iShares SH Dba ETF UsdNEARETF
13F holders, Q2 2026 (June 30)406holders +17
47new positions
29sold out
2famous investors
$50.65avg. 13F price*
At the end of Q2 2026, 406 institutions reported holding iShares SH Dba ETF Usd Inc. (NEAR) in their 13F filings, up 17 from Q1 2026. 47 opened new positions and 29 sold out. The largest holders were FMR LLC ($284.7M), Morgan Stanley ($196.1M) and Bank of America Corp. ($168.1M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $71.8M |
| Exits | 29 | $30.7M |
All 13F filers, Q1 2026 → Q2 2026: 10,978,819 shares bought and 2,635,947 shares sold, net +8,342,872 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 406 holders
| FMR LLC | 0.01% | Add +471.5% | 5,619,600 | $284.7M |
| Morgan Stanley | 0.01% | Add +10.1% | 3,871,460 | $196.1M |
| Bank of America Corp. | 0.01% | Add +8.4% | 3,317,434 | $168.1M |
| Clearwater Capital Advisors, LLC | 12.06% | Add +4.2% | 3,249,759 | $164.6M |
| Wells Fargo & Company | 0.03% | Add +5.0% | 2,900,901 | $147.0M |
| LPL Financial LLC | 0.03% | Reduce -1.6% | 2,700,719 | $136.8M |
| UBS Group AG | 0.02% | Add +4.5% | 2,622,657 | $132.9M |
| Bramshill Investments, LLC | 10.10% | Add +8.7% | 2,605,312 | $132.0M |
| BlackRock, Inc. | 0.00% | Add +5.1% | 2,374,042 | $120.3M |
| Cetera Investment Advisers | 0.07% | Add +12.7% | 1,592,377 | $80.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.1% | 1,248,932 | $63.3M |
| Ameriprise Financial Inc. | 0.01% | Add +7.9% | 1,182,343 | $59.9M |
| Americana Partners, LLC | 1.35% | Add +4.0% | 1,182,187 | $59.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +354.1% | 894,861 | $45.3M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -18.9% | 865,349 | $43.8M |
| Royal Bank of Canada | 0.01% | Add +15.5% | 835,366 | $42.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.0% | 648,483 | $32.9M |
| Syntegra Private Wealth Group, LLC | 2.53% | Add +233.4% | 644,912 | $32.7M |
| NewEdge Advisors, LLC | 0.09% | Reduce -34.5% | 598,998 | $30.3M |
| Weil Company, Inc. | 5.21% | New | 583,651 | $29.6M |
| Peapack Gladstone Financial Corp. | 0.31% | Add +27.9% | 533,561 | $27.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.1% | 524,353 | $26.6M |
| Stifel Financial Corp. | 0.02% | Reduce -4.4% | 506,861 | $25.7M |
| United Services Automobile Association | 2.00% | No change | 490,400 | $24.8M |
| Alexander Randolph Advisory, Inc. | 19.96% | Add +3.7% | 478,466 | $24.2M |
| Gotham Asset Management | 0.05% | Add +9.6% | 435,242 | $22.0M |
| Integrated Investment Consultants, LLC | 4.28% | Reduce -1.2% | 439,042 | $21.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +42.7% | 416,549 | $21.1M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +1364.7% | 388,871 | $19.7M |
| Donaldson Capital Management, LLC | 0.55% | Reduce -7.1% | 382,732 | $19.4M |
| Axxcess Wealth Management, LLC | 0.30% | Add +21.3% | 373,440 | $18.9M |
| Kwmg, LLC | 1.23% | Add +5.6% | 334,989 | $17.0M |
| Oppenheimer & Co. Inc. | 0.17% | Add +16.0% | 312,941 | $15.9M |
| WBH Advisory Inc. | 1.01% | Add +18.3% | 296,264 | $15.0M |
| Waverly Advisors, LLC | 0.09% | Reduce -1.6% | 293,880 | $14.9M |
| Proficio Capital Partners LLC | 0.53% | Add +17.2% | 291,350 | $14.8M |
| Union Bancaire Privee, UBP SA | 0.16% | Add +0.4% | 287,639 | $14.6M |
| Securian Asset Management, Inc. | 0.52% | No change | 283,620 | $14.3M |
| Timmons Wealth Management, LLC | 10.30% | Add +33.6% | 278,069 | $14.1M |
| Kraft, Davis & Associates, LLC | 2.73% | Add +0.5% | 259,050 | $13.1M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +9.1% | 256,177 | $13.0M |
