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 |
| Realta Investment Advisors | 1.00% | Add +16.9% | 49,491 | $2.5M |
| Stenger Family Office, LLC | 0.64% | — | 50,393 | $2.5M |
| Ameliora Wealth Management Ltd. | 0.88% | Add +6.6% | 48,287 | $2.5M |
| Financial Advocates Investment Management | 0.20% | Reduce -3.6% | 48,044 | $2.5M |
| Betterment LLC | 0.01% | Reduce -11.3% | 46,854 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -15.2% | 46,509 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +205.6% | 45,100 | $2.3M |
| ORG Partners LLC | 0.50% | Add +323.0% | 44,694 | $2.3M |
| Castle Rock Wealth Management, LLC | 0.51% | Add +3.5% | 42,493 | $2.2M |
| Infinity Wealth Counsel, LLC | 2.19% | Reduce -3.7% | 42,346 | $2.2M |
| Syntegra Private Wealth Group, LLC | 0.22% | Add +208.2% | 42,198 | $2.2M |
| Unified Investment Management | 2.29% | Add +0.0% | 41,891 | $2.1M |
| MAI Capital Management | 0.01% | Reduce -3.0% | 40,911 | $2.1M |
| Klingman & Associates, LLC | 0.11% | Reduce -6.4% | 40,413 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.8% | 38,342 | $2.0M |
| World Investment Advisors | 0.04% | Add +159.8% | 36,796 | $1.9M |
| Kraft, Davis & Associates, LLC | 0.51% | New | 36,826 | $1.9M |
| RMR Wealth Builders | 0.16% | New | 34,473 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -27.8% | 33,394 | $1.7M |
| First Citizens Financial Corp | 0.93% | Reduce -5.2% | 33,156 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Add +12.6% | 32,781 | $1.7M |
| Steel Grove Capital Advisors, LLC | 0.20% | Add +7.2% | 32,318 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -24.5% | 30,911 | $1.6M |
| WealthPlan Investment Management, LLC | 0.11% | Add +0.6% | 30,324 | $1.5M |
| Guidance Capital, Inc. | 0.44% | Reduce -6.7% | 30,128 | $1.5M |
| Shufro Rose & Co. LLC | 0.12% | Reduce -0.2% | 29,919 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.6% | 29,240 | $1.5M |
| Naples Global Advisors, LLC | 0.13% | Reduce -19.4% | 28,778 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -30.0% | 28,753 | $1.5M |
| Forbes Financial Planning, Inc. | 0.96% | Reduce -82.6% | 27,781 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +99.2% | 27,438 | $1.4M |
| Apex Wealth Management, LLC | 1.10% | Reduce -79.6% | 26,736 | $1.4M |
| Joel Adams & Associates, Inc. | 1.16% | Add +3.9% | 25,740 | $1.3M |
| One Capital Management, LLC | 0.04% | Add +5.8% | 25,370 | $1.3M |
| Michels Family Financial, LLC | 1.10% | Add +0.0% | 25,161 | $1.3M |
| White Pine Capital LLC | 0.41% | Add +55.4% | 25,117 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.15% | Add +0.1% | 24,225 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Reduce -51.8% | 23,919 | $1.2M |
| WJ Wealth Management, LLC | 0.38% | Add +20.5% | 23,550 | $1.2M |
| Osborne Partners Capital Management, LLC | 0.06% | No change | 23,400 | $1.2M |
| Leavell Investment Management, Inc. | 0.05% | Add +24.7% | 23,215 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Add +31.5% | 22,978 | $1.2M |
| Aletheian Wealth Advisors LLC | 0.55% | Add +2.2% | 22,007 | $1.1M |
| Planning Alternatives Ltd. | 0.16% | No change | 21,997 | $1.1M |
| Embree Financial Group | 0.17% | Add +5.3% | 21,782 | $1.1M |
| Spinnaker Trust | 0.07% | Reduce -47.9% | 21,687 | $1.1M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 21,683 | $1.1M |
| Old Mission Capital LLC | 0.03% | New | 21,620 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.6% | 20,508 | $1.0M |
| Live Oak Private Wealth LLC | 0.16% | Add +0.8% | 20,351 | $1.0M |
| National Bank of Canada | 0.00% | Add +2.9% | 20,570 | $1.0M |
| Secure Asset Management, LLC | 0.18% | New | 18,822 | $962K |
| Investment Advisory Group, LLC | 0.28% | Reduce -6.4% | 17,953 | $917K |
