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 |
| KKM Financial LLC | 0.64% | No change | 70,644 | $3.6M |
| IRON Financial LLC | 1.55% | Add +47.0% | 69,556 | $3.5M |
| Sage Capital Advisors,llc | 0.78% | Reduce -7.3% | 66,226 | $3.4M |
| Focus Financial Network, Inc. | 0.12% | Add +36.0% | 64,910 | $3.3M |
| Realta Investment Advisors | 1.14% | Add +3.1% | 64,756 | $3.3M |
| RPg Family Wealth Advisory, LLC | 0.68% | Add +10.6% | 64,131 | $3.3M |
| Patten Group, Inc. | 0.56% | Add +1.4% | 63,912 | $3.2M |
| Secure Asset Management, LLC | 0.51% | Add +17.3% | 63,854 | $3.2M |
| Sovereign Financial Group, Inc. | 0.55% | Add +5.8% | 62,675 | $3.2M |
| Brooks, Moore & Associates, Inc. | 1.48% | Add +32.5% | 58,153 | $3.0M |
| Prospera Financial Services Inc | 0.05% | Add +2.4% | 57,210 | $2.9M |
| Hardworking Capital Advisors, LLC | 2.56% | Add +0.4% | 53,726 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +19.3% | 51,694 | $2.6M |
| GeoWealth Management, LLC | 0.09% | Reduce -0.9% | 50,980 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +163.4% | 50,575 | $2.6M |
| Ameliora Wealth Management Ltd. | 0.81% | No change | 50,237 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +4.0% | 48,996 | $2.5M |
| Gentry Private Wealth, LLC | 1.48% | Add +2.5% | 48,200 | $2.5M |
| Brookstone Capital Management | 0.03% | Reduce -2.5% | 47,782 | $2.4M |
| Independent Financial Group, LLC | 0.05% | Reduce -0.7% | 47,462 | $2.4M |
| Smartleaf Asset Management LLC | 0.09% | Reduce -13.1% | 46,443 | $2.4M |
| Castle Rock Wealth Management, LLC | 0.49% | Add +0.6% | 44,387 | $2.3M |
| Belpointe Asset Management LLC | 0.08% | Add +2.6% | 43,523 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +13.8% | 43,230 | $2.2M |
| Betterment LLC | 0.00% | Reduce -3.5% | 43,134 | $2.2M |
| Independent Advisor Alliance | 0.02% | New | 43,044 | $2.2M |
| Kovack Advisors, Inc. | 0.12% | Reduce -33.8% | 43,685 | $2.2M |
| Planning Directions Inc. | 1.07% | Add +29.4% | 41,769 | $2.1M |
| Unified Investment Management | 2.17% | Add +0.1% | 41,392 | $2.1M |
| Klingman & Associates, LLC | 0.10% | No change | 40,413 | $2.1M |
| Integrated Advisors Network LLC | 0.11% | Reduce -4.3% | 39,492 | $2.0M |
| Spinnaker Trust | 0.11% | Add +27.7% | 39,424 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -15.0% | 38,985 | $2.0M |
| White Pine Capital LLC | 0.52% | Reduce -7.7% | 37,417 | $1.9M |
| Professional Financial Advisors, LLC | 0.39% | Add +295.9% | 37,331 | $1.9M |
| Red Crane Wealth Management, LLC | 1.56% | Reduce -17.7% | 37,257 | $1.9M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -9.1% | 35,641 | $1.8M |
| Arkadios Wealth Advisors | 0.03% | Add +295.9% | 35,612 | $1.8M |
| Pflug Koory, LLC | 0.83% | Add +10.3% | 35,492 | $1.8M |
| Finhabits Advisors LLC | 1.66% | Add +5.7% | 35,448 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1111.2% | 35,464 | $1.8M |
| Members Wealth LLC | 1.04% | Add +29.5% | 34,367 | $1.7M |
| Shufro Rose & Co. LLC | 0.11% | Add +1.4% | 33,096 | $1.7M |
| Steel Grove Capital Advisors, LLC | 0.18% | Add +4.2% | 32,897 | $1.7M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 32,515 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.04% | New | 32,515 | $1.7M |
| World Investment Advisors | 0.03% | Add +21.9% | 31,322 | $1.6M |
