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 |
| Proficio Capital Partners LLC | 0.22% | Reduce -78.9% | 60,460 | $3.1M |
| Sovereign Financial Group, Inc. | 0.54% | Reduce -1.6% | 59,264 | $3.0M |
| Baird Financial Group, Inc. | 0.00% | Add +64.9% | 59,109 | $3.0M |
| Keystone Financial Group, Inc. | 1.55% | Reduce -1.1% | 58,051 | $3.0M |
| RPg Family Wealth Advisory, LLC | 0.65% | Reduce -0.0% | 57,972 | $3.0M |
| Selby Wealth Management, LLC | 1.18% | — | 57,336 | $2.9M |
| Prospera Financial Services Inc | 0.05% | Add +39.3% | 55,892 | $2.9M |
| Secure Asset Management, LLC | 0.44% | Add +68.5% | 54,444 | $2.8M |
| Hardworking Capital Advisors, LLC | 2.48% | — | 53,509 | $2.7M |
| Smartleaf Asset Management LLC | 0.10% | Reduce -19.4% | 53,436 | $2.7M |
| Stenger Family Office, LLC | 0.55% | Reduce -5.2% | 53,286 | $2.7M |
| GeoWealth Management, LLC | 0.10% | Reduce -3.4% | 51,438 | $2.6M |
| New Millennium Group LLC | 1.11% | Add +803.0% | 50,254 | $2.6M |
| Ameliora Wealth Management Ltd. | 0.78% | Add +4.0% | 50,237 | $2.6M |
| GC Wealth Management RIA, LLC | 0.09% | Reduce -3.5% | 49,673 | $2.5M |
| Brookstone Capital Management | 0.03% | Reduce -21.1% | 49,004 | $2.5M |
| Independent Financial Group, LLC | 0.05% | Reduce -3.1% | 47,777 | $2.4M |
| Focus Financial Network, Inc. | 0.08% | Add +115.4% | 47,730 | $2.4M |
| IRON Financial LLC | 1.11% | Add +211.1% | 47,301 | $2.4M |
| Gentry Private Wealth, LLC | 1.51% | No change | 47,000 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +229.9% | 47,115 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.03% | New | 45,873 | $2.3M |
| Red Crane Wealth Management, LLC | 1.89% | Reduce -10.0% | 45,294 | $2.3M |
| Betterment LLC | 0.00% | Reduce -3.8% | 44,699 | $2.3M |
| Castle Rock Wealth Management, LLC | 0.49% | Add +3.2% | 44,131 | $2.3M |
| Brooks, Moore & Associates, Inc. | 1.10% | Add +175.7% | 43,903 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +169.6% | 43,319 | $2.2M |
| Belpointe Asset Management LLC | 0.08% | Reduce -15.4% | 42,409 | $2.2M |
| Unified Investment Management | 2.14% | Reduce -0.2% | 41,361 | $2.1M |
| Integrated Advisors Network LLC | 0.09% | Add +18.8% | 41,254 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.2% | 41,230 | $2.1M |
| White Pine Capital LLC | 0.57% | Add +56.1% | 40,539 | $2.1M |
| Klingman & Associates, LLC | 0.10% | No change | 40,413 | $2.1M |
| Perigon Wealth Management, LLC | 0.04% | Add +41.6% | 39,214 | $2.0M |
| First Citizens Financial Corp | 0.99% | Add +2.9% | 39,161 | $2.0M |
| RFG Advisory, LLC | 0.04% | New | 38,230 | $2.0M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +3.4% | 37,999 | $1.9M |
| Finhabits Advisors LLC | 1.61% | — | 33,540 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.2% | 32,743 | $1.7M |
| Shufro Rose & Co. LLC | 0.11% | Add +10.8% | 32,639 | $1.7M |
| Daybright Advisory Services, Inc. | 0.44% | — | 32,589 | $1.7M |
| Planning Directions Inc. | 0.83% | Add +75.5% | 32,270 | $1.6M |
| Pflug Koory, LLC | 0.77% | Add +28.9% | 32,172 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -21.2% | 32,038 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Add +5.5% | 31,863 | $1.6M |
| Steel Grove Capital Advisors, LLC | 0.17% | Reduce -2.3% | 31,562 | $1.6M |
| Guidance Capital, Inc. | 0.39% | Add +5.0% | 31,223 | $1.6M |
