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 |
| Spinnaker Trust | 0.14% | Add +12.8% | 45,302 | $2.3M |
| Ameliora Wealth Management Ltd. | 0.86% | No change | 45,287 | $2.3M |
| Wescott Financial Advisory Group, LLC | 0.23% | Add +16.2% | 44,892 | $2.3M |
| Castle Rock Wealth Management, LLC | 0.54% | Reduce -4.1% | 44,494 | $2.3M |
| Unified Investment Management | 2.53% | — | 44,048 | $2.2M |
| Klingman & Associates, LLC | 0.14% | No change | 43,163 | $2.2M |
| Syverson Strege & Co | 0.68% | Add +8.7% | 40,323 | $2.0M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -0.1% | 40,051 | $2.0M |
| Naples Global Advisors, LLC | 0.17% | Reduce -5.3% | 35,728 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.3% | 33,018 | $1.7M |
| Cary Street Partners Financial LLC | 0.05% | — | 32,760 | $1.7M |
| Westside Investment Management, Inc. | 0.35% | Add +5.0% | 32,450 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -14.0% | 32,316 | $1.6M |
| Guidance Capital, Inc. | 0.50% | Add +0.8% | 32,220 | $1.6M |
| WealthPlan Investment Management, LLC | 0.16% | Reduce -3.0% | 32,093 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +192.3% | 30,420 | $1.5M |
| Sage Advisory Services, Ltd.Co. | 0.91% | Add +48.5% | 30,265 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +10.9% | 29,207 | $1.5M |
| Smithfield Trust Co | 0.07% | Reduce -10.7% | 28,590 | $1.4M |
| Steel Grove Capital Advisors, LLC | 0.20% | Reduce -16.8% | 27,957 | $1.4M |
| Shufro Rose & Co. LLC | 0.11% | Reduce -78.0% | 27,739 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -1.8% | 26,579 | $1.3M |
| Integrated Advisors Network LLC | 0.06% | Reduce -1.4% | 26,050 | $1.3M |
| Michels Family Financial, LLC | 1.18% | — | 25,531 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +58.0% | 24,992 | $1.3M |
| Planning Alternatives Ltd. | 0.19% | No change | 24,868 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.2% | 24,235 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.15% | No change | 24,205 | $1.2M |
| One Capital Management, LLC | 0.04% | Reduce -0.6% | 23,970 | $1.2M |
| Osborne Partners Capital Management, LLC | 0.07% | No change | 23,400 | $1.2M |
| Comerica Bank | 0.00% | Add +214.3% | 22,303 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +39.7% | 21,426 | $1.1M |
| PFG Advisors | 0.07% | Reduce -4.8% | 21,365 | $1.1M |
| JGP Wealth Management, LLC | 0.14% | Add +45.6% | 21,189 | $1.1M |
| Live Oak Private Wealth LLC | 0.18% | Reduce -1.6% | 21,076 | $1.1M |
| National Bank of Canada | 0.00% | Add +6.1% | 20,930 | $1.1M |
| Aletheian Wealth Advisors LLC | 0.61% | Add +0.8% | 20,490 | $1.0M |
| LVZ, Inc. | 0.13% | Reduce -0.4% | 19,681 | $994K |
| Astor Investment Management LLC | 0.51% | Reduce -9.8% | 19,574 | $988K |
| Roble, Belko & Company, Inc | 0.16% | Reduce -0.8% | 19,556 | $988K |
| WJ Wealth Management, LLC | 0.34% | Reduce -3.0% | 19,550 | $987K |
| Investment Advisory Group, LLC | 0.32% | Add +7.2% | 19,213 | $970K |
| Stephens Inc. | 0.01% | No change | 18,690 | $944K |
| Socha Financial Group, LLC | 0.44% | New | 18,483 | $933K |
| Rosenberg Matthew Hamilton | 0.24% | Reduce -0.8% | 18,293 | $924K |
| Leavell Investment Management, Inc. | 0.04% | Add +162.0% | 18,115 | $915K |
| Prospera Financial Services Inc | 0.02% | Add +20.9% | 17,332 | $875K |
