iShares SH Dba ETF UsdNEARETF
13F holders, Q1 2025 (March 31)363holders +15
43new positions
26sold out
3famous investors
$50.80avg. 13F price*
At the end of Q1 2025, 363 institutions reported holding iShares SH Dba ETF Usd Inc. (NEAR) in their 13F filings, up 15 from Q4 2024. 43 opened new positions and 26 sold out. The largest holders were Bramshill Investments, LLC ($177.2M), Bank of America Corp. ($163.8M) and Morgan Stanley ($135.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $121.3M |
| Exits | 26 | $12.6M |
All 13F filers, Q4 2024 → Q1 2025: 5,581,203 shares bought and 2,094,720 shares sold, net +3,486,483 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 363 holders
| Bramshill Investments, LLC | 18.09% | Add +8.1% | 3,483,686 | $177.2M |
| Bank of America Corp. | 0.01% | Reduce -3.6% | 3,219,238 | $163.8M |
| Morgan Stanley | 0.01% | Reduce -7.0% | 2,668,759 | $135.8M |
| Clearwater Capital Advisors, LLC | 12.85% | Add +2.4% | 2,613,800 | $133.0M |
| LPL Financial LLC | 0.05% | Add +9.1% | 2,392,108 | $121.7M |
| Wells Fargo & Company | 0.03% | Add +19.8% | 2,328,891 | $118.5M |
| Raymond James Financial Inc. | 0.03% | Add +0.8% | 1,341,153 | $68.2M |
| UBS Group AG | 0.01% | Add +5.0% | 1,133,681 | $57.7M |
| BlackRock, Inc. | 0.00% | Reduce -11.1% | 845,105 | $43.0M |
| Ameriprise Financial Inc. | 0.01% | Add +40.6% | 750,979 | $38.1M |
| Summit Financial, LLC | 1.02% | New | 718,511 | $36.6M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +32.1% | 704,553 | $35.8M |
| Renaissance Technologies | 0.05% | Add +29.9% | 682,800 | $34.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +36.1% | 619,499 | $31.5M |
| Donaldson Capital Management, LLC | 1.10% | Reduce -5.5% | 572,960 | $29.1M |
| Royal Bank of Canada | 0.01% | Add +31.9% | 567,649 | $28.9M |
| Cetera Investment Advisers | 0.06% | Add +12.8% | 563,124 | $28.6M |
| New Millennium Group LLC | 15.47% | New | 463,195 | $23.6M |
| Americana Partners, LLC | 0.75% | New | 377,552 | $19.2M |
| DT Investment Partners, LLC | 1.76% | New | 358,372 | $18.2M |
| Cwm, LLC | 0.07% | Reduce -2.3% | 352,035 | $17.9M |
| NewEdge Advisors, LLC | 0.10% | Add +112.7% | 341,718 | $17.4M |
| Members Advisory Group LLC | 6.94% | Reduce -8.7% | 326,250 | $16.6M |
| Union Bancaire Privee, UBP SA | 0.33% | Reduce -0.3% | 325,577 | $16.6M |
| Securian Asset Management, Inc. | 0.49% | No change | 318,620 | $16.2M |
| Captrust Financial Advisors | 0.04% | Reduce -7.0% | 370,370 | $16.2M |
| Alexander Randolph Advisory, Inc. | 14.68% | Reduce -2.8% | 294,753 | $15.0M |
| Osaic Holdings, Inc. | 0.03% | Add +36.0% | 273,449 | $13.9M |
| Kwmg, LLC | 1.38% | Reduce -2.1% | 267,086 | $13.6M |
| Integrated Investment Consultants, LLC | 2.61% | Add +47.1% | 257,247 | $13.1M |
| Focus Partners Wealth | 0.03% | Add +0.7% | 242,516 | $12.3M |
| Avantax Advisory Services, Inc. | 0.07% | Add +19.0% | 240,305 | $12.2M |
| Stifel Financial Corp. | 0.01% | Add +28.0% | 232,569 | $11.8M |
| MBM Wealth Consultants, LLC | 3.48% | Add +7.0% | 231,482 | $11.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.2% | 214,609 | $10.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +21.9% | 213,407 | $10.9M |
| Brookwood Investment Group LLC | 1.85% | — | 211,549 | $10.8M |
| Ifrah Financial Services, Inc. | 2.84% | Add +3.3% | 194,495 | $9.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -14.7% | 193,844 | $9.9M |
| Integrity Alliance, Llc. | 0.38% | Add +30.8% | 187,958 | $9.6M |
| Klaas Financial Asset Advisors, LLC | 1.58% | Add +1.5% | 179,857 | $9.1M |
| Private Advisor Group, LLC | 0.05% | Add +450.2% | 177,815 | $9.0M |
| Bank of Montreal | 0.00% | Reduce -22.6% | 177,231 | $9.0M |
| Semmax Financial Advisors Inc. | 2.30% | Add +7.9% | 167,746 | $8.5M |
| Forbes Financial Planning, Inc. | 6.01% | Reduce -2.8% | 159,620 | $8.1M |
| OneDigital Investment Advisors LLC | 0.09% | Add +4.6% | 157,226 | $8.0M |