| Focus Partners Wealth | 0.01% | Add +1.5% | 235,567 | $11.9M |
| Captrust Financial Advisors | 0.02% | Reduce -5.9% | 224,104 | $11.4M |
| Independent Financial Group, LLC | 0.20% | Add +354.2% | 215,557 | $10.9M |
| Valley National Advisers Inc. | 1.12% | Add +5.3% | 198,551 | $10.1M |
| OneDigital Investment Advisors LLC | 0.08% | Add +22.8% | 193,239 | $9.8M |
| McAdam, LLC | 0.37% | New | 188,682 | $9.6M |
| Jacobson & Schmitt Advisors, LLC | 1.54% | Add +0.4% | 186,421 | $9.4M |
| Private Advisor Group, LLC | 0.04% | Reduce -31.2% | 182,875 | $9.3M |
| HighTower Advisors, LLC | 0.01% | Add +9.7% | 181,673 | $9.2M |
| Ifrah Financial Services, Inc. | 2.24% | Add +1.0% | 180,947 | $9.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +16.4% | 180,626 | $9.2M |
| Maimon Wealth Management LTD. | 6.75% | Add +6.0% | 172,910 | $8.8M |
| Brookwood Investment Group LLC | 1.01% | Add +4.2% | 171,037 | $8.7M |
| Selby Wealth Management, LLC | 2.90% | Add +12.4% | 161,291 | $8.2M |
| Integrity Alliance, Llc. | 0.25% | Add +5.6% | 159,942 | $8.1M |
| Bond & Devick Financial Network, Inc. | 1.99% | Add +13.7% | 159,205 | $8.1M |
| &partners | 0.03% | Add +6.2% | 158,938 | $8.0M |
| OakTrust Wealth Advisors, LLC | 6.85% | Add +6.4% | 156,826 | $7.9M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -15.3% | 156,446 | $7.9M |
| Baird Financial Group, Inc. | 0.01% | Add +23.9% | 152,361 | $7.7M |
| Proathlete Wealth Management LLC | 1.91% | Reduce -2.9% | 154,765 | $7.7M |
| Rollins Financial Advisors, LLC | 1.00% | Reduce -3.4% | 149,420 | $7.6M |
| Apollon Financial, LLC | 0.88% | Add +15.3% | 147,595 | $7.5M |
| Savant Capital, LLC | 0.02% | New | 142,216 | $7.2M |
| Sand Hill Global Advisors, LLC | 0.22% | No change | 141,314 | $7.2M |
| MML Investors Services, LLC | 0.01% | Add +20.0% | 135,515 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.6% | 134,240 | $6.8M |
| Bank of Montreal | 0.00% | Add +8.6% | 132,370 | $6.7M |
| Summit Financial, LLC | 0.07% | Reduce -16.3% | 131,104 | $6.6M |
| Sanctuary Advisors, LLC | 0.03% | Add +13.2% | 129,740 | $6.6M |
| Level Four Advisory Services, LLC | 0.19% | Add +3.9% | 129,603 | $6.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -30.9% | 124,459 | $6.3M |
| San Luis Wealth Advisors LLC | 0.93% | Reduce -44.5% | 121,545 | $6.2M |
| Alpha Financial Advisors, LLC | 1.71% | Add +5.0% | 121,315 | $6.1M |
| Staley Capital Advisers Inc. | 0.24% | No change | 119,430 | $6.1M |
| Jones Financial Companies LLLP | 0.00% | Add +123.9% | 113,239 | $5.7M |
| Montecito Bank & Trust | 0.85% | Add +0.7% | 112,329 | $5.7M |
| Mariner, LLC | 0.01% | Reduce -13.7% | 109,369 | $5.5M |
| Gladstone Institutional Advisory LLC | 0.17% | Reduce -0.2% | 105,933 | $5.4M |
| Financial Management Network Inc. | 0.76% | Reduce -7.8% | 104,865 | $5.3M |
| Lowe Brockenbrough & Co. Inc. | 0.24% | Reduce -19.5% | 104,614 | $5.3M |
| Meramec Financial Planners, LLC | 1.91% | Add +4.0% | 103,366 | $5.2M |
| Truist Financial Corp. | 0.01% | Add +9.4% | 101,883 | $5.2M |
| AlphaCore Capital LLC | 0.09% | Add +30.9% | 101,850 | $5.2M |
| Kure Advisory, LLC | 2.37% | Add +10.0% | 98,616 | $5.0M |
| Citigroup Inc. | 0.00% | Add +26.7% | 92,394 | $4.7M |
| Caliber Wealth Management, LLC / KS | 0.45% | Add +0.4% | 91,470 | $4.6M |
| Sigma Planning Corp | 0.12% | Add +12.8% | 90,263 | $4.6M |
| Van Hulzen Asset Management, LLC | 0.32% | Reduce -7.7% | 88,576 | $4.5M |
| WJ Wealth Management, LLC | 1.75% | Add +1.9% | 87,652 | $4.4M |
| Focus Financial Network, Inc. | 0.14% | Add +33.6% | 86,697 | $4.4M |
