iShares SH Dba ETF UsdNEARETF
13F holders, Q1 2026 (March 31)389holders −7
33new positions
38sold out
2famous investors
$50.58avg. 13F price*
At the end of Q1 2026, 389 institutions reported holding iShares SH Dba ETF Usd Inc. (NEAR) in their 13F filings, down 7 from Q4 2025. 33 opened new positions and 38 sold out. The largest holders were Morgan Stanley ($178.8M), Clearwater Capital Advisors, LLC ($158.5M) and Bank of America Corp. ($155.5M). 2 famous investors held it, including Joel Greenblatt (0.1% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $16.1M |
| Exits | 38 | $24.1M |
All 13F filers, Q4 2025 → Q1 2026: 7,423,042 shares bought and 1,550,260 shares sold, net +5,872,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 389 holders
| Morgan Stanley | 0.01% | Add +7.6% | 3,516,395 | $178.8M |
| Clearwater Capital Advisors, LLC | 12.79% | Add +6.6% | 3,117,801 | $158.5M |
| Bank of America Corp. | 0.01% | Add +4.0% | 3,059,416 | $155.5M |
| Wells Fargo & Company | 0.03% | Add +2.6% | 2,764,146 | $140.5M |
| LPL Financial LLC | 0.04% | Add +3.4% | 2,745,146 | $139.5M |
| UBS Group AG | 0.02% | Add +55.6% | 2,509,834 | $127.6M |
| Bramshill Investments, LLC | 10.50% | Reduce -2.1% | 2,396,803 | $121.8M |
| BlackRock, Inc. | 0.00% | Reduce -0.6% | 2,259,712 | $114.9M |
| Cetera Investment Advisers | 0.08% | Add +11.1% | 1,413,521 | $71.9M |
| Raymond James Financial Inc. | 0.02% | Add +7.8% | 1,250,187 | $63.6M |
| Americana Partners, LLC | 1.50% | Add +170.4% | 1,136,391 | $57.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.1% | 1,095,356 | $55.7M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +7.9% | 1,067,084 | $54.2M |
| FMR LLC | 0.00% | Add +22589.2% | 983,350 | $50.0M |
| NewEdge Advisors, LLC | 0.17% | Add +94.9% | 914,401 | $46.5M |
| Royal Bank of Canada | 0.01% | Add +26.9% | 723,098 | $36.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +31.6% | 629,849 | $32.0M |
| Osaic Holdings, Inc. | 0.04% | Add +71.9% | 564,586 | $28.7M |
| Stifel Financial Corp. | 0.02% | Add +1.8% | 530,427 | $27.0M |
| United Services Automobile Association | 2.93% | No change | 490,400 | $24.9M |
| Alexander Randolph Advisory, Inc. | 20.23% | Add +4.3% | 461,536 | $23.5M |
| Integrated Investment Consultants, LLC | 4.79% | Add +9.8% | 444,331 | $22.6M |
| Peapack Gladstone Financial Corp. | 0.27% | Add +45.2% | 417,124 | $21.2M |
| Donaldson Capital Management, LLC | 0.68% | Reduce -3.3% | 412,128 | $21.0M |
| Gotham Asset Management | 0.06% | Add +98.4% | 397,270 | $20.2M |
| MBM Wealth Consultants, LLC | 3.94% | Add +14.7% | 337,510 | $17.2M |
| Kwmg, LLC | 1.35% | Add +5.0% | 317,129 | $16.1M |
| Axxcess Wealth Management, LLC | 0.50% | Add +29.1% | 307,924 | $15.7M |
| Waverly Advisors, LLC | 0.11% | Add +15.2% | 298,806 | $15.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.7% | 291,880 | $14.8M |
| Union Bancaire Privee, UBP SA | 0.20% | Reduce -0.9% | 286,598 | $14.5M |
| Securian Asset Management, Inc. | 0.57% | No change | 283,620 | $14.4M |
| Oppenheimer & Co. Inc. | 0.17% | Add +17.5% | 269,833 | $13.7M |
| Private Advisor Group, LLC | 0.06% | Add +6.0% | 265,877 | $13.5M |
| Kraft, Davis & Associates, LLC | 2.79% | Add +2.0% | 257,870 | $13.1M |
| WBH Advisory Inc. | 0.95% | Add +7.5% | 250,366 | $12.7M |
| Proficio Capital Partners LLC | 0.68% | Add +311.2% | 248,595 | $12.6M |
| Captrust Financial Advisors | 0.02% | Reduce -1.5% | 238,140 | $12.1M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +38.5% | 234,815 | $11.9M |
| Focus Partners Wealth | 0.01% | Reduce -1.3% | 232,064 | $11.8M |
| Equitable Holdings, Inc. | 0.08% | Add +2196.0% | 229,277 | $11.7M |
| San Luis Wealth Advisors LLC | 1.84% | Add +44.4% | 218,861 | $11.1M |
| Timmons Wealth Management, LLC | 10.02% | Add +20.7% | 208,079 | $10.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +17.2% | 197,057 | $10.0M |
| Syntegra Private Wealth Group, LLC | 0.93% | Reduce -8.2% | 193,452 | $9.8M |
