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 |
| Baird Financial Group, Inc. | 0.00% | Add +0.7% | 46,238 | $2.4M |
| JPMorgan Chase & Co. | 0.00% | Add +185.4% | 46,063 | $2.3M |
| AlphaCore Capital LLC | 0.20% | New | 45,932 | $2.3M |
| Ameliora Wealth Management Ltd. | 0.87% | No change | 45,287 | $2.3M |
| Infinity Wealth Counsel, LLC | 2.42% | Reduce -3.5% | 43,980 | $2.2M |
| Klingman & Associates, LLC | 0.13% | No change | 43,163 | $2.2M |
| Realta Investment Advisors | 0.98% | Reduce -16.0% | 42,320 | $2.2M |
| MAI Capital Management | 0.02% | Reduce -11.9% | 42,182 | $2.1M |
| Unified Investment Management | 2.52% | Reduce -4.9% | 41,878 | $2.1M |
| Spinnaker Trust | 0.14% | Reduce -8.1% | 41,623 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | New | 41,098 | $2.1M |
| Castle Rock Wealth Management, LLC | 0.56% | Reduce -7.8% | 41,044 | $2.1M |
| Snowden Capital Advisors LLC | 0.07% | Add +2.2% | 40,919 | $2.1M |
| Atria Investments, Inc | 0.03% | Add +193.7% | 38,699 | $2.0M |
| Naples Global Advisors, LLC | 0.17% | No change | 35,728 | $1.8M |
| First Citizens Financial Corp | 1.01% | Reduce -43.9% | 34,961 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +30.0% | 34,562 | $1.8M |
| Guidance Capital, Inc. | 0.50% | Add +0.3% | 32,306 | $1.6M |
| Keystone Financial Group, Inc. | 1.15% | Add +236.0% | 32,218 | $1.6M |
| Westside Investment Management, Inc. | 0.34% | Reduce -2.5% | 31,650 | $1.6M |
| Steel Grove Capital Advisors, LLC | 0.23% | Add +7.8% | 30,153 | $1.5M |
| WealthPlan Investment Management, LLC | 0.15% | Reduce -6.1% | 30,135 | $1.5M |
| Socha Financial Group, LLC | 0.75% | Add +62.6% | 30,057 | $1.5M |
| Shufro Rose & Co. LLC | 0.12% | Add +8.1% | 29,981 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Add +11.7% | 29,108 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -12.0% | 29,058 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -60.4% | 28,891 | $1.5M |
| Michels Family Financial, LLC | 1.16% | Reduce -1.5% | 25,158 | $1.3M |
| Joel Adams & Associates, Inc. | 1.13% | Add +53.3% | 24,767 | $1.3M |
| Smithfield Trust Co | 0.06% | Reduce -15.0% | 24,307 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.16% | No change | 24,205 | $1.2M |
| One Capital Management, LLC | 0.04% | No change | 23,970 | $1.2M |
| Citadel Advisors | 0.00% | Add +188.8% | 23,935 | $1.2M |
| Osborne Partners Capital Management, LLC | 0.07% | No change | 23,400 | $1.2M |
| Planning Alternatives Ltd. | 0.17% | Reduce -11.5% | 21,997 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -10.4% | 21,715 | $1.1M |
| Aletheian Wealth Advisors LLC | 0.62% | Add +5.1% | 21,537 | $1.1M |
| JGP Wealth Management, LLC | 0.14% | Add +0.1% | 21,219 | $1.1M |
| Embree Financial Group | 0.18% | New | 20,683 | $1.1M |
| LVZ, Inc. | 0.14% | Add +3.2% | 20,313 | $1.0M |
| Keyvantage Wealth, LLC | 0.50% | Reduce -64.5% | 20,288 | $1.0M |
| Live Oak Private Wealth LLC | 0.17% | Reduce -4.3% | 20,180 | $1.0M |
| National Bank of Canada | 0.00% | Reduce -4.5% | 19,995 | $1.0M |
| WJ Wealth Management, LLC | 0.35% | No change | 19,550 | $995K |
| Roble, Belko & Company, Inc | 0.16% | Reduce -0.5% | 19,451 | $989K |
| Investment Advisory Group, LLC | 0.33% | Reduce -0.2% | 19,183 | $976K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -69.0% | 18,689 | $951K |
| Leavell Investment Management, Inc. | 0.05% | Add +2.8% | 18,615 | $947K |
| Rosenberg Matthew Hamilton | 0.23% | Reduce -1.5% | 18,019 | $917K |
| Win Advisors, Inc. | 0.46% | New | 17,584 | $895K |
