reduce -11.9% | 2,188,477 | $110.1M |
| LPL Financial LLC | 0.05% | Add +10.7% | 1,923,575 | $96.8M |
| Wells Fargo & Company | 0.02% | Reduce -1.9% | 1,738,800 | $87.5M |
| BlackRock Inc. | 0.00% | Add +8.8% | 1,497,696 | $75.4M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +3.2% | 1,313,786 | $66.1M |
| TAP Consulting, LLC | 12.83% | Reduce -9.9% | 1,207,966 | $60.8M |
| UBS Group AG | 0.01% | Reduce -5.8% | 932,454 | $46.9M |
| Truist Financial Corp. | 0.05% | Reduce -2.7% | 706,360 | $35.6M |
| Cetera Investment Advisers | 0.08% | Reduce -8.4% | 661,339 | $33.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -23.7% | 650,078 | $32.7M |
| Donaldson Capital Management, LLC | 1.23% | Reduce -16.8% | 584,286 | $29.4M |
| Renaissance Technologies | 0.05% | Reduce -27.9% | 571,600 | $28.8M |
| Richard P Slaughter Associates Inc | 6.52% | Add +0.9% | 548,777 | $27.6M |
| Corient Private Wealth LP | 0.05% | Reduce -7.2% | 540,896 | $27.2M |
| Captrust Financial Advisors | 0.08% | Reduce -36.5% | 515,838 | $26.0M |
| Royal Bank of Canada | 0.01% | Add +0.4% | 479,517 | $24.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -2.0% | 451,762 | $22.7M |
| Cwm, LLC | 0.10% | Reduce -22.7% | 427,696 | $21.5M |
| Bank of Montreal | 0.01% | Add +21.1% | 363,252 | $18.3M |
| Jane Street Group, LLC | 0.02% | Reduce -13.4% | 319,129 | $16.1M |
| Securian Asset Management, Inc. | 0.47% | No change | 318,620 | $16.0M |
| Kwmg, LLC | 1.41% | Add +6.9% | 259,214 | $13.0M |
| Focus Partners Wealth | 0.04% | New | 248,289 | $12.5M |
| Alexander Randolph Advisory, Inc. | 11.38% | Add +2.9% | 241,413 | $12.2M |
| Kestra Advisory Services, LLC | 0.06% | Add +40.8% | 229,021 | $11.5M |
| Citadel Advisors | 0.01% | Add +658.2% | 222,417 | $11.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -19.9% | 214,191 | $10.8M |
| HighTower Advisors, LLC | 0.02% | Reduce -19.0% | 213,093 | $10.7M |
| OneDigital Investment Advisors LLC | 0.13% | Add +2479.2% | 209,561 | $10.5M |
| Ifrah Financial Services, Inc. | 2.57% | Add +1.3% | 179,873 | $9.1M |
| Klaas Financial Asset Advisors, LLC | 1.56% | Add +8.2% | 169,522 | $8.5M |
| Avantax Advisory Services, Inc. | 0.06% | Add +28.0% | 163,374 | $8.2M |
| Valley National Advisers Inc. | 1.21% | Add +1.3% | 161,354 | $8.1M |
| FinTrust Capital Advisors, LLC | 1.47% | Reduce -7.5% | 160,097 | $8.1M |
| MML Investors Services, LLC | 0.03% | Add +0.1% | 155,347 | $7.8M |
| Semmax Financial Advisors Inc. | 2.35% | Add +10.3% | 153,478 | $7.8M |
| Stifel Financial Corp. | 0.01% | Add +47.5% | 154,078 | $7.8M |
| PFG Advisors | 0.51% | Add +2.5% | 151,185 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -18.9% | 147,854 | $7.4M |
| Forbes Financial Planning, Inc. | 5.44% | New | 137,524 | $6.9M |
| Financial Management Network Inc. | 1.60% | Add +9.5% | 132,228 | $6.7M |
| Montecito Bank & Trust | 1.32% | Reduce -0.4% | 128,554 | $6.5M |
| Pathstone Holdings, LLC | 0.03% | New | 127,529 | $6.4M |
| Shufro Rose & Co. LLC | 0.52% | Reduce -8.0% | 126,072 | $6.3M |
| NewEdge Advisors, LLC | 0.05% | Reduce -1.7% | 125,506 | $6.3M |
| Gladstone Institutional Advisory LLC | 0.33% | Reduce -18.6% | 125,222 | $6.3M |
| Staley Capital Advisers Inc. | 0.28% | Add +5.1% | 122,550 | $6.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -24.6% | 121,949 | $6.1M |
| Lowe Brockenbrough & Co. Inc. | 0.41% | Reduce -1.3% | 120,900 | $6.1M |