| Spinnaker Trust | 0.08% | Add +47.0% | 30,864 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -10.7% | 29,681 | $1.5M |
| Vise Technologies, Inc. | 0.03% | Add +53.7% | 29,362 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.3% | 29,218 | $1.5M |
| WealthPlan Investment Management, LLC | 0.10% | Add +1.2% | 29,189 | $1.5M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Add +176.9% | 28,332 | $1.4M |
| Beacon Capital Management, Inc. | 0.07% | Reduce -37.0% | 26,969 | $1.4M |
| Vista Investment Partners Ii, LLC | 0.59% | Add +12.9% | 26,925 | $1.4M |
| Members Wealth LLC | 0.85% | New | 26,542 | $1.4M |
| Joel Adams & Associates, Inc. | 1.01% | Add +3.7% | 26,202 | $1.3M |
| Financial Futures Ltd Liability Co. | 0.62% | Add +76.7% | 26,107 | $1.3M |
| World Investment Advisors | 0.02% | Add +28.0% | 25,689 | $1.3M |
| Leavell Investment Management, Inc. | 0.05% | No change | 25,205 | $1.3M |
| Osborne Partners Capital Management, LLC | 0.06% | Add +4.3% | 24,400 | $1.2M |
| Stratos Investment Management, LLC | 0.05% | Reduce -0.3% | 24,390 | $1.2M |
| Apex Wealth Management, LLC | 1.22% | Reduce -5.2% | 23,530 | $1.2M |
| Michels Family Financial, LLC | 0.88% | Reduce -3.1% | 23,307 | $1.2M |
| Infinity Wealth Counsel, LLC | 1.07% | Reduce -42.9% | 23,052 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.13% | Add +0.2% | 22,652 | $1.2M |
| National Bank of Canada | 0.00% | Add +0.2% | 22,180 | $1.1M |
| Planning Alternatives Ltd. | 0.14% | No change | 21,997 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Reduce -5.2% | 21,907 | $1.1M |
| Guardian Wealth Advisors, LLC | 0.62% | Reduce -20.6% | 21,667 | $1.1M |
| Westside Investment Management, Inc. | 0.18% | Add +9.7% | 21,500 | $1.1M |
| Live Oak Private Wealth LLC | 0.14% | Add +1.5% | 20,447 | $1.0M |
| Centurion Wealth Management LLC | 0.23% | Add +60.2% | 20,351 | $1.0M |
| Cibc World Market Inc. | 0.00% | Add +11.7% | 20,176 | $1.0M |
| Herbst Group, LLC | 0.60% | New | 19,898 | $1.0M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 19,830 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +185.0% | 19,224 | $982K |
| Jones Financial Companies LLLP | 0.00% | Add +4798.7% | 19,203 | $981K |
| Forbes Financial Planning, Inc. | 0.57% | Reduce -24.6% | 19,033 | $973K |
| AQR Capital Management | 0.00% | No change | 18,983 | $970K |
| Investment Advisory Group, LLC | 0.24% | Add +1.1% | 18,053 | $923K |
| Lynch Investment Planning, LLC | 0.88% | — | 17,993 | $919K |
| Atria Investments, Inc | 0.01% | Reduce -8.7% | 17,790 | $909K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -10.9% | 17,697 | $904K |
| Win Advisors, Inc. | 0.38% | Add +2.8% | 17,653 | $902K |
| KMG Fiduciary Partners, LLC | 0.06% | Add +7.4% | 17,635 | $901K |
| Lane Brothers & Co. Inc. | 0.64% | — | 17,416 | $890K |
| Naples Global Advisors, LLC | 0.07% | Reduce -37.6% | 17,327 | $885K |
| Core Wealth Advisors, Inc. | 0.23% | Add +0.8% | 17,291 | $884K |
| American Institute for Advanced Investment Management, LLP | 0.56% | Add +7.1% | 17,025 | $870K |
| Keyvantage Wealth, LLC | 0.37% | Reduce -0.4% | 16,910 | $864K |
| LVZ, Inc. | 0.09% | Reduce -4.0% | 16,591 | $848K |
| Novem Group | 0.09% | Add +10.7% | 15,923 | $814K |
| First American Trust, FSB | 0.06% | Add +0.2% | 15,794 | $807K |
| RMR Wealth Builders | 0.06% | Reduce -2.5% | 15,550 | $795K |
