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 |
| Wescott Financial Advisory Group, LLC | 0.25% | Add +7.3% | 54,785 | $2.8M |
| GeoWealth Management, LLC | 0.10% | Reduce -8.6% | 53,240 | $2.7M |
| GC Wealth Management RIA, LLC | 0.09% | Reduce -2.1% | 51,467 | $2.6M |
| Red Crane Wealth Management, LLC | 2.18% | Reduce -17.5% | 50,311 | $2.6M |
| Belpointe Asset Management LLC | 0.10% | Reduce -8.6% | 50,118 | $2.6M |
| Independent Financial Group, LLC | 0.06% | Reduce -2.7% | 49,317 | $2.5M |
| Ameliora Wealth Management Ltd. | 0.82% | No change | 48,287 | $2.5M |
| Gentry Private Wealth, LLC | 1.68% | New | 47,000 | $2.4M |
| Betterment LLC | 0.00% | Reduce -0.8% | 46,475 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -5.5% | 43,969 | $2.3M |
| Beacon Capital Management, Inc. | 0.10% | New | 42,841 | $2.2M |
| Castle Rock Wealth Management, LLC | 0.48% | Add +0.6% | 42,745 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Add +10.3% | 42,297 | $2.2M |
| Unified Investment Management | 2.12% | Reduce -1.1% | 41,428 | $2.1M |
| MAI Capital Management | 0.01% | Reduce -0.7% | 40,641 | $2.1M |
| Klingman & Associates, LLC | 0.10% | No change | 40,413 | $2.1M |
| Infinity Wealth Counsel, LLC | 2.01% | Reduce -4.7% | 40,362 | $2.1M |
| Prospera Financial Services Inc | 0.04% | Add +74.6% | 40,123 | $2.1M |
| First Citizens Financial Corp | 0.96% | Add +14.8% | 38,066 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +171.0% | 37,703 | $1.9M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +694.4% | 36,755 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +7.3% | 35,844 | $1.8M |
| Integrated Advisors Network LLC | 0.07% | Add +6.0% | 34,740 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +15.6% | 33,227 | $1.7M |
| Secure Asset Management, LLC | 0.27% | Add +71.7% | 32,310 | $1.7M |
| Steel Grove Capital Advisors, LLC | 0.20% | No change | 32,318 | $1.7M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -2.3% | 30,211 | $1.5M |
| Guidance Capital, Inc. | 0.40% | Reduce -1.3% | 29,728 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.3% | 29,316 | $1.5M |
| Shufro Rose & Co. LLC | 0.12% | Reduce -1.6% | 29,445 | $1.5M |
| WealthPlan Investment Management, LLC | 0.10% | Reduce -4.9% | 28,834 | $1.5M |
| Naples Global Advisors, LLC | 0.11% | Reduce -3.5% | 27,778 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | New | 27,683 | $1.4M |
| Guardian Wealth Advisors, LLC | 0.79% | Reduce -47.8% | 27,306 | $1.4M |
| White Pine Capital LLC | 0.38% | Add +3.4% | 25,965 | $1.3M |
| Joel Adams & Associates, Inc. | 1.05% | Reduce -1.8% | 25,272 | $1.3M |
| Leavell Investment Management, Inc. | 0.05% | Add +8.6% | 25,205 | $1.3M |
| Forbes Financial Planning, Inc. | 0.85% | Reduce -9.2% | 25,239 | $1.3M |
| Pflug Koory, LLC | 0.61% | Add +68.3% | 24,954 | $1.3M |
| Apex Wealth Management, LLC | 0.91% | Reduce -7.2% | 24,816 | $1.3M |
| Stratos Investment Management, LLC | 0.05% | New | 24,461 | $1.3M |
| Michels Family Financial, LLC | 0.96% | Reduce -4.4% | 24,065 | $1.2M |
| Vista Investment Partners Ii, LLC | 0.57% | Add +72.1% | 23,858 | $1.2M |
| Osborne Partners Capital Management, LLC | 0.06% | No change | 23,400 | $1.2M |
| Mutual Advisors, LLC | 0.03% | Reduce -3.4% | 23,103 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.13% | Reduce -6.7% | 22,610 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -68.2% | 22,289 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Add +127.0% | 22,156 | $1.1M |
| National Bank of Canada | 0.00% | Add +7.6% | 22,137 | $1.1M |
| Planning Alternatives Ltd. | 0.14% | No change | 21,997 | $1.1M |
| Aletheian Wealth Advisors LLC | 0.51% | Reduce -2.0% | 21,571 | $1.1M |
| Spinnaker Trust | 0.06% | Reduce -3.2% | 21,001 | $1.1M |
