iShares SH Dba ETF UsdNEARETF
13F holders, Q3 2025 (September 30)374holders −1
31new positions
32sold out
4famous investors
$51.25avg. 13F price*
At the end of Q3 2025, 374 institutions reported holding iShares SH Dba ETF Usd Inc. (NEAR) in their 13F filings, down 1 from Q2 2025. 31 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($180.7M), Morgan Stanley ($174.2M) and Clearwater Capital Advisors, LLC ($143.8M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $65.7M |
| Exits | 32 | $14.2M |
All 13F filers, Q2 2025 → Q3 2025: 5,393,419 shares bought and 1,911,181 shares sold, net +3,482,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 374 holders
| Bank of America Corp. | 0.01% | Add +0.6% | 3,523,153 | $180.7M |
| Morgan Stanley | 0.01% | Add +7.5% | 3,396,678 | $174.2M |
| Clearwater Capital Advisors, LLC | 12.25% | Add +7.5% | 2,803,935 | $143.8M |
| LPL Financial LLC | 0.04% | Add +9.3% | 2,800,567 | $143.6M |
| Wells Fargo & Company | 0.03% | Add +3.4% | 2,697,050 | $138.3M |
| Bramshill Investments, LLC | 8.81% | Add +1.7% | 2,514,508 | $128.9M |
| BlackRock, Inc. | 0.00% | Add +60.5% | 1,617,662 | $83.0M |
| UBS Group AG | 0.01% | Add +16.1% | 1,348,377 | $69.1M |
| Cetera Investment Advisers | 0.07% | Add +51.5% | 1,117,287 | $57.3M |
| Raymond James Financial Inc. | 0.02% | Add +9.0% | 1,064,764 | $54.6M |
| Ameriprise Financial Inc. | 0.01% | Add +2.8% | 944,079 | $48.4M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +9.3% | 890,220 | $45.6M |
| Stifel Financial Corp. | 0.03% | Add +6.9% | 692,616 | $35.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.9% | 566,494 | $29.0M |
| United Services Automobile Association | 1.76% | New | 490,400 | $25.1M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 475,680 | $24.4M |
| Donaldson Capital Management, LLC | 0.73% | Reduce -11.0% | 449,080 | $23.0M |
| Alexander Randolph Advisory, Inc. | 18.44% | Add +19.5% | 436,146 | $22.4M |
| Americana Partners, LLC | 0.64% | Add +6.4% | 415,586 | $21.3M |
| NewEdge Advisors, LLC | 0.09% | Add +56.4% | 392,397 | $20.1M |
| Summit Financial, LLC | 0.28% | Reduce -49.2% | 360,560 | $18.5M |
| Integrated Investment Consultants, LLC | 3.08% | Add +11.4% | 353,983 | $18.2M |
| Cwm, LLC | 0.05% | Reduce -11.5% | 319,712 | $16.4M |
| Securian Asset Management, Inc. | 0.43% | No change | 318,620 | $16.3M |
| Union Bancaire Privee, UBP SA | 0.21% | Reduce -14.6% | 289,210 | $14.8M |
| Kwmg, LLC | 1.30% | Add +4.8% | 288,289 | $14.8M |
| Proficio Capital Partners LLC | 1.01% | Add +4.0% | 286,990 | $14.7M |
| Osaic Holdings, Inc. | 0.02% | Add +6.7% | 281,020 | $14.4M |
| MBM Wealth Consultants, LLC | 3.57% | Add +17.0% | 280,172 | $14.4M |
| Captrust Financial Advisors | 0.03% | Reduce -9.8% | 265,695 | $13.6M |
| Corient Private Wealth LP | 0.02% | Reduce -14.1% | 263,287 | $13.5M |
| Members Advisory Group LLC | 4.54% | Reduce -7.1% | 250,252 | $12.8M |
| Waverly Advisors, LLC | 0.12% | Add +123.7% | 243,254 | $12.5M |
| Focus Partners Wealth | 0.02% | Reduce -1.0% | 240,866 | $12.4M |
| Peapack Gladstone Financial Corp. | 0.16% | Add +29.2% | 239,058 | $12.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +10.7% | 236,645 | $12.1M |
| Renaissance Technologies | 0.02% | Reduce -30.4% | 236,100 | $12.1M |
| WBH Advisory Inc. | 0.88% | Add +23.0% | 224,059 | $11.5M |
| Private Advisor Group, LLC | 0.05% | Reduce -1.0% | 215,869 | $11.1M |
| HighTower Advisors, LLC | 0.01% | Add +0.7% | 201,122 | $10.3M |
| Kraft, Davis & Associates, LLC | 2.47% | Add +439.2% | 198,574 | $10.2M |
| Ifrah Financial Services, Inc. | 2.60% | Add +0.5% | 195,256 | $10.0M |
| Axxcess Wealth Management, LLC | 0.21% | Add +8.3% | 193,863 | $9.9M |
| &partners | 0.06% | Add +28.2% | 188,054 | $9.6M |
| Klaas Financial Asset Advisors, LLC | 1.44% | Add +2.0% | 187,696 | $9.6M |
| Oppenheimer & Co. Inc. | 0.11% | Add +17.4% | 171,631 | $8.8M |
