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Disclosery

NEAR ISHARES U S ETF TR

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SHOR DURA BD ETF (fund)

347 managers (348 13F filers) reported a position in NEAR shares at 2024-12-31, 37,843,593 shares in all. 31 filers opened a position and 32 filers sold out during the quarter.

Managers
347
13F filers
348
New
31
Added
123
Reduced
113
Sold out
32
Shares held by filers
37,843,593

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RWA WEALTH PARTNERS, LLC8,977$453K0.01%+15313F-HRTimeline
SOL Capital Management CO8,810$445K0.05%+1513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,710$440K<0.01%-80013F-HRTimelineGroup
EP Wealth Advisors, LLC8,703$440K<0.01%-5,80913F-HRTimeline
GS Investments, Inc.8,465$427K0.19%-21013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,289$419K<0.01%-173,66213F-HRTimelineGroup
Stonebridge Financial Group, LLC8,154$412K0.05%13F-HRTimeline
Somerset Group LLC8,152$412K0.38%013F-HRTimeline
Providence First Trust Co8,152$412K0.15%+13913F-HRTimeline
Beirne Wealth Consulting Services, LLC7,986$403K0.15%-4513F-HRTimeline
Physician Wealth Solutions Inc.7,889$398K0.2%013F-HRTimeline
PINNACLE ASSOCIATES LTD7,772$392K0.01%-99,99013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,745$391K<0.01%-5,07313F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…7,694$389K0.1%+1,36113F-HRTimeline
Pflug Koory, LLC7,530$380K0.19%+4,51513F-HRTimeline
Windsor Capital Management, LLC7,347$371K0.11%-14013F-HRTimeline
Waycross Investment Management Co7,295$368K0.39%-56013F-HRTimeline
BOK Financial Private Wealth, Inc.7,249$366K0.03%new13F-HRTimeline
Davidson Capital Management Inc.7,126$360K0.09%-3113F-HRTimeline
Intrua Financial, LLC7,071$357K0.06%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,027$355K0.01%+213F-HRTimeline
NTV Asset Management LLC7,000$354K0.05%013F-HRTimeline
MERIDIAN MANAGEMENT CO6,900$348K0.09%013F-HRTimeline
HARBOUR INVESTMENTS, INC.6,861$346K0.01%+1,88213F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC6,853$346K0.27%-15813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC6,770$342K0.03%-43813F-HRTimeline
Avidian Wealth Enterprises, LLC6,757$341K0.02%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,687$338K0.02%-82713F-HRTimeline
Larson Financial Group LLC6,660$336K0.02%-12013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.6,477$327K<0.01%-46113F-HRTimelineGroup
Orion Porfolio Solutions, LLC6,462$326K<0.01%-37813F-HRTimeline
Orion Portfolio Solutions, LLC6,462$326K<0.01%-37813F-HRTimeline
Charter Oak Capital Management, LLC6,365$321K0.03%+513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,357$321K0.17%+1,22013F-HRTimeline
Alpha Cubed Investments, LLC6,272$317K0.01%+1,13713F-HRTimeline
Shum Financial Group, Inc.6,190$313K0.27%-5,28213F-HRTimeline
Fortress Wealth Management, Inc.6,078$307K0.15%-26913F-HRTimeline
ONE Advisory Partners, LLC6,068$306K0.14%-7,89613F-HRTimeline
J.W. COLE ADVISORS, INC.6,054$306K0.01%-1,88413F-HRTimeline
Symmetry Partners, LLC6,044$305K0.04%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…6,004$303K0.03%+47513F-HRTimeline
Integrated Wealth Concepts LLC5,875$297K<0.01%+1,09813F-HRTimeline
D.A. DAVIDSON & CO.5,810$293K<0.01%-4,95013F-HRTimeline
Quest 10 Wealth Builders, Inc.5,787$292K0.29%13F-HRTimeline
CIBC WORLD MARKET INC.5,790$292K<0.01%+47513F-HRTimeline
Global Retirement Partners, LLC5,690$287K0.01%+213F-HRTimeline
New Capital Management LP5,596$283K0.08%+1613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,576$282K0.01%+78813F-HRTimelineGroup
Marshall Financial Group, LLC5,506$278K0.07%+6313F-HRTimeline
Independent Advisor Alliance5,500$278K<0.01%new13F-HRTimeline
Guided Capital Wealth Management, LLC5,499$278K0.25%13F-HRTimeline
JFS WEALTH ADVISORS, LLC5,484$277K0.02%-4013F-HRTimeline
Christensen, King & Associates Investme…5,460$275K0.13%+4313F-HRTimeline
Nikulski Financial, Inc.5,420$274K0.08%+1,30013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,288$267K<0.01%-1,74513F-HRTimelineGroup
FIRST WILSHIRE SECURITIES MANAGEMENT INC5,264$266K0.07%013F-HRTimeline
Madrona Financial Services, LLC5,135$259K0.07%013F-HRTimeline
First Heartland Consultants, Inc.5,113$258K0.03%-22,47513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD5,103$257K<0.01%-40013F-HRTimelineGroup
PRIVATE TRUST CO NA5,079$256K0.03%+20013F-HRTimeline
Farther Finance Advisors, LLC5,065$256K0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC5,035$254K0.24%+35113F-HRTimeline
Sheaff Brock Investment Advisors, LLC5,000$252K0.02%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,970$251K<0.01%013F-HR/ATimelineGroup
Flaharty Asset Management, LLC4,810$243K0.04%-2,49913F-HRTimeline
VANCE WEALTH, LLC4,739$239K0.09%+1513F-HRTimeline
Apeiron RIA LLC4,708$238K0.07%013F-HRTimeline