| White Pine Capital LLC | 0.29% | Reduce -11.6% | 17,258 | $872K |
| Core Wealth Advisors, Inc. | 0.28% | Add +13.3% | 16,733 | $845K |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.8% | 16,415 | $829K |
| Joel Adams & Associates, Inc. | 0.74% | — | 16,159 | $816K |
| Beacon Financial Group | 0.09% | Reduce -9.4% | 16,141 | $815K |
| JPMorgan Chase & Co. | 0.00% | Reduce -61.2% | 16,140 | $815K |
| Eagle Bluffs Wealth Management LLC | 0.44% | Reduce -0.6% | 16,108 | $813K |
| Ancora Advisors LLC | 0.02% | Reduce -5.4% | 15,652 | $790K |
| American Institute for Advanced Investment Management, LLP | 0.57% | Reduce -0.9% | 15,200 | $768K |
| Chicago Partners Investment Group LLC | 0.02% | Add +4.6% | 13,892 | $702K |
| Fortis Advisors, LLC | 0.46% | Add +1.6% | 13,845 | $699K |
| Capital Analysts, LLC | 0.03% | Add +15634.9% | 13,532 | $683K |
| Werba Rubin Papier Wealth Management | 0.16% | Reduce -0.5% | 13,459 | $680K |
| Novem Group | 0.10% | — | 13,444 | $679K |
| Centurion Wealth Management LLC | 0.21% | Reduce -0.2% | 13,412 | $677K |
| Kovack Advisors, Inc. | 0.07% | Reduce -11.6% | 13,368 | $675K |
| &partners | 0.01% | New | 13,316 | $672K |
| Syntegra Private Wealth Group, LLC | 0.08% | Reduce -1.7% | 13,298 | $672K |
| Dakota Wealth Management | 0.02% | Reduce -4.5% | 13,181 | $666K |
| Atria Investments, Inc | 0.01% | Reduce -0.8% | 13,178 | $665K |
| World Investment Advisors | 0.02% | Reduce -84.1% | 12,686 | $641K |
| Capital Advisory Group Advisory Services, LLC | 0.23% | No change | 12,475 | $630K |
| Darrow Company, Inc. | 0.35% | No change | 12,039 | $608K |
| Koshinski Asset Management, Inc. | 0.05% | No change | 12,015 | $607K |
| Stonebridge Financial Planning Group, LLC | 0.27% | Reduce -15.5% | 11,994 | $606K |
| TCI Wealth Advisors, Inc. | 0.05% | No change | 11,734 | $593K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -6.4% | 11,592 | $585K |
| Townsquare Capital LLC | 0.01% | Add +17.3% | 11,574 | $584K |
| Fifth Third Securities, Inc. | 0.05% | New | 11,525 | $582K |
| Cross Staff Investments Inc | 0.40% | Add +0.4% | 11,456 | $579K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -45.6% | 11,447 | $578K |
| Valley Financial Group, Inc. | 0.40% | Reduce -0.8% | 11,301 | $571K |
| Cerity Partners LLC | 0.00% | Reduce -2.7% | 11,200 | $566K |
| Oxinas Partners, LLC | 0.33% | Reduce -2.3% | 11,199 | $566K |
| Columbia Bank | 0.19% | Reduce -42.0% | 11,127 | $561K |
| CVA Family Office, LLC | 0.09% | Add +0.1% | 11,033 | $557K |
| Stanich Group LLC | 0.42% | — | 11,012 | $556K |
| Spectrum Planning & Advisory Services Inc. | 0.48% | Add +26.5% | 10,957 | $553K |
| Courier Capital LLC | 0.04% | No change | 10,854 | $548K |
| Hudock, Inc. | 0.09% | New | 10,543 | $532K |
| Tyche Wealth Partners LLC | 0.11% | No change | 10,467 | $529K |
| NWF Advisory Services Inc. | 0.08% | New | 10,416 | $526K |
| 4J Wealth Management LLC | 0.42% | Reduce -6.8% | 10,189 | $515K |
| Sugarloaf Wealth Management, LLC | 0.10% | Add +3.0% | 10,074 | $509K |
| Gries Financial LLC | 0.09% | No change | 10,062 | $508K |
| ETF Store, Inc. | 0.63% | Add +1.0% | 9,993 | $505K |
| Bank of New York Mellon Corp | 0.00% | Add +23.8% | 9,965 | $503K |
| Bison Wealth, LLC | 0.06% | — | 9,740 | $492K |
| Keystone Financial Group, Inc. | 0.39% | — | 9,588 | $484K |
