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 |
| Baird Financial Group, Inc. | 0.00% | Add +8.4% | 38,819 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.5% | 38,217 | $1.9M |
| Steel Grove Capital Advisors, LLC | 0.26% | Add +24.6% | 36,968 | $1.9M |
| Nikulski Financial, Inc. | 0.58% | Add +5.6% | 36,230 | $1.8M |
| Syverson Strege & Co | 0.62% | Reduce -5.2% | 36,182 | $1.8M |
| Patten Group, Inc. | 0.42% | Reduce -0.0% | 35,270 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.7% | 34,792 | $1.8M |
| Spinnaker Trust | 0.11% | Add +47.5% | 34,787 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.20% | Add +11.7% | 34,032 | $1.7M |
| Guidance Capital, Inc. | 0.56% | Reduce -7.1% | 33,695 | $1.7M |
| WealthPLAN Partners, LLC | 0.18% | Reduce -3.7% | 33,614 | $1.7M |
| Columbia Bank | 0.59% | Reduce -47.3% | 30,513 | $1.5M |
| Westside Investment Management, Inc. | 0.35% | Add +4.5% | 30,200 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Add +6.6% | 29,861 | $1.5M |
| Integrated Advisors Network LLC | 0.08% | Reduce -16.0% | 29,410 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Add +1.9% | 28,137 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +919.2% | 27,672 | $1.4M |
| WJ Wealth Management, LLC | 0.50% | Reduce -1.8% | 27,450 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Add +44.2% | 27,213 | $1.4M |
| Kovack Advisors, Inc. | 0.15% | Reduce -23.3% | 27,177 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -14.9% | 26,650 | $1.3M |
| Old Mission Capital LLC | 0.04% | New | 26,631 | $1.3M |
| Mattern Capital Management, LLC | 0.19% | Add +0.8% | 26,616 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.16% | Reduce -6.4% | 24,987 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +48.0% | 24,873 | $1.3M |
| One Capital Management, LLC | 0.04% | Add +468.9% | 24,120 | $1.2M |
| Osborne Partners Capital Management, LLC | 0.07% | Reduce -1.6% | 24,100 | $1.2M |
| First Heartland Consultants, Inc. | 0.12% | New | 23,888 | $1.2M |
| Win Advisors, Inc. | 0.52% | New | 23,353 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.1% | 22,999 | $1.2M |
| Astor Investment Management LLC | 0.53% | Reduce -10.3% | 22,831 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -5.3% | 22,020 | $1.1M |
| Parallel Advisors, LLC | 0.03% | Reduce -14.5% | 21,698 | $1.1M |
| First Citizens Financial Corp | 0.64% | Reduce -2.4% | 21,380 | $1.1M |
| Live Oak Private Wealth LLC | 0.18% | Add +1.9% | 21,298 | $1.1M |
| Roble, Belko & Company, Inc | 0.18% | Reduce -0.2% | 21,209 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -21.3% | 20,397 | $1.0M |
| Sage Advisory Services, Ltd.Co. | 0.29% | Reduce -3.6% | 20,383 | $1.0M |
| LVZ, Inc. | 0.14% | Reduce -5.5% | 20,263 | $1.0M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.7% | 20,232 | $1.0M |
| Cresset Asset Management, LLC | 0.00% | New | 20,071 | $1.0M |
| Aletheian Wealth Advisors LLC | 0.52% | Add +3.2% | 19,701 | $992K |
| Beacon Financial Group | 0.11% | Reduce -8.7% | 19,026 | $958K |
| American Institute for Advanced Investment Management, LLP | 0.72% | Reduce -3.6% | 18,740 | $943K |
| Stephens Inc. | 0.01% | Add +74.7% | 18,690 | $941K |
| Investment Advisory Group, LLC | 0.35% | No change | 18,123 | $912K |
| HRT Financial LP | 0.01% | Add +326.0% | 17,803 | $896K |
| Rosenberg Matthew Hamilton | 0.26% | Reduce -45.1% | 17,261 | $865K |
| Ancora Advisors LLC | 0.02% | Reduce -1.8% | 16,620 | $836K |
| Eagle Bluffs Wealth Management LLC | 0.47% | Reduce -0.8% | 16,220 | $816K |
| Stonebridge Financial Planning Group, LLC | 0.39% | Reduce -10.1% | 15,341 | $772K |
| Dakota Wealth Management | 0.02% | Reduce -4.7% | 15,028 | $756K |
| Core Wealth Advisors, Inc. | 0.25% | Add +7.2% | 14,762 | $743K |