| Brady Family Wealth, LLC | 1.24% | Add +1.7% | 84,905 | $4.3M |
| Cary Street Partners Financial LLC | 0.09% | Add +2.3% | 80,733 | $4.1M |
| KKM Financial LLC | 0.53% | Add +8.8% | 76,874 | $3.9M |
| Wescott Financial Advisory Group, LLC | 0.30% | Add +5.1% | 76,837 | $3.9M |
| First Citizens Financial Corp | 1.60% | Add +5.0% | 75,443 | $3.8M |
| Cadia Private Client LLC | 2.69% | New | 73,894 | $3.7M |
| IRON Financial LLC | 1.54% | Add +6.1% | 73,824 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -9.9% | 73,289 | $3.7M |
| One Capital Management, LLC | 0.10% | No change | 72,043 | $3.7M |
| Optivise Advisory Services LLC | 1.85% | Reduce -56.0% | 72,004 | $3.6M |
| Realta Investment Advisors | 1.12% | Add +9.8% | 71,087 | $3.6M |
| Secure Asset Management, LLC | 0.50% | Add +9.7% | 70,035 | $3.5M |
| Sovereign Financial Group, Inc. | 0.53% | Add +9.8% | 68,830 | $3.5M |
| LVW Advisors, LLC | 0.29% | Reduce -6.2% | 66,754 | $3.4M |
| Blueprint Financial Advisors LLC | 0.36% | New | 63,847 | $3.2M |
| Blueprint Investment Partners LLC | 0.27% | New | 63,847 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +22.9% | 63,514 | $3.2M |
| RPg Family Wealth Advisory, LLC | 0.53% | Reduce -1.5% | 63,179 | $3.2M |
| Prospera Financial Services Inc | 0.05% | Add +9.4% | 62,577 | $3.2M |
| GeoWealth Management, LLC | 0.10% | Add +21.8% | 62,084 | $3.1M |
| Brooks, Moore & Associates, Inc. | 1.39% | Add +5.3% | 61,259 | $3.1M |
| Landaas & Co. /Wi | 0.55% | Add +167.4% | 59,768 | $3.0M |
| Sage Capital Advisors,llc | 0.63% | Reduce -9.8% | 59,707 | $3.0M |
| Arax Advisory Partners | 0.02% | Add +54122.7% | 52,596 | $2.7M |
| Hardworking Capital Advisors, LLC | 2.14% | Reduce -3.8% | 51,673 | $2.6M |
| Patten Group, Inc. | 0.40% | Reduce -19.6% | 51,418 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -0.5% | 48,760 | $2.5M |
| Gentry Private Wealth, LLC | 1.25% | Reduce -0.4% | 48,017 | $2.4M |
| Planning Directions Inc. | 1.10% | Add +11.8% | 46,706 | $2.4M |
| Smartleaf Asset Management LLC | 0.08% | No change | 46,443 | $2.4M |
| Castle Rock Wealth Management, LLC | 0.44% | Add +0.9% | 44,791 | $2.3M |
| Integrated Advisors Network LLC | 0.10% | Add +11.7% | 44,124 | $2.2M |
| Belpointe Asset Management LLC | 0.07% | Add +0.7% | 43,819 | $2.2M |
| Brookstone Capital Management | 0.02% | Reduce -8.8% | 43,577 | $2.2M |
| Vise Technologies, Inc. | 0.02% | Add +47.5% | 43,300 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -0.4% | 43,069 | $2.2M |
| Betterment LLC | 0.00% | Reduce -1.6% | 42,428 | $2.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +196.7% | 42,143 | $2.1M |
| Core Wealth Advisors, Inc. | 0.43% | Add +38.9% | 42,069 | $2.1M |
| Finhabits Advisors LLC | 1.76% | Add +16.8% | 41,416 | $2.1M |
| Unified Investment Management | 1.96% | Add +0.1% | 41,415 | $2.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +11.9% | 39,868 | $2.0M |
| Ameliora Wealth Management Ltd. | 0.59% | Reduce -21.8% | 39,287 | $2.0M |
| Atwater Malick LLC | 0.43% | Add +68.0% | 39,032 | $2.0M |
| Kovack Advisors, Inc. | 0.09% | Reduce -15.1% | 37,089 | $1.9M |
| Flow Traders U.S. LLC | 0.08% | New | 36,642 | $1.9M |
| Pflug Koory, LLC | 0.73% | Add +1.7% | 36,103 | $1.8M |
| Professional Financial Advisors, LLC | 0.31% | Reduce -4.1% | 35,796 | $1.8M |
| Members Wealth LLC | 0.99% | Add +4.0% | 35,741 | $1.8M |
| White Pine Capital LLC | 0.41% | Reduce -8.5% | 34,252 | $1.7M |
| Visionary Horizons, LLC | 0.71% | Add +51.6% | 33,387 | $1.7M |