| Live Oak Private Wealth LLC | 0.14% | Reduce -1.1% | 20,136 | $1.0M |
| World Investment Advisors | 0.02% | Reduce -45.5% | 20,067 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.1% | 19,874 | $1.0M |
| Westside Investment Management, Inc. | 0.16% | Add +13.9% | 19,600 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -65.5% | 19,493 | $1000K |
| Vise Technologies, Inc. | 0.04% | New | 19,104 | $980K |
| AQR Capital Management | 0.00% | New | 18,983 | $973K |
| Flow Traders U.S. LLC | 0.04% | New | 18,531 | $950K |
| Planning Directions Inc. | 0.49% | New | 18,392 | $943K |
| Cibc World Market Inc. | 0.00% | Add +165.6% | 18,071 | $927K |
| Syverson Strege & Co | 0.22% | Add +0.0% | 17,935 | $920K |
| Investment Advisory Group, LLC | 0.25% | Reduce -0.6% | 17,853 | $916K |
| LVZ, Inc. | 0.10% | Add +0.7% | 17,284 | $886K |
| Win Advisors, Inc. | 0.43% | Add +7.5% | 17,172 | $881K |
| Core Wealth Advisors, Inc. | 0.23% | No change | 17,158 | $880K |
| Keyvantage Wealth, LLC | 0.37% | Reduce -2.0% | 16,984 | $871K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +7.9% | 16,419 | $842K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +251.7% | 16,070 | $824K |
| RMR Wealth Builders | 0.07% | Reduce -53.7% | 15,950 | $818K |
| Brooks, Moore & Associates, Inc. | 0.41% | Add +110.2% | 15,925 | $817K |
| American Institute for Advanced Investment Management, LLP | 0.53% | Reduce -3.0% | 15,900 | $815K |
| First American Trust, FSB | 0.06% | Add +30.1% | 15,757 | $808K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.8% | 15,244 | $782K |
| IRON Financial LLC | 0.37% | New | 15,206 | $780K |
| Boulder Wealth Advisors, LLC | 0.36% | — | 15,184 | $779K |
| Eagle Bluffs Wealth Management LLC | 0.33% | Reduce -1.1% | 14,950 | $767K |
| Rosenberg Matthew Hamilton | 0.16% | Reduce -10.0% | 14,873 | $763K |
| Financial Futures Ltd Liability Co. | 0.37% | Add +57.8% | 14,774 | $758K |
| BlueChip Wealth Advisors LLC | 0.32% | Reduce -2.9% | 14,753 | $757K |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.5% | 14,494 | $743K |
| Embree Financial Group | 0.10% | Reduce -33.5% | 14,487 | $743K |
| Novem Group | 0.09% | Add +1.1% | 14,390 | $738K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +23.6% | 14,283 | $732K |
| Beacon Financial Group | 0.07% | Reduce -6.1% | 14,272 | $732K |
| Fortis Advisors, LLC | 0.42% | Add +1.1% | 14,263 | $731K |
| Ancora Advisors LLC | 0.01% | No change | 13,740 | $705K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.15% | Add +12.8% | 13,735 | $704K |
| Keystone Financial Group | 0.05% | New | 13,455 | $690K |
| Fifth Third Securities, Inc. | 0.05% | Add +0.8% | 13,256 | $680K |
| Roble, Belko & Company, Inc | 0.09% | Reduce -20.4% | 13,180 | $676K |
| Darrow Company, Inc. | 0.31% | No change | 13,089 | $672K |
| Capital Analysts, LLC | 0.02% | Reduce -0.6% | 12,818 | $657K |
| Centurion Wealth Management LLC | 0.15% | Reduce -3.0% | 12,700 | $651K |
| Capital Advisory Group Advisory Services, LLC | 0.20% | No change | 12,475 | $640K |
| Wbi Investments, LLC | 0.16% | Reduce -17.0% | 12,379 | $635K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +124.1% | 12,194 | $625K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +0.8% | 11,817 | $606K |
| WJ Wealth Management, LLC | 0.27% | Reduce -50.0% | 11,775 | $604K |
| Valley Financial Group, Inc. | 0.32% | Add +0.1% | 11,141 | $571K |
| Stonebridge Financial Group, LLC | 0.05% | Add +57.1% | 10,892 | $559K |
| Merit Financial Group, LLC | 0.01% | Add +5.4% | 10,861 | $557K |
| Creative Planning | 0.00% | Reduce -26.9% | 10,652 | $546K |
| JGP Wealth Management, LLC | 0.06% | Add +0.4% | 10,403 | $532K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | New | 10,230 | $525K |