| Syverson Strege & Co | 0.22% | Add +165.8% | 17,933 | $916K |
| Keyvantage Wealth, LLC | 0.40% | Reduce -14.6% | 17,331 | $886K |
| Westside Investment Management, Inc. | 0.16% | Reduce -45.7% | 17,200 | $879K |
| LVZ, Inc. | 0.11% | Reduce -15.5% | 17,172 | $877K |
| Core Wealth Advisors, Inc. | 0.25% | No change | 17,158 | $877K |
| Werba Rubin Papier Wealth Management | 0.16% | Add +22.2% | 16,964 | $867K |
| Roble, Belko & Company, Inc | 0.12% | Reduce -14.9% | 16,554 | $846K |
| Rosenberg Matthew Hamilton | 0.20% | Reduce -8.3% | 16,523 | $844K |
| Chicago Partners Investment Group LLC | 0.02% | Add +17.8% | 16,461 | $839K |
| American Institute for Advanced Investment Management, LLP | 0.59% | No change | 16,400 | $838K |
| Win Advisors, Inc. | 0.39% | Reduce -9.1% | 15,980 | $817K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +40.2% | 15,215 | $777K |
| BlueChip Wealth Advisors LLC | 0.32% | Reduce -6.2% | 15,195 | $776K |
| Beacon Financial Group | 0.08% | Reduce -1.3% | 15,193 | $776K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.9% | 15,120 | $773K |
| Eagle Bluffs Wealth Management LLC | 0.37% | Reduce -0.1% | 15,108 | $772K |
| Wbi Investments, LLC | 0.20% | Add +129.7% | 14,919 | $762K |
| Pflug Koory, LLC | 0.38% | Add +55.3% | 14,831 | $758K |
| Creative Planning | 0.00% | Add +56.0% | 14,579 | $745K |
| Arkadios Wealth Advisors | 0.02% | Add +2.2% | 14,573 | $745K |
| BNP Paribas Financial Markets | 0.00% | Add +29.6% | 14,336 | $733K |
| Novem Group | 0.09% | Add +9.5% | 14,239 | $728K |
| Fortis Advisors, LLC | 0.46% | Add +1.2% | 14,111 | $721K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -19.7% | 13,912 | $711K |
| Vista Investment Partners Ii, LLC | 0.34% | New | 13,864 | $708K |
| Ancora Advisors LLC | 0.01% | Reduce -12.5% | 13,740 | $702K |
| Keystone Wealth Services, LLC | 0.17% | New | 13,583 | $694K |
| Fifth Third Securities, Inc. | 0.05% | Reduce -15.5% | 13,148 | $672K |
| Centurion Wealth Management LLC | 0.19% | Reduce -2.4% | 13,090 | $669K |
| Darrow Company, Inc. | 0.34% | Reduce -1.5% | 13,089 | $669K |
| Capital Analysts, LLC | 0.02% | Reduce -3.1% | 12,898 | $659K |
| Capital Advisory Group Advisory Services, LLC | 0.23% | No change | 12,475 | $637K |
| Dakota Wealth Management | 0.01% | Reduce -7.6% | 12,181 | $622K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.13% | Add +55.0% | 12,179 | $622K |
| First American Trust, FSB | 0.05% | Add +9.1% | 12,114 | $619K |
| Stonebridge Financial Planning Group, LLC | 0.25% | Reduce -2.1% | 11,916 | $609K |
| Smithfield Trust Co | 0.03% | Reduce -51.7% | 11,730 | $601K |
| TCI Wealth Advisors, Inc. | 0.04% | Reduce -0.8% | 11,726 | $599K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +60.9% | 11,559 | $591K |
| Aviso Financial Inc. | 0.03% | New | 11,500 | $588K |
| Goldman Sachs Group Inc. | 0.00% | New | 11,452 | $585K |
| Cerity Partners LLC | 0.00% | No change | 11,200 | $572K |
| Valley Financial Group, Inc. | 0.34% | Reduce -0.1% | 11,127 | $569K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -6.8% | 10,905 | $557K |
| Cross Staff Investments Inc | 0.41% | Reduce -7.1% | 10,668 | $545K |
| Courier Capital LLC | 0.03% | No change | 10,627 | $543K |
| Hudock, Inc. | 0.09% | Reduce -1.1% | 10,512 | $537K |
| JGP Wealth Management, LLC | 0.06% | Reduce -51.2% | 10,362 | $529K |
| Merit Financial Group, LLC | 0.01% | Add +2.6% | 10,302 | $526K |
| 4J Wealth Management LLC | 0.35% | No change | 10,189 | $521K |
| Synovus Financial Corp. | 0.01% | Add +149.9% | 10,165 | $519K |
| Yukon Wealth Management, Inc. | 0.18% | New | 10,093 | $516K |
| Gries Financial LLC | 0.09% | No change | 10,062 | $514K |
