iShares SH Dba ETF UsdNEARETF
13F holders, Q2 2025 (June 30)375holders +12
37new positions
24sold out
3famous investors
$51.09avg. 13F price*
At the end of Q2 2025, 375 institutions reported holding iShares SH Dba ETF Usd Inc. (NEAR) in their 13F filings, up 12 from Q1 2025. 37 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($179.0M), Morgan Stanley ($161.5M) and Wells Fargo & Company ($133.3M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $52.5M |
| Exits | 24 | $17.4M |
All 13F filers, Q1 2025 → Q2 2025: 4,723,078 shares bought and 3,786,715 shares sold, net +936,363 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 375 holders
| Bank of America Corp. | 0.01% | Add +8.8% | 3,503,322 | $179.0M |
| Morgan Stanley | 0.01% | Add +18.4% | 3,161,171 | $161.5M |
| Wells Fargo & Company | 0.03% | Add +12.0% | 2,609,179 | $133.3M |
| Clearwater Capital Advisors, LLC | 12.17% | Reduce -0.2% | 2,607,464 | $133.2M |
| LPL Financial LLC | 0.04% | Add +7.1% | 2,562,461 | $130.9M |
| Bramshill Investments, LLC | 13.21% | Reduce -29.0% | 2,472,338 | $126.3M |
| UBS Group AG | 0.01% | Add +2.5% | 1,161,807 | $59.4M |
| BlackRock, Inc. | 0.00% | Add +19.3% | 1,007,793 | $51.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -27.1% | 977,075 | $49.9M |
| Ameriprise Financial Inc. | 0.01% | Add +22.3% | 918,189 | $46.9M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +15.5% | 814,067 | $41.6M |
| Cetera Investment Advisers | 0.06% | Add +30.9% | 737,364 | $37.7M |
| Summit Financial, LLC | 0.82% | Reduce -1.2% | 709,707 | $36.3M |
| Stifel Financial Corp. | 0.03% | Add +178.7% | 648,156 | $33.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -1.8% | 608,347 | $31.1M |
| Donaldson Capital Management, LLC | 0.95% | Reduce -11.9% | 504,799 | $25.8M |
| Royal Bank of Canada | 0.00% | Reduce -15.4% | 480,164 | $24.5M |
| Americana Partners, LLC | 0.69% | Add +3.5% | 390,609 | $20.0M |
| Alexander Randolph Advisory, Inc. | 16.70% | Add +23.8% | 364,871 | $18.6M |
| Cwm, LLC | 0.07% | Add +2.6% | 361,196 | $18.5M |
| DT Investment Partners, LLC | 1.59% | Reduce -3.2% | 347,014 | $17.7M |
| Renaissance Technologies | 0.02% | Reduce -50.3% | 339,293 | $17.3M |
| Union Bancaire Privee, UBP SA | 0.25% | Add +4.0% | 338,573 | $17.3M |
| Securian Asset Management, Inc. | 0.46% | No change | 318,620 | $16.3M |
| Integrated Investment Consultants, LLC | 3.19% | Add +23.5% | 317,803 | $16.2M |
| Corient Private Wealth LP | 0.02% | New | 306,453 | $15.7M |
| Captrust Financial Advisors | 0.03% | Reduce -20.5% | 294,471 | $15.0M |
| Proficio Capital Partners LLC | 0.88% | New | 275,970 | $14.1M |
| Kwmg, LLC | 1.32% | Add +2.9% | 274,946 | $14.0M |
| Members Advisory Group LLC | 5.17% | Reduce -17.4% | 269,323 | $13.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -3.7% | 263,272 | $13.5M |
| Avantax Advisory Services, Inc. | 0.07% | Add +9.4% | 262,970 | $13.4M |
| NewEdge Advisors, LLC | 0.07% | Reduce -26.6% | 250,899 | $12.8M |
| Focus Partners Wealth | 0.03% | Add +0.4% | 243,391 | $12.4M |
| MBM Wealth Consultants, LLC | 3.28% | Add +3.5% | 239,507 | $12.2M |
| Private Advisor Group, LLC | 0.06% | Add +22.6% | 217,951 | $11.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +238.5% | 216,337 | $11.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.1% | 213,723 | $10.9M |
| HighTower Advisors, LLC | 0.01% | Add +3.1% | 199,768 | $10.2M |
| Ifrah Financial Services, Inc. | 2.71% | Reduce -0.1% | 194,206 | $9.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -11.8% | 189,193 | $9.6M |
| Peapack Gladstone Financial Corp. | 0.13% | Add +142.1% | 185,057 | $9.5M |
| Klaas Financial Asset Advisors, LLC | 1.49% | Add +2.3% | 183,938 | $9.4M |
| WBH Advisory Inc. | 0.79% | Add +22.1% | 182,191 | $9.3M |
| Axxcess Wealth Management, LLC | 0.22% | Add +26.6% | 178,965 | $9.1M |
| Semmax Financial Advisors Inc. | 2.27% | Add +3.2% | 173,094 | $8.8M |
