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 |
| Snowden Capital Advisors LLC | 0.06% | Reduce -9.1% | 40,105 | $2.1M |
| Wescott Financial Advisory Group, LLC | 0.21% | Add +13.5% | 38,639 | $2.0M |
| Naples Global Advisors, LLC | 0.18% | Reduce -14.4% | 37,728 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.7% | 37,578 | $1.9M |
| Syverson Strege & Co | 0.64% | Add +2.5% | 37,096 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.9% | 34,150 | $1.7M |
| Steel Grove Capital Advisors, LLC | 0.24% | Reduce -9.2% | 33,584 | $1.7M |
| WealthPlan Investment Management, LLC | 0.17% | New | 33,072 | $1.7M |
| Smithfield Trust Co | 0.08% | Reduce -53.5% | 32,021 | $1.6M |
| Guidance Capital, Inc. | 0.51% | Reduce -5.2% | 31,959 | $1.6M |
| Westside Investment Management, Inc. | 0.34% | Add +2.3% | 30,900 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +15.7% | 28,784 | $1.5M |
| First Heartland Consultants, Inc. | 0.15% | Add +15.5% | 27,588 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -3.8% | 27,066 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Reduce -10.2% | 26,408 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | New | 26,375 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +21.4% | 26,338 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -6.0% | 25,037 | $1.3M |
| Planning Alternatives Ltd. | 0.19% | Reduce -48.7% | 24,868 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.05% | Reduce -18.2% | 24,415 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.15% | Reduce -3.1% | 24,205 | $1.2M |
| One Capital Management, LLC | 0.04% | No change | 24,120 | $1.2M |
| Osborne Partners Capital Management, LLC | 0.07% | Reduce -2.9% | 23,400 | $1.2M |
| CreativeOne Wealth, LLC | 0.04% | New | 22,733 | $1.2M |
| PFG Advisors | 0.07% | Reduce -85.2% | 22,430 | $1.1M |
| Astor Investment Management LLC | 0.53% | Reduce -5.0% | 21,698 | $1.1M |
| Live Oak Private Wealth LLC | 0.18% | Add +0.6% | 21,418 | $1.1M |
| Win Advisors, Inc. | 0.51% | Reduce -8.7% | 21,318 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +4.0% | 21,049 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | Add +63.1% | 20,661 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +2.7% | 20,621 | $1.1M |
| Aletheian Wealth Advisors LLC | 0.61% | Add +3.1% | 20,320 | $1.0M |
| Hancock Whitney Corp. | 0.03% | New | 20,247 | $1.0M |
| WJ Wealth Management, LLC | 0.36% | Reduce -26.6% | 20,150 | $1.0M |
| Sage Advisory Services, Ltd.Co. | 0.29% | No change | 20,383 | $1.0M |
| LVZ, Inc. | 0.13% | Reduce -2.5% | 19,765 | $1.0M |
| National Bank of Canada | 0.00% | Reduce -10.4% | 19,721 | $1.0M |
| Roble, Belko & Company, Inc | 0.16% | Reduce -7.1% | 19,704 | $1.0M |
| White Pine Capital LLC | 0.34% | Add +97.6% | 19,520 | $1.0M |
| Columbia Bank | 0.36% | Reduce -37.1% | 19,179 | $983K |
| Stephens Inc. | 0.01% | No change | 18,690 | $958K |
| Rosenberg Matthew Hamilton | 0.25% | Add +6.8% | 18,433 | $945K |
| Investment Advisory Group, LLC | 0.32% | Reduce -1.1% | 17,923 | $918K |
| Beacon Financial Group | 0.10% | Reduce -6.3% | 17,818 | $913K |
| Ancora Advisors LLC | 0.02% | Reduce -0.5% | 16,538 | $847K |
| Eagle Bluffs Wealth Management LLC | 0.45% | Reduce -0.1% | 16,204 | $830K |
| BNP Paribas Financial Markets | 0.00% | Reduce -82.7% | 15,816 | $810K |
| American Institute for Advanced Investment Management, LLP | 0.56% | Reduce -18.1% | 15,340 | $786K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -76.5% | 15,336 | $786K |
| Kovack Advisors, Inc. | 0.08% | Reduce -44.4% | 15,125 | $775K |
| Core Wealth Advisors, Inc. | 0.24% | No change | 14,762 | $756K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 14,682 | $752K |
| JGP Wealth Management, LLC | 0.10% | Add +0.4% | 14,550 | $746K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -28.9% | 14,512 | $744K |