| FreeGulliver LLC | 0.67% | New | 31,249 | $1.6M |
| Guidance Capital, Inc. | 0.35% | Reduce -0.7% | 31,003 | $1.6M |
| Daybright Advisory Services, Inc. | 0.43% | Reduce -5.2% | 30,885 | $1.6M |
| Core Wealth Advisors, Inc. | 0.37% | Add +75.2% | 30,293 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.7% | 29,902 | $1.5M |
| WealthPlan Investment Management, LLC | 0.08% | Add +2.3% | 29,851 | $1.5M |
| Vise Technologies, Inc. | 0.03% | No change | 29,362 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -8.1% | 29,455 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Add +113.7% | 29,170 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -30.4% | 28,702 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -13.5% | 27,550 | $1.4M |
| Westside Investment Management, Inc. | 0.21% | Add +28.1% | 27,550 | $1.4M |
| Joel Adams & Associates, Inc. | 1.03% | Add +4.6% | 27,410 | $1.4M |
| Stratos Investment Management, LLC | 0.05% | Add +9.0% | 26,593 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -9.1% | 26,550 | $1.3M |
| National Bank of Canada | 0.00% | Add +19.0% | 26,386 | $1.3M |
| Leavell Investment Management, Inc. | 0.05% | No change | 25,205 | $1.3M |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +23.0% | 24,395 | $1.2M |
| Osborne Partners Capital Management, LLC | 0.07% | No change | 24,400 | $1.2M |
| Michels Family Financial, LLC | 0.85% | Reduce -0.2% | 23,252 | $1.2M |
| Atwater Malick LLC | 0.32% | New | 23,230 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +107.7% | 22,867 | $1.2M |
| Capital Advisors, Ltd. LLC | 0.13% | Add +0.1% | 22,670 | $1.2M |
| Landaas & Co. /Wi | 0.25% | Add +110.0% | 22,354 | $1.1M |
| Infinity Wealth Counsel, LLC | 1.04% | Reduce -3.2% | 22,322 | $1.1M |
| Aletheian Wealth Advisors LLC | 0.55% | — | 22,281 | $1.1M |
| Visionary Horizons, LLC | 0.55% | Add +76.1% | 22,019 | $1.1M |
| Planning Alternatives Ltd. | 0.14% | No change | 21,997 | $1.1M |
| Luken Investment Analytics, LLC | 0.42% | Add +201.3% | 21,656 | $1.1M |
| Centurion Wealth Management LLC | 0.24% | Add +1.7% | 20,692 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.08% | Add +16.9% | 20,617 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -5.9% | 20,611 | $1.0M |
| Harbour Investments, Inc. | 0.02% | Add +159.6% | 19,906 | $1.0M |
| Apex Wealth Management, LLC | 0.67% | Reduce -17.8% | 19,332 | $983K |
| Live Oak Private Wealth LLC | 0.14% | Reduce -5.8% | 19,254 | $979K |
| Cibc World Market Inc. | 0.00% | Reduce -4.7% | 19,234 | $978K |
| Objective Capital Management, LLC | 0.99% | Add +27.4% | 19,187 | $975K |
| AQR Capital Management | 0.00% | No change | 18,983 | $965K |
| Lynch Investment Planning, LLC | 0.86% | Add +4.4% | 18,791 | $955K |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -90.9% | 18,338 | $932K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.9% | 17,856 | $907K |
| Lane Brothers & Co. Inc. | 0.65% | Add +1.5% | 17,676 | $899K |
| Naples Global Advisors, LLC | 0.06% | No change | 17,327 | $881K |
| American Institute for Advanced Investment Management, LLP | 0.57% | Add +0.9% | 17,175 | $873K |
| Atria Investments, Inc | 0.01% | Reduce -4.0% | 17,069 | $868K |
| Novem Group | 0.10% | Add +5.6% | 16,808 | $854K |
| LVZ, Inc. | 0.10% | Add +0.1% | 16,607 | $844K |