| Daybright Advisory Services, Inc. | 0.40% | Add +6.2% | 32,788 | $1.7M |
| Clark Capital Management Group, Inc. | 0.01% | Add +76.0% | 32,284 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +10.5% | 32,230 | $1.6M |
| Steel Grove Capital Advisors, LLC | 0.15% | Reduce -2.0% | 32,232 | $1.6M |
| Guidance Capital, Inc. | 0.34% | Add +2.7% | 31,830 | $1.6M |
| World Investment Advisors | 0.03% | No change | 31,322 | $1.6M |
| Red Crane Wealth Management, LLC | 1.17% | Reduce -15.8% | 31,378 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.0% | 31,094 | $1.6M |
| Westside Investment Management, Inc. | 0.21% | Add +12.0% | 30,857 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -5.7% | 30,663 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -5.7% | 30,663 | $1.6M |
| Shufro Rose & Co. LLC | 0.09% | Reduce -8.5% | 30,290 | $1.5M |
| Stratos Investment Management, LLC | 0.05% | Add +12.7% | 29,960 | $1.5M |
| Spinnaker Trust | 0.07% | Reduce -27.3% | 28,672 | $1.5M |
| WealthPlan Investment Management, LLC | 0.07% | Reduce -4.7% | 28,447 | $1.4M |
| Mgo One Seven LLC | 0.02% | Add +85.5% | 28,269 | $1.4M |
| FreeGulliver LLC | 0.50% | Reduce -10.8% | 27,867 | $1.4M |
| Joel Adams & Associates, Inc. | 0.89% | Add +0.2% | 27,473 | $1.4M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -0.6% | 27,398 | $1.4M |
| Clearstead Advisors, LLC | 0.01% | Add +76.9% | 27,098 | $1.4M |
| Leavell Investment Management, Inc. | 0.05% | Add +4.0% | 26,205 | $1.3M |
| Claro Advisors Inc. | 0.14% | New | 25,925 | $1.3M |
| Klingman & Associates, LLC | 0.06% | Reduce -36.7% | 25,590 | $1.3M |
| MAI Capital Management | 0.00% | Reduce -13.6% | 25,455 | $1.3M |
| Objective Capital Management, LLC | 1.14% | Add +32.1% | 25,351 | $1.3M |
| Lynch Investment Planning, LLC | 0.98% | Add +34.3% | 25,242 | $1.3M |
| Osborne Partners Capital Management, LLC | 0.07% | No change | 24,400 | $1.2M |
| Natixis Advisors, LLC | 0.00% | New | 24,376 | $1.2M |
| Alterna Wealth Management, Inc. | 0.69% | New | 23,620 | $1.2M |
| Mutual Advisors, LLC | 0.02% | Add +11.5% | 22,989 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -41.1% | 22,950 | $1.2M |
| Aletheian Wealth Advisors LLC | 0.49% | Add +2.5% | 22,844 | $1.2M |
| Michels Family Financial, LLC | 0.74% | Reduce -2.6% | 22,651 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -14.7% | 22,501 | $1.1M |
| Carrera Capital Advisors | 0.17% | Add +53.1% | 22,363 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -37.2% | 22,273 | $1.1M |
| Planning Alternatives Ltd. | 0.12% | No change | 21,997 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.11% | Reduce -5.1% | 21,509 | $1.1M |
| Live Oak Private Wealth LLC | 0.14% | Add +11.3% | 21,431 | $1.1M |
| Uptick Partners, LLC | 0.17% | Add +95.2% | 21,251 | $1.1M |
| Centurion Wealth Management LLC | 0.26% | Add +1.9% | 21,096 | $1.1M |
| Infinity Wealth Counsel, LLC | 0.86% | Reduce -5.6% | 21,066 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -9.8% | 20,615 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +20.5% | 20,574 | $1.0M |
| Cibc World Market Inc. | 0.00% | Add +5.7% | 20,333 | $1.0M |
| American Institute for Advanced Investment Management, LLP | 0.59% | Add +17.3% | 20,140 | $1.0M |
| Corient Private Wealth LP | 0.00% | Reduce -92.4% | 20,086 | $1.0M |
| Lebenthal Global Advisors, LLC | 0.14% | New | 19,957 | $1.0M |
| Harbour Investments, Inc. | 0.01% | Reduce -1.3% | 19,642 | $995K |
| Luken Investment Analytics, LLC | 0.34% | Reduce -10.1% | 19,480 | $987K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +58.5% | 19,150 | $970K |