| Hudock, Inc. | 0.08% | Reduce -3.6% | 10,137 | $520K |
| 4J Wealth Management LLC | 0.30% | Reduce -0.8% | 10,104 | $518K |
| Smithfield Trust Co | 0.02% | Reduce -14.0% | 10,091 | $517K |
| Gries Financial LLC | 0.08% | No change | 10,062 | $516K |
| Bison Wealth, LLC | 0.05% | Add +1.1% | 10,068 | $514K |
| Cerity Partners LLC | 0.00% | Reduce -10.7% | 10,000 | $513K |
| ORG Partners LLC | 0.10% | Reduce -28.6% | 31,912 | $512K |
| Luken Investment Analytics, LLC | 0.20% | Reduce -0.3% | 9,941 | $510K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -39.7% | 9,922 | $510K |
| GW&K Investment Management, LLC | 0.00% | Add +1.1% | 9,876 | $506K |
| Dakota Wealth Management | 0.01% | Reduce -19.3% | 9,831 | $504K |
| Aviso Financial Inc. | 0.02% | Reduce -15.0% | 9,771 | $501K |
| Stonebridge Financial Planning Group, LLC | 0.19% | Reduce -19.3% | 9,616 | $493K |
| Cross Staff Investments Inc | 0.34% | Reduce -11.1% | 9,485 | $486K |
| Private Client Services, LLC | 0.16% | Add +3.9% | 9,471 | $486K |
| Comerica Bank | 0.00% | Add +8.6% | 9,421 | $483K |
| Crews Bank & Trust | 0.07% | No change | 9,325 | $478K |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.1% | 9,247 | $474K |
| Visionary Horizons, LLC | 0.26% | Add +35.9% | 9,013 | $462K |
| SOL Capital Management CO | 0.04% | No change | 8,850 | $454K |
| PFG Advisors | 0.02% | Reduce -3.5% | 8,793 | $451K |
| Equitable Holdings, Inc. | 0.00% | Reduce -8.6% | 8,778 | $450K |
| IFG Advisory, LLC | 0.02% | Reduce -7.1% | 8,675 | $445K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -0.9% | 8,525 | $437K |
| Stanich Group LLC | 0.26% | New | 8,322 | $427K |
| Tyche Wealth Partners LLC | 0.07% | Reduce -11.2% | 8,320 | $427K |
| Beirne Wealth Consulting Services, LLC | 0.10% | Reduce -0.1% | 8,249 | $423K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.2% | 8,248 | $423K |
| Compound Planning, Inc. | 0.01% | Add +98.5% | 8,153 | $418K |
| Somerset Group LLC | 0.33% | No change | 8,152 | $418K |
| Sowell Financial Services LLC | 0.02% | Add +1.1% | 8,129 | $417K |
| Beacon Financial Advisory LLC | 0.10% | Add +73.9% | 8,064 | $414K |
| NFSG Corp | 0.06% | Add +114.7% | 8,061 | $413K |
| Oxinas Partners, LLC | 0.22% | Reduce -6.1% | 8,056 | $413K |
| Shum Financial Group, Inc. | 0.31% | — | 8,017 | $411K |
| CoreCap Advisors, LLC | 0.01% | Add +165.4% | 7,966 | $408K |
| GS Investments, Inc. | 0.20% | No change | 7,965 | $408K |
| Physician Wealth Solutions Inc. | 0.18% | Add +0.1% | 7,897 | $405K |
| Courier Capital LLC | 0.02% | Reduce -26.4% | 7,827 | $401K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.3% | 7,756 | $398K |
| Parsons Capital Management Inc. | 0.02% | Add +20.8% | 7,677 | $394K |
| Keybank National Association | 0.00% | Add +7.6% | 7,650 | $392K |
| Harbour Investments, Inc. | 0.01% | Add +1.6% | 7,642 | $392K |
| North Capital, Inc. | 0.30% | Add +0.0% | 7,499 | $385K |
| Parallel Advisors, LLC | 0.01% | Reduce -20.9% | 7,498 | $385K |
| ETF Store, Inc. | 0.40% | Add +0.4% | 7,389 | $379K |
| Insight Wealth Strategies, LLC | 0.04% | New | 7,339 | $376K |
| Mach-1 Financial Group, LLC | 0.06% | New | 7,218 | $370K |
| Integrity Advisory Solutions, LLC | 0.06% | — | 7,218 | $370K |
| Pinnacle Associates Ltd. | 0.00% | Add +32.4% | 7,217 | $370K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -34.8% | 7,112 | $365K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 7,100 | $364K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.0% | 7,030 | $361K |
| NTV Asset Management LLC | 0.04% | Reduce -0.1% | 6,995 | $359K |
| BBR Partners, LLC | 0.02% | New | 6,918 | $355K |
| Meridian Management Co. | 0.09% | No change | 6,900 | $354K |
| Waycross Investment Management Co | 0.36% | No change | 6,794 | $348K |