| Prospera Financial Services Inc | 0.02% | Add +0.8% | 17,478 | $889K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.5% | 17,323 | $881K |
| Core Wealth Advisors, Inc. | 0.28% | Add +2.5% | 17,158 | $873K |
| PFG Advisors | 0.05% | Reduce -20.4% | 17,010 | $865K |
| American Institute for Advanced Investment Management, LLP | 0.64% | Add +7.9% | 16,400 | $834K |
| Bokf, NA | 0.01% | New | 16,387 | $834K |
| BlueChip Wealth Advisors LLC | 0.40% | New | 16,196 | $824K |
| White Pine Capital LLC | 0.28% | Reduce -6.3% | 16,164 | $822K |
| Ancora Advisors LLC | 0.02% | Add +0.4% | 15,710 | $799K |
| Fifth Third Securities, Inc. | 0.07% | Add +35.0% | 15,563 | $792K |
| Beacon Financial Group | 0.09% | Reduce -4.6% | 15,392 | $783K |
| Eagle Bluffs Wealth Management LLC | 0.41% | Reduce -6.2% | 15,118 | $769K |
| Janney Montgomery Scott LLC | 0.00% | Add +29.6% | 14,838 | $755K |
| Townsquare Capital LLC | 0.01% | Add +28.2% | 14,838 | $755K |
| Jane Street Group, LLC | 0.00% | Reduce -84.3% | 14,760 | $751K |
| Arkadios Wealth Advisors | 0.03% | New | 14,262 | $726K |
| World Investment Advisors | 0.02% | Add +11.6% | 14,163 | $720K |
| Fortis Advisors, LLC | 0.46% | Add +0.7% | 13,948 | $710K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.6% | 13,969 | $710K |
| Werba Rubin Papier Wealth Management | 0.15% | Add +3.1% | 13,878 | $706K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +18.8% | 13,774 | $701K |
| Syntegra Private Wealth Group, LLC | 0.08% | Add +3.0% | 13,692 | $696K |
| Centurion Wealth Management LLC | 0.21% | No change | 13,412 | $677K |
| Capital Analysts, LLC | 0.03% | Reduce -1.6% | 13,316 | $677K |
| Darrow Company, Inc. | 0.38% | Add +10.4% | 13,287 | $676K |
| Dakota Wealth Management | 0.02% | No change | 13,181 | $671K |
| Novem Group | 0.09% | Reduce -3.3% | 13,007 | $662K |
| Capital Advisory Group Advisory Services, LLC | 0.24% | No change | 12,475 | $635K |
| Stonebridge Financial Planning Group, LLC | 0.28% | Add +1.5% | 12,172 | $619K |
| TCI Wealth Advisors, Inc. | 0.05% | Add +0.7% | 11,821 | $601K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -2.7% | 11,696 | $595K |
| Litman Gregory Wealth Management LLC | 0.05% | New | 11,614 | $591K |
| Oxinas Partners, LLC | 0.35% | Add +2.8% | 11,515 | $586K |
| Cross Staff Investments Inc | 0.44% | Add +0.2% | 11,478 | $584K |
| HRT Financial LP | 0.00% | New | 11,361 | $577K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -93.2% | 11,220 | $571K |
| Cerity Partners LLC | 0.00% | No change | 11,200 | $570K |
| Valley Financial Group, Inc. | 0.38% | Reduce -1.5% | 11,134 | $566K |
| First American Trust, FSB | 0.05% | New | 11,105 | $565K |
| Bank of New York Mellon Corp | 0.00% | Add +11.2% | 11,084 | $564K |
| BNP Paribas Financial Markets | 0.00% | Reduce -55.7% | 11,061 | $563K |
| CVA Family Office, LLC | 0.09% | No change | 11,033 | $561K |
| Pinnacle Associates Ltd. | 0.01% | Add +41.8% | 11,017 | $560K |
| KMG Fiduciary Partners, LLC | 0.05% | New | 10,849 | $552K |
| Stanich Group LLC | 0.41% | Reduce -2.1% | 10,781 | $548K |
| Courier Capital LLC | 0.04% | Reduce -2.1% | 10,627 | $541K |
| Hudock, Inc. | 0.09% | Add +0.8% | 10,624 | $540K |
| ORG Partners LLC | 0.14% | New | 10,565 | $536K |
| Spectrum Planning & Advisory Services Inc. | 0.44% | Reduce -4.7% | 10,441 | $531K |
| Tyche Wealth Partners LLC | 0.11% | Reduce -1.0% | 10,367 | $527K |
| 4J Wealth Management LLC | 0.41% | No change | 10,189 | $518K |
| Gries Financial LLC | 0.10% | No change | 10,062 | $512K |
| Merit Financial Group, LLC | 0.01% | New | 10,043 | $511K |