| GW&K Investment Management, LLC | 0.00% | New | 9,565 | $483K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.9% | 9,524 | $481K |
| Crews Bank & Trust | 0.08% | — | 9,430 | $476K |
| Summit Wealth Partners, LLC | 0.10% | Add +0.6% | 9,286 | $469K |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.7% | 8,977 | $453K |
| SOL Capital Management CO | 0.05% | Add +0.2% | 8,810 | $445K |
| Keybank National Association | 0.00% | Reduce -8.4% | 8,710 | $440K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -40.0% | 8,703 | $440K |
| GS Investments, Inc. | 0.19% | Reduce -2.4% | 8,465 | $427K |
| Citadel Advisors | 0.00% | Reduce -95.4% | 8,289 | $419K |
| Stonebridge Financial Group, LLC | 0.05% | — | 8,154 | $412K |
| Somerset Group LLC | 0.38% | No change | 8,152 | $412K |
| Providence First Trust Co | 0.15% | Add +1.7% | 8,152 | $412K |
| Beirne Wealth Consulting Services, LLC | 0.15% | Reduce -0.6% | 7,986 | $403K |
| Physician Wealth Solutions Inc. | 0.20% | No change | 7,889 | $398K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -92.8% | 7,772 | $392K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -39.6% | 7,745 | $391K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.10% | Add +21.5% | 7,694 | $389K |
| Pflug Koory, LLC | 0.03% | Add +149.8% | 7,530 | $380K |
| Windsor Capital Management, LLC | 0.11% | Reduce -1.9% | 7,347 | $371K |
| Waycross Investment Management Co | 0.39% | Reduce -7.1% | 7,295 | $368K |
| BOK Financial Private Wealth, Inc. | 0.03% | New | 7,249 | $366K |
| Davidson Capital Management Inc. | 0.09% | Reduce -0.4% | 7,126 | $360K |
| Intrua Financial, LLC | 0.06% | No change | 7,071 | $357K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.0% | 7,027 | $355K |
| NTV Asset Management LLC | 0.05% | No change | 7,000 | $354K |
| Meridian Management Co. | 0.09% | No change | 6,900 | $348K |
| Harbour Investments, Inc. | 0.01% | Add +37.8% | 6,861 | $346K |
| Paragon Capital Management Inc. | 0.27% | Reduce -2.3% | 6,853 | $346K |
| Phillips Financial Management, LLC | 0.03% | Reduce -6.1% | 6,770 | $342K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 6,757 | $341K |
| Parsons Capital Management Inc. | 0.02% | Reduce -11.0% | 6,687 | $338K |
| Larson Financial Group LLC | 0.02% | Reduce -1.8% | 6,660 | $336K |
| Equitable Holdings, Inc. | 0.00% | Reduce -6.6% | 6,477 | $327K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -5.5% | 6,462 | $326K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -5.5% | 6,462 | $326K |
| Charter Oak Capital Management, LLC | 0.03% | Add +0.1% | 6,365 | $321K |
| Private Client Services, LLC | 0.17% | Add +23.8% | 6,357 | $321K |
| Alpha Cubed Investments, LLC | 0.01% | Add +22.1% | 6,272 | $317K |
| Shum Financial Group, Inc. | 0.27% | Reduce -46.0% | 6,190 | $313K |
| Fortress Wealth Management, Inc. | 0.15% | Reduce -4.2% | 6,078 | $307K |
| ONE Advisory Partners, LLC | 0.14% | Reduce -56.5% | 6,068 | $306K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -23.7% | 6,054 | $306K |
| Symmetry Partners, LLC | 0.04% | New | 6,044 | $305K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +8.6% | 6,004 | $303K |
| Integrated Wealth Concepts LLC | 0.00% | Add +23.0% | 5,875 | $297K |
| D.A. Davidson & Co. | 0.00% | Reduce -46.0% | 5,810 | $293K |
| Quest 10 Wealth Builders, Inc. | 0.29% | — | 5,787 | $292K |