| Jacobson & Schmitt Advisors, LLC | 1.49% | Add +58.0% | 169,008 | $8.7M |
| Syntegra Private Wealth Group, LLC | 0.82% | Add +300.0% | 168,784 | $8.7M |
| Valley National Advisers Inc. | 1.30% | Add +7.0% | 163,519 | $8.4M |
| Gotham Asset Management | 0.04% | Add +3231.9% | 162,899 | $8.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -18.4% | 154,444 | $7.9M |
| Proathlete Wealth Management LLC | 2.24% | Add +5.8% | 151,802 | $7.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.8% | 149,665 | $7.7M |
| Thrivent Financial for Lutherans | 0.02% | New | 149,103 | $7.6M |
| Bank of Montreal | 0.00% | Reduce -6.7% | 147,115 | $7.5M |
| Kingsview Wealth Management, LLC | 0.12% | Add +140.4% | 146,993 | $7.5M |
| Integrity Alliance, Llc. | 0.35% | Add +7.6% | 145,480 | $7.5M |
| OneDigital Investment Advisors LLC | 0.08% | Add +6.9% | 143,019 | $7.3M |
| Mariner, LLC | 0.01% | Reduce -11.2% | 142,059 | $7.3M |
| Sand Hill Global Advisors, LLC | 0.26% | Add +0.1% | 141,566 | $7.3M |
| Lowe Brockenbrough & Co. Inc. | 0.37% | Add +2.0% | 141,417 | $7.3M |
| Brookwood Investment Group LLC | 0.86% | Reduce -4.3% | 129,955 | $6.7M |
| Apollon Financial, LLC | 1.08% | New | 125,939 | $6.5M |
| Financial Management Network Inc. | 1.05% | Add +11.2% | 124,538 | $6.4M |
| San Luis Wealth Advisors LLC | 1.12% | Add +23.2% | 120,861 | $6.2M |
| Staley Capital Advisers Inc. | 0.25% | Reduce -1.6% | 120,250 | $6.2M |
| Montecito Bank & Trust | 0.92% | — | 115,238 | $5.9M |
| Gladstone Institutional Advisory LLC | 0.22% | Add +3.0% | 113,000 | $5.8M |
| Rollins Financial Advisors, LLC | 0.88% | Add +7.4% | 112,879 | $5.8M |
| Alpha Financial Advisors, LLC | 1.92% | New | 106,224 | $5.4M |
| Exencial Wealth Advisors, LLC | 0.18% | Add +5.4% | 105,062 | $5.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +0.8% | 104,508 | $5.4M |
| Canal Insurance CO | 1.09% | No change | 100,000 | $5.1M |
| MML Investors Services, LLC | 0.01% | Reduce -20.5% | 90,245 | $4.6M |
| Caliber Wealth Management, LLC / KS | 0.51% | Reduce -1.0% | 89,796 | $4.6M |
| Van Hulzen Asset Management, LLC | 0.32% | Add +4.0% | 84,675 | $4.3M |
| Values First Advisors, Inc. | 2.32% | Add +2.7% | 84,484 | $4.3M |
| Brady Family Wealth, LLC | 1.33% | Reduce -6.0% | 83,826 | $4.3M |
| Optivise Advisory Services LLC | 2.46% | New | 80,610 | $4.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +187.7% | 78,927 | $4.0M |
| Cary Street Partners Financial LLC | 0.10% | Add +10.8% | 77,012 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -64.6% | 76,587 | $3.9M |
| Citigroup Inc. | 0.00% | Add +6.8% | 75,910 | $3.9M |
| Sage Capital Advisors,llc | 0.87% | Reduce -0.6% | 71,626 | $3.7M |
| Truist Financial Corp. | 0.00% | Add +28.0% | 70,871 | $3.6M |
| Smartleaf Asset Management LLC | 0.21% | Add +43211.1% | 66,266 | $3.4M |
| One Capital Management, LLC | 0.11% | Add +156.8% | 65,164 | $3.3M |
| KKM Financial LLC | 1.05% | Add +0.7% | 64,848 | $3.3M |
| Sigma Planning Corp | 0.09% | Add +4.3% | 63,156 | $3.2M |
| Perennial Investment Advisors, LLC | 0.27% | Add +4.1% | 62,830 | $3.2M |
| Brookstone Capital Management | 0.04% | Add +16.0% | 62,102 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +7.4% | 62,059 | $3.2M |
| Realta Investment Advisors | 1.04% | Add +23.1% | 60,908 | $3.1M |
| Sovereign Financial Group, Inc. | 0.58% | Reduce -1.2% | 60,233 | $3.1M |
| LVW Advisors, LLC | 0.31% | Add +7.4% | 59,021 | $3.0M |
| Patten Group, Inc. | 0.59% | Reduce -2.1% | 58,938 | $3.0M |
| Keystone Financial Group, Inc. | 1.70% | Add +4.6% | 58,722 | $3.0M |
| RPg Family Wealth Advisory, LLC | 0.65% | Reduce -3.6% | 57,978 | $3.0M |
| AlphaCore Capital LLC | 0.10% | Add +5.3% | 57,785 | $3.0M |
| Stenger Family Office, LLC | 0.58% | Add +11.6% | 56,235 | $2.8M |
"% 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.