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Disclosery

NEAR ISHARES U S ETF TR

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SHOR DURA BD ETF (fund)

393 managers (396 13F filers) reported a position in NEAR shares at 2025-12-31, 46,286,382 shares in all. 35 filers opened a position and 28 filers sold out during the quarter.

Managers
393
13F filers
396
New
35
Added
173
Reduced
116
Sold out
28
Shares held by filers
46,286,382

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Crews Bank & Trust13,880$709K0.1%+4,55513F-HRTimeline
Janney Montgomery Scott LLC13,653$698K<0.01%-1,59113F-HRTimeline
Keystone Financial Group13,600$695K0.05%+14513F-HRTimeline
Global Retirement Partners, LLC13,254$677K0.01%+7,16213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,129$671K0.02%+31113F-HR/ATimelineGroup
COMERICA BANK12,882$658K<0.01%+3,46113F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.12,795$654K0.64%13F-HRTimeline
Embree Financial Group12,693$649K0.08%-1,79413F-HRTimeline
Rosenberg Matthew Hamilton12,604$644K0.13%-2,26913F-HRTimeline
Visionary Horizons, LLC12,503$639K0.33%+3,49013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…12,475$637K0.19%013F-HRTimeline
Perennial Investment Advisors, LLC12,446$636K0.05%-50,38413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…12,328$630K0.04%-92813F-HRTimelineGroup
Stonebridge Financial Group, LLC12,132$620K0.05%+1,24013F-HRTimeline
Syverson Strege & Co12,076$617K0.15%-5,85913F-HRTimeline
TCI Wealth Advisors, Inc.12,004$613K0.03%+18713F-HRTimeline
WJ Wealth Management, LLC11,775$602K0.26%013F-HRTimeline
Fiduciary Group, LLC11,645$595K0.05%new13F-HRTimeline
Roble, Belko & Company, Inc11,647$595K0.08%-1,53313F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…11,457$585K0.13%-2,27813F-HRTimeline
Farther Finance Advisors, LLC11,283$577K0.01%+5,92713F-HRTimeline
Merit Financial Group, LLC11,008$563K<0.01%+14713F-HRTimeline
Foster Victor Wealth Advisors, LLC10,828$553K0.03%new13F-HRTimeline
Carrera Capital Advisors10,755$550K0.09%new13F-HRTimeline
LANDAAS & CO /WI /ADV10,647$544K0.12%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,610$542K<0.01%+61013F-HRTimelineGroup
JGP Wealth Management, LLC10,463$535K0.06%+6013F-HRTimeline
Yukon Wealth Management, Inc.10,373$530K0.31%new13F-HRTimeline
Stonebridge Financial Planning Group, L…10,369$530K0.19%+75313F-HRTimeline
Boulder Wealth Advisors, LLC10,361$529K0.22%-4,82313F-HRTimeline
Creative Planningin group Creative Planning10,339$528K<0.01%-31313F-HRTimelineGroup
IFG Advisory, LLC10,293$526K0.02%+1,61813F-HRTimeline
Hudock, Inc.10,278$525K0.08%+14113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,217$522K0.04%new13F-HRTimeline
Bison Wealth, LLC10,262$520K0.06%+19413F-HRTimeline
Smithfield Trust Co10,091$517K0.02%013F-HRTimeline
Chicago Partners Investment Group LLC10,104$517K0.01%+18213F-HRTimeline
4J Wealth Management LLC10,104$516K0.3%013F-HRTimeline
GW&K Investment Management, LLC10,032$513K<0.01%+15613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,986$510K<0.01%+1,20813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …9,900$506K<0.01%+2,80013F-HRTimelineGroup
Aviso Financial Inc.9,771$499K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC9,766$499K0.01%-3,97413F-HRTimelineGroup
ORG Partners LLC9,594$490K0.09%-22,31813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,525$487K0.15%+5413F-HRTimeline
Journey Advisory Group, LLC9,523$487K0.04%+4,59213F-HRTimeline
Cross Staff Investments Inc9,485$485K0.27%013F-HRTimeline
Professional Financial Advisors, LLC9,430$482K0.1%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC9,394$480K0.01%+14713F-HRTimeline
BlueChip Wealth Advisors LLC9,363$478K0.2%-5,39013F-HRTimeline
Valley Financial Group, Inc.9,064$463K0.26%-2,07713F-HRTimeline
Arkadios Wealth Advisors8,996$460K0.01%-5,49813F-HRTimeline
Sowell Financial Services LLC8,958$458K0.02%+82913F-HRTimeline
SOL Capital Management CO8,850$452K0.04%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding8,830$451K+2,635Timeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC8,809$450K0.12%-3,57013F-HRTimelineGroup
IFP Advisors, Inc8,683$444K0.01%+2,24713F-HRTimeline