| Prospera Financial Services Inc | 0.02% | Add +31.8% | 14,332 | $734K |
| Stonebridge Financial Planning Group, LLC | 0.35% | Reduce -7.5% | 14,189 | $727K |
| ONE Advisory Partners, LLC | 0.31% | Add +24.6% | 13,964 | $716K |
| Dakota Wealth Management | 0.02% | Reduce -8.1% | 13,807 | $707K |
| Fortis Advisors, LLC | 0.45% | Add +1.3% | 13,626 | $698K |
| Syntegra Private Wealth Group, LLC | 0.08% | Reduce -7.6% | 13,534 | $693K |
| Werba Rubin Papier Wealth Management | 0.16% | Add +18.6% | 13,522 | $693K |
| Centurion Wealth Management LLC | 0.22% | — | 13,441 | $689K |
| Atria Investments, Inc | 0.01% | Reduce -0.3% | 13,290 | $681K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -4.5% | 13,281 | $675K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -6.2% | 12,818 | $655K |
| Capital Advisory Group Advisory Services, LLC | 0.25% | Reduce -3.1% | 12,475 | $639K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -5.1% | 12,383 | $634K |
| Darrow Company, Inc. | 0.36% | No change | 12,039 | $617K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -1.2% | 12,015 | $616K |
| TCI Wealth Advisors, Inc. | 0.05% | No change | 11,734 | $601K |
| Cerity Partners LLC | 0.00% | No change | 11,513 | $590K |
| Oxinas Partners, LLC | 0.36% | Add +36.0% | 11,465 | $587K |
| Cross Staff Investments Inc | 0.45% | Reduce -11.4% | 11,406 | $584K |
| Valley Financial Group, Inc. | 0.41% | Reduce -2.8% | 11,390 | $584K |
| Shum Financial Group, Inc. | 0.48% | — | 11,472 | $580K |
| CVA Family Office, LLC | 0.09% | Add +11.2% | 11,024 | $565K |
| 4J Wealth Management LLC | 0.43% | Add +0.1% | 10,927 | $560K |
| Courier Capital LLC | 0.04% | No change | 10,854 | $556K |
| D.A. Davidson & Co. | 0.00% | Add +2.7% | 10,760 | $551K |
| Tyche Wealth Partners LLC | 0.12% | No change | 10,467 | $536K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.0% | 10,409 | $533K |
| Richard P Slaughter Associates Inc | 0.12% | Reduce -98.2% | 10,088 | $517K |
| Gries Financial LLC | 0.10% | No change | 10,062 | $516K |
| ETF Store, Inc. | 0.52% | Add +0.9% | 9,896 | $507K |
| TrueMark Investments, LLC | 0.16% | Reduce -15.5% | 9,892 | $507K |
| Townsquare Capital LLC | 0.01% | Reduce -4.4% | 9,870 | $506K |
| Sugarloaf Wealth Management, LLC | 0.08% | Reduce -32.1% | 9,785 | $501K |
| KFA Private Wealth Group, LLC | 0.23% | Reduce -12.3% | 9,608 | $492K |
| Keybank National Association | 0.00% | No change | 9,510 | $487K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -58.9% | 9,443 | $484K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -12.4% | 9,235 | $473K |
| Objective Capital Management, LLC | 0.28% | — | 9,201 | $471K |
| Next Capital Management LLC | 0.19% | No change | 8,975 | $460K |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.3% | 8,824 | $452K |
| Synovus Financial Corp. | 0.01% | Add +1.0% | 8,814 | $452K |
| SOL Capital Management CO | 0.05% | Add +0.2% | 8,795 | $451K |
| GS Investments, Inc. | 0.20% | No change | 8,675 | $445K |
| Spectrum Planning & Advisory Services Inc. | 0.43% | Add +26.9% | 8,663 | $444K |
| Luken Investment Analytics, LLC | 0.20% | Add +30.6% | 8,459 | $433K |
| Somerset Group LLC | 0.39% | No change | 8,152 | $418K |
| Bank of New York Mellon Corp | 0.00% | Reduce -25.2% | 8,048 | $412K |
| Beirne Wealth Consulting Services, LLC | 0.14% | Add +1.2% | 8,031 | $412K |
| Providence First Trust Co | 0.17% | Reduce -13.5% | 8,013 | $411K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.6% | 7,938 | $407K |
| Waycross Investment Management Co | 0.37% | No change | 7,855 | $402K |
| Physician Wealth Solutions Inc. | 0.20% | Add +57.6% | 7,889 | $401K |
| Parsons Capital Management Inc. | 0.02% | Add +45.4% | 7,514 | $385K |
| Windsor Capital Management, LLC | 0.11% | Reduce -1.5% | 7,487 | $384K |
| Flaharty Asset Management, LLC | 0.05% | Reduce -0.3% | 7,309 | $375K |