Cornell Pochily Investment Advisors, In…4,654$235K0.08%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…4,546$230K0.01%+20813F-HRTimeline
Western Wealth Management, LLC4,457$225K0.01%+2513F-HR/ATimeline
KFA Private Wealth Group, LLC4,416$223K0.09%-5,19213F-HRTimeline
WestHill Financial Advisors, Inc.4,377$221K0.05%+9813F-HRTimeline
Beacon Pointe Advisors, LLC4,304$217K<0.01%+4913F-HRTimeline
Mayflower Financial Advisors, LLC4,199$212K0.03%013F-HRTimeline
Objective Capital Management, LLC4,146$209K0.14%-5,05513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,123$208K0.01%+213F-HRTimeline
Luken Investment Analytics, LLC4,092$207K0.1%-4,36713F-HRTimeline
Compound Planning, Inc.4,063$205K0.01%new13F-HRTimeline
Gotham Asset Management, LLC4,021$203K<0.01%new13F-HRTimeline
INGALLS & SNYDER LLC4,000$202K0.01%013F-HRTimeline
TrueWealth Advisors, LLC4,000$202K0.07%013F-HRTimeline
ARS Wealth Advisors Group, LLC3,965$200K0.03%-32313F-HRTimeline
Clearstead Advisors, LLC3,948$199K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC3,464$175K0.09%13F-HRTimeline
Bellwether Advisors, LLC3,036$153K0.03%new13F-HRTimeline
Capital Investment Advisory Services, L…3,014$152K0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP344,302$139K<0.01%-67,28513F-HRTimelineGroup
Signature Resources Capital Management,…2,287$115K0.1%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,271$115K<0.01%+29713F-HRTimelineGroup
Avior Wealth Management, LLC2,097$106K<0.01%-51113F-HRTimeline
Physician Wealth Advisors, Inc.2,038$103K0.02%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,767$89K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,738$87.8K0.03%+77213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc1,737$87.7K0.01%+10313F-HRTimeline
Venturi Wealth Management, LLC1,532$77.4K<0.01%+4113F-HRTimeline
Vermillion & White Wealth Management Gr…1,442$72.8K0.05%+713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,360$68.7K<0.01%+213F-HRTimelineGroup
TSFG, LLC1,131$57K0.01%-14313F-HRTimeline
Glen Eagle Advisors, LLC1,115$56.3K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,000$50.5K0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC971$49K0.02%013F-HRTimeline
Indiana Trust & Investment Management Co934$47.2K0.02%013F-HRTimeline
MidAtlantic Capital Management, Inc.897$45.3K0.03%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC880$44.4K<0.01%new13F-HRTimeline
AE Wealth Management LLC858$43.3K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC747$37.7K0.08%-1,33013F-HRTimeline
PFG Private Wealth Management, LLC700$35.4K0.02%013F-HRTimeline
Hurley Capital, LLC659$33.3K0.03%13F-HRTimeline
Hoese & Co LLP600$30.3K0.03%new13F-HRTimeline
Dunhill Financial, LLC500$25.2K0.01%013F-HRTimeline
Financial Management Professionals, Inc.495$25K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC492$24.8K0.01%013F-HRTimeline
IFG Advisory, LLC25,000$22.4K<0.01%new13F-HRTimeline
Ridgewood Investments LLC413$20.9K0.01%013F-HRTimeline
LEE DANNER & BASS INC400$20.2K<0.01%new13F-HRTimeline
Friedenthal Financial360$18.2K0.01%+7313F-HRTimeline
Geneos Wealth Management Inc.359$18.1K<0.01%013F-HRTimeline
Sound Income Strategies, LLC319$16.1K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.296$14.9K0.01%013F-HRTimeline
Headlands Technologies LLC267$13.5K<0.01%new13F-HRTimeline
Sanctuary Wealth Management, L.L.C.215$10.9K0.01%013F-HRTimeline
Global Financial Private Client, LLC200$10.1K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…187$9.46K<0.01%+713F-HRTimeline
IFP Advisors, Inc175$8.84K<0.01%-45013F-HRTimeline
City State Bank174$8.79K<0.01%013F-HRTimeline
WR Wealth Planners, LLC172$8.69K<0.01%-15813F-HRTimeline
Smartleaf Asset Management LLC153$7.72K<0.01%013F-HRTimeline
JNBA Financial Advisors125$6.33K<0.01%+213F-HRTimeline
Anchor Investment Management, LLC125$6.31K<0.01%013F-HRTimeline
EASTERN BANK122$6.16K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC109$5.5K<0.01%-113F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC100$5.05K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC95$4.84K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC90$4.54K<0.01%+4413F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC87$4.39K<0.01%13F-HRTimeline
Winch Advisory Services, LLC74$3.73K<0.01%+113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC70$3.54K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC67$3.38K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC66$3.33K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.54$2.74K<0.01%13F-HRTimeline
PSI Advisors, LLC31$1.57K<0.01%-9113F-HRTimeline
Transce3nd, LLC17$859<0.01%13F-HRTimeline
CoreCap Advisors, LLC15$758<0.01%-84113F-HRTimeline
AllSquare Wealth Management LLC13$657<0.01%013F-HRTimeline
Bogart Wealth, LLC11$556<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5$253<0.01%new13F-HRTimelineGroup
Sachetta, LLC1$51<0.01%013F-HRTimeline