| Objective Capital Management, LLC | 0.36% | Reduce -0.9% | 6,752 | $346K |
| Intrua Financial, LLC | 0.04% | No change | 6,752 | $346K |
| AE Wealth Management LLC | 0.00% | Add +559.4% | 6,746 | $346K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 6,570 | $337K |
| Windsor Capital Management, LLC | 0.09% | Reduce -3.5% | 6,447 | $331K |
| First Heartland Consultants, Inc. | 0.03% | Add +4.0% | 6,437 | $330K |
| IFP Advisors, Inc | 0.01% | New | 6,436 | $330K |
| Arkfeld Wealth Strategies, L.L.C. | 0.12% | Reduce -0.1% | 6,393 | $327K |
| Charter Oak Capital Management, LLC | 0.03% | Add +0.2% | 6,353 | $326K |
| Wellington Shields Capital Management, LLC | 0.05% | No change | 6,184 | $317K |
| Clayton Financial Group LLC | 0.23% | New | 6,173 | $317K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.1% | 6,163 | $316K |
| Nikulski Financial, Inc. | 0.08% | Reduce -6.1% | 6,135 | $315K |
| Money Concepts Capital Corp. | 0.02% | Add +0.4% | 6,096 | $313K |
| Global Retirement Partners, LLC | 0.01% | Add +6.3% | 6,092 | $312K |
| Symmetry Partners, LLC | 0.03% | No change | 6,044 | $310K |
| Advisory Services Network, LLC | 0.00% | Reduce -22.7% | 5,914 | $303K |
| Vance Wealth, LLC | 0.09% | Add +1.6% | 5,781 | $296K |
| Paragon Capital Management Inc. | 0.22% | Reduce -16.5% | 5,647 | $290K |
| A4 Wealth Advisors LLC | 0.24% | — | 5,566 | $285K |
| New Millennium Group LLC | 0.13% | Add +385.6% | 5,565 | $285K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | New | 5,557 | $285K |
| Founders Financial Alliance, LLC | 0.05% | Add +2.0% | 5,546 | $284K |
| Christensen, King & Associates Investment Services, Inc. | 0.12% | Add +0.5% | 5,536 | $284K |
| Kovack Advisors, Inc. | 0.03% | Reduce -0.2% | 5,510 | $283K |
| Guided Capital Wealth Management, LLC | 0.24% | No change | 5,499 | $282K |
| Shared Vision Wealth Group LLC | 0.12% | Add +0.7% | 5,489 | $282K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 5,484 | $281K |
| TrueWealth Advisors, LLC | 0.08% | No change | 5,453 | $280K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -42.2% | 5,402 | $277K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.3% | 5,356 | $275K |
| Caprock Group, LLC | 0.01% | — | 5,296 | $271K |
| Western Wealth Management, LLC | 0.01% | Add +0.7% | 5,262 | $270K |
| Fortress Wealth Management, Inc. | 0.12% | Add +0.3% | 5,235 | $268K |
| Madrona Financial Services, LLC | 0.06% | No change | 5,135 | $263K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 5,135 | $263K |
| Flagship Private Wealth, LLC | 0.10% | Add +13.8% | 5,077 | $260K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 5,041 | $259K |
| Allworth Financial LP | 0.00% | No change | 5,000 | $256K |
| Northern Trust Corp. | 0.00% | No change | 5,000 | $256K |
| Bank of New York Mellon Corp | 0.00% | Reduce -29.4% | 4,994 | $256K |
| Barclays PLC | 0.00% | No change | 4,970 | $255K |
| Journey Advisory Group, LLC | 0.02% | Reduce -37.4% | 4,931 | $253K |
| Private Trust Co. NA | 0.02% | Add +1.6% | 4,921 | $252K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -3.9% | 4,909 | $252K |
| Wealthgarden F.S. LLC | 0.18% | Reduce -4.6% | 4,900 | $252K |
| Scotia Capital Inc. | 0.00% | No change | 4,888 | $251K |
| Flaharty Asset Management, LLC | 0.03% | No change | 4,810 | $247K |
| Marshall Financial Group, LLC | 0.05% | Add +3.6% | 4,771 | $245K |
| Patton Albertson Miller Group, LLC | 0.03% | No change | 4,703 | $241K |
| Legacy Capital Group California, Inc. | 0.06% | Reduce -0.0% | 4,687 | $240K |
| Bond & Devick Financial Network, Inc. | 0.07% | New | 4,661 | $239K |
| First Wilshire Securities Management Inc. | 0.06% | No change | 4,614 | $237K |
| Apeiron RIA LLC | 0.05% | Reduce -2.2% | 4,605 | $236K |