| Eagle Bluffs Wealth Management LLC | 0.32% | Add +2.4% | 15,302 | $782K |
| Objective Capital Management, LLC | 0.78% | Add +123.0% | 15,055 | $769K |
| Hancock Whitney Corp. | 0.01% | Add +230.0% | 14,628 | $747K |
| Fortis Advisors, LLC | 0.41% | Add +1.6% | 14,489 | $740K |
| Beacon Financial Group | 0.07% | Add +0.0% | 14,273 | $729K |
| Darrow Company, Inc. | 0.32% | Add +6.7% | 13,959 | $713K |
| Crews Bank & Trust | 0.10% | Add +48.9% | 13,880 | $709K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.4% | 13,653 | $698K |
| Keystone Financial Group | 0.05% | Add +1.1% | 13,600 | $695K |
| Global Retirement Partners, LLC | 0.01% | Add +117.6% | 13,254 | $677K |
| Capital Analysts, LLC | 0.02% | Add +2.4% | 13,129 | $671K |
| Comerica Bank | 0.00% | Add +36.7% | 12,882 | $658K |
| Forteris Wealth Management Inc. | 0.64% | — | 12,795 | $654K |
| Embree Financial Group | 0.08% | Reduce -12.4% | 12,693 | $649K |
| Rosenberg Matthew Hamilton | 0.13% | Reduce -15.3% | 12,604 | $644K |
| Visionary Horizons, LLC | 0.33% | Add +38.7% | 12,503 | $639K |
| Capital Advisory Group Advisory Services, LLC | 0.19% | No change | 12,475 | $637K |
| Perennial Investment Advisors, LLC | 0.05% | Reduce -80.2% | 12,446 | $636K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -7.0% | 12,328 | $630K |
| Stonebridge Financial Group, LLC | 0.05% | Add +11.4% | 12,132 | $620K |
| Syverson Strege & Co | 0.15% | Reduce -32.7% | 12,076 | $617K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +1.6% | 12,004 | $613K |
| WJ Wealth Management, LLC | 0.26% | No change | 11,775 | $602K |
| Fiduciary Group, LLC | 0.05% | New | 11,645 | $595K |
| Roble, Belko & Company, Inc | 0.08% | Reduce -11.6% | 11,647 | $595K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.13% | Reduce -16.6% | 11,457 | $585K |
| Farther Finance Advisors, LLC | 0.01% | Add +110.7% | 11,283 | $577K |
| Merit Financial Group, LLC | 0.00% | Add +1.4% | 11,008 | $563K |
| Foster Victor Wealth Advisors, LLC | 0.03% | New | 10,828 | $553K |
| Carrera Capital Advisors | 0.09% | New | 10,755 | $550K |
| Landaas & Co. /Wi | 0.12% | New | 10,647 | $544K |
| Cerity Partners LLC | 0.00% | Add +6.1% | 10,610 | $542K |
| JGP Wealth Management, LLC | 0.06% | Add +0.6% | 10,463 | $535K |
| Yukon Wealth Management, Inc. | 0.31% | New | 10,373 | $530K |
| Stonebridge Financial Planning Group, LLC | 0.19% | Add +7.8% | 10,369 | $530K |
| Boulder Wealth Advisors, LLC | 0.22% | Reduce -31.8% | 10,361 | $529K |
| Creative Planning | 0.00% | Reduce -2.9% | 10,339 | $528K |
| IFG Advisory, LLC | 0.02% | Add +18.6% | 10,293 | $526K |
| Hudock, Inc. | 0.08% | Add +1.4% | 10,278 | $525K |
| International Assets Investment Management, LLC | 0.04% | New | 10,217 | $522K |
| Bison Wealth, LLC | 0.06% | Add +1.9% | 10,262 | $520K |
| Smithfield Trust Co | 0.02% | No change | 10,091 | $517K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.8% | 10,104 | $517K |
| 4J Wealth Management LLC | 0.30% | No change | 10,104 | $516K |
| GW&K Investment Management, LLC | 0.00% | Add +1.6% | 10,032 | $513K |
| Equitable Holdings, Inc. | 0.00% | Add +13.8% | 9,986 | $510K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +39.4% | 9,900 | $506K |
| Aviso Financial Inc. | 0.02% | No change | 9,771 | $499K |
| Ancora Advisors LLC | 0.01% | Reduce -28.9% | 9,766 | $499K |
| ORG Partners LLC | 0.09% | Reduce -69.9% | 9,594 | $490K |