| Pinnacle Associates Ltd. | 0.10% | Add +6.1% | 120,647 | $6.1M |
| Exencial Wealth Advisors, LLC | 0.21% | Reduce -2.9% | 111,566 | $5.6M |
| Proathlete Wealth Management LLC | 2.66% | Add +9.3% | 111,451 | $5.6M |
| Waverly Advisors, LLC | 0.11% | Reduce -1.8% | 110,543 | $5.6M |
| Ameliora Wealth Management Ltd. | 2.46% | Reduce -17.4% | 107,529 | $5.4M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -0.7% | 105,778 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Reduce -42.0% | 104,576 | $5.3M |
| Canal Insurance CO | 1.33% | No change | 100,000 | $5.0M |
| WBH Advisory Inc. | 0.50% | Add +8.4% | 97,638 | $4.9M |
| Cassady Schiller Wealth Management, LLC | 1.97% | Reduce -16.4% | 96,301 | $4.8M |
| Mariner, LLC | 0.01% | Reduce -9.3% | 95,493 | $4.8M |
| San Luis Wealth Advisors LLC | 1.11% | Reduce -73.1% | 92,185 | $4.6M |
| BNP Paribas Financial Markets | 0.01% | Add +491.4% | 91,622 | $4.6M |
| RPg Family Wealth Advisory, LLC | 1.41% | Reduce -1.2% | 85,164 | $4.3M |
| Jacobson & Schmitt Advisors, LLC | 0.97% | Add +12.1% | 84,963 | $4.3M |
| World Investment Advisors | 0.26% | Add +0.1% | 83,065 | $4.2M |
| Sanctuary Advisors, LLC | 0.03% | — | 81,135 | $4.1M |
| Citigroup Inc. | 0.00% | Add +9.1% | 78,868 | $4.0M |
| Sage Capital Advisors,llc | 1.05% | Reduce -0.1% | 72,908 | $3.7M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.37% | Add +9.9% | 71,020 | $3.6M |
| Mutual Advisors, LLC | 0.11% | Add +87.5% | 69,697 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +23.2% | 69,381 | $3.5M |
| Smithfield Trust Co | 0.18% | No change | 68,838 | $3.5M |
| Rollins Financial Advisors, LLC | 0.58% | Reduce -31.6% | 66,868 | $3.4M |
| Brady Family Wealth, LLC | 1.08% | Add +2.6% | 66,714 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -69.2% | 65,183 | $3.3M |
| Clayton Financial Group LLC | 1.36% | Add +10.9% | 62,322 | $3.1M |
| Brookstone Capital Management | 0.05% | Reduce -5.8% | 59,490 | $3.0M |
| Guardian Wealth Advisors, LLC | 1.95% | Add +1.5% | 59,448 | $3.0M |
| Sovereign Financial Group, Inc. | 0.74% | Reduce -2.1% | 58,616 | $3.0M |
| Arkfeld Wealth Strategies, L.L.C. | 1.38% | Reduce -6.5% | 54,109 | $2.7M |
| KKM Financial LLC | 1.28% | Add +2.2% | 53,317 | $2.7M |
| Values First Advisors, Inc. | 1.60% | Add +3.1% | 53,197 | $2.7M |
| Betterment LLC | 0.01% | Reduce -4.0% | 52,912 | $2.7M |
| GeoWealth Management, LLC | 0.12% | Add +4.3% | 52,864 | $2.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.7% | 52,801 | $2.7M |
| Financial Advocates Investment Management | 0.16% | Add +14.3% | 52,352 | $2.6M |
| GC Wealth Management RIA, LLC | 0.52% | Add +10.3% | 52,020 | $2.6M |
| Planning Alternatives Ltd. | 0.40% | Reduce -22.1% | 48,506 | $2.4M |
| Realta Investment Advisors | 0.46% | Add +3.3% | 47,142 | $2.4M |
| Castle Rock Wealth Management, LLC | 0.57% | Add +0.2% | 45,322 | $2.3M |
| Sigma Planning Corp | 0.07% | Reduce -5.2% | 44,993 | $2.3M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -3.3% | 44,105 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +11.5% | 44,071 | $2.2M |
| Naples Global Advisors, LLC | 0.22% | Reduce -25.0% | 44,053 | $2.2M |
| Klingman & Associates, LLC | 0.15% | No change | 43,163 | $2.2M |
| Raymond James & Associates | 0.00% | Add +3.8% | 42,735 | $2.2M |
| LVW Advisors, LLC | 0.31% | Add +3.0% | 41,659 | $2.1M |
"% 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.