| Valley National Advisers Inc. | 1.24% | Add +4.8% | 188,608 | $9.6M |
| Jacobson & Schmitt Advisors, LLC | 1.71% | Add +4.8% | 185,629 | $9.4M |
| Kingsview Wealth Management, LLC | 0.13% | Reduce -15.6% | 184,753 | $9.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +117.4% | 180,072 | $9.2M |
| Ifrah Financial Services, Inc. | 2.41% | Reduce -10.0% | 179,122 | $9.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -18.7% | 165,585 | $8.4M |
| Brookwood Investment Group LLC | 1.06% | Add +28.6% | 164,195 | $8.3M |
| Optivise Advisory Services LLC | 5.04% | Add +58.7% | 163,727 | $8.3M |
| Maimon Wealth Management LTD. | 7.26% | Add +6.9% | 163,160 | $8.3M |
| Proathlete Wealth Management LLC | 2.25% | Add +2.2% | 159,332 | $8.1M |
| OneDigital Investment Advisors LLC | 0.08% | Add +13.8% | 157,305 | $8.0M |
| Summit Financial, LLC | 0.10% | Reduce -21.0% | 156,551 | $8.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +12.4% | 155,128 | $7.9M |
| Rollins Financial Advisors, LLC | 1.24% | Add +1.3% | 154,656 | $7.9M |
| Integrity Alliance, Llc. | 0.29% | Add +3.9% | 151,455 | $7.7M |
| &partners | 0.04% | Reduce -20.1% | 149,650 | $7.6M |
| OakTrust Wealth Advisors, LLC | 6.82% | Add +4.8% | 147,331 | $7.5M |
| Selby Wealth Management, LLC | 2.87% | Add +150.2% | 143,443 | $7.3M |
| Sand Hill Global Advisors, LLC | 0.24% | Reduce -0.1% | 141,314 | $7.2M |
| Bond & Devick Financial Network, Inc. | 1.99% | Add +16.6% | 139,987 | $7.1M |
| Cwm, LLC | 0.02% | Reduce -35.1% | 137,255 | $7.0M |
| Lowe Brockenbrough & Co. Inc. | 0.33% | Reduce -1.4% | 129,919 | $6.6M |
| Apollon Financial, LLC | 0.90% | Reduce -2.8% | 128,010 | $6.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -19.8% | 127,094 | $6.4M |
| Mariner, LLC | 0.01% | Reduce -2.2% | 126,669 | $6.4M |
| Exencial Wealth Advisors, LLC | 0.20% | Add +5.3% | 126,269 | $6.4M |
| Level Four Advisory Services, LLC | 0.21% | Add +0.3% | 124,722 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Add +108.0% | 122,951 | $6.3M |
| Bank of Montreal | 0.00% | Reduce -13.5% | 121,938 | $6.2M |
| Staley Capital Advisers Inc. | 0.26% | Reduce -0.7% | 119,430 | $6.1M |
| Alpha Financial Advisors, LLC | 1.80% | Add +3.4% | 115,525 | $5.9M |
| Sanctuary Advisors, LLC | 0.03% | Add +1.7% | 114,616 | $5.8M |
| Financial Management Network Inc. | 0.88% | Reduce -6.5% | 113,671 | $5.8M |
| MML Investors Services, LLC | 0.02% | Add +21.4% | 112,923 | $5.7M |
| Montecito Bank & Trust | 0.93% | Reduce -2.3% | 111,566 | $5.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.31% | Add +281.0% | 107,942 | $5.5M |
| Gladstone Institutional Advisory LLC | 0.20% | Reduce -4.5% | 106,149 | $5.4M |
| Meramec Financial Planners, LLC | 2.01% | Add +2.0% | 99,376 | $5.1M |
| Van Hulzen Asset Management, LLC | 0.36% | Add +3.3% | 95,971 | $4.9M |
| Truist Financial Corp. | 0.01% | Add +3.8% | 93,154 | $4.7M |
| Vista Investment Partners Ii, LLC | 2.10% | Add +241.5% | 91,940 | $4.7M |
| Values First Advisors, Inc. | 2.43% | Add +2.2% | 91,733 | $4.7M |
| Caliber Wealth Management, LLC / KS | 0.51% | Add +0.8% | 91,073 | $4.6M |
| Kure Advisory, LLC | 2.48% | Add +5.3% | 89,641 | $4.6M |
| WJ Wealth Management, LLC | 2.05% | Add +630.5% | 86,018 | $4.4M |
| Brady Family Wealth, LLC | 1.32% | Reduce -0.9% | 83,488 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +7.9% | 81,347 | $4.1M |
| Sigma Planning Corp | 0.11% | Add +11.2% | 80,055 | $4.1M |
| Cary Street Partners Financial LLC | 0.10% | Reduce -0.3% | 78,915 | $4.0M |
| AlphaCore Capital LLC | 0.09% | Add +0.6% | 77,779 | $4.0M |
| Wescott Financial Advisory Group, LLC | 0.33% | Add +20.4% | 73,083 | $3.7M |
| Citigroup Inc. | 0.00% | Add +7.9% | 72,929 | $3.7M |
| One Capital Management, LLC | 0.10% | Reduce -2.6% | 72,043 | $3.7M |
| First Citizens Financial Corp | 1.72% | Add +83.5% | 71,844 | $3.7M |
| LVW Advisors, LLC | 0.35% | Add +6.7% | 71,132 | $3.6M |
"% 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.