Summit Wealth Partners, LLC8,648$442K0.08%+12313F-HRTimeline
Avidian Wealth Enterprises, LLC8,626$441K0.02%+37813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI8,561$437K0.02%+88413F-HRTimeline
CVA Family Office, LLC8,314$425K0.05%+7,19613F-HRTimeline
CoreCap Advisors, LLC8,281$423K0.01%+31513F-HRTimeline
Somerset Group LLC8,152$417K0.31%013F-HRTimeline
Oxinas Partners, LLC8,145$416K0.2%+8913F-HRTimeline
Compound Planning, Inc.8,034$411K0.01%-11913F-HRTimeline
EP Wealth Advisors, LLC8,008$409K<0.01%13F-HRTimeline
Physician Wealth Solutions Inc.7,926$405K0.17%+2913F-HRTimeline
Integrity Advisory Solutions, LLC7,866$402K0.06%+64813F-HRTimeline
Beirne Wealth Consulting Services, LLC7,842$401K0.12%-40713F-HRTimeline
COURIER CAPITAL LLC7,827$400K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,667$392K0.01%+2513F-HRTimeline
North Capital, Inc.7,498$383K0.33%-113F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,210$368K<0.01%-44013F-HRTimelineGroup
Luken Investment Analytics, LLC7,187$367K0.14%-2,75413F-HRTimeline
Beacon Financial Advisory LLC7,180$367K0.09%-88413F-HRTimeline
Koshinski Asset Management, Inc.7,112$363K0.02%013F-HRTimeline
XY Planning Network, Inc.7,048$360K0.06%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,032$359K0.01%+213F-HRTimeline
ETF Store, Inc.7,032$359K0.37%-35713F-HRTimeline
Parallel Advisors, LLC6,971$356K0.01%-52713F-HRTimeline
MERIDIAN MANAGEMENT CO6,900$353K0.09%013F-HRTimeline
MGO ONE SEVEN LLC6,881$352K0.01%new13F-HRTimeline
NTV Asset Management LLC6,795$347K0.04%-20013F-HRTimeline
Waycross Investment Management Co6,794$347K0.31%013F-HRTimeline
Intrua Financial, LLC6,752$345K0.04%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,751$345K0.01%+58813F-HRTimelineGroup
Larson Financial Group LLC6,579$336K0.01%+913F-HRTimeline
First Heartland Consultants, Inc.6,573$336K0.03%+13613F-HRTimeline
Strategic Wealth Advisors LLC6,421$328K0.28%13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.6,405$328K0.11%+1213F-HRTimeline
Windsor Capital Management, LLC6,379$326K0.09%-6813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO6,352$325K0.09%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,245$319K0.02%+14913F-HRTimeline
Nikulski Financial, Inc.6,135$313K0.07%013F-HRTimeline
Symmetry Partners, LLC6,044$309K0.02%013F-HRTimeline
Members Advisory Group LLC6,023$308K0.12%-244,22913F-HRTimeline
PINNACLE ASSOCIATES LTD5,955$304K<0.01%-1,26213F-HRTimeline
Charter Oak Capital Management, LLC5,949$304K0.02%-40413F-HRTimeline
GS Investments, Inc.5,940$304K0.16%-2,02513F-HRTimeline
VANCE WEALTH, LLC5,898$301K0.09%+11713F-HR/ATimeline
Shum Financial Group, Inc.5,649$289K0.21%-2,36813F-HRTimeline
Christensen, King & Associates Investme…5,577$285K0.12%+4113F-HRTimeline
Founders Financial Alliance, LLC5,570$285K0.05%+2413F-HRTimeline
Advisory Services Network, LLC5,540$283K<0.01%-37413F-HRTimeline
JFS WEALTH ADVISORS, LLC5,484$280K0.02%013F-HRTimeline
BLUELINE ADVISORS LLC5,462$279K0.23%13F-HRTimeline
TrueWealth Advisors, LLC5,453$279K0.07%013F-HRTimeline
Guided Capital Wealth Management, LLC5,323$272K0.19%-17613F-HRTimeline
Western Wealth Management, LLC5,225$267K0.01%-3713F-HRTimeline
PARAGON CAPITAL MANAGEMENT INC5,184$265K0.2%-46313F-HRTimeline
Caprock Group, LLC5,180$265K0.01%-11613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,155$263K<0.01%-24713F-HRTimelineGroup
Insight Wealth Strategies, LLC5,150$263K0.03%-2,18913F-HRTimeline
Madrona Financial Services, LLC5,135$262K0.06%013F-HRTimeline
Alpha Cubed Investments, LLC5,135$262K0.01%013F-HRTimeline
Flagship Private Wealth, LLC5,098$260K0.1%+2113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,063$259K0.02%new13F-HRTimelineGroup
Mayflower Financial Advisors, LLC5,041$258K0.03%013F-HRTimeline
Allworth Financial LP5,000$256K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,970$254K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC4,928$252K<0.01%+98013F-HRTimeline
WEALTHGARDEN F.S. LLC4,900$251K0.17%013F-HRTimeline
SCOTIA CAPITAL INC.4,888$250K<0.01%013F-HRTimeline
PFG Advisors4,881$249K0.01%-3,91213F-HRTimeline
Flaharty Asset Management, LLC4,810$246K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,801$245K<0.01%new13F-HRTimelineGroup
