iShares SH Dba ETF UsdNEARETF
13F holders, Q3 2024 (September 30)327holders +6
26new positions
22sold out
2famous investors
$51.15avg. 13F price*
At the end of Q3 2024, 327 institutions reported holding iShares SH Dba ETF Usd Inc. (NEAR) in their 13F filings, up 6 from Q2 2024. 26 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($173.1M), Bramshill Investments, LLC ($151.9M) and Clearwater Capital Advisors, LLC ($123.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $28.0M |
| Exits | 22 | $14.6M |
All 13F filers, Q2 2024 → Q3 2024: 2,431,726 shares bought and 3,890,102 shares sold, net −1,458,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 327 holders
| Bank of America Corp. | 0.02% | Reduce -2.3% | 3,377,335 | $173.1M |
| Bramshill Investments, LLC | 16.64% | Add +10.1% | 2,965,140 | $151.9M |
| Clearwater Capital Advisors, LLC | 12.02% | Add +3.1% | 2,408,636 | $123.4M |
| Morgan Stanley | 0.01% | Add +7.1% | 2,343,803 | $120.1M |
| LPL Financial LLC | 0.05% | Add +6.6% | 2,050,644 | $105.1M |
| Wells Fargo & Company | 0.02% | Reduce -7.9% | 1,601,674 | $82.1M |
| BlackRock, Inc. | 0.00% | — | 1,548,854 | $79.4M |
| TAP Consulting, LLC | 13.87% | Add +13.9% | 1,375,530 | $70.5M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +1.2% | 1,329,642 | $68.1M |
| UBS Group AG | 0.01% | Add +2.9% | 959,599 | $49.2M |
| Renaissance Technologies | 0.06% | Add +39.7% | 798,300 | $40.9M |
| Donaldson Capital Management, LLC | 1.23% | Add +7.0% | 625,024 | $32.0M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +8.4% | 489,798 | $25.1M |
| Bank of Montreal | 0.01% | Add +33.7% | 485,560 | $24.9M |
| Royal Bank of Canada | 0.01% | Reduce -1.9% | 470,468 | $24.1M |
| Cetera Investment Advisers | 0.05% | Reduce -32.2% | 448,615 | $23.0M |
| Cwm, LLC | 0.09% | Reduce -3.5% | 412,683 | $21.1M |
| Corient Private Wealth LP | 0.03% | Reduce -23.9% | 411,587 | $21.1M |
| Captrust Financial Advisors | 0.06% | Reduce -11.1% | 458,490 | $20.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -39.6% | 392,856 | $20.1M |
| Securian Asset Management, Inc. | 0.47% | No change | 318,620 | $16.3M |
| Alexander Randolph Advisory, Inc. | 12.35% | Add +12.8% | 272,341 | $14.0M |
| Kwmg, LLC | 1.39% | Add +3.9% | 269,256 | $13.8M |
| Focus Partners Wealth | 0.04% | Reduce -2.7% | 241,688 | $12.4M |
| HighTower Advisors, LLC | 0.02% | Add +9.4% | 233,075 | $11.9M |
| Ifrah Financial Services, Inc. | 2.54% | Add +2.3% | 183,915 | $9.4M |
| Citadel Advisors | 0.01% | Reduce -18.2% | 181,951 | $9.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -16.5% | 178,831 | $9.2M |
| Avantax Advisory Services, Inc. | 0.06% | Add +8.0% | 176,448 | $9.0M |
| MBM Wealth Consultants, LLC | 2.84% | New | 175,475 | $9.0M |
| Klaas Financial Asset Advisors, LLC | 1.54% | Add +2.0% | 172,889 | $8.9M |
| FinTrust Capital Advisors, LLC | 1.41% | Add +1.5% | 162,471 | $8.3M |
| MML Investors Services, LLC | 0.03% | Add +0.5% | 156,189 | $8.0M |
| Forbes Financial Planning, Inc. | 5.57% | Add +9.7% | 150,829 | $7.7M |
| OneDigital Investment Advisors LLC | 0.09% | Reduce -30.2% | 146,318 | $7.5M |
| Semmax Financial Advisors Inc. | 2.05% | Reduce -4.1% | 147,203 | $7.4M |
| GeoWealth Management, LLC | 0.26% | Add +172.0% | 143,794 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.4% | 141,368 | $7.2M |
| NewEdge Advisors, LLC | 0.04% | Add +6.6% | 133,831 | $6.9M |
| Stifel Financial Corp. | 0.01% | Reduce -17.1% | 127,674 | $6.5M |
| Proathlete Wealth Management LLC | 2.62% | Add +11.5% | 124,255 | $6.4M |
| Shufro Rose & Co. LLC | 0.52% | No change | 126,072 | $6.3M |
| Staley Capital Advisers Inc. | 0.28% | No change | 122,550 | $6.3M |
| Financial Management Network Inc. | 1.31% | Reduce -6.8% | 123,299 | $6.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.9% | 120,842 | $6.2M |