| Phillips Financial Management, LLC | 0.03% | Reduce -2.4% | 7,208 | $369K |
| Davidson Capital Management Inc. | 0.11% | Reduce -28.6% | 7,157 | $367K |
| Comerica Bank | 0.00% | Add +14.4% | 7,095 | $364K |
| Intrua Financial, LLC | 0.06% | No change | 7,071 | $362K |
| Benjamin Edwards Inc. | 0.01% | New | 7,033 | $361K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.0% | 7,025 | $360K |
| Paragon Capital Management Inc. | 0.26% | Add +0.4% | 7,011 | $359K |
| NTV Asset Management LLC | 0.05% | Reduce -1.0% | 7,000 | $359K |
| Equitable Holdings, Inc. | 0.00% | Add +58.4% | 6,938 | $356K |
| Thrive Capital Management, LLC | 0.17% | Reduce -8.0% | 6,916 | $354K |
| Leavell Investment Management, Inc. | 0.02% | New | 6,915 | $354K |
| Meridian Management Co. | 0.09% | No change | 6,900 | $354K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -0.8% | 6,840 | $350K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -0.8% | 6,840 | $350K |
| Larson Financial Group LLC | 0.02% | Add +0.1% | 6,780 | $347K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -4.3% | 6,360 | $326K |
| Fortress Wealth Management, Inc. | 0.16% | Add +0.0% | 6,347 | $325K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | Add +0.7% | 6,333 | $325K |
| Global Retirement Partners, LLC | 0.01% | Add +4.4% | 5,688 | $291K |
| New Capital Management LP | 0.08% | No change | 5,580 | $286K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -92.2% | 5,529 | $283K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -0.5% | 5,524 | $283K |
| Meitav Investment House Ltd. | 0.00% | No change | 5,503 | $280K |
| Marshall Financial Group, LLC | 0.07% | New | 5,443 | $279K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | Add +0.6% | 5,417 | $278K |
| Cibc World Market Inc. | 0.00% | Add +18.9% | 5,315 | $272K |
| First Wilshire Securities Management Inc. | 0.08% | Reduce -12.1% | 5,264 | $270K |
| Private Client Services, LLC | 0.14% | New | 5,137 | $263K |
| Creative Planning | 0.00% | New | 5,136 | $263K |
| Madrona Financial Services, LLC | 0.07% | No change | 5,135 | $263K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 5,135 | $263K |
| Signal Advisors Wealth, LLC | 0.04% | New | 5,123 | $263K |
| Farther Finance Advisors, LLC | 0.01% | No change | 5,065 | $260K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 5,000 | $256K |
| Harbour Investments, Inc. | 0.01% | Reduce -8.1% | 4,979 | $255K |
| Rockwood Wealth Management, LLC | 0.03% | New | 4,970 | $255K |
| Barclays PLC | 0.00% | No change | 4,970 | $255K |
| DGS Capital Management, LLC | 0.07% | Add +0.3% | 4,965 | $254K |
| Private Trust Co. NA | 0.03% | Add +9.3% | 4,879 | $250K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +9.2% | 4,788 | $245K |
| Integrated Wealth Concepts LLC | 0.00% | Add +5.9% | 4,777 | $245K |
| Vance Wealth, LLC | 0.09% | Reduce -2.6% | 4,724 | $242K |
| Apeiron RIA LLC | 0.07% | No change | 4,708 | $241K |
| Wealthgarden F.S. LLC | 0.23% | Add +1.0% | 4,684 | $240K |
| Western Wealth Management, LLC | 0.01% | Reduce -3.6% | 4,432 | $227K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -13.8% | 4,338 | $222K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -1.6% | 4,288 | $220K |
| WestHill Financial Advisors, Inc. | 0.05% | Add +2.1% | 4,279 | $219K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -51.6% | 4,255 | $218K |
| Savant Capital, LLC | 0.00% | New | 4,211 | $216K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 4,199 | $215K |
| Park Avenue Securities LLC | 0.00% | New | 4,194 | $215K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.0% | 4,121 | $211K |
| Nikulski Financial, Inc. | 0.06% | Reduce -88.6% | 4,120 | $211K |
| Ingalls & Snyder LLC | 0.01% | New | 4,000 | $205K |