| Mariner, LLC | 0.01% | Add +42.8% | 159,995 | $8.2M |
| Bank of Montreal | 0.00% | Reduce -11.0% | 157,667 | $8.1M |
| Valley National Advisers Inc. | 1.27% | Add +7.6% | 152,839 | $7.8M |
| &partners | 0.06% | Add +122.5% | 146,697 | $7.5M |
| Oppenheimer & Co. Inc. | 0.10% | Add +17.3% | 146,131 | $7.5M |
| Proathlete Wealth Management LLC | 2.33% | Reduce -4.2% | 143,482 | $7.3M |
| Sand Hill Global Advisors, LLC | 0.27% | New | 141,453 | $7.2M |
| Lowe Brockenbrough & Co. Inc. | 0.40% | Add +22.1% | 138,677 | $7.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.8% | 137,592 | $7.0M |
| Brookwood Investment Group LLC | 1.12% | Reduce -35.8% | 135,857 | $6.9M |
| Integrity Alliance, Llc. | 0.38% | Reduce -28.1% | 135,204 | $6.9M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -14.9% | 133,752 | $6.8M |
| Staley Capital Advisers Inc. | 0.27% | No change | 122,150 | $6.2M |
| MML Investors Services, LLC | 0.02% | Reduce -1.5% | 113,501 | $5.8M |
| Financial Management Network Inc. | 1.02% | Add +0.0% | 111,953 | $5.7M |
| Gladstone Institutional Advisory LLC | 0.23% | Reduce -0.3% | 109,740 | $5.6M |
| Waverly Advisors, LLC | 0.06% | Add +2.8% | 108,752 | $5.6M |
| Jacobson & Schmitt Advisors, LLC | 0.97% | Add +3.3% | 106,993 | $5.5M |
| Rollins Financial Advisors, LLC | 0.86% | Add +17.8% | 105,100 | $5.4M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.7% | 103,726 | $5.3M |
| Canal Insurance CO | 1.14% | No change | 100,000 | $5.1M |
| Exencial Wealth Advisors, LLC | 0.18% | Reduce -8.4% | 99,640 | $5.1M |
| San Luis Wealth Advisors LLC | 1.08% | Reduce -14.3% | 98,109 | $5.0M |
| Astor Investment Management LLC | 2.57% | Add +67.6% | 93,013 | $4.8M |
| Caliber Wealth Management, LLC / KS | 0.50% | Add +0.3% | 90,742 | $4.6M |
| Brady Family Wealth, LLC | 1.41% | Add +5.9% | 89,164 | $4.6M |
| Values First Advisors, Inc. | 2.29% | Reduce -1.3% | 82,268 | $4.2M |
| Van Hulzen Asset Management, LLC | 0.35% | Add +2.1% | 81,436 | $4.2M |
| Sage Capital Advisors,llc | 0.91% | Reduce -0.7% | 72,020 | $3.7M |
| Citigroup Inc. | 0.00% | Add +9.9% | 71,086 | $3.6M |
| Citadel Advisors | 0.00% | Add +192.5% | 70,002 | $3.6M |
| Cary Street Partners Financial LLC | 0.10% | Reduce -2.0% | 69,518 | $3.6M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +654.9% | 68,050 | $3.5M |
| KKM Financial LLC | 1.15% | Add +2.5% | 64,427 | $3.3M |
| Kingsview Wealth Management, LLC | 0.05% | Add +76.9% | 61,149 | $3.1M |
| Red Crane Wealth Management, LLC | 2.84% | Reduce -40.8% | 61,015 | $3.1M |
| Sovereign Financial Group, Inc. | 0.64% | Reduce -6.1% | 60,961 | $3.1M |
| Sigma Planning Corp | 0.09% | Reduce -8.1% | 60,582 | $3.1M |
| Perennial Investment Advisors, LLC | 0.30% | Add +1.7% | 60,330 | $3.1M |
| Patten Group, Inc. | 0.65% | Add +9.6% | 60,216 | $3.1M |
| RPg Family Wealth Advisory, LLC | 0.82% | Add +1241.7% | 60,133 | $3.1M |
| GeoWealth Management, LLC | 0.12% | Reduce -3.5% | 58,249 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.9% | 57,766 | $3.0M |
| Atria Investments, Inc | 0.03% | Add +45.9% | 56,468 | $2.9M |
| Keystone Financial Group, Inc. | 1.82% | Add +74.3% | 56,148 | $2.9M |
| Truist Financial Corp. | 0.00% | Add +91.6% | 55,367 | $2.8M |
| LVW Advisors, LLC | 0.31% | Add +1.9% | 54,935 | $2.8M |
| AlphaCore Capital LLC | 0.11% | Add +19.5% | 54,905 | $2.8M |
| Belpointe Asset Management LLC | 0.12% | Reduce -2.8% | 54,845 | $2.8M |
| Brookstone Capital Management | 0.04% | Reduce -1.9% | 53,539 | $2.7M |
| GC Wealth Management RIA, LLC | 0.22% | Reduce -9.7% | 52,550 | $2.7M |
| Guardian Wealth Advisors, LLC | 1.58% | Reduce -15.2% | 52,312 | $2.7M |
| Wescott Financial Advisory Group, LLC | 0.25% | Add +5.3% | 51,072 | $2.6M |
| Independent Financial Group, LLC | 0.07% | Add +1.8% | 50,707 | $2.6M |
"% 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.