| Private Client Services, LLC | 0.15% | Add +0.6% | 9,525 | $487K |
| Journey Advisory Group, LLC | 0.04% | Add +93.1% | 9,523 | $487K |
| Cross Staff Investments Inc | 0.27% | No change | 9,485 | $485K |
| Professional Financial Advisors, LLC | 0.10% | New | 9,430 | $482K |
| Rwa Wealth Partners, LLC | 0.01% | Add +1.6% | 9,394 | $480K |
| BlueChip Wealth Advisors LLC | 0.20% | Reduce -36.5% | 9,363 | $478K |
| Valley Financial Group, Inc. | 0.26% | Reduce -18.6% | 9,064 | $463K |
| Arkadios Wealth Advisors | 0.01% | Reduce -37.9% | 8,996 | $460K |
| Sowell Financial Services LLC | 0.02% | Add +10.2% | 8,958 | $458K |
| SOL Capital Management CO | 0.04% | No change | 8,850 | $452K |
| Wbi Investments, LLC | 0.12% | Reduce -28.8% | 8,809 | $450K |
| IFP Advisors, Inc | 0.01% | Add +34.9% | 8,683 | $444K |
| Summit Wealth Partners, LLC | 0.08% | Add +1.4% | 8,648 | $442K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +4.6% | 8,626 | $441K |
| Parsons Capital Management Inc. | 0.02% | Add +11.5% | 8,561 | $437K |
| CVA Family Office, LLC | 0.05% | Add +643.6% | 8,314 | $425K |
| CoreCap Advisors, LLC | 0.01% | Add +4.0% | 8,281 | $423K |
| Somerset Group LLC | 0.31% | No change | 8,152 | $417K |
| Oxinas Partners, LLC | 0.20% | Add +1.1% | 8,145 | $416K |
| Compound Planning, Inc. | 0.01% | Reduce -1.5% | 8,034 | $411K |
| EP Wealth Advisors, LLC | 0.00% | — | 8,008 | $409K |
| Physician Wealth Solutions Inc. | 0.17% | Add +0.4% | 7,926 | $405K |
| Integrity Advisory Solutions, LLC | 0.06% | Add +9.0% | 7,866 | $402K |
| Beirne Wealth Consulting Services, LLC | 0.12% | Reduce -4.9% | 7,842 | $401K |
| Courier Capital LLC | 0.02% | No change | 7,827 | $400K |
| Harbour Investments, Inc. | 0.01% | Add +0.3% | 7,667 | $392K |
| North Capital, Inc. | 0.33% | Reduce -0.0% | 7,498 | $383K |
| Keybank National Association | 0.00% | Reduce -5.8% | 7,210 | $368K |
| Luken Investment Analytics, LLC | 0.14% | Reduce -27.7% | 7,187 | $367K |
| Beacon Financial Advisory LLC | 0.09% | Reduce -11.0% | 7,180 | $367K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 7,112 | $363K |
| XY Planning Network, Inc. | 0.06% | New | 7,048 | $360K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.0% | 7,032 | $359K |
| ETF Store, Inc. | 0.37% | Reduce -4.8% | 7,032 | $359K |
| Parallel Advisors, LLC | 0.01% | Reduce -7.0% | 6,971 | $356K |
| Meridian Management Co. | 0.09% | No change | 6,900 | $353K |
| Mgo One Seven LLC | 0.01% | New | 6,881 | $352K |
| NTV Asset Management LLC | 0.04% | Reduce -2.9% | 6,795 | $347K |
| Waycross Investment Management Co | 0.31% | No change | 6,794 | $347K |
| Intrua Financial, LLC | 0.04% | No change | 6,752 | $345K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +9.5% | 6,751 | $345K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 6,579 | $336K |
| First Heartland Consultants, Inc. | 0.03% | Add +2.1% | 6,573 | $336K |
| Strategic Wealth Advisors LLC | 0.28% | — | 6,421 | $328K |
| Arkfeld Wealth Strategies, L.L.C. | 0.11% | Add +0.2% | 6,405 | $328K |
| Windsor Capital Management, LLC | 0.10% | Reduce -1.1% | 6,379 | $326K |
| Burke & Herbert Bank & Trust Co. | 0.09% | New | 6,352 | $325K |
| Money Concepts Capital Corp. | 0.02% | Add +2.4% | 6,245 | $319K |
| Wellington Shields Capital Management, LLC | 0.05% | No change | 6,184 | $316K |