| Luken Investment Analytics, LLC | 0.22% | Add +35.6% | 9,966 | $509K |
| Bison Wealth, LLC | 0.04% | Add +1.5% | 9,963 | $507K |
| Townsquare Capital LLC | 0.05% | Reduce -33.6% | 9,849 | $503K |
| Quantinno Capital Management LP | 0.00% | New | 9,779 | $500K |
| GW&K Investment Management, LLC | 0.00% | Add +0.8% | 9,770 | $499K |
| Focus Financial Network, Inc. | 0.02% | Add +1.9% | 9,760 | $499K |
| Equitable Holdings, Inc. | 0.00% | Add +6.1% | 9,604 | $491K |
| Integrated Wealth Concepts LLC | 0.00% | Add +90.8% | 9,521 | $487K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.2% | 9,484 | $485K |
| Tyche Wealth Partners LLC | 0.10% | Reduce -9.6% | 9,370 | $479K |
| Financial Futures Ltd Liability Co. | 0.26% | New | 9,364 | $479K |
| IFG Advisory, LLC | 0.02% | Add +67.5% | 9,342 | $477K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.3% | 9,341 | $477K |
| Crews Bank & Trust | 0.07% | Reduce -1.1% | 9,325 | $477K |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.2% | 9,149 | $467K |
| Private Client Services, LLC | 0.18% | Add +32.8% | 9,120 | $466K |
| PFG Advisors | 0.02% | Reduce -46.5% | 9,107 | $465K |
| SOL Capital Management CO | 0.04% | Add +0.5% | 8,850 | $452K |
| Comerica Bank | 0.00% | Reduce -1.5% | 8,674 | $443K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -1.9% | 8,600 | $439K |
| Oxinas Partners, LLC | 0.23% | Reduce -25.5% | 8,577 | $438K |
| Beirne Wealth Consulting Services, LLC | 0.14% | Add +5.8% | 8,261 | $422K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +13.0% | 8,262 | $422K |
| Somerset Group LLC | 0.35% | No change | 8,152 | $417K |
| Sowell Financial Services LLC | 0.02% | No change | 8,043 | $411K |
| GS Investments, Inc. | 0.18% | No change | 7,965 | $407K |
| Physician Wealth Solutions Inc. | 0.19% | No change | 7,893 | $403K |
| Journey Advisory Group, LLC | 0.03% | New | 7,871 | $402K |
| Advisory Services Network, LLC | 0.01% | New | 7,653 | $391K |
| Brooks, Moore & Associates, Inc. | 0.21% | New | 7,575 | $387K |
| Harbour Investments, Inc. | 0.01% | Add +18.1% | 7,520 | $384K |
| North Capital, Inc. | 0.33% | Reduce -0.6% | 7,498 | $383K |
| ETF Store, Inc. | 0.44% | Reduce -15.4% | 7,358 | $376K |
| Consolidated Portfolio Review Corp | 0.05% | New | 7,308 | $373K |
| Keybank National Association | 0.00% | No change | 7,110 | $363K |
| Bank of New York Mellon Corp | 0.00% | Reduce -36.2% | 7,072 | $361K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.0% | 7,029 | $359K |
| Columbia Bank | 0.11% | Add +33.7% | 7,068 | $359K |
| NTV Asset Management LLC | 0.04% | No change | 7,000 | $358K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -1.4% | 6,933 | $354K |
| Meridian Management Co. | 0.10% | No change | 6,900 | $352K |
| Objective Capital Management, LLC | 0.39% | Add +6.8% | 6,813 | $348K |
| Cibc World Market Inc. | 0.00% | Add +15.4% | 6,803 | $348K |
| Waycross Investment Management Co | 0.36% | No change | 6,794 | $347K |
| Paragon Capital Management Inc. | 0.26% | No change | 6,763 | $346K |
| Intrua Financial, LLC | 0.05% | Add +4.8% | 6,752 | $345K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +4.3% | 6,709 | $343K |
| Windsor Capital Management, LLC | 0.10% | Reduce -3.5% | 6,684 | $342K |
| Visionary Horizons, LLC | 0.21% | New | 6,634 | $339K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 6,564 | $335K |
| Nikulski Financial, Inc. | 0.09% | No change | 6,535 | $334K |
| Arkfeld Wealth Strategies, L.L.C. | 0.13% | Reduce -87.5% | 6,396 | $325K |
| Parsons Capital Management Inc. | 0.02% | Reduce -0.2% | 6,357 | $325K |
| Charter Oak Capital Management, LLC | 0.03% | Add +3.4% | 6,342 | $324K |
| First Heartland Consultants, Inc. | 0.03% | Add +19.5% | 6,187 | $316K |
