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Disclosery

NEAR ISHARES U S ETF TR

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SHOR DURA BD ETF (fund)

362 managers (364 13F filers) reported a position in NEAR shares at 2025-03-31, 40,277,017 shares in all. 44 filers opened a position and 26 filers sold out during the quarter.

Managers
362
13F filers
364
New
44
Added
135
Reduced
115
Sold out
26
Shares held by filers
40,277,017

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
4J Wealth Management LLC10,189$518K0.41%013F-HRTimeline
GRIES FINANCIAL LLC10,062$512K0.1%013F-HRTimeline
Merit Financial Group, LLC10,043$511K0.01%new13F-HRTimeline
Bison Wealth, LLC9,812$499K0.05%+7213F-HRTimeline
Parallel Advisors, LLC9,799$498K0.01%-19,40813F-HRTimeline
GW&K Investment Management, LLC9,690$493K<0.01%+12513F-HRTimeline
Focus Financial Network, Inc.9,582$487K0.02%new13F-HRTimeline
Pflug Koory, LLC9,548$486K0.27%+2,01813F-HRTimeline
Crews Bank & Trust9,430$480K0.08%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…9,389$478K0.04%+3,38513F-HRTimeline
Creative Planningin group Creative Planning9,347$476K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,371$474K<0.01%-15313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,052$460K<0.01%+2,57513F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC9,043$460K0.01%+6613F-HRTimeline
Atria Wealth Solutions, Inc.9,015$459K0.01%-12,41113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,835$449K0.01%-9,85513F-HRTimelineGroup
SOL Capital Management CO8,810$448K0.05%013F-HRTimeline
COMERICA BANK8,804$448K<0.01%-13,49913F-HRTimeline
Summit Wealth Partners, LLC8,764$446K0.09%-52213F-HRTimeline
ETF Store, Inc.8,701$443K0.54%-1,29213F-HRTimeline
Somerset Group LLC8,152$415K0.38%013F-HRTimeline
Sowell Financial Services LLC8,043$409K0.02%new13F-HRTimeline
GS Investments, Inc.7,965$405K0.19%-50013F-HRTimeline
Physician Wealth Solutions Inc.7,893$402K0.2%+413F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…7,859$400K0.1%+16513F-HRTimeline
Beirne Wealth Consulting Services, LLC7,811$397K0.14%-17513F-HRTimeline
North Capital, Inc.7,543$384K0.36%13F-HRTimeline
Beacon Pointe Advisors, LLC7,533$383K<0.01%+3,22913F-HRTimeline
GM Advisory Group, LLC7,507$382K0.02%new13F-HRTimeline
Luken Investment Analytics, LLC7,350$374K0.18%+3,25813F-HRTimeline
Avidian Wealth Enterprises, LLC7,312$372K0.02%+55513F-HRTimeline
J.W. COLE ADVISORS, INC.7,186$366K0.01%+1,13213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,110$362K<0.01%-1,60013F-HRTimelineGroup
Stonebridge Financial Group, LLC7,031$358K0.04%-1,12313F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,028$357K0.01%+113F-HRTimeline
NTV Asset Management LLC7,000$356K0.05%013F-HRTimeline
Windsor Capital Management, LLC6,924$352K0.11%-42313F-HRTimeline
MERIDIAN MANAGEMENT CO6,900$351K0.11%013F-HR/ATimeline
Shum Financial Group, Inc.6,891$351K0.3%+70113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,868$349K0.17%+51113F-HRTimeline
VANCE WEALTH, LLC6,814$347K0.13%+2,07513F-HRTimeline
Waycross Investment Management Co6,794$346K0.39%-50113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC6,773$345K0.03%+313F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC6,763$344K0.28%-9013F-HRTimeline
Syverson Strege & Co6,747$343K0.11%-33,57613F-HRTimeline
EP Wealth Advisors, LLC6,683$340K<0.01%-2,02013F-HRTimeline
Larson Financial Group LLC6,557$334K0.02%-10313F-HRTimeline
Nikulski Financial, Inc.6,535$332K0.1%+1,11513F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC6,495$330K0.09%new13F-HRTimelineGroup