| Lowe Brockenbrough & Co. Inc. | 0.39% | Reduce -2.4% | 117,985 | $6.0M |
| Montecito Bank & Trust | 1.02% | Reduce -8.8% | 117,193 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -83.6% | 115,871 | $5.9M |
| Gladstone Institutional Advisory LLC | 0.28% | Reduce -9.2% | 113,667 | $5.8M |
| Exencial Wealth Advisors, LLC | 0.20% | Reduce -1.0% | 110,496 | $5.7M |
| Waverly Advisors, LLC | 0.10% | Reduce -0.6% | 109,830 | $5.6M |
| WBH Advisory Inc. | 0.52% | Add +10.8% | 108,161 | $5.5M |
| Pinnacle Associates Ltd. | 0.09% | Reduce -10.7% | 107,762 | $5.4M |
| Valley National Advisers Inc. | 0.96% | Reduce -35.8% | 103,552 | $5.3M |
| Canal Insurance CO | 1.20% | No change | 100,000 | $5.1M |
| Integrated Investment Consultants, LLC | 1.11% | Add +1169.8% | 99,842 | $5.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -24.1% | 96,729 | $5.0M |
| Sanctuary Advisors, LLC | 0.03% | Add +16.3% | 94,364 | $4.8M |
| Oppenheimer & Co. Inc. | 0.07% | Reduce -15.9% | 89,003 | $4.6M |
| Jacobson & Schmitt Advisors, LLC | 0.93% | Add +3.6% | 88,036 | $4.5M |
| Axxcess Wealth Management, LLC | 0.11% | New | 87,170 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +23.0% | 85,352 | $4.4M |
| Cassady Schiller Wealth Management, LLC | 1.50% | Reduce -16.6% | 80,272 | $4.1M |
| World Investment Advisors | 0.13% | Reduce -4.1% | 79,648 | $4.1M |
| Mutual Advisors, LLC | 0.11% | Add +10.7% | 77,181 | $3.9M |
| Sage Capital Advisors,llc | 0.97% | Reduce -0.0% | 72,890 | $3.7M |
| Rollins Financial Advisors, LLC | 0.62% | Add +8.5% | 72,573 | $3.7M |
| Citigroup Inc. | 0.00% | Reduce -8.6% | 72,104 | $3.7M |
| Clayton Financial Group LLC | 1.38% | Add +15.4% | 71,946 | $3.7M |
| Brady Family Wealth, LLC | 1.07% | Add +4.2% | 69,540 | $3.6M |
| Jane Street Group, LLC | 0.01% | Reduce -80.2% | 63,200 | $3.2M |
| Mariner, LLC | 0.01% | Reduce -34.4% | 62,669 | $3.2M |
| Van Hulzen Asset Management, LLC | 0.23% | New | 62,104 | $3.2M |
| First Citizens Financial Corp | 1.68% | Add +190.0% | 62,001 | $3.2M |
| Guardian Wealth Advisors, LLC | 1.91% | Add +1.7% | 60,458 | $3.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | New | 60,300 | $3.1M |
| Sovereign Financial Group, Inc. | 0.72% | Add +2.7% | 60,181 | $3.1M |
| Belpointe Asset Management LLC | 0.18% | Add +321.6% | 59,512 | $3.0M |
| GC Wealth Management RIA, LLC | 0.53% | Add +13.8% | 59,214 | $3.0M |
| Brookstone Capital Management | 0.04% | Reduce -0.6% | 59,150 | $3.0M |
| San Luis Wealth Advisors LLC | 0.62% | Reduce -36.4% | 58,669 | $3.0M |
| Sigma Planning Corp | 0.09% | Add +26.0% | 56,705 | $2.9M |
| Independent Financial Group, LLC | 0.11% | Add +105.4% | 55,888 | $2.9M |
| Values First Advisors, Inc. | 1.52% | Add +2.8% | 54,699 | $2.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -76.6% | 53,511 | $2.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.4% | 52,997 | $2.7M |
| Betterment LLC | 0.01% | Reduce -0.4% | 52,684 | $2.7M |
| Arkfeld Wealth Strategies, L.L.C. | 1.30% | Reduce -2.1% | 52,974 | $2.7M |
| Financial Advocates Investment Management | 0.15% | Reduce -1.1% | 51,755 | $2.7M |
| Realta Investment Advisors | 1.16% | Add +5.0% | 49,508 | $2.5M |
| Castle Rock Wealth Management, LLC | 0.56% | Add +2.3% | 46,379 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.0% | 45,377 | $2.3M |
| Ameliora Wealth Management Ltd. | 0.97% | Reduce -57.9% | 45,287 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +16.5% | 45,240 | $2.3M |
| LVW Advisors, LLC | 0.29% | Add +7.5% | 44,767 | $2.3M |
| Raymond James & Associates | 0.00% | Add +3.6% | 44,255 | $2.3M |
| Patten Group, Inc. | 0.50% | Add +24.3% | 43,830 | $2.2M |
| Klingman & Associates, LLC | 0.14% | No change | 43,163 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +50.2% | 41,556 | $2.1M |
| Spinnaker Trust | 0.13% | Add +15.4% | 40,158 | $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.