iShares SH Dba ETF UsdNEARETF
13F holders, Q4 2025 (December 31)396holders +22
35new positions
28sold out
2famous investors
$51.10avg. 13F price*
At the end of Q4 2025, 396 institutions reported holding iShares SH Dba ETF Usd Inc. (NEAR) in their 13F filings, up 22 from Q3 2025. 35 opened new positions and 28 sold out. The largest holders were Morgan Stanley ($167.0M), Bank of America Corp. ($150.3M) and Clearwater Capital Advisors, LLC ($149.5M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $35.0M |
| Exits | 28 | $24.1M |
All 13F filers, Q3 2025 → Q4 2025: 4,183,124 shares bought and 2,871,014 shares sold, net +1,312,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| Morgan Stanley | 0.01% | Reduce -3.8% | 3,268,723 | $167.0M |
| Bank of America Corp. | 0.01% | Reduce -16.5% | 2,942,115 | $150.3M |
| Clearwater Capital Advisors, LLC | 12.46% | Add +4.3% | 2,924,871 | $149.5M |
| Wells Fargo & Company | 0.03% | Reduce -0.1% | 2,694,516 | $137.7M |
| LPL Financial LLC | 0.04% | Reduce -5.2% | 2,655,778 | $135.7M |
| Bramshill Investments, LLC | 7.07% | Reduce -2.6% | 2,448,843 | $125.1M |
| BlackRock, Inc. | 0.00% | Add +40.5% | 2,272,371 | $116.1M |
| UBS Group AG | 0.02% | Add +19.6% | 1,613,264 | $82.4M |
| Cetera Investment Advisers | 0.07% | Add +13.8% | 1,271,898 | $65.0M |
| Raymond James Financial Inc. | 0.02% | Add +9.0% | 1,160,274 | $59.3M |
| Ameriprise Financial Inc. | 0.01% | Add +20.9% | 1,141,660 | $58.3M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +11.1% | 988,560 | $50.5M |
| Royal Bank of Canada | 0.01% | Add +19.8% | 569,669 | $29.1M |
| Stifel Financial Corp. | 0.02% | Reduce -24.8% | 520,821 | $26.6M |
| United Services Automobile Association | 1.59% | No change | 490,400 | $25.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -15.5% | 478,532 | $24.5M |
| NewEdge Advisors, LLC | 0.09% | Add +19.6% | 469,238 | $24.0M |
| Alexander Randolph Advisory, Inc. | 18.79% | Add +1.4% | 442,346 | $22.6M |
| Donaldson Capital Management, LLC | 0.69% | Reduce -5.0% | 426,381 | $21.8M |
| Americana Partners, LLC | 0.59% | Add +1.1% | 420,219 | $21.5M |
| Integrated Investment Consultants, LLC | 4.06% | Add +14.3% | 404,474 | $20.7M |
| Osaic Holdings, Inc. | 0.02% | Add +16.9% | 328,516 | $16.8M |
| Kwmg, LLC | 1.33% | Add +4.7% | 301,944 | $15.4M |
| MBM Wealth Consultants, LLC | 3.57% | Add +5.0% | 294,157 | $15.0M |
| Union Bancaire Privee, UBP SA | 0.18% | No change | 289,210 | $14.8M |
| Peapack Gladstone Financial Corp. | 0.18% | Add +20.2% | 287,335 | $14.7M |
| Securian Asset Management, Inc. | 0.55% | Reduce -11.0% | 283,620 | $14.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +14.6% | 271,080 | $13.9M |
| Corient Private Wealth LP | 0.02% | Reduce -0.0% | 263,271 | $13.5M |
| Waverly Advisors, LLC | 0.11% | Add +6.6% | 259,344 | $13.3M |
| Kraft, Davis & Associates, LLC | 2.90% | Add +27.3% | 252,831 | $12.9M |
| Private Advisor Group, LLC | 0.06% | Add +16.1% | 250,709 | $12.8M |
| Captrust Financial Advisors | 0.02% | Reduce -9.0% | 241,761 | $12.4M |
| Axxcess Wealth Management, LLC | 0.22% | Add +23.1% | 238,596 | $12.2M |
| Focus Partners Wealth | 0.01% | Reduce -2.4% | 235,200 | $12.0M |
| WBH Advisory Inc. | 0.88% | Add +4.0% | 233,011 | $11.9M |
| Oppenheimer & Co. Inc. | 0.17% | Add +33.8% | 229,564 | $11.7M |
| Kingsview Wealth Management, LLC | 0.16% | Add +48.8% | 218,762 | $11.2M |
| Cwm, LLC | 0.03% | Reduce -33.8% | 211,567 | $10.8M |
| Syntegra Private Wealth Group, LLC | 0.99% | Add +24.8% | 210,658 | $10.8M |
| HighTower Advisors, LLC | 0.01% | Add +1.2% | 203,612 | $10.4M |
| Clark Capital Management Group, Inc. | 0.06% | New | 200,875 | $10.3M |
| Gotham Asset Management | 0.04% | Add +22.9% | 200,210 | $10.2M |
| Ifrah Financial Services, Inc. | 2.61% | Add +1.9% | 199,043 | $10.2M |
| Summit Financial, LLC | 0.15% | Reduce -45.0% | 198,159 | $10.1M |