| Wellington Shields Capital Management, LLC | 0.05% | No change | 6,184 | $316K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.1% | 6,159 | $315K |
| Money Concepts Capital Corp. | 0.02% | New | 6,070 | $310K |
| ONE Advisory Partners, LLC | 0.10% | No change | 6,068 | $309K |
| Symmetry Partners, LLC | 0.04% | No change | 6,044 | $309K |
| Clark Capital Management Group, Inc. | 0.00% | Reduce -46.5% | 5,999 | $307K |
| Global Retirement Partners, LLC | 0.01% | — | 5,730 | $293K |
| Vance Wealth, LLC | 0.10% | Reduce -16.5% | 5,691 | $291K |
| Kovack Advisors, Inc. | 0.03% | Reduce -13.0% | 5,521 | $282K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | Add +0.5% | 5,508 | $281K |
| Guided Capital Wealth Management, LLC | 0.22% | No change | 5,499 | $281K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 5,484 | $280K |
| TrueWealth Advisors, LLC | 0.08% | Add +36.3% | 5,453 | $279K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -50.5% | 5,452 | $279K |
| Shared Vision Wealth Group LLC | 0.14% | New | 5,453 | $278K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 5,441 | $278K |
| Founders Financial Alliance, LLC | 0.06% | Add +1004.9% | 5,436 | $278K |
| Western Wealth Management, LLC | 0.02% | Add +16.8% | 5,227 | $267K |
| Fortress Wealth Management, Inc. | 0.13% | Add +0.3% | 5,217 | $267K |
| Madrona Financial Services, LLC | 0.06% | No change | 5,135 | $262K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -18.1% | 5,135 | $262K |
| Wealthgarden F.S. LLC | 0.22% | Add +2.0% | 5,135 | $262K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -2.9% | 5,109 | $261K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -1.1% | 5,041 | $258K |
| Allworth Financial LP | 0.00% | New | 5,000 | $256K |
| Northern Trust Corp. | 0.00% | No change | 5,000 | $256K |
| Barclays PLC | 0.00% | No change | 4,970 | $254K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.3% | 4,948 | $253K |
| Gotham Asset Management | 0.00% | Add +21.6% | 4,889 | $250K |
| Scotia Capital Inc. | 0.00% | No change | 4,888 | $250K |
| Private Trust Co. NA | 0.02% | Reduce -4.7% | 4,843 | $247K |
| New Capital Management LP | 0.07% | Reduce -17.9% | 4,816 | $246K |
| Flaharty Asset Management, LLC | 0.03% | No change | 4,810 | $246K |
| Park Avenue Securities LLC | 0.00% | New | 4,803 | $245K |
| DGS Capital Management, LLC | 0.05% | Reduce -0.2% | 4,788 | $245K |
| Apeiron RIA LLC | 0.06% | No change | 4,708 | $241K |
| Patton Albertson Miller Group, LLC | 0.03% | No change | 4,703 | $240K |
| Legacy Capital Group California, Inc. | 0.07% | Reduce -7.4% | 4,689 | $240K |
| Beacon Financial Advisory LLC | 0.06% | New | 4,636 | $237K |
| D.A. Davidson & Co. | 0.00% | Reduce -9.7% | 4,635 | $237K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +206.4% | 4,627 | $236K |
| First Wilshire Securities Management Inc. | 0.06% | No change | 4,614 | $236K |
| Marshall Financial Group, LLC | 0.05% | Reduce -4.5% | 4,603 | $234K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -39.4% | 4,569 | $233K |
| Two Sigma Securities, LLC | 0.03% | New | 4,529 | $231K |
| Quest 10 Wealth Builders, Inc. | 0.22% | Reduce -14.3% | 4,489 | $229K |
| Flagship Private Wealth, LLC | 0.10% | Add +0.7% | 4,461 | $228K |
| WestHill Financial Advisors, Inc. | 0.05% | No change | 4,367 | $223K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.1% | 4,119 | $211K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -32.4% | 4,113 | $210K |
| Compound Planning, Inc. | 0.01% | New | 4,107 | $210K |
| Benjamin Edwards Inc. | 0.00% | Reduce -23.2% | 4,095 | $209K |
| Ingalls & Snyder LLC | 0.01% | No change | 4,000 | $204K |
| Aptus Capital Advisors, LLC | 0.00% | New | 3,978 | $203K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,948 | $202K |