| Forbes Financial Planning, Inc. | 0.48% | Reduce -13.9% | 16,381 | $833K |
| Investment Advisory Group, LLC | 0.21% | Reduce -10.0% | 16,253 | $826K |
| Stonebridge Financial Group, LLC | 0.07% | Add +33.0% | 16,134 | $820K |
| JGP Wealth Management, LLC | 0.08% | Add +52.9% | 15,996 | $813K |
| Klaas Financial Asset Advisors, LLC | 0.11% | Reduce -91.8% | 15,779 | $802K |
| Fifth Third Bancorp | 0.00% | New | 15,517 | $789K |
| Clearstead Advisors, LLC | 0.01% | Add +210.9% | 15,322 | $779K |
| Mgo One Seven LLC | 0.02% | Add +121.5% | 15,240 | $775K |
| Eagle Bluffs Wealth Management LLC | 0.29% | Reduce -2.9% | 14,866 | $756K |
| Owl Creek Wealth Partners LLC | 0.27% | — | 14,851 | $755K |
| Carrera Capital Advisors | 0.11% | Add +35.8% | 14,606 | $742K |
| Fortis Advisors, LLC | 0.37% | Add +0.7% | 14,588 | $742K |
| Forteris Wealth Management Inc. | 0.70% | Add +12.8% | 14,427 | $733K |
| First American Trust, FSB | 0.05% | Reduce -9.2% | 14,341 | $729K |
| Guardian Wealth Advisors, LLC | 0.42% | Reduce -34.4% | 14,219 | $723K |
| Integrated Wealth Concepts LLC | 0.01% | New | 14,204 | $722K |
| Clark Asset Management, LLC | 0.07% | New | 14,135 | $719K |
| Darrow Company, Inc. | 0.32% | Add +0.0% | 13,965 | $710K |
| Journey Advisory Group, LLC | 0.06% | Add +46.6% | 13,960 | $710K |
| Keyvantage Wealth, LLC | 0.31% | Reduce -17.9% | 13,876 | $705K |
| Crews Bank & Trust | 0.10% | Reduce -0.6% | 13,795 | $701K |
| Perennial Investment Advisors, LLC | 0.06% | Add +10.7% | 13,771 | $700K |
| Elevate Wealth Advisory, Inc. | 0.43% | Add +190.9% | 13,519 | $687K |
| Keystone Financial Group | 0.05% | Reduce -0.6% | 13,517 | $687K |
| Beacon Capital Management, Inc. | 0.04% | Reduce -51.0% | 13,205 | $671K |
| CVA Family Office, LLC | 0.07% | Add +56.0% | 12,972 | $659K |
| Capital Analysts, LLC | 0.02% | Reduce -2.8% | 12,760 | $648K |
| International Assets Investment Management, LLC | 0.04% | Add +23.7% | 12,643 | $640K |
| Beacon Financial Group | 0.06% | Reduce -13.7% | 12,321 | $626K |
| Rosenberg Matthew Hamilton | 0.13% | Reduce -3.6% | 12,148 | $618K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +0.7% | 12,086 | $614K |
| Syverson Strege & Co | 0.15% | Add +0.0% | 12,077 | $614K |
| Roble, Belko & Company, Inc | 0.07% | Reduce -0.6% | 11,575 | $588K |
| Hudock, Inc. | 0.09% | Add +10.6% | 11,372 | $578K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.3% | 11,323 | $574K |
| Parsons Capital Management Inc. | 0.03% | Add +30.6% | 11,182 | $568K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -9.4% | 11,167 | $568K |
| Two Sigma Securities, LLC | 0.06% | New | 10,947 | $556K |
| Strategic Wealth Advisors LLC | 0.45% | Add +70.1% | 10,924 | $555K |
| Uptick Partners, LLC | 0.11% | New | 10,888 | $553K |
| IFP Advisors, Inc | 0.01% | Add +23.7% | 10,738 | $546K |
| XY Planning Network, Inc. | 0.09% | Add +52.8% | 10,768 | $546K |
| Steele Capital Management, Inc. | 0.02% | New | 10,699 | $544K |
| Creative Planning | 0.00% | Add +1.0% | 10,441 | $531K |
| 4J Wealth Management LLC | 0.30% | Add +3.1% | 10,420 | $530K |
| Fiduciary Group, LLC | 0.04% | Reduce -10.9% | 10,371 | $527K |
| Bison Wealth, LLC | 0.05% | Add +0.7% | 10,336 | $524K |
| GW&K Investment Management, LLC | 0.00% | Add +0.7% | 10,101 | $513K |