| Syntegra Private Wealth Group, LLC | 0.09% | No change | 14,647 | $737K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.3% | 14,601 | $735K |
| JGP Wealth Management, LLC | 0.10% | New | 14,498 | $730K |
| Sugarloaf Wealth Management, LLC | 0.13% | Reduce -26.1% | 14,409 | $725K |
| Belpointe Asset Management LLC | 0.05% | Reduce -24.6% | 14,117 | $711K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -6.5% | 13,904 | $704K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 13,667 | $688K |
| Fortis Advisors, LLC | 0.48% | Add +1.2% | 13,453 | $677K |
| Atria Investments, Inc | 0.01% | New | 13,323 | $671K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +21.2% | 13,051 | $657K |
| Capital Advisory Group Advisory Services, LLC | 0.28% | Add +69.8% | 12,875 | $648K |
| Cross Staff Investments Inc | 0.54% | Add +0.3% | 12,872 | $648K |
| Flow Traders U.S. LLC | 0.03% | Reduce -75.7% | 12,664 | $637K |
| Koshinski Asset Management, Inc. | 0.06% | No change | 12,165 | $612K |
| Darrow Company, Inc. | 0.39% | No change | 12,039 | $606K |
| TCI Wealth Advisors, Inc. | 0.06% | Reduce -43.9% | 11,734 | $591K |
| Valley Financial Group, Inc. | 0.43% | Reduce -1.4% | 11,715 | $590K |
| TrueMark Investments, LLC | 0.20% | New | 11,702 | $589K |
| Cerity Partners LLC | 0.00% | Reduce -20.7% | 11,513 | $579K |
| Werba Rubin Papier Wealth Management | 0.16% | New | 11,405 | $574K |
| ONE Advisory Partners, LLC | 0.26% | No change | 11,205 | $564K |
| KFA Private Wealth Group, LLC | 0.29% | Reduce -38.7% | 10,951 | $551K |
| 4J Wealth Management LLC | 0.45% | Reduce -1.2% | 10,918 | $550K |
| Prospera Financial Services Inc | 0.02% | Add +36.4% | 10,878 | $547K |
| Courier Capital LLC | 0.04% | No change | 10,854 | $546K |
| Bank of New York Mellon Corp | 0.00% | Add +10.6% | 10,762 | $542K |
| Summit Wealth Partners, LLC | 0.11% | Add +0.2% | 10,537 | $530K |
| D.A. Davidson & Co. | 0.00% | Reduce -28.6% | 10,480 | $527K |
| Tyche Wealth Partners LLC | 0.13% | Reduce -1.9% | 10,467 | $527K |
| Townsquare Capital LLC | 0.01% | Reduce -8.0% | 10,326 | $520K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +6.7% | 10,225 | $515K |
| Gries Financial LLC | 0.10% | No change | 10,062 | $506K |
| Davidson Capital Management Inc. | 0.16% | No change | 10,026 | $505K |
| CVA Family Office, LLC | 0.09% | No change | 9,915 | $499K |
| White Pine Capital LLC | 0.19% | Reduce -5.7% | 9,879 | $497K |
| ETF Store, Inc. | 0.51% | Reduce -6.2% | 9,806 | $494K |
| StoneX Group Inc. | 0.04% | New | 9,610 | $484K |
| Keybank National Association | 0.00% | Add +4.4% | 9,510 | $479K |
| Providence First Trust Co | 0.21% | Add +1.2% | 9,261 | $466K |
| Next Capital Management LLC | 0.19% | No change | 8,975 | $452K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -4.5% | 8,787 | $442K |
| SOL Capital Management CO | 0.05% | Reduce -2.8% | 8,775 | $442K |
| Synovus Financial Corp. | 0.01% | Reduce -27.0% | 8,724 | $439K |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.2% | 8,712 | $438K |
| GS Investments, Inc. | 0.21% | Reduce -13.0% | 8,675 | $437K |
| Oxinas Partners, LLC | 0.28% | Reduce -44.1% | 8,431 | $424K |
| Somerset Group LLC | 0.36% | No change | 8,152 | $410K |
| Beirne Wealth Consulting Services, LLC | 0.16% | Add +9.5% | 7,938 | $400K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -24.5% | 7,890 | $397K |
| Integrated Investment Consultants, LLC | 0.11% | No change | 7,863 | $397K |
| Waycross Investment Management Co | 0.38% | No change | 7,855 | $395K |
| Windsor Capital Management, LLC | 0.12% | Reduce -3.0% | 7,599 | $382K |
| Main Management LLC | 0.03% | No change | 7,595 | $382K |
| Thrive Capital Management, LLC | 0.17% | Reduce -0.7% | 7,521 | $379K |