| Apex Wealth Management, LLC | 0.59% | Reduce -2.0% | 18,943 | $960K |
| AQR Capital Management | 0.00% | Reduce -1.3% | 18,728 | $949K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -24.1% | 18,508 | $938K |
| Investment Advisory Group, LLC | 0.20% | Add +12.3% | 18,253 | $925K |
| Shah Wealth Advisors, LLC | 0.21% | — | 18,091 | $917K |
| Novem Group | 0.09% | Add +7.1% | 17,995 | $912K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.4% | 17,791 | $900K |
| First American Trust, FSB | 0.05% | Add +23.2% | 17,672 | $895K |
| Pathstone Holdings, LLC | 0.00% | Reduce -38.5% | 17,645 | $894K |
| Naples Global Advisors, LLC | 0.05% | Reduce -0.6% | 17,227 | $873K |
| Lane Brothers & Co. Inc. | 0.57% | Reduce -3.4% | 17,070 | $865K |
| Forteris Wealth Management Inc. | 0.68% | Add +13.9% | 16,434 | $833K |
| Commerce Bank | 0.00% | New | 16,277 | $825K |
| LVZ, Inc. | 0.08% | Reduce -2.3% | 16,222 | $822K |
| JGP Wealth Management, LLC | 0.07% | Add +0.3% | 16,038 | $812K |
| Forbes Financial Planning, Inc. | 0.43% | Reduce -4.1% | 15,704 | $796K |
| Owl Creek Wealth Partners LLC | 0.23% | Add +4.5% | 15,527 | $787K |
| Johnson Investment Counsel Inc. | 0.01% | New | 15,263 | $773K |
| Perennial Investment Advisors, LLC | 0.05% | Add +10.8% | 15,251 | $773K |
| Fortis Advisors, LLC | 0.35% | Add +1.1% | 14,745 | $747K |
| Capital Analysts, LLC | 0.02% | Add +15.5% | 14,738 | $746K |
| Eagle Bluffs Wealth Management LLC | 0.25% | Reduce -1.6% | 14,628 | $741K |
| Stonebridge Financial Group, LLC | 0.06% | Reduce -9.5% | 14,596 | $739K |
| Elevate Wealth Advisory, Inc. | 0.42% | Add +7.2% | 14,492 | $734K |
| Creative Planning | 0.00% | Add +36.1% | 14,206 | $720K |
| Clark Asset Management, LLC | 0.06% | No change | 14,135 | $716K |
| Darrow Company, Inc. | 0.27% | Add +0.1% | 13,975 | $708K |
| North Capital, Inc. | 0.53% | Add +85.6% | 13,875 | $703K |
| Keystone Financial Group | 0.04% | Add +0.8% | 13,623 | $690K |
| Crews Bank & Trust | 0.09% | Reduce -2.9% | 13,400 | $679K |
| Global Retirement Partners, LLC | 0.01% | — | 13,248 | $671K |
| Beacon Capital Management, Inc. | 0.04% | Reduce -0.8% | 13,098 | $664K |
| CVA Family Office, LLC | 0.06% | No change | 12,972 | $657K |
| 4J Wealth Management LLC | 0.32% | Add +23.8% | 12,900 | $654K |
| Equitable Holdings, Inc. | 0.00% | Reduce -94.4% | 12,848 | $651K |
| Perryman Financial Advisory Inc. | 0.09% | Add +99.4% | 12,817 | $649K |
| Guardian Wealth Advisors, LLC | 0.32% | Reduce -11.6% | 12,573 | $637K |
| Fifth Third Securities, Inc. | 0.04% | Add +12.6% | 12,568 | $637K |
| Fifth Third Bancorp | 0.00% | Reduce -20.0% | 12,409 | $629K |
| Beacon Financial Group | 0.06% | No change | 12,321 | $624K |
| Syverson Strege & Co | 0.13% | Reduce -0.0% | 12,075 | $612K |
| Atlantic Union Bankshares Corp | 0.01% | Add +215.9% | 12,075 | $612K |
| Journey Advisory Group, LLC | 0.05% | Reduce -14.1% | 11,990 | $607K |
| Parsons Capital Management Inc. | 0.03% | Add +5.7% | 11,819 | $599K |
| Hudock, Inc. | 0.07% | Add +0.3% | 11,403 | $578K |
| Roble, Belko & Company, Inc | 0.06% | Reduce -1.5% | 11,399 | $577K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.2% | 11,070 | $561K |
| Steele Capital Management, Inc. | 0.02% | Add +2.6% | 10,973 | $556K |
| Retireful, LLC | 0.52% | New | 10,930 | $554K |
| XY Planning Network, Inc. | 0.07% | No change | 10,768 | $546K |
| Rosenberg Matthew Hamilton | 0.10% | Reduce -11.8% | 10,718 | $543K |
| Courier Capital LLC | 0.03% | Add +28.8% | 10,539 | $534K |
| Oxinas Partners, LLC | 0.21% | Add +24.2% | 10,419 | $528K |