| TrueWealth Advisors, LLC | 0.07% | No change | 4,000 | $205K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -8.9% | 3,978 | $204K |
| Triton Financial Group Inc | 0.13% | New | 3,966 | $203K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,948 | $202K |
| Pflug Koory, LLC | 0.01% | — | 3,015 | $154K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -36.3% | 3,014 | $154K |
| Avior Wealth Management, LLC | 0.01% | Reduce -16.5% | 2,608 | $134K |
| Signature Resources Capital Management, LLC | 0.11% | No change | 2,287 | $117K |
| LGT Financial Advisors LLC | 0.26% | Reduce -41.5% | 2,077 | $106K |
| Principal Securities, Inc. | 0.00% | Reduce -0.5% | 1,974 | $101K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,634 | $84K |
| Venturi Wealth Management, LLC | 0.00% | Add +12.4% | 1,491 | $76K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | Add +0.4% | 1,435 | $74K |
| Spire Wealth Management | 0.00% | Reduce -52.9% | 1,358 | $70K |
| Tsfg, LLC | 0.01% | No change | 1,274 | $65K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,115 | $57K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,000 | $51K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 971 | $50K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.2% | 966 | $49K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 934 | $48K |
| CoreCap Advisors, LLC | 0.00% | No change | 856 | $44K |
| Lanark Financial, Inc. | 0.00% | Reduce -75.5% | 781 | $40K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 700 | $36K |
| Voisard Asset Management Group, Inc. | 0.01% | Reduce -11.0% | 645 | $33K |
| IFP Advisors, Inc | 0.00% | No change | 625 | $32K |
| Aptus Capital Advisors, LLC | 0.00% | New | 578 | $30K |
| Ascentis Independent Advisors | 0.00% | New | 520 | $27K |
| Dunhill Financial, LLC | 0.01% | No change | 500 | $26K |
| Financial Avengers, Inc. | 0.01% | New | 500 | $26K |
| International Assets Investment Management, LLC | 0.00% | Add +102.8% | 649 | $25K |
| Founders Financial Alliance, LLC | 0.01% | No change | 492 | $25K |
| Financial Management Professionals, Inc. | 0.00% | No change | 495 | $25K |
| Providence Capital Advisors, LLC | 0.00% | No change | 422 | $22K |
| Ridgewood Investments LLC | 0.01% | Reduce -0.5% | 413 | $21K |
| Geneos Wealth Management Inc. | 0.00% | No change | 359 | $18K |
| WR Wealth Planners, LLC | 0.00% | No change | 330 | $17K |
| Sound Income Strategies, LLC | 0.00% | No change | 319 | $16K |
| Barrett & Company, Inc. | 0.01% | New | 296 | $15K |
| Friedenthal Financial | 0.01% | Reduce -24.3% | 287 | $15K |
| 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 | $10K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -68.3% | 180 | $9K |
| City State Bank | 0.00% | No change | 174 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 153 | $8K |
| Anchor Investment Management, LLC | 0.00% | No change | 125 | $6K |
| JNBA Financial Advisors | 0.00% | Add +0.8% | 123 | $6K |
| PSI Advisors, LLC | 0.00% | No change | 122 | $6K |
| Eastern Bank | 0.00% | New | 122 | $6K |
| FMR LLC | 0.00% | Reduce -45.3% | 110 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $5K |
| Clear Investment Research, LLC | 0.01% | Reduce -95.5% | 95 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 93 | $5K |
| Capital Analysts, LLC | 0.00% | Add +1.2% | 86 | $4K |
| Winch Advisory Services, LLC | 0.00% | Add +1.4% | 73 | $4K |
| Tucker Asset Management LLC | 0.00% | Reduce -92.6% | 70 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 67 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -50.0% | 46 | $2K |
| Blue Trust, Inc. | 0.00% | New | 37 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 13 | $666 |
| Bogart Wealth, LLC | 0.00% | No change | 11 | $564 |
| Sachetta, LLC | 0.00% | No change | 1 | $52 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 9 | $0 |
"% 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.