LongView Wealth Management4,786$245K0.06%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,648$238K0.16%new13F-HRTimeline
Apeiron RIA LLC4,605$235K0.05%013F-HRTimeline
Ausdal Financial Partners, Inc.4,568$233K0.01%-7,62613F-HRTimeline
Patton Albertson Miller Group, LLC4,520$231K0.03%-18313F-HRTimeline
Blue Trust, Inc.4,488$229K<0.01%new13F-HRTimeline
OpenArc Corporate Advisory, LLC4,480$229K<0.01%13F-HRTimeline
WestHill Financial Advisors, Inc.4,478$229K0.04%013F-HRTimeline
PRIVATE TRUST CO NA4,344$222K0.02%-57713F-HRTimeline
FMR LLCin group FMR LLC4,334$221K<0.01%+23213F-HRTimelineGroup
Marshall Financial Group, LLC4,315$220K0.04%-45613F-HRTimeline
New Capital Management LP4,307$220K0.06%-14813F-HRTimeline
Quartz Partners, LLC4,288$219K0.08%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,272$218K0.02%-1,28513F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.4,180$214K0.08%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,106$210K0.01%+413F-HRTimeline
Quest 10 Wealth Builders, Inc.4,097$209K0.19%-34613F-HRTimeline
Legacy Capital Group California, Inc.4,096$209K0.05%-59113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,000$204K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL3,997$204K<0.01%new13F-HRTimeline
INGALLS & SNYDER LLC4,000$204K0.01%013F-HRTimeline
Argos Wealth Advisors, LLC3,934$201K0.05%13F-HRTimeline
A4 Wealth Advisors LLC3,928$201K0.17%-1,63813F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC3,919$200K0.03%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management3,906$200K0.01%+2,00013F-HRTimelineGroup
Birchwood Financial Partners, Inc.3,877$198K0.2%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,822$195K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…3,130$160K0.01%-4813F-HRTimeline
AdvisorNet Financial, Inc2,930$150K0.01%+11113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,928$150K<0.01%-39,36913F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,913$149K0.05%-5113F-HRTimeline
Geneos Wealth Management Inc.2,293$117K<0.01%+23113F-HRTimeline
Signature Resources Capital Management,…2,287$117K0.06%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,000$102K<0.01%new13F-HRTimelineGroup
Clayton Financial Group LLC1,999$102K0.05%-4,17413F-HRTimeline
MASECO LLP1,718$87.8K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…1,419$72.5K0.04%+613F-HRTimeline
Sound Income Strategies, LLC1,203$61.5K<0.01%-1,02213F-HRTimeline
Glen Eagle Advisors, LLC1,115$57K0.01%013F-HRTimeline
Davidson Capital Management Inc.1,085$55.4K0.01%013F-HRTimeline
TSFG, LLC900$46K0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.897$45.8K0.03%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC880$45K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co794$40.6K0.01%-14013F-HRTimeline
LGT Financial Advisors LLC747$38.2K0.23%013F-HRTimeline
Hurley Capital, LLC681$34.8K0.02%+1113F-HRTimeline
Godfrey Financial Associates, Inc.676$34.5K0.03%13F-HRTimeline
DT Investment Partners, LLC619$31.6K<0.01%-1,87613F-HRTimeline
KELLEHER FINANCIAL ADVISORS500$25.6K0.01%013F-HRTimeline
Financial Management Professionals, Inc.495$25.3K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.310$15.8K0.04%+19513F-HRTimeline
BARRETT & COMPANY, INC.296$15.1K0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…250$12.8K<0.01%new13F-HRTimeline
RMG Wealth Management LLC132$12.5K<0.01%new13F-HRTimeline
City State Bank174$8.89K<0.01%013F-HRTimeline
JNBA Financial Advisors130$6.67K<0.01%+213F-HRTimeline
Anchor Investment Management, LLC127$6.51K<0.01%+213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC101$5.16K<0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC101$5.16K<0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$5.11K<0.01%013F-HRTimeline
Arax Advisory Partners95$4.86K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.92$4.69K<0.01%+713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC91$4.65K<0.01%+113F-HRTimeline
Winch Advisory Services, LLC77$3.95K<0.01%+113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC21$1.07K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC9$472<0.01%013F-HRTimeline
CVS HEALTH Corp6$307<0.01%new13F-HRTimeline