iShares SH Dba ETF UsdNEARETF
13F holders, Q4 2024 (December 31)348holders +21
31new positions
31sold out
3famous investors
$49.95avg. 13F price*
At the end of Q4 2024, 348 institutions reported holding iShares SH Dba ETF Usd Inc. (NEAR) in their 13F filings, up 21 from Q3 2024. 31 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($168.7M), Bramshill Investments, LLC ($162.8M) and Morgan Stanley ($145.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $44.3M |
| Exits | 31 | $12.5M |
All 13F filers, Q3 2024 → Q4 2024: 4,236,521 shares bought and 2,583,911 shares sold, net +1,652,610 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 348 holders
| Bank of America Corp. | 0.02% | Reduce -1.1% | 3,341,185 | $168.7M |
| Bramshill Investments, LLC | 25.58% | Add +8.7% | 3,223,956 | $162.8M |
| Morgan Stanley | 0.01% | Add +22.5% | 2,871,032 | $145.0M |
| Clearwater Capital Advisors, LLC | 12.61% | Add +5.9% | 2,551,764 | $128.9M |
| LPL Financial LLC | 0.05% | Add +7.0% | 2,193,609 | $110.8M |
| Wells Fargo & Company | 0.02% | Add +21.4% | 1,943,763 | $98.2M |
| Raymond James Financial Inc. | 0.02% | — | 1,331,095 | $67.2M |
| TAP Consulting, LLC | 13.21% | Reduce -7.0% | 1,279,267 | $64.6M |
| UBS Group AG | 0.01% | Add +12.6% | 1,080,018 | $54.5M |
| BlackRock, Inc. | 0.00% | Reduce -38.6% | 951,093 | $48.0M |
| Donaldson Capital Management, LLC | 1.17% | Reduce -3.0% | 606,450 | $30.6M |
| Ameriprise Financial Inc. | 0.01% | Add +1925.5% | 534,235 | $27.0M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +8.9% | 533,411 | $26.9M |
| Renaissance Technologies | 0.04% | Reduce -34.1% | 525,800 | $26.6M |
| Cetera Investment Advisers | 0.05% | Add +11.3% | 499,410 | $25.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.8% | 455,064 | $23.0M |
| Royal Bank of Canada | 0.00% | Reduce -8.6% | 430,193 | $21.7M |
| Cwm, LLC | 0.08% | Reduce -12.7% | 360,432 | $18.2M |
| Members Advisory Group LLC | 7.40% | New | 357,251 | $18.0M |
| Captrust Financial Advisors | 0.05% | Reduce -13.2% | 398,201 | $17.5M |
| Union Bancaire Privee, UBP SA | 0.30% | — | 326,553 | $16.5M |
| Securian Asset Management, Inc. | 0.47% | No change | 318,620 | $16.1M |
| Alexander Randolph Advisory, Inc. | 14.20% | Add +11.4% | 303,311 | $15.3M |
| Kwmg, LLC | 1.42% | Add +1.4% | 272,955 | $13.8M |
| Focus Partners Wealth | 0.03% | Reduce -0.3% | 240,867 | $12.2M |
| Bank of Montreal | 0.01% | Reduce -52.8% | 228,979 | $11.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.5% | 227,284 | $11.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +383.6% | 219,444 | $11.1M |
| MBM Wealth Consultants, LLC | 3.25% | Add +23.3% | 216,438 | $10.9M |
| Kestra Advisory Services, LLC | 0.06% | Add +291.3% | 209,380 | $10.6M |
| Avantax Advisory Services, Inc. | 0.06% | Add +14.5% | 202,000 | $10.2M |
| Osaic Holdings, Inc. | 0.02% | Add +12.4% | 201,018 | $10.2M |
| Ifrah Financial Services, Inc. | 2.63% | Add +2.3% | 188,211 | $9.5M |
| Stifel Financial Corp. | 0.01% | Add +42.4% | 181,742 | $9.2M |
| Klaas Financial Asset Advisors, LLC | 1.58% | Add +2.5% | 177,275 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +23.9% | 175,112 | $8.8M |
| Integrated Investment Consultants, LLC | 1.82% | Add +75.2% | 174,905 | $8.8M |
| Clark Capital Management Group, Inc. | 0.06% | New | 165,639 | $8.4M |
| Forbes Financial Planning, Inc. | 4.02% | Add +8.9% | 164,264 | $8.3M |
| NewEdge Advisors, LLC | 0.05% | Add +20.1% | 160,665 | $8.1M |
| Semmax Financial Advisors Inc. | 2.10% | Add +5.6% | 155,474 | $7.9M |
| MML Investors Services, LLC | 0.03% | Reduce -1.5% | 153,855 | $7.8M |
| OneDigital Investment Advisors LLC | 0.09% | Add +2.7% | 150,298 | $7.6M |
| Proathlete Wealth Management LLC | 2.79% | Add +18.2% | 146,816 | $7.4M |
| Integrity Alliance, Llc. | 0.79% | — | 143,657 | $7.3M |