| Klaas Financial Asset Advisors, LLC | 1.43% | Add +3.0% | 193,273 | $9.9M |
| &partners | 0.05% | Reduce -0.3% | 187,401 | $9.6M |
| Valley National Advisers Inc. | 1.27% | Add +10.1% | 180,042 | $9.2M |
| Jacobson & Schmitt Advisors, LLC | 1.52% | Add +4.8% | 177,207 | $9.1M |
| Timmons Wealth Management, LLC | 8.67% | — | 172,443 | $8.8M |
| Concurrent Investment Advisors, LLC | 0.10% | Add +114.8% | 169,543 | $8.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.4% | 168,199 | $8.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.5% | 158,383 | $8.1M |
| Proathlete Wealth Management LLC | 2.18% | Add +2.7% | 155,835 | $8.0M |
| Maimon Wealth Management LTD. | 7.25% | — | 152,690 | $7.8M |
| Rollins Financial Advisors, LLC | 1.14% | Add +35.2% | 152,630 | $7.8M |
| San Luis Wealth Advisors LLC | 1.30% | Add +25.4% | 151,519 | $7.7M |
| Integrity Alliance, Llc. | 0.27% | Add +0.2% | 145,743 | $7.4M |
| Sand Hill Global Advisors, LLC | 0.25% | Reduce -0.1% | 141,416 | $7.2M |
| Bank of Montreal | 0.00% | Reduce -4.2% | 140,940 | $7.2M |
| OakTrust Wealth Advisors, LLC | 6.63% | — | 140,643 | $7.2M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -3.3% | 138,245 | $7.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -7.4% | 138,030 | $7.1M |
| Lowe Brockenbrough & Co. Inc. | 0.33% | Reduce -6.8% | 131,777 | $6.7M |
| Apollon Financial, LLC | 0.98% | Add +4.5% | 131,651 | $6.7M |
| Mariner, LLC | 0.01% | Reduce -8.8% | 129,531 | $6.6M |
| Brookwood Investment Group LLC | 0.79% | Reduce -1.8% | 127,650 | $6.5M |
| Level Four Advisory Services, LLC | 0.21% | New | 124,392 | $6.4M |
| Financial Management Network Inc. | 0.98% | Reduce -2.4% | 121,569 | $6.2M |
| Staley Capital Advisers Inc. | 0.25% | No change | 120,250 | $6.1M |
| Bond & Devick Financial Network, Inc. | 1.73% | Add +2475.4% | 120,040 | $6.1M |
| Exencial Wealth Advisors, LLC | 0.19% | Add +14.2% | 119,929 | $6.1M |
| Montecito Bank & Trust | 0.93% | Reduce -0.9% | 114,244 | $5.8M |
| Sanctuary Advisors, LLC | 0.03% | Add +7.9% | 112,737 | $5.8M |
| Alpha Financial Advisors, LLC | 1.75% | Add +5.2% | 111,774 | $5.7M |
| Gladstone Institutional Advisory LLC | 0.21% | Reduce -1.6% | 111,142 | $5.7M |
| Optivise Advisory Services LLC | 3.04% | Add +28.0% | 103,164 | $5.3M |
| Meramec Financial Planners, LLC | 1.94% | — | 97,450 | $5.0M |
| MML Investors Services, LLC | 0.01% | Add +3.1% | 93,029 | $4.8M |
| Van Hulzen Asset Management, LLC | 0.35% | Add +9.8% | 92,930 | $4.7M |
| Caliber Wealth Management, LLC / KS | 0.50% | Add +0.6% | 90,365 | $4.6M |
| Truist Financial Corp. | 0.01% | Add +26.7% | 89,770 | $4.6M |
| Values First Advisors, Inc. | 2.38% | Add +6.2% | 89,757 | $4.6M |
| Kure Advisory, LLC | 2.43% | New | 85,146 | $4.4M |
| Brady Family Wealth, LLC | 1.33% | Add +0.5% | 84,279 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.2% | 82,834 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +921.1% | 79,199 | $4.0M |
| Cary Street Partners Financial LLC | 0.10% | Add +2.8% | 79,188 | $4.0M |
| AlphaCore Capital LLC | 0.09% | Add +33.7% | 77,282 | $3.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +21.4% | 75,362 | $3.9M |
| One Capital Management, LLC | 0.11% | Add +13.5% | 73,965 | $3.8M |
| Sigma Planning Corp | 0.10% | Add +14.0% | 72,023 | $3.7M |
| Sage Capital Advisors,llc | 0.87% | Reduce -0.3% | 71,420 | $3.6M |
| KKM Financial LLC | 0.64% | Add +8.9% | 70,644 | $3.6M |
| Citigroup Inc. | 0.00% | Reduce -11.0% | 67,564 | $3.5M |
| LVW Advisors, LLC | 0.35% | Add +13.0% | 66,686 | $3.4M |
| Kovack Advisors, Inc. | 0.16% | Add +1097.5% | 65,985 | $3.4M |
| Patten Group, Inc. | 0.60% | Add +7.0% | 63,052 | $3.2M |
| Realta Investment Advisors | 1.05% | Add +3.1% | 62,786 | $3.2M |
| Wescott Financial Advisory Group, LLC | 0.27% | Add +10.8% | 60,718 | $3.1M |
"% 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.