| Bison Wealth, LLC | 0.05% | Add +0.4% | 10,373 | $524K |
| Chicago Partners Investment Group LLC | 0.01% | Add +12.6% | 10,157 | $512K |
| Fiduciary Group, LLC | 0.04% | Reduce -2.9% | 10,075 | $510K |
| Detalus Advisors, LLC | 0.10% | No change | 10,000 | $507K |
| International Assets Investment Management, LLC | 0.03% | Reduce -22.0% | 9,866 | $498K |
| Rwa Wealth Partners, LLC | 0.00% | Add +1.1% | 9,560 | $484K |
| GW&K Investment Management, LLC | 0.00% | Reduce -5.5% | 9,547 | $484K |
| Integrity Advisory Solutions, LLC | 0.05% | Add +15.1% | 9,512 | $482K |
| Burke & Herbert Bank & Trust Co. | 0.12% | Reduce -1.6% | 9,437 | $478K |
| Private Client Services, LLC | 0.12% | Reduce -0.4% | 9,406 | $477K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.0% | 9,248 | $468K |
| Values First Advisors, Inc. | 0.21% | Reduce -90.0% | 9,156 | $464K |
| Valley Financial Group, Inc. | 0.23% | No change | 9,064 | $459K |
| IFP Advisors, Inc | 0.01% | Reduce -16.5% | 8,970 | $454K |
| Arkadios Wealth Advisors | 0.01% | Reduce -75.0% | 8,918 | $452K |
| Ancora Advisors LLC | 0.01% | Reduce -0.0% | 8,860 | $449K |
| Cerity Partners LLC | 0.00% | Reduce -6.5% | 8,854 | $448K |
| Keybank National Association | 0.00% | Add +18.4% | 8,535 | $432K |
| Smithfield Trust Co | 0.02% | No change | 8,471 | $430K |
| Sowell Financial Services LLC | 0.01% | Reduce -6.8% | 8,401 | $426K |
| Beirne Wealth Consulting Services, LLC | 0.08% | Reduce -7.4% | 8,166 | $414K |
| Somerset Group LLC | 0.29% | Reduce -0.2% | 8,153 | $412K |
| Wbi Investments, LLC | 0.10% | Reduce -13.2% | 7,774 | $394K |
| First Heartland Consultants, Inc. | 0.02% | Add +15.6% | 7,491 | $380K |
| Avestar Capital, LLC | 0.02% | New | 7,416 | $376K |
| Cross Staff Investments Inc | 0.21% | Reduce -22.1% | 7,394 | $375K |
| Parallel Advisors, LLC | 0.01% | No change | 7,354 | $373K |
| Stonebridge Financial Planning Group, LLC | 0.12% | Reduce -20.7% | 7,240 | $367K |
| Kachkovsky & Fisher, Inc. | 0.35% | — | 7,230 | $366K |
| Mercer Global Advisors Inc. | 0.00% | New | 7,205 | $365K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.1% | 7,123 | $361K |
| Jefferies Financial Group Inc. | 0.00% | New | 7,000 | $355K |
| Atlanta Consulting Group Advisors, LLC | 0.06% | New | 6,914 | $350K |
| Herbst Group, LLC | 0.19% | New | 6,855 | $347K |
| NTV Asset Management LLC | 0.03% | No change | 6,795 | $344K |
| Waycross Investment Management Co | 0.26% | No change | 6,794 | $344K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -1.1% | 6,786 | $344K |
| ETF Store, Inc. | 0.29% | Add +10.5% | 6,784 | $344K |
| Intrua Financial, LLC | 0.03% | No change | 6,752 | $342K |
| Summit Wealth Partners, LLC | 0.05% | Reduce -7.5% | 6,741 | $341K |
| Windsor Capital Management, LLC | 0.09% | Add +8.3% | 6,611 | $335K |
| Larson Financial Group LLC | 0.01% | Add +0.1% | 6,589 | $334K |
| Accelerate Investment Advisors LLC | 0.19% | Reduce -5.5% | 6,550 | $332K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -16.0% | 6,521 | $330K |
| Strategic Wealth Advisors LLC | 0.28% | Reduce -41.2% | 6,421 | $328K |
| Arkfeld Wealth Strategies, L.L.C. | 0.10% | Add +0.1% | 6,419 | $324K |
| Regions Financial Corp. | 0.00% | No change | 6,400 | $324K |
| Argos Wealth Advisors, LLC | 0.08% | New | 6,314 | $320K |
| Blueline Advisors LLC | 0.22% | Add +20.4% | 6,241 | $316K |
| Vance Wealth, LLC | 0.07% | Add +3.7% | 6,139 | $311K |
| Advisor Resource Council | 0.10% | New | 6,080 | $307K |
| Symmetry Partners, LLC | 0.02% | No change | 6,044 | $306K |