| Proathlete Wealth Management LLC | 2.78% | Add +2.0% | 149,778 | $7.6M |
| WBH Advisory Inc. | 0.71% | Add +7.6% | 149,223 | $7.6M |
| Valley National Advisers Inc. | 1.30% | Add +16.8% | 142,044 | $7.2M |
| Axxcess Wealth Management, LLC | 0.20% | Add +16.7% | 141,383 | $7.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.7% | 135,223 | $6.9M |
| Apex Wealth Management, LLC | 5.98% | Add +39.8% | 130,793 | $6.7M |
| Oppenheimer & Co. Inc. | 0.10% | Add +24.1% | 124,557 | $6.3M |
| Staley Capital Advisers Inc. | 0.28% | No change | 122,150 | $6.2M |
| Montecito Bank & Trust | 1.09% | Add +5.1% | 121,234 | $6.2M |
| MML Investors Services, LLC | 0.02% | Reduce -25.1% | 115,183 | $5.9M |
| San Luis Wealth Advisors LLC | 1.32% | Add +31.1% | 114,412 | $5.8M |
| Lowe Brockenbrough & Co. Inc. | 0.38% | Reduce -6.0% | 113,527 | $5.8M |
| Mariner, LLC | 0.01% | Add +119.7% | 112,018 | $5.7M |
| Financial Management Network Inc. | 1.27% | Reduce -2.8% | 111,926 | $5.7M |
| Gladstone Institutional Advisory LLC | 0.26% | Reduce -0.1% | 110,080 | $5.6M |
| Exencial Wealth Advisors, LLC | 0.21% | Reduce -6.7% | 108,822 | $5.5M |
| Waverly Advisors, LLC | 0.07% | Reduce -1.3% | 105,809 | $5.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +4.3% | 104,444 | $5.3M |
| Thrivent Financial for Lutherans | 0.01% | No change | 104,632 | $5.3M |
| Jacobson & Schmitt Advisors, LLC | 1.08% | Add +4.5% | 103,614 | $5.3M |
| Red Crane Wealth Management, LLC | 5.02% | Reduce -7.4% | 103,017 | $5.2M |
| Canal Insurance CO | 1.20% | Add +28.2% | 100,000 | $5.1M |
| Caliber Wealth Management, LLC / KS | 0.63% | — | 90,518 | $4.6M |
| Rollins Financial Advisors, LLC | 0.79% | Add +12.0% | 89,242 | $4.5M |
| Brady Family Wealth, LLC | 1.37% | Add +2.0% | 84,214 | $4.3M |
| Values First Advisors, Inc. | 2.47% | Add +0.1% | 83,352 | $4.2M |
| Clayton Financial Group LLC | 1.50% | Add +5.9% | 80,333 | $4.1M |
| Van Hulzen Asset Management, LLC | 0.37% | Add +6.9% | 79,777 | $4.1M |
| Peapack Gladstone Financial Corp. | 0.06% | New | 76,449 | $3.9M |
| Sage Capital Advisors,llc | 0.97% | Reduce -0.1% | 72,529 | $3.7M |
| Cary Street Partners Financial LLC | 0.11% | Add +116.5% | 70,928 | $3.6M |
| &partners | 0.04% | Add +395.2% | 65,942 | $3.4M |
| Sigma Planning Corp | 0.11% | Add +2.8% | 65,908 | $3.4M |
| Sovereign Financial Group, Inc. | 0.76% | Add +7.8% | 64,936 | $3.3M |
| Citigroup Inc. | 0.00% | Add +4.1% | 64,659 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -69.5% | 63,914 | $3.3M |
| KKM Financial LLC | 1.35% | Add +9.2% | 62,829 | $3.2M |
| Guardian Wealth Advisors, LLC | 2.01% | Add +0.1% | 61,692 | $3.1M |
| GeoWealth Management, LLC | 0.12% | Add +1.6% | 60,343 | $3.1M |
| Perennial Investment Advisors, LLC | 0.34% | New | 59,340 | $3.0M |
| GC Wealth Management RIA, LLC | 0.54% | Reduce -0.8% | 58,208 | $3.0M |
| Belpointe Asset Management LLC | 0.15% | Reduce -3.5% | 56,432 | $2.9M |
| Astor Investment Management LLC | 1.50% | Add +183.5% | 55,493 | $2.8M |
| Patten Group, Inc. | 0.64% | Add +7.9% | 54,926 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -14.6% | 54,863 | $2.8M |
| Brookstone Capital Management | 0.04% | Reduce -11.0% | 54,561 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.5% | 54,038 | $2.7M |
| LVW Advisors, LLC | 0.33% | Add +6.6% | 53,909 | $2.7M |
| Betterment LLC | 0.01% | Reduce -1.4% | 52,848 | $2.7M |
| Arkfeld Wealth Strategies, L.L.C. | 1.13% | Reduce -3.1% | 51,320 | $2.6M |
| Financial Advocates Investment Management | 0.18% | Reduce -3.3% | 49,847 | $2.5M |
| Independent Financial Group, LLC | 0.09% | Reduce -10.2% | 49,817 | $2.5M |
| Mutual Advisors, LLC | 0.07% | Reduce -33.0% | 49,634 | $2.5M |
| Wescott Financial Advisory Group, LLC | 0.26% | Add +8.0% | 48,484 | $2.5M |
"% 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.