| WestHill Financial Advisors, Inc. | 0.04% | Add +2.5% | 4,478 | $230K |
| New Capital Management LP | 0.06% | Reduce -7.5% | 4,455 | $228K |
| Quest 10 Wealth Builders, Inc. | 0.21% | Reduce -1.0% | 4,443 | $228K |
| Hancock Whitney Corp. | 0.00% | New | 4,433 | $227K |
| Bragg Financial Advisors, Inc | 0.01% | New | 4,386 | $225K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -55.3% | 4,252 | $218K |
| D.A. Davidson & Co. | 0.00% | Reduce -10.8% | 4,135 | $212K |
| FMR LLC | 0.00% | Add +13.8% | 4,102 | $210K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -0.4% | 4,102 | $210K |
| Ingalls & Snyder LLC | 0.01% | No change | 4,000 | $205K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,948 | $202K |
| Atlantic Union Bankshares Corp | 0.00% | New | 3,822 | $196K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +7.4% | 3,178 | $163K |
| BNP Paribas Financial Markets | 0.00% | Reduce -78.0% | 3,160 | $162K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -3.8% | 2,964 | $152K |
| AdvisorNet Financial, Inc | 0.01% | Add +76.3% | 2,819 | $145K |
| DT Investment Partners, LLC | 0.01% | Reduce -99.3% | 2,495 | $128K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 2,287 | $117K |
| Sound Income Strategies, LLC | 0.01% | Add +597.5% | 2,225 | $114K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -27.6% | 2,062 | $106K |
| Spire Wealth Management | 0.00% | Reduce -1.0% | 1,906 | $98K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -58.9% | 1,637 | $84K |
| Principal Securities, Inc. | 0.00% | No change | 1,414 | $73K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Reduce -2.6% | 1,413 | $72K |
| CVA Family Office, LLC | 0.01% | No change | 1,118 | $57K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,115 | $57K |
| Davidson Capital Management Inc. | 0.01% | Reduce -36.3% | 1,085 | $56K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 934 | $48K |
| Tsfg, LLC | 0.01% | No change | 900 | $46K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 880 | $45K |
| LGT Financial Advisors LLC | 0.08% | No change | 747 | $38K |
| Hurley Capital, LLC | 0.02% | Add +1.1% | 670 | $34K |
| Kelleher Financial Advisors | 0.01% | New | 500 | $26K |
| Friedenthal Financial | 0.01% | Add +13.0% | 495 | $25K |
| Financial Management Professionals, Inc. | 0.00% | No change | 495 | $25K |
| Jones Financial Companies LLLP | 0.00% | New | 392 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +11.0% | 333 | $17K |
| Barrett & Company, Inc. | 0.01% | No change | 296 | $15K |
| City State Bank | 0.00% | No change | 174 | $9K |
| JNBA Financial Advisors | 0.00% | Add +0.8% | 128 | $7K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 128 | $7K |
| Anchor Investment Management, LLC | 0.00% | No change | 125 | $6K |
| Consultiva Wealth Management, Corp. | 0.02% | No change | 115 | $6K |
| Assetmark, Inc. | 0.00% | Reduce -18.6% | 101 | $5K |
| Hughes Financial Services, LLC | 0.00% | No change | 101 | $5K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 100 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | Add +1.1% | 90 | $5K |
| Clear Investment Research, LLC | 0.01% | Add +1.1% | 89 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -92.9% | 85 | $4K |
| Raleigh Capital Management Inc. | 0.00% | New | 80 | $4K |
| Winch Advisory Services, LLC | 0.00% | Add +1.3% | 76 | $4K |
| Lanark Financial, Inc. | 0.00% | No change | 52 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 31 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 13 | $667 |
| Wellington Shields & Co., LLC | 0.00% | No change | 11 | $564 |
| HighMark Wealth Management LLC | 0.00% | No change | 9 | $466 |
"% 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.