| Money Concepts Capital Corp. | 0.01% | Reduce -4.3% | 5,976 | $303K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -2.4% | 5,961 | $302K |
| GS Investments, Inc. | 0.22% | No change | 5,940 | $301K |
| Stephens Inc. | 0.00% | Add +36.5% | 5,852 | $296K |
| Embree Financial Group | 0.03% | Reduce -28.1% | 5,813 | $294K |
| Founders Financial Alliance, LLC | 0.04% | Add +1.0% | 5,717 | $290K |
| Wealthgarden F.S. LLC | 0.16% | Add +15.7% | 5,669 | $287K |
| Advisory Services Network, LLC | 0.00% | Add +6.0% | 5,668 | $287K |
| Denver Wealth Management, Inc. | 0.08% | Reduce -4.9% | 5,661 | $287K |
| Shum Financial Group, Inc. | 0.17% | Add +2.2% | 5,656 | $287K |
| Burford Brothers, Inc. | 0.11% | No change | 5,654 | $286K |
| StoneX Group Inc. | 0.01% | Add +0.4% | 5,623 | $285K |
| Klaas Financial Asset Advisors, LLC | 0.04% | Reduce -64.9% | 5,539 | $281K |
| Western Wealth Management, LLC | 0.01% | Add +3.6% | 5,528 | $280K |
| Physician Wealth Solutions Inc. | 0.11% | No change | 5,485 | $278K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 5,484 | $278K |
| CoreCap Advisors, LLC | 0.01% | Reduce -13.5% | 5,481 | $278K |
| TrueWealth Advisors, LLC | 0.06% | No change | 5,453 | $276K |
| Vident Advisory, LLC | 0.00% | New | 5,353 | $271K |
| Guided Capital Wealth Management, LLC | 0.16% | No change | 5,323 | $270K |
| Titleist Asset Management, LLC | 0.02% | New | 5,240 | $265K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | Reduce -19.9% | 5,231 | $265K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -95.2% | 5,210 | $264K |
| Nuveen, LLC | 0.00% | New | 5,193 | $263K |
| Insigneo Advisory Services, LLC | 0.01% | New | 5,172 | $262K |
| Madrona Financial Services, LLC | 0.05% | No change | 5,135 | $260K |
| Flagship Private Wealth, LLC | 0.09% | Add +0.2% | 5,128 | $260K |
| Callan Family Office, LLC | 0.01% | New | 5,081 | $257K |
| Tompkins Financial Corp. | 0.02% | No change | 5,063 | $256K |
| Allegheny Financial Group | 0.03% | No change | 5,056 | $256K |
| Allworth Financial LP | 0.00% | No change | 5,000 | $253K |
| Christensen, King & Associates Investment Services, Inc. | 0.10% | Reduce -10.7% | 4,998 | $253K |
| Nikulski Financial, Inc. | 0.05% | Reduce -16.9% | 4,900 | $248K |
| Wellington Shields Capital Management, LLC | 0.03% | No change | 4,849 | $246K |
| Modern Wealth Management, LLC | 0.00% | New | 4,810 | $244K |
| Principal Securities, Inc. | 0.00% | New | 4,702 | $238K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 4,657 | $236K |
| IFG Advisory, LLC | 0.01% | New | 4,641 | $235K |
| Apeiron RIA LLC | 0.06% | No change | 4,605 | $233K |
| HUB Investment Partners, LLC | 0.00% | New | 4,583 | $232K |
| Quest 10 Wealth Builders, Inc. | 0.18% | Add +11.5% | 4,569 | $231K |
| RFG Advisory, LLC | 0.00% | New | 4,544 | $230K |
| Patton Albertson Miller Group, LLC | 0.02% | No change | 4,520 | $229K |
| WestHill Financial Advisors, Inc. | 0.04% | No change | 4,461 | $226K |
| Scotia Capital Inc. | 0.00% | No change | 4,457 | $226K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -6.9% | 4,457 | $226K |
| Buck Wealth Strategies, LLC | 0.02% | New | 4,439 | $225K |
| Medallion Wealth Advisors, LLC | 0.07% | Add +4.5% | 3,052 | $220K |
| Paragon Capital Management Inc. | 0.16% | Reduce -9.2% | 4,281 | $217K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | Reduce -3.7% | 4,252 | $215K |
| Sax Wealth Advisors, LLC | 0.01% | New | 4,178 | $212K |
| Sherrill & Hutchins Financial Advisory, Inc | 0.10% | New | 4,192 | $212K |