Geneos Wealth Management Inc.6,462$329K<0.01%+6,10313F-HRTimeline
Intrua Financial, LLC6,446$328K0.05%-62513F-HRTimeline
Objective Capital Management, LLC6,376$324K0.41%+2,23013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI6,369$324K0.02%-31813F-HRTimeline
HARBOUR INVESTMENTS, INC.6,368$324K0.01%-49313F-HRTimeline
Kovack Advisors, Inc.6,344$323K0.03%-7,02413F-HRTimeline
Alpha Cubed Investments, LLC6,272$319K0.01%013F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…6,184$315K0.06%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,156$313K0.01%+58013F-HRTimelineGroup
Charter Oak Capital Management, LLC6,135$312K0.03%-23013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,084$309K<0.01%-1,66113F-HRTimeline
ONE Advisory Partners, LLC6,068$309K0.13%013F-HRTimeline
Symmetry Partners, LLC6,044$307K0.04%013F-HRTimeline
CIBC WORLD MARKET INC.5,895$300K<0.01%+10513F-HRTimeline
New Capital Management LP5,865$298K0.09%+26913F-HRTimeline
Inscription Capital, LLC5,800$293K0.05%13F-HRTimeline
Orion Porfolio Solutions, LLC5,733$292K<0.01%-72913F-HRTimeline
Orion Portfolio Solutions, LLC5,733$292K<0.01%-72913F-HR/ATimeline
IFG Advisory, LLC5,579$284K0.02%-19,42113F-HRTimeline
Guided Capital Wealth Management, LLC5,499$280K0.23%013F-HRTimeline
JFS WEALTH ADVISORS, LLC5,484$279K0.02%013F-HRTimeline
Christensen, King & Associates Investme…5,479$278K0.13%+1913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,331$271K<0.01%+4313F-HRTimelineGroup
Columbia Bank5,285$269K0.09%-5,84213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,264$268K0.01%+71813F-HRTimeline
Quest 10 Wealth Builders, Inc.5,238$266K0.29%-54913F-HRTimeline
Fortress Wealth Management, Inc.5,200$265K0.14%-87813F-HRTimeline
First Heartland Consultants, Inc.5,176$263K0.03%+6313F-HRTimeline
Madrona Financial Services, LLC5,135$261K0.07%013F-HRTimeline
D.A. DAVIDSON & CO.5,130$261K<0.01%-68013F-HRTimeline
Mayflower Financial Advisors, LLC5,097$259K0.04%+89813F-HRTimeline
PRIVATE TRUST CO NA5,079$258K0.03%013F-HRTimeline
Legacy Capital Group California, Inc.5,063$258K0.09%new13F-HRTimeline
Farther Finance Advisors, LLC5,065$257K0.01%013F-HRTimeline
WEALTHGARDEN F.S. LLC5,035$256K0.25%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,000$254K<0.01%new13F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC5,000$254K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC4,991$254K<0.01%-88413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,970$253K<0.01%013F-HR/ATimelineGroup
SCOTIA CAPITAL INC.4,888$249K<0.01%new13F-HRTimeline
Marshall Financial Group, LLC4,822$245K0.05%-68413F-HRTimeline
Flaharty Asset Management, LLC4,810$245K0.04%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC4,798$244K0.06%new13F-HRTimelineGroup
Apeiron RIA LLC4,708$239K0.07%013F-HRTimeline
Patton Albertson Miller Group, LLC4,703$239K0.04%new13F-HR/ATimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC4,614$235K0.07%-65013F-HRTimeline
RPg Family Wealth Advisory, LLC4,482$228K0.06%new13F-HRTimeline
Western Wealth Management, LLC4,476$228K0.02%+1913F-HRTimeline
Flagship Private Wealth, LLC4,429$225K0.11%new13F-HRTimeline
WestHill Financial Advisors, Inc.4,367$222K0.05%-1013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,116$209K0.01%-713F-HRTimeline
SYNOVUS FINANCIAL CORP4,067$207K<0.01%new13F-HRTimeline
Gotham Asset Management, LLC4,021$205K<0.01%013F-HRTimeline
TrueWealth Advisors, LLC4,000$203K0.07%013F-HRTimeline
INGALLS & SNYDER LLC4,000$203K0.01%013F-HRTimeline