| WBH Advisory Inc. | 0.65% | Add +28.2% | 138,673 | $7.0M |
| Essential Planning, LLC. | 0.04% | New | 123,760 | $6.3M |
| Staley Capital Advisers Inc. | 0.27% | Reduce -0.3% | 122,150 | $6.2M |
| Valley National Advisers Inc. | 1.10% | Add +17.5% | 121,640 | $6.1M |
| Axxcess Wealth Management, LLC | 0.15% | Add +38.9% | 121,110 | $6.1M |
| Lowe Brockenbrough & Co. Inc. | 0.39% | Add +2.4% | 120,827 | $6.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.6% | 118,966 | $6.0M |
| Exencial Wealth Advisors, LLC | 0.22% | Add +5.6% | 116,674 | $5.9M |
| Montecito Bank & Trust | 1.01% | Reduce -1.5% | 115,387 | $5.8M |
| Financial Management Network Inc. | 1.21% | Reduce -6.6% | 115,165 | $5.8M |
| Red Crane Wealth Management, LLC | 5.32% | — | 111,261 | $5.6M |
| Gladstone Institutional Advisory LLC | 0.26% | Reduce -3.0% | 110,195 | $5.6M |
| Waverly Advisors, LLC | 0.08% | Reduce -2.4% | 107,193 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +22.6% | 104,632 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +6.2% | 100,189 | $5.1M |
| Oppenheimer & Co. Inc. | 0.08% | Add +12.8% | 100,381 | $5.1M |
| Jacobson & Schmitt Advisors, LLC | 0.97% | Add +12.7% | 99,181 | $5.0M |
| Jane Street Group, LLC | 0.01% | Add +48.7% | 93,985 | $4.7M |
| Apex Wealth Management, LLC | 4.08% | — | 93,541 | $4.7M |
| San Luis Wealth Advisors LLC | 0.83% | Add +48.8% | 87,300 | $4.4M |
| Values First Advisors, Inc. | 2.32% | Add +52.3% | 83,300 | $4.2M |
| Brady Family Wealth, LLC | 1.28% | Add +18.8% | 82,583 | $4.2M |
| Rollins Financial Advisors, LLC | 0.63% | Add +9.8% | 79,670 | $4.0M |
| Canal Insurance CO | 1.04% | Reduce -22.0% | 78,000 | $4.0M |
| Cassady Schiller Wealth Management, LLC | 1.42% | Reduce -4.8% | 76,413 | $3.9M |
| Clayton Financial Group LLC | 1.38% | Add +5.4% | 75,841 | $3.8M |
| Van Hulzen Asset Management, LLC | 0.28% | Add +20.1% | 74,605 | $3.8M |
| Mutual Advisors, LLC | 0.11% | Reduce -4.0% | 74,108 | $3.7M |
| Truist Financial Corp. | 0.01% | Reduce -37.0% | 73,029 | $3.7M |
| Sage Capital Advisors,llc | 0.95% | Reduce -0.5% | 72,564 | $3.7M |
| Pathstone Holdings, LLC | 0.01% | Reduce -33.6% | 64,271 | $3.2M |
| Sigma Planning Corp | 0.10% | Add +13.1% | 64,138 | $3.2M |
| First Citizens Financial Corp | 1.71% | Add +0.4% | 62,260 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -13.8% | 62,119 | $3.1M |
| Guardian Wealth Advisors, LLC | 2.00% | Add +2.0% | 61,642 | $3.1M |
| Brookstone Capital Management | 0.05% | Add +3.6% | 61,306 | $3.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | No change | 60,300 | $3.0M |
| Sovereign Financial Group, Inc. | 0.70% | Add +0.1% | 60,239 | $3.0M |
| GeoWealth Management, LLC | 0.10% | Reduce -58.7% | 59,420 | $3.0M |
| Belpointe Asset Management LLC | 0.18% | Reduce -1.7% | 58,499 | $3.0M |
| GC Wealth Management RIA, LLC | 0.52% | Reduce -0.9% | 58,674 | $3.0M |
| KKM Financial LLC | 1.21% | New | 57,516 | $2.9M |
| Keyvantage Wealth, LLC | 2.06% | — | 57,095 | $2.9M |
| Independent Financial Group, LLC | 0.09% | Reduce -0.7% | 55,497 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.6% | 55,426 | $2.8M |
| Betterment LLC | 0.01% | Add +1.7% | 53,591 | $2.7M |
| Arkfeld Wealth Strategies, L.L.C. | 1.23% | Reduce -0.1% | 52,948 | $2.7M |
| Financial Advocates Investment Management | 0.15% | Reduce -0.4% | 51,562 | $2.6M |
| Mariner, LLC | 0.00% | Reduce -18.6% | 50,979 | $2.6M |
| Patten Group, Inc. | 0.57% | Add +16.1% | 50,885 | $2.6M |
| LVW Advisors, LLC | 0.31% | Add +13.0% | 50,567 | $2.6M |
| Realta Investment Advisors | 1.04% | Add +1.8% | 50,379 | $2.5M |
| MAI Capital Management | 0.02% | New | 47,901 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +1.5% | 45,935 | $2.3M |
| Infinity Wealth Counsel, LLC | 2.46% | — | 45,598 | $2.3M |
"% 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.