| Phillips Financial Management, LLC | 0.03% | Reduce -25.3% | 7,383 | $372K |
| Flaharty Asset Management, LLC | 0.05% | Reduce -24.7% | 7,329 | $369K |
| Intrua Financial, LLC | 0.06% | No change | 7,071 | $356K |
| NTV Asset Management LLC | 0.05% | No change | 7,070 | $356K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +1.6% | 7,023 | $353K |
| Paragon Capital Management Inc. | 0.27% | Reduce -11.7% | 6,982 | $351K |
| Meridian Management Co. | 0.10% | No change | 6,900 | $347K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -15.2% | 6,893 | $347K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -15.2% | 6,893 | $347K |
| Spectrum Planning & Advisory Services Inc. | 0.33% | — | 6,829 | $344K |
| Larson Financial Group LLC | 0.02% | Reduce -9.2% | 6,771 | $341K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -2.9% | 6,645 | $334K |
| Luken Investment Analytics, LLC | 0.16% | Add +486.0% | 6,475 | $326K |
| Fortress Wealth Management, Inc. | 0.16% | Reduce -5.8% | 6,345 | $319K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | Add +41.0% | 6,288 | $316K |
| Comerica Bank | 0.00% | Reduce -23.5% | 6,203 | $312K |
| First Wilshire Securities Management Inc. | 0.09% | Reduce -14.3% | 5,987 | $301K |
| Inscription Capital, LLC | 0.05% | No change | 5,800 | $292K |
| New Capital Management LP | 0.09% | Reduce -11.1% | 5,580 | $281K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 5,553 | $279K |
| Meitav Investment House Ltd. | 0.00% | Reduce -1.7% | 5,503 | $276K |
| Global Retirement Partners, LLC | 0.01% | Add +3.4% | 5,449 | $274K |
| Harbour Investments, Inc. | 0.01% | Reduce -15.9% | 5,420 | $273K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | Add +0.5% | 5,386 | $271K |
| Parsons Capital Management Inc. | 0.02% | New | 5,167 | $260K |
| Madrona Financial Services, LLC | 0.08% | No change | 5,135 | $258K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -8.9% | 5,135 | $258K |
| Steele Capital Management, Inc. | 0.01% | No change | 5,048 | $254K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -14.2% | 5,065 | $254K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +0.3% | 5,030 | $253K |
| Physician Wealth Solutions Inc. | 0.18% | Add +0.6% | 5,006 | $252K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 5,000 | $252K |
| Barclays PLC | 0.00% | No change | 4,970 | $250K |
| DGS Capital Management, LLC | 0.07% | Add +1.3% | 4,948 | $249K |
| Vance Wealth, LLC | 0.10% | Reduce -0.3% | 4,852 | $244K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -26.9% | 4,729 | $238K |
| Apeiron RIA LLC | 0.07% | No change | 4,708 | $237K |
| Cary Street Partners Asset Management LLC | 0.03% | New | 4,704 | $237K |
| Wealthgarden F.S. LLC | 0.25% | — | 4,636 | $233K |
| Western Wealth Management, LLC | 0.02% | Add +2.3% | 4,600 | $232K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,509 | $227K |
| Wellington Wealth Strategies, LLC. | 0.94% | New | 4,476 | $225K |
| Cibc World Market Inc. | 0.00% | Add +6.4% | 4,470 | $225K |
| Private Trust Co. NA | 0.02% | Add +23.5% | 4,462 | $225K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -9.8% | 4,383 | $221K |
| Equitable Holdings, Inc. | 0.00% | Reduce -46.4% | 4,379 | $220K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -14.2% | 4,368 | $220K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -35.6% | 4,367 | $220K |
| ARS Wealth Advisors Group, LLC | 0.03% | Add +0.5% | 4,360 | $219K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 4,199 | $211K |
| WestHill Financial Advisors, Inc. | 0.05% | No change | 4,190 | $211K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.0% | 4,120 | $207K |
| Strategy Asset Managers LLC | 0.04% | New | 4,073 | $203K |