Clearstead Advisors, LLC3,948$201K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC3,271$166K0.08%-19313F-HRTimeline
Bellwether Advisors, LLC3,036$154K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…3,014$153K0.01%013F-HRTimeline
Signature Resources Capital Management,…2,287$116K0.1%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,271$115K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC2,023$103K<0.01%+2,00813F-HRTimeline
Glass Jacobson Investment Advisors llc1,738$87.8K0.03%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,510$76.8K<0.01%+1,50513F-HRTimelineGroup
Vermillion & White Wealth Management Gr…1,445$73.5K0.05%+313F-HRTimeline
AdvisorNet Financial, Inc1,437$73.1K0.01%-30013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,361$69.2K<0.01%+113F-HRTimelineGroup
Physician Wealth Advisors, Inc.1,339$68.1K0.01%-69913F-HRTimeline
Glen Eagle Advisors, LLC1,115$56.7K0.01%013F-HRTimeline
TSFG, LLC997$51K0.01%-13413F-HRTimeline
Iron Horse Wealth Management, LLC956$48.6K0.02%-1513F-HRTimeline
Indiana Trust & Investment Management Co934$47.5K0.02%013F-HRTimeline
Davidson Capital Management Inc.887$45.1K0.01%-6,23913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC880$44.8K<0.01%013F-HRTimeline
AE Wealth Management LLC805$41K<0.01%-5313F-HRTimeline
LGT Financial Advisors LLC747$38K0.12%013F-HRTimeline
PFG Private Wealth Management, LLC700$35.6K0.02%013F-HRTimeline
Hurley Capital, LLC661$33.6K0.03%+213F-HRTimeline
Hoese & Co LLP600$30.5K0.03%013F-HRTimeline
Dunhill Financial, LLC500$25.4K0.01%013F-HRTimeline
Financial Management Professionals, Inc.495$25.2K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP495$25.2K<0.01%new13F-HR/ATimelineGroup
Founders Financial Alliance, LLC492$25K0.01%013F-HRTimeline
Columbia River Financial Group, LLC508$25K0.02%new13F-HRTimeline
Ridgewood Investments LLC413$21K0.01%013F-HRTimeline
Friedenthal Financial381$19.4K0.01%+2113F-HRTimeline
Sound Income Strategies, LLC319$16.2K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC300$15.3K<0.01%-70013F-HRTimeline
BARRETT & COMPANY, INC.296$15.1K0.01%013F-HRTimeline
Headlands Technologies LLC267$13.6K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.227$11.5K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC200$10.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC191$9.72K<0.01%+8213F-HRTimelineGroup
City State Bank174$8.85K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC153$7.78K<0.01%013F-HRTimeline
JNBA Financial Advisors126$6.42K<0.01%+113F-HRTimeline
Anchor Investment Management, LLC125$6.36K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC123$6.26K<0.01%+3313F-HRTimelineGroup
EASTERN BANK122$6.21K<0.01%013F-HRTimeline
Hughes Financial Services, LLC121$6.13K<0.01%new13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$5.09K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.100$5.09K<0.01%new13F-HRTimeline
Arax Advisory Partners94$4.78K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC88$4.46K<0.01%+113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC87$4.43K0.01%-813F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.75$3.81K0.01%new13F-HRTimeline
Winch Advisory Services, LLC74$3.79K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC73$3.71K<0.01%+713F-HRTimeline
LANARK FINANCIAL, INC.52$2K<0.01%new13F-HRTimeline
PSI Advisors, LLC31$1.58K<0.01%013F-HRTimeline
GAMMA Investing LLC31$1.58K<0.01%new13F-HR/ATimeline
AllSquare Wealth Management LLC13$661<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-18713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.