| Bison Wealth, LLC | 0.05% | Add +0.7% | 9,812 | $499K |
| Parallel Advisors, LLC | 0.01% | Reduce -66.5% | 9,799 | $498K |
| GW&K Investment Management, LLC | 0.00% | Add +1.3% | 9,690 | $493K |
| Focus Financial Network, Inc. | 0.02% | New | 9,582 | $487K |
| Pflug Koory, LLC | 0.27% | Add +26.8% | 9,548 | $486K |
| Crews Bank & Trust | 0.08% | No change | 9,430 | $480K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Add +56.4% | 9,389 | $478K |
| Creative Planning | 0.00% | New | 9,347 | $476K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.6% | 9,371 | $474K |
| Equitable Holdings, Inc. | 0.00% | Add +39.8% | 9,052 | $460K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.7% | 9,043 | $460K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -57.9% | 9,015 | $459K |
| Stephens Inc. | 0.01% | Reduce -52.7% | 8,835 | $449K |
| SOL Capital Management CO | 0.05% | No change | 8,810 | $448K |
| Comerica Bank | 0.00% | Reduce -60.5% | 8,804 | $448K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -5.6% | 8,764 | $446K |
| ETF Store, Inc. | 0.54% | Reduce -12.9% | 8,701 | $443K |
| Somerset Group LLC | 0.38% | No change | 8,152 | $415K |
| Sowell Financial Services LLC | 0.02% | New | 8,043 | $409K |
| GS Investments, Inc. | 0.19% | Reduce -5.9% | 7,965 | $405K |
| Physician Wealth Solutions Inc. | 0.20% | Add +0.1% | 7,893 | $402K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.10% | Add +2.1% | 7,859 | $400K |
| Beirne Wealth Consulting Services, LLC | 0.14% | Reduce -2.2% | 7,811 | $397K |
| North Capital, Inc. | 0.36% | — | 7,543 | $384K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +75.0% | 7,533 | $383K |
| GM Advisory Group, LLC | 0.02% | New | 7,507 | $382K |
| Luken Investment Analytics, LLC | 0.18% | Add +79.6% | 7,350 | $374K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +8.2% | 7,312 | $372K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +18.7% | 7,186 | $366K |
| Keybank National Association | 0.00% | Reduce -18.4% | 7,110 | $362K |
| Stonebridge Financial Group, LLC | 0.04% | Reduce -13.8% | 7,031 | $358K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.0% | 7,028 | $357K |
| NTV Asset Management LLC | 0.05% | No change | 7,000 | $356K |
| Windsor Capital Management, LLC | 0.11% | Reduce -5.8% | 6,924 | $352K |
| Meridian Management Co. | 0.11% | No change | 6,900 | $351K |
| Shum Financial Group, Inc. | 0.30% | Add +11.3% | 6,891 | $351K |
| Private Client Services, LLC | 0.17% | Add +8.0% | 6,868 | $349K |
| Vance Wealth, LLC | 0.13% | Add +43.8% | 6,814 | $347K |
| Waycross Investment Management Co | 0.39% | Reduce -6.9% | 6,794 | $346K |
| Phillips Financial Management, LLC | 0.03% | Add +0.0% | 6,773 | $345K |
| Paragon Capital Management Inc. | 0.28% | Reduce -1.3% | 6,763 | $344K |
| Syverson Strege & Co | 0.11% | Reduce -83.3% | 6,747 | $343K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -23.2% | 6,683 | $340K |
| Larson Financial Group LLC | 0.02% | Reduce -1.6% | 6,557 | $334K |
| Nikulski Financial, Inc. | 0.10% | Add +20.6% | 6,535 | $332K |
| Wbi Investments, LLC | 0.09% | New | 6,495 | $330K |
| Intrua Financial, LLC | 0.05% | Reduce -8.8% | 6,446 | $328K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 6,432 | $327K |
| Objective Capital Management, LLC | 0.41% | Add +53.8% | 6,376 | $324K |
| Parsons Capital Management Inc. | 0.02% | Reduce -4.8% | 6,369 | $324K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.2% | 6,368 | $324K |
| Kovack Advisors, Inc. | 0.03% | Reduce -52.5% | 6,344 | $323K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 6,272 | $319K |