| TrueWealth Advisors, LLC | 0.07% | No change | 4,000 | $201K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,948 | $199K |
| LGT Financial Advisors LLC | 0.38% | Reduce -0.5% | 3,553 | $179K |
| Lanark Financial, Inc. | 0.01% | Reduce -37.0% | 3,193 | $160K |
| Avior Wealth Management, LLC | 0.01% | No change | 3,125 | $157K |
| Spire Wealth Management | 0.01% | Reduce -81.6% | 2,883 | $145K |
| Signature Resources Capital Management, LLC | 0.10% | No change | 2,287 | $115K |
| Clear Investment Research, LLC | 0.14% | Add +1.9% | 2,100 | $106K |
| Principal Securities, Inc. | 0.00% | Reduce -71.6% | 1,984 | $100K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,634 | $82K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | Add +0.3% | 1,429 | $72K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,327 | $67K |
| Tsfg, LLC | 0.01% | Reduce -28.2% | 1,274 | $64K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -4.7% | 1,115 | $56K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,000 | $50K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 971 | $49K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.1% | 964 | $49K |
| Tucker Asset Management LLC | 0.01% | No change | 945 | $48K |
| Indiana Trust & Investment Management Co | 0.02% | Reduce -41.0% | 934 | $47K |
| CoreCap Advisors, LLC | 0.00% | Reduce -14.7% | 856 | $43K |
| Voisard Asset Management Group, Inc. | 0.02% | No change | 725 | $36K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 700 | $35K |
| IFP Advisors, Inc | 0.00% | No change | 625 | $31K |
| Tyler-Stone Wealth Management | 0.01% | Reduce -49.4% | 615 | $31K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -98.3% | 568 | $29K |
| Dunhill Financial, LLC | 0.02% | No change | 500 | $25K |
| Financial Management Professionals, Inc. | 0.00% | New | 495 | $25K |
| Founders Financial Alliance, LLC | 0.01% | No change | 492 | $25K |
| Providence Capital Advisors, LLC | 0.00% | No change | 422 | $21K |
| Ridgewood Investments LLC | 0.01% | New | 415 | $21K |
| Toth Financial Advisory Corp. | 0.00% | New | 400 | $20K |
| Friedenthal Financial | 0.01% | Add +6.5% | 379 | $19K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 359 | $18K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -91.6% | 359 | $18K |
| WR Wealth Planners, LLC | 0.01% | No change | 330 | $17K |
| International Assets Investment Management, LLC | 0.00% | New | 320 | $16K |
| Sound Income Strategies, LLC | 0.00% | No change | 319 | $16K |
| ICA Group Wealth Management, LLC | 0.01% | Add +24.3% | 220 | $11K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 215 | $11K |
| FMR LLC | 0.00% | Add +26.4% | 201 | $10K |
| 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 |
| Smartleaf Asset Management LLC | 0.00% | New | 153 | $8K |
| Jones Financial Companies LLLP | 0.00% | New | 138 | $7K |
| Anchor Investment Management, LLC | 0.00% | No change | 125 | $6K |
| PSI Advisors, LLC | 0.00% | Add +293.6% | 122 | $6K |
| JNBA Financial Advisors | 0.00% | Add +1.7% | 122 | $6K |
| Mather Group, Llc. | 0.00% | Reduce -70.2% | 100 | $5K |
| New England Asset Management Inc. | 0.00% | New | 100 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 93 | $5K |
| Assetmark, Inc. | 0.00% | New | 92 | $5K |
| Capital Analysts, LLC | 0.00% | Add +1.2% | 85 | $4K |
| Winch Advisory Services, LLC | 0.00% | Add +1.4% | 72 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | — | 67 | $3K |
| Cypress Capital, LLC | 0.00% | New | 66 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 22 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 15 | $1K |
| AllSquare Wealth Management LLC | 0.00% | No change | 13 | $654 |
| Bogart Wealth, LLC | 0.00% | New | 11 | $554 |
| 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.