| Triton Financial Group Inc | 0.15% | — | 3,935 | $201K |
| NFSG Corp | 0.03% | New | 3,754 | $192K |
| Advisors Preferred, LLC | 0.03% | New | 3,665 | $186K |
| FMR LLC | 0.00% | Add +1786.9% | 3,604 | $184K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -5.8% | 3,082 | $157K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -54.5% | 3,044 | $156K |
| Bellwether Advisors, LLC | 0.03% | No change | 3,036 | $155K |
| CoreCap Advisors, LLC | 0.01% | Add +48.3% | 3,001 | $153K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -1.9% | 2,958 | $151K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -4.0% | 2,846 | $145K |
| Signature Resources Capital Management, LLC | 0.07% | No change | 2,287 | $117K |
| Spire Wealth Management | 0.00% | Add +41.5% | 1,926 | $98K |
| Davidson Capital Management Inc. | 0.02% | Add +92.1% | 1,704 | $87K |
| AdvisorNet Financial, Inc | 0.01% | Add +11.3% | 1,599 | $82K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,495 | $76K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | Add +0.4% | 1,451 | $74K |
| Principal Securities, Inc. | 0.00% | Reduce -37.7% | 1,414 | $72K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -10.9% | 1,193 | $61K |
| New Millennium Group LLC | 0.03% | Reduce -99.8% | 1,146 | $59K |
| CVA Family Office, LLC | 0.01% | Reduce -89.9% | 1,118 | $57K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,115 | $57K |
| AE Wealth Management LLC | 0.00% | Add +27.1% | 1,023 | $52K |
| Boreal Capital Management LLC | 0.05% | — | 996 | $51K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 934 | $48K |
| Ameritas Advisory Services, LLC | 0.00% | New | 911 | $47K |
| Tsfg, LLC | 0.01% | Reduce -9.7% | 900 | $46K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 880 | $45K |
| LGT Financial Advisors LLC | 0.10% | No change | 747 | $38K |
| Hurley Capital, LLC | 0.02% | Add +0.3% | 663 | $34K |
| Iron Horse Wealth Management, LLC | 0.01% | Reduce -44.5% | 531 | $27K |
| Dunhill Financial, LLC | 0.01% | No change | 500 | $26K |
| Financial Management Professionals, Inc. | 0.00% | No change | 495 | $25K |
| Friedenthal Financial | 0.01% | Add +15.0% | 438 | $22K |
| Ridgewood Investments LLC | 0.01% | No change | 413 | $21K |
| Sound Income Strategies, LLC | 0.00% | No change | 319 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 300 | $15K |
| Barrett & Company, Inc. | 0.01% | No change | 296 | $15K |
| Headlands Technologies LLC | 0.00% | No change | 267 | $14K |
| 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% | No change | 128 | $7K |
| JNBA Financial Advisors | 0.00% | Add +0.8% | 127 | $6K |
| Anchor Investment Management, LLC | 0.00% | No change | 125 | $6K |
| Assetmark, Inc. | 0.00% | Add +0.8% | 124 | $6K |
| Elequin Capital, LP | 0.00% | New | 119 | $6K |
| Consultiva Wealth Management, Corp. | 0.02% | Add +53.3% | 115 | $6K |
| Brooklyn Investment Group | 0.00% | New | 108 | $6K |
| Hughes Financial Services, LLC | 0.00% | Reduce -16.5% | 101 | $5K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 100 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $5K |
| Arax Advisory Partners | 0.00% | Add +1.1% | 95 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | Add +1.1% | 89 | $5K |
| Clear Investment Research, LLC | 0.01% | Add +1.1% | 88 | $4K |
| Winch Advisory Services, LLC | 0.00% | Add +1.4% | 75 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 52 | $2K |
| GAMMA Investing LLC | 0.00% | No change | 31 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 13 | $664 |
| Wellington Shields & Co., LLC | 0.00% | New | 11 | $562 |
| HighMark Wealth Management LLC | 0.00% | New | 9 | $460 |
"% 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.