| Wellington Shields Capital Management, LLC | 0.06% | New | 6,184 | $315K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +10.4% | 6,156 | $313K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -3.6% | 6,135 | $312K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.4% | 6,084 | $309K |
| ONE Advisory Partners, LLC | 0.13% | No change | 6,068 | $309K |
| Symmetry Partners, LLC | 0.04% | No change | 6,044 | $307K |
| Cibc World Market Inc. | 0.00% | Add +1.8% | 5,895 | $300K |
| New Capital Management LP | 0.09% | Add +4.8% | 5,865 | $298K |
| Inscription Capital, LLC | 0.05% | — | 5,800 | $293K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -11.3% | 5,733 | $292K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -11.3% | 5,733 | $292K |
| IFG Advisory, LLC | 0.02% | Reduce -77.7% | 5,579 | $284K |
| Guided Capital Wealth Management, LLC | 0.23% | No change | 5,499 | $280K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 5,484 | $279K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | Add +0.3% | 5,479 | $278K |
| Benjamin Edwards Inc. | 0.00% | Add +0.8% | 5,331 | $271K |
| Columbia Bank | 0.09% | Reduce -52.5% | 5,285 | $269K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Add +15.8% | 5,264 | $268K |
| Quest 10 Wealth Builders, Inc. | 0.29% | Reduce -9.5% | 5,238 | $266K |
| Fortress Wealth Management, Inc. | 0.14% | Reduce -14.4% | 5,200 | $265K |
| First Heartland Consultants, Inc. | 0.03% | Add +1.2% | 5,176 | $263K |
| Madrona Financial Services, LLC | 0.07% | No change | 5,135 | $261K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.7% | 5,130 | $261K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +21.4% | 5,097 | $259K |
| Private Trust Co. NA | 0.03% | No change | 5,079 | $258K |
| Legacy Capital Group California, Inc. | 0.09% | New | 5,063 | $258K |
| Farther Finance Advisors, LLC | 0.01% | No change | 5,065 | $257K |
| Wealthgarden F.S. LLC | 0.25% | No change | 5,035 | $256K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 5,000 | $254K |
| Northern Trust Corp. | 0.00% | New | 5,000 | $254K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -15.1% | 4,991 | $254K |
| Barclays PLC | 0.00% | No change | 4,970 | $253K |
| Scotia Capital Inc. | 0.00% | New | 4,888 | $249K |
| Marshall Financial Group, LLC | 0.05% | Reduce -12.4% | 4,822 | $245K |
| Flaharty Asset Management, LLC | 0.04% | No change | 4,810 | $245K |
| DGS Capital Management, LLC | 0.06% | New | 4,798 | $244K |
| Apeiron RIA LLC | 0.07% | No change | 4,708 | $239K |
| Patton Albertson Miller Group, LLC | 0.04% | New | 4,703 | $239K |
| First Wilshire Securities Management Inc. | 0.07% | Reduce -12.3% | 4,614 | $235K |
| RPg Family Wealth Advisory, LLC | 0.06% | New | 4,482 | $228K |
| Western Wealth Management, LLC | 0.02% | Add +0.4% | 4,476 | $228K |
| Flagship Private Wealth, LLC | 0.11% | New | 4,429 | $225K |
| WestHill Financial Advisors, Inc. | 0.05% | Reduce -0.2% | 4,367 | $222K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -0.2% | 4,116 | $209K |
| Synovus Financial Corp. | 0.00% | New | 4,067 | $207K |
| Gotham Asset Management | 0.00% | No change | 4,021 | $205K |
| TrueWealth Advisors, LLC | 0.07% | No change | 4,000 | $203K |
| Ingalls & Snyder LLC | 0.01% | No change | 4,000 | $203K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,948 | $201K |
| Medallion Wealth Advisors, LLC | 0.08% | Reduce -5.6% | 3,271 | $166K |
| Bellwether Advisors, LLC | 0.03% | No change | 3,036 | $154K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 3,014 | $153K |