| Detalus Advisors, LLC | 0.12% | New | 10,000 | $508K |
| Boulder Wealth Advisors, LLC | 0.20% | Reduce -5.7% | 9,774 | $497K |
| Burke & Herbert Bank & Trust Co. | 0.13% | Add +50.9% | 9,587 | $487K |
| Cross Staff Investments Inc | 0.24% | No change | 9,485 | $482K |
| Cerity Partners LLC | 0.00% | Reduce -10.8% | 9,464 | $481K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.7% | 9,458 | $481K |
| Private Client Services, LLC | 0.14% | Reduce -0.9% | 9,443 | $480K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +36.9% | 9,244 | $470K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Reduce -11.9% | 9,134 | $464K |
| Valley Financial Group, Inc. | 0.25% | No change | 9,064 | $461K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -10.7% | 9,021 | $459K |
| Sowell Financial Services LLC | 0.02% | Add +0.6% | 9,013 | $458K |
| Wbi Investments, LLC | 0.13% | Add +1.7% | 8,960 | $455K |
| Millington Securities, LLC | 0.13% | — | 8,960 | $455K |
| Ancora Advisors LLC | 0.01% | Reduce -9.3% | 8,861 | $450K |
| Beirne Wealth Consulting Services, LLC | 0.13% | Add +12.4% | 8,817 | $448K |
| Smithfield Trust Co | 0.02% | Reduce -16.1% | 8,471 | $431K |
| Oxinas Partners, LLC | 0.19% | Add +3.0% | 8,391 | $427K |
| Integrity Advisory Solutions, LLC | 0.06% | Add +5.0% | 8,263 | $420K |
| Somerset Group LLC | 0.31% | Add +0.3% | 8,173 | $416K |
| Ascentis Independent Advisors | 0.03% | New | 8,187 | $416K |
| Courier Capital LLC | 0.02% | Add +4.5% | 8,182 | $416K |
| Embree Financial Group | 0.05% | Reduce -36.3% | 8,091 | $411K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.1% | 7,761 | $395K |
| Triton Financial Group Inc | 0.67% | New | 7,520 | $383K |
| North Capital, Inc. | 0.32% | Reduce -0.3% | 7,475 | $380K |
| Parallel Advisors, LLC | 0.01% | Add +5.5% | 7,354 | $374K |
| Summit Wealth Partners, LLC | 0.06% | Reduce -15.8% | 7,284 | $370K |
| Keybank National Association | 0.00% | No change | 7,210 | $367K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -17.5% | 7,117 | $362K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.0% | 7,033 | $358K |
| Accelerate Investment Advisors LLC | 0.24% | New | 6,932 | $352K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -3.5% | 6,861 | $349K |
| NTV Asset Management LLC | 0.04% | No change | 6,795 | $345K |
| Waycross Investment Management Co | 0.33% | No change | 6,794 | $345K |
| Intrua Financial, LLC | 0.04% | No change | 6,752 | $343K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 6,583 | $335K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.08% | Reduce -43.0% | 6,530 | $332K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -1.4% | 6,482 | $330K |
| Perryman Financial Advisory Inc. | 0.05% | New | 6,428 | $327K |
| Arkfeld Wealth Strategies, L.L.C. | 0.10% | Add +0.1% | 6,413 | $326K |
| Regions Financial Corp. | 0.00% | Add +60.0% | 6,400 | $325K |
| CoreCap Advisors, LLC | 0.01% | Reduce -23.5% | 6,338 | $322K |
| Money Concepts Capital Corp. | 0.02% | No change | 6,245 | $317K |
| ETF Store, Inc. | 0.30% | Reduce -12.7% | 6,137 | $312K |
| Pinnacle Associates Ltd. | 0.00% | Add +2.6% | 6,110 | $311K |
| Windsor Capital Management, LLC | 0.09% | Reduce -4.3% | 6,103 | $310K |
| Symmetry Partners, LLC | 0.02% | No change | 6,044 | $307K |