| Patriot Investment Management Group, Inc. | 0.01% | New | 4,150 | $210K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.1% | 4,108 | $208K |
| Lantern Wealth Advisors, LLC | 0.09% | New | 4,080 | $207K |
| Shared Vision Wealth Group LLC | 0.07% | No change | 4,047 | $205K |
| Ingalls & Snyder LLC | 0.01% | No change | 4,000 | $203K |
| Birchwood Financial Partners, Inc. | 0.16% | Add +0.0% | 3,878 | $196K |
| AdvisorNet Financial, Inc | 0.01% | Add +17.4% | 3,800 | $193K |
| Keystone Financial Group, Inc. | 0.09% | Reduce -13.1% | 3,300 | $167K |
| Spire Wealth Management | 0.00% | Reduce -7.4% | 3,199 | $162K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -1.5% | 3,051 | $155K |
| Private Trust Co. NA | 0.01% | Reduce -0.7% | 2,852 | $144K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 2,287 | $116K |
| Wellington Shields & Co., LLC | 0.02% | Reduce -19.1% | 2,141 | $108K |
| AE Wealth Management LLC | 0.00% | Reduce -71.5% | 1,628 | $82K |
| Friedenthal Financial | 0.03% | New | 1,287 | $65K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,115 | $56K |
| First Bancorp, Inc | 0.02% | New | 1,000 | $51K |
| Kelleher Financial Advisors | 0.01% | Add +100.0% | 1,000 | $51K |
| Blair William & Co. | 0.00% | Reduce -75.2% | 991 | $50K |
| Tsfg, LLC | 0.01% | No change | 900 | $46K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 880 | $45K |
| SHP Wealth Management | 0.00% | New | 850 | $43K |
| Godfrey Financial Associates, Inc. | 0.03% | Add +8.0% | 810 | $41K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 794 | $40K |
| LGT Financial Advisors LLC | 0.20% | No change | 747 | $38K |
| PlanVest Financial, Inc | 0.02% | Add +0.1% | 723 | $37K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -58.3% | 718 | $36K |
| Hurley Capital, LLC | 0.02% | Add +1.2% | 693 | $35K |
| IMA Advisory Services, Inc. | 0.00% | New | 600 | $30K |
| Consultiva Wealth Management, Corp. | 0.06% | Add +82.3% | 565 | $29K |
| Davidson Capital Management Inc. | 0.00% | No change | 561 | $28K |
| Financial Management Professionals, Inc. | 0.00% | No change | 495 | $25K |
| Catherine Avery Investment Management LLC | 0.01% | New | 410 | $21K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 304 | $15K |
| Barrett & Company, Inc. | 0.00% | No change | 296 | $15K |
| UMB Bank, n.a. | 0.00% | New | 296 | $15K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 250 | $13K |
| Hamrick Investment Counsel, llc | 0.01% | Reduce -20.7% | 230 | $12K |
| City State Bank | 0.00% | No change | 174 | $9K |
| Signature Equity Partners, LLC | 0.00% | Add +0.8% | 135 | $7K |
| JNBA Financial Advisors | 0.00% | Add +1.5% | 133 | $7K |
| Center for Financial Planning, Inc. | 0.00% | No change | 131 | $7K |
| Anchor Investment Management, LLC | 0.00% | Add +1.6% | 130 | $7K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Add +0.8% | 129 | $7K |
| First Horizon Corp. | 0.00% | New | 125 | $6K |
| Hughes Financial Services, LLC | 0.00% | Reduce -1.0% | 100 | $5K |
| New England Asset Management Inc. | 0.00% | New | 100 | $5K |
| US Bancorp \de | 0.00% | Reduce -95.2% | 100 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.1% | 93 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -36.3% | 93 | $5K |
| Winch Advisory Services, LLC | 0.00% | Add +1.3% | 79 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 76 | $4K |
| Creative Financial Designs Inc. | 0.00% | New | 69 | $3K |
| Compass Financial Management LLC | 0.00% | — | 22 | $1K |
| HighMark Wealth Management LLC | 0.00% | No change | 9 | $476 |
"% 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.