| Geneos Wealth Management Inc. | 0.01% | Add +725.9% | 2,965 | $151K |
| Signature Resources Capital Management, LLC | 0.10% | No change | 2,287 | $116K |
| Principal Securities, Inc. | 0.00% | No change | 2,271 | $115K |
| CoreCap Advisors, LLC | 0.00% | Add +13386.7% | 2,023 | $103K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 1,738 | $88K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +30100.0% | 1,510 | $77K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | Add +0.2% | 1,445 | $74K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -17.3% | 1,437 | $73K |
| Spire Wealth Management | 0.00% | Add +0.1% | 1,361 | $69K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -34.3% | 1,339 | $68K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,115 | $57K |
| Tsfg, LLC | 0.01% | Reduce -11.8% | 997 | $51K |
| Iron Horse Wealth Management, LLC | 0.02% | Reduce -1.5% | 956 | $49K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 934 | $48K |
| Davidson Capital Management Inc. | 0.01% | Reduce -87.5% | 887 | $45K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 880 | $45K |
| AE Wealth Management LLC | 0.00% | Reduce -6.2% | 805 | $41K |
| LGT Financial Advisors LLC | 0.12% | No change | 747 | $38K |
| PFG Private Wealth Management, LLC | 0.02% | No change | 700 | $36K |
| Hurley Capital, LLC | 0.03% | Add +0.3% | 661 | $34K |
| Hoese & Co LLP | 0.03% | No change | 600 | $31K |
| Dunhill Financial, LLC | 0.01% | No change | 500 | $25K |
| Financial Management Professionals, Inc. | 0.00% | No change | 495 | $25K |
| Jones Financial Companies LLLP | 0.00% | New | 495 | $25K |
| Founders Financial Alliance, LLC | 0.01% | No change | 492 | $25K |
| Columbia River Financial Group, LLC | 0.02% | New | 508 | $25K |
| Ridgewood Investments LLC | 0.01% | No change | 413 | $21K |
| Friedenthal Financial | 0.01% | Add +5.8% | 381 | $19K |
| Sound Income Strategies, LLC | 0.00% | No change | 319 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -70.0% | 300 | $15K |
| Barrett & Company, Inc. | 0.01% | No change | 296 | $15K |
| Headlands Technologies LLC | 0.00% | No change | 267 | $14K |
| First Horizon Advisors, Inc. | 0.00% | New | 227 | $12K |
| Global Financial Private Client, LLC | 0.00% | No change | 200 | $10K |
| FMR LLC | 0.00% | Add +75.2% | 191 | $10K |
| City State Bank | 0.00% | No change | 174 | $9K |
| Smartleaf Asset Management LLC | 0.00% | No change | 153 | $8K |
| Cary Street Partners Investment Advisory LLC | 0.00% | New | 128 | $7K |
| JNBA Financial Advisors | 0.00% | Add +0.8% | 126 | $6K |
| Anchor Investment Management, LLC | 0.00% | No change | 125 | $6K |
| Assetmark, Inc. | 0.00% | Add +36.7% | 123 | $6K |
| Eastern Bank | 0.00% | No change | 122 | $6K |
| Hughes Financial Services, LLC | 0.00% | New | 121 | $6K |
| Hopwood Financial Services, Inc. | 0.00% | New | 100 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $5K |
| Arax Advisory Partners | 0.00% | New | 94 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | Add +1.1% | 88 | $4K |
| Clear Investment Research, LLC | 0.01% | Reduce -8.4% | 87 | $4K |
| Consultiva Wealth Management, Corp. | 0.01% | New | 75 | $4K |
| Winch Advisory Services, LLC | 0.00% | No change | 74 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +10.6% | 73 | $4K |
| Lanark Financial, Inc. | 0.00% | — | 52 | $2K |
| PSI Advisors, LLC | 0.00% | No change | 31 | $2K |
| GAMMA Investing LLC | 0.00% | New | 31 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 13 | $661 |
"% 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.