| Denver Wealth Management, Inc. | 0.10% | Add +42.5% | 5,955 | $303K |
| GS Investments, Inc. | 0.17% | No change | 5,940 | $302K |
| Vance Wealth, LLC | 0.09% | Add +0.4% | 5,921 | $301K |
| Nikulski Financial, Inc. | 0.07% | Reduce -3.8% | 5,900 | $300K |
| AE Wealth Management LLC | 0.00% | Reduce -70.2% | 5,722 | $291K |
| Founders Financial Alliance, LLC | 0.05% | Add +1.6% | 5,661 | $288K |
| Burford Brothers, Inc. | 0.12% | New | 5,654 | $287K |
| StoneX Group Inc. | 0.02% | New | 5,603 | $285K |
| Christensen, King & Associates Investment Services, Inc. | 0.12% | Add +0.3% | 5,595 | $284K |
| Shum Financial Group, Inc. | 0.20% | Reduce -2.0% | 5,534 | $281K |
| Physician Wealth Solutions Inc. | 0.12% | Reduce -30.8% | 5,485 | $279K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 5,484 | $279K |
| TrueWealth Advisors, LLC | 0.07% | No change | 5,453 | $277K |
| Advisory Services Network, LLC | 0.00% | Reduce -3.5% | 5,347 | $272K |
| Western Wealth Management, LLC | 0.01% | Add +2.1% | 5,335 | $271K |
| Guided Capital Wealth Management, LLC | 0.18% | No change | 5,323 | $271K |
| ONE Advisory Partners, LLC | 0.08% | New | 5,266 | $268K |
| Blueline Advisors LLC | 0.20% | Reduce -5.1% | 5,182 | $263K |
| Madrona Financial Services, LLC | 0.06% | No change | 5,135 | $261K |
| Flagship Private Wealth, LLC | 0.11% | Add +0.4% | 5,117 | $260K |
| Tompkins Financial Corp. | 0.02% | No change | 5,063 | $257K |
| Allegheny Financial Group | 0.03% | New | 5,056 | $257K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 5,041 | $256K |
| Allworth Financial LP | 0.00% | No change | 5,000 | $254K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -16.7% | 4,954 | $252K |
| Wealthgarden F.S. LLC | 0.17% | No change | 4,900 | $249K |
| Wellington Shields Capital Management, LLC | 0.04% | Reduce -21.6% | 4,849 | $246K |
| Flaharty Asset Management, LLC | 0.03% | No change | 4,810 | $245K |
| LongView Wealth Management | 0.06% | No change | 4,786 | $244K |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,787 | $243K |
| Paragon Capital Management Inc. | 0.20% | Reduce -9.0% | 4,716 | $240K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 4,714 | $240K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +2.5% | 4,681 | $238K |
| Foster Victor Wealth Advisors, LLC | 0.01% | Reduce -57.2% | 4,637 | $236K |
| Apeiron RIA LLC | 0.05% | No change | 4,605 | $234K |
| Patton Albertson Miller Group, LLC | 0.03% | No change | 4,520 | $230K |
| Quartz Partners, LLC | 0.09% | Add +4.2% | 4,467 | $227K |
| WestHill Financial Advisors, Inc. | 0.04% | Reduce -0.4% | 4,461 | $227K |
| Scotia Capital Inc. | 0.00% | Reduce -8.8% | 4,457 | $227K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Add +3.4% | 4,417 | $225K |
| Stephens Inc. | 0.00% | New | 4,286 | $218K |
| PFG Advisors | 0.01% | Reduce -12.7% | 4,263 | $217K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 4,137 | $210K |
| New Capital Management LP | 0.05% | Reduce -4.4% | 4,117 | $209K |
| Flagship Harbor Advisors, LLC | 0.01% | Reduce -0.0% | 4,105 | $209K |
| Quest 10 Wealth Builders, Inc. | 0.18% | No change | 4,097 | $208K |
| Shared Vision Wealth Group LLC | 0.08% | New | 4,047 | $206K |
| Blair William & Co. | 0.00% | No change | 3,997 | $203K |
| Ingalls & Snyder LLC | 0.01% | No change | 4,000 | $203K |