| Cibc World Market Inc. | 0.00% | Add +8.9% | 5,790 | $292K |
| Global Retirement Partners, LLC | 0.01% | Add +0.0% | 5,690 | $287K |
| New Capital Management LP | 0.08% | Add +0.3% | 5,596 | $283K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +16.5% | 5,576 | $282K |
| Marshall Financial Group, LLC | 0.07% | Add +1.2% | 5,506 | $278K |
| Independent Advisor Alliance | 0.00% | New | 5,500 | $278K |
| Guided Capital Wealth Management, LLC | 0.25% | — | 5,499 | $278K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -0.7% | 5,484 | $277K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | Add +0.8% | 5,460 | $275K |
| Nikulski Financial, Inc. | 0.08% | Add +31.6% | 5,420 | $274K |
| Benjamin Edwards Inc. | 0.00% | Reduce -24.8% | 5,288 | $267K |
| First Wilshire Securities Management Inc. | 0.07% | No change | 5,264 | $266K |
| Madrona Financial Services, LLC | 0.07% | No change | 5,135 | $259K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -81.5% | 5,113 | $258K |
| Meitav Investment House Ltd. | 0.00% | Reduce -7.3% | 5,103 | $257K |
| Private Trust Co. NA | 0.03% | Add +4.1% | 5,079 | $256K |
| Farther Finance Advisors, LLC | 0.01% | No change | 5,065 | $256K |
| Wealthgarden F.S. LLC | 0.24% | Add +7.5% | 5,035 | $254K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 5,000 | $253K |
| Barclays PLC | 0.00% | No change | 4,970 | $251K |
| Flaharty Asset Management, LLC | 0.04% | Reduce -34.2% | 4,810 | $243K |
| Vance Wealth, LLC | 0.09% | Add +0.3% | 4,739 | $239K |
| Apeiron RIA LLC | 0.07% | No change | 4,708 | $238K |
| Cornell Pochily Investment Advisors, Inc. | 0.08% | New | 4,654 | $235K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +4.8% | 4,546 | $230K |
| Western Wealth Management, LLC | 0.01% | Add +0.6% | 4,457 | $225K |
| KFA Private Wealth Group, LLC | 0.09% | Reduce -54.0% | 4,416 | $223K |
| WestHill Financial Advisors, Inc. | 0.05% | Add +2.3% | 4,377 | $221K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.1% | 4,304 | $217K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 4,199 | $212K |
| Objective Capital Management, LLC | 0.14% | Reduce -54.9% | 4,146 | $209K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.1% | 4,123 | $208K |
| Luken Investment Analytics, LLC | 0.10% | Reduce -51.6% | 4,092 | $207K |
| Compound Planning, Inc. | 0.01% | New | 4,063 | $205K |
| Gotham Asset Management | 0.00% | New | 4,021 | $203K |
| TrueWealth Advisors, LLC | 0.07% | No change | 4,000 | $202K |
| Ingalls & Snyder LLC | 0.01% | No change | 4,000 | $202K |
| ARS Wealth Advisors Group, LLC | 0.03% | Reduce -7.5% | 3,965 | $200K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,948 | $199K |
| Medallion Wealth Advisors, LLC | 0.09% | — | 3,464 | $175K |
| Bellwether Advisors, LLC | 0.03% | New | 3,036 | $153K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,014 | $152K |
| Corient Private Wealth LP | 0.00% | Reduce -16.4% | 344,302 | $139K |
| Signature Resources Capital Management, LLC | 0.10% | No change | 2,287 | $115K |
| Principal Securities, Inc. | 0.00% | Add +15.1% | 2,271 | $115K |
| Avior Wealth Management, LLC | 0.00% | Reduce -19.6% | 2,097 | $106K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 2,038 | $103K |
| Bessemer Group Inc. | 0.00% | New | 1,767 | $89K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +79.9% | 1,738 | $88K |