| Nikulski Financial, Inc. | 0.07% | No change | 6,135 | $313K |
| Symmetry Partners, LLC | 0.02% | No change | 6,044 | $309K |
| Members Advisory Group LLC | 0.12% | Reduce -97.6% | 6,023 | $308K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -17.5% | 5,955 | $304K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -6.4% | 5,949 | $304K |
| GS Investments, Inc. | 0.16% | Reduce -25.4% | 5,940 | $304K |
| Vance Wealth, LLC | 0.09% | Add +2.0% | 5,898 | $301K |
| Shum Financial Group, Inc. | 0.21% | Reduce -29.5% | 5,649 | $289K |
| Christensen, King & Associates Investment Services, Inc. | 0.12% | Add +0.7% | 5,577 | $285K |
| Founders Financial Alliance, LLC | 0.05% | Add +0.4% | 5,570 | $285K |
| Advisory Services Network, LLC | 0.00% | Reduce -6.3% | 5,540 | $283K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 5,484 | $280K |
| Blueline Advisors LLC | 0.23% | — | 5,462 | $279K |
| TrueWealth Advisors, LLC | 0.07% | No change | 5,453 | $279K |
| Guided Capital Wealth Management, LLC | 0.19% | Reduce -3.2% | 5,323 | $272K |
| Western Wealth Management, LLC | 0.01% | Reduce -0.7% | 5,225 | $267K |
| Paragon Capital Management Inc. | 0.20% | Reduce -8.2% | 5,184 | $265K |
| Caprock Group, LLC | 0.01% | Reduce -2.2% | 5,180 | $265K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.6% | 5,155 | $263K |
| Insight Wealth Strategies, LLC | 0.03% | Reduce -29.8% | 5,150 | $263K |
| Madrona Financial Services, LLC | 0.06% | No change | 5,135 | $262K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 5,135 | $262K |
| Flagship Private Wealth, LLC | 0.10% | Add +0.4% | 5,098 | $260K |
| Tompkins Financial Corp. | 0.02% | New | 5,063 | $259K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 5,041 | $258K |
| Allworth Financial LP | 0.00% | No change | 5,000 | $256K |
| Barclays PLC | 0.00% | No change | 4,970 | $254K |
| Clearstead Advisors, LLC | 0.00% | Add +24.8% | 4,928 | $252K |
| Wealthgarden F.S. LLC | 0.17% | No change | 4,900 | $251K |
| Scotia Capital Inc. | 0.00% | No change | 4,888 | $250K |
| PFG Advisors | 0.01% | Reduce -44.5% | 4,881 | $249K |
| Flaharty Asset Management, LLC | 0.03% | No change | 4,810 | $246K |
| Susquehanna International Group, LLP | 0.00% | New | 4,801 | $245K |
| LongView Wealth Management | 0.06% | New | 4,786 | $245K |
| Elevate Wealth Advisory, Inc. | 0.16% | New | 4,648 | $238K |
| Apeiron RIA LLC | 0.05% | No change | 4,605 | $235K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -62.5% | 4,568 | $233K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -3.9% | 4,520 | $231K |
| Blue Trust, Inc. | 0.00% | New | 4,488 | $229K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 4,480 | $229K |
| WestHill Financial Advisors, Inc. | 0.04% | No change | 4,478 | $229K |
| Private Trust Co. NA | 0.02% | Reduce -11.7% | 4,344 | $222K |
| FMR LLC | 0.00% | Add +5.7% | 4,334 | $221K |
| Marshall Financial Group, LLC | 0.04% | Reduce -9.6% | 4,315 | $220K |
| New Capital Management LP | 0.06% | Reduce -3.3% | 4,307 | $220K |
| Quartz Partners, LLC | 0.08% | New | 4,288 | $219K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | Reduce -23.1% | 4,272 | $218K |
| Denver Wealth Management, Inc. | 0.08% | New | 4,180 | $214K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.1% | 4,106 | $210K |
| Quest 10 Wealth Builders, Inc. | 0.19% | Reduce -7.8% | 4,097 | $209K |