| Advisors Preferred, LLC | 0.03% | Add +1.1% | 3,961 | $201K |
| Birchwood Financial Partners, Inc. | 0.19% | No change | 3,877 | $197K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 3,822 | $194K |
| Keystone Financial Group, Inc. | 0.10% | Reduce -93.5% | 3,796 | $193K |
| Spire Wealth Management | 0.01% | Reduce -11.6% | 3,455 | $176K |
| AdvisorNet Financial, Inc | 0.01% | Add +10.5% | 3,238 | $165K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -1.0% | 3,098 | $157K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +0.3% | 2,921 | $149K |
| Private Trust Co. NA | 0.01% | Reduce -33.9% | 2,871 | $146K |
| Wellington Shields & Co., LLC | 0.03% | No change | 2,646 | $135K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 2,287 | $116K |
| US Bancorp \de | 0.00% | Add +3.6% | 2,072 | $105K |
| Rossby Financial, LCC | 0.02% | New | 1,852 | $94K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -24.9% | 1,722 | $88K |
| Aptus Capital Advisors, LLC | 0.00% | New | 1,206 | $61K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,115 | $57K |
| Destiny Wealth Partners, LLC | 0.01% | New | 1,036 | $53K |
| Tsfg, LLC | 0.01% | No change | 900 | $46K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 880 | $45K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 794 | $40K |
| Godfrey Financial Associates, Inc. | 0.03% | Add +10.9% | 750 | $38K |
| LGT Financial Advisors LLC | 0.19% | No change | 747 | $38K |
| PlanVest Financial, Inc | 0.03% | — | 722 | $37K |
| Clayton Financial Group LLC | 0.02% | Reduce -64.6% | 708 | $36K |
| Hurley Capital, LLC | 0.02% | Add +0.6% | 685 | $35K |
| Davidson Capital Management Inc. | 0.01% | Reduce -48.3% | 561 | $29K |
| Sound Income Strategies, LLC | 0.00% | Reduce -58.1% | 504 | $26K |
| Kelleher Financial Advisors | 0.01% | No change | 500 | $25K |
| Financial Management Professionals, Inc. | 0.00% | No change | 495 | $25K |
| Corient Private Wealth LP | 0.00% | Add +0.1% | 263,390 | $19K |
| Consultiva Wealth Management, Corp. | 0.05% | No change | 310 | $16K |
| Barrett & Company, Inc. | 0.01% | No change | 296 | $15K |
| Hamrick Investment Counsel, llc | 0.01% | New | 290 | $15K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 250 | $13K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 199 | $10K |
| City State Bank | 0.00% | No change | 174 | $9K |
| Assetmark, Inc. | 0.00% | Add +44.5% | 146 | $7K |
| BNP Paribas Financial Markets | 0.00% | New | 143 | $7K |
| Signature Equity Partners, LLC | 0.00% | New | 134 | $7K |
| JNBA Financial Advisors | 0.00% | Add +0.8% | 131 | $7K |
| Center for Financial Planning, Inc. | 0.00% | New | 131 | $7K |
| Anchor Investment Management, LLC | 0.00% | Add +0.8% | 128 | $7K |
| Cary Street Partners Investment Advisory LLC | 0.00% | No change | 128 | $7K |
| Hughes Financial Services, LLC | 0.00% | No change | 101 | $5K |
| Arax Advisory Partners | 0.00% | Add +2.1% | 97 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 92 | $5K |
| Clear Investment Research, LLC | 0.01% | New | 90 | $5K |
| Winch Advisory Services, LLC | 0.00% | Add +1.3% | 78 | $4K |
| Wolff Wiese Magana LLC | 0.00% | New | 76 | $4K |
| HighMark Wealth Management LLC | 0.00% | No change | 9 | $472 |
"% 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.