| AdvisorNet Financial, Inc | 0.01% | Add +6.3% | 1,737 | $88K |
| Venturi Wealth Management, LLC | 0.00% | Add +2.8% | 1,532 | $77K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | Add +0.5% | 1,442 | $73K |
| Spire Wealth Management | 0.00% | Add +0.1% | 1,360 | $69K |
| Tsfg, LLC | 0.01% | Reduce -11.2% | 1,131 | $57K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,115 | $56K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 1,000 | $51K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 971 | $49K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 934 | $47K |
| MidAtlantic Capital Management, Inc. | 0.03% | New | 897 | $45K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 880 | $44K |
| AE Wealth Management LLC | 0.00% | New | 858 | $43K |
| LGT Financial Advisors LLC | 0.08% | Reduce -64.0% | 747 | $38K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 700 | $35K |
| Hurley Capital, LLC | 0.03% | — | 659 | $33K |
| Hoese & Co LLP | 0.03% | New | 600 | $30K |
| Dunhill Financial, LLC | 0.01% | No change | 500 | $25K |
| Financial Management Professionals, Inc. | 0.00% | No change | 495 | $25K |
| Founders Financial Alliance, LLC | 0.01% | No change | 492 | $25K |
| IFG Advisory, LLC | 0.00% | New | 25,000 | $22K |
| Ridgewood Investments LLC | 0.01% | No change | 413 | $21K |
| Lee Danner & Bass Inc. | 0.00% | New | 400 | $20K |
| Friedenthal Financial | 0.01% | Add +25.4% | 360 | $18K |
| Geneos Wealth Management Inc. | 0.00% | No change | 359 | $18K |
| Sound Income Strategies, LLC | 0.00% | No change | 319 | $16K |
| Barrett & Company, Inc. | 0.01% | No change | 296 | $15K |
| Headlands Technologies LLC | 0.00% | New | 267 | $13K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 215 | $11K |
| Fifth Third Bancorp | 0.00% | New | 212 | $11K |
| Global Financial Private Client, LLC | 0.00% | No change | 200 | $10K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +3.9% | 187 | $9K |
| IFP Advisors, Inc | 0.00% | Reduce -72.0% | 175 | $9K |
| City State Bank | 0.00% | No change | 174 | $9K |
| WR Wealth Planners, LLC | 0.00% | Reduce -47.9% | 172 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 153 | $8K |
| JNBA Financial Advisors | 0.00% | Add +1.6% | 125 | $6K |
| Anchor Investment Management, LLC | 0.00% | No change | 125 | $6K |
| Eastern Bank | 0.00% | No change | 122 | $6K |
| FMR LLC | 0.00% | Reduce -0.9% | 109 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $5K |
| Clear Investment Research, LLC | 0.01% | No change | 95 | $5K |
| Assetmark, Inc. | 0.00% | Add +95.7% | 90 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 87 | $4K |
| Winch Advisory Services, LLC | 0.00% | Add +1.4% | 74 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 70 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 67 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 66 | $3K |
| Ameriflex Group, Inc. | 0.00% | — | 54 | $3K |
| PSI Advisors, LLC | 0.00% | Reduce -74.6% | 31 | $2K |
| Transce3nd, LLC | 0.00% | — | 17 | $859 |
| CoreCap Advisors, LLC | 0.00% | Reduce -98.3% | 15 | $758 |
| AllSquare Wealth Management LLC | 0.00% | No change | 13 | $657 |
| Bogart Wealth, LLC | 0.00% | No change | 11 | $556 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 5 | $253 |
| 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.