| Legacy Capital Group California, Inc. | 0.05% | Reduce -12.6% | 4,096 | $209K |
| Regions Financial Corp. | 0.00% | New | 4,000 | $204K |
| Blair William & Co. | 0.00% | New | 3,997 | $204K |
| Ingalls & Snyder LLC | 0.01% | No change | 4,000 | $204K |
| Argos Wealth Advisors, LLC | 0.05% | — | 3,934 | $201K |
| A4 Wealth Advisors LLC | 0.17% | Reduce -29.4% | 3,928 | $201K |
| Advisors Preferred, LLC | 0.03% | New | 3,919 | $200K |
| Spire Wealth Management | 0.01% | Add +104.9% | 3,906 | $200K |
| Birchwood Financial Partners, Inc. | 0.20% | — | 3,877 | $198K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 3,822 | $195K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -1.5% | 3,130 | $160K |
| AdvisorNet Financial, Inc | 0.01% | Add +3.9% | 2,930 | $150K |
| JPMorgan Chase & Co. | 0.00% | Reduce -93.1% | 2,928 | $150K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -1.7% | 2,913 | $149K |
| Wellington Shields & Co., LLC | 0.03% | Add +23954.5% | 2,646 | $135K |
| Geneos Wealth Management Inc. | 0.00% | Add +11.2% | 2,293 | $117K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 2,287 | $117K |
| US Bancorp \de | 0.00% | New | 2,000 | $102K |
| Clayton Financial Group LLC | 0.05% | Reduce -67.6% | 1,999 | $102K |
| Maseco LLP | 0.00% | New | 1,718 | $88K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Add +0.4% | 1,419 | $73K |
| Sound Income Strategies, LLC | 0.00% | Reduce -45.9% | 1,203 | $61K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,115 | $57K |
| Davidson Capital Management Inc. | 0.01% | No change | 1,085 | $55K |
| Tsfg, LLC | 0.01% | No change | 900 | $46K |
| MidAtlantic Capital Management, Inc. | 0.03% | New | 897 | $46K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 880 | $45K |
| Indiana Trust & Investment Management Co | 0.01% | Reduce -15.0% | 794 | $41K |
| LGT Financial Advisors LLC | 0.23% | No change | 747 | $38K |
| Hurley Capital, LLC | 0.02% | Add +1.6% | 681 | $35K |
| Godfrey Financial Associates, Inc. | 0.03% | — | 676 | $35K |
| DT Investment Partners, LLC | 0.00% | Reduce -75.2% | 619 | $32K |
| Kelleher Financial Advisors | 0.01% | No change | 500 | $26K |
| Financial Management Professionals, Inc. | 0.00% | No change | 495 | $25K |
| Consultiva Wealth Management, Corp. | 0.04% | Add +169.6% | 310 | $16K |
| Barrett & Company, Inc. | 0.01% | No change | 296 | $15K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 250 | $13K |
| RMG Wealth Management LLC | 0.00% | New | 132 | $12K |
| City State Bank | 0.00% | No change | 174 | $9K |
| JNBA Financial Advisors | 0.00% | Add +1.6% | 130 | $7K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 128 | $7K |
| Anchor Investment Management, LLC | 0.00% | Add +1.6% | 127 | $7K |
| Hughes Financial Services, LLC | 0.00% | No change | 101 | $5K |
| Assetmark, Inc. | 0.00% | No change | 101 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $5K |
| Arax Advisory Partners | 0.00% | New | 95 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +8.2% | 92 | $5K |
| MPWM Advisory Solutions, LLC | 0.00% | Add +1.1% | 91 | $5K |
| Winch Advisory Services, LLC | 0.00% | Add +1.3% | 77 | $4K |
| Tucker Asset Management LLC | 0.00% | New | 21 | $1K |
| HighMark Wealth Management LLC | 0.00% | No change | 9 | $472 |
| CVS HEALTH Corp | 0.00% | New | 6 | $307 |
"% 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.