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Disclosery

NEAR ISHARES U S ETF TR

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SHOR DURA BD ETF (fund)

384 managers (389 13F filers) reported a position in NEAR shares at 2026-03-31, 52,097,880 shares in all. 33 filers opened a position and 40 filers sold out during the quarter.

Managers
384
13F filers
389
New
33
Added
185
Reduced
111
Sold out
40
Shares held by filers
52,097,880

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MGO ONE SEVEN LLC15,240$775K0.02%+8,35913F-HRTimeline
Eagle Bluffs Wealth Management LLC14,866$756K0.29%-43613F-HRTimeline
Owl Creek Wealth Partners LLC14,851$755K0.27%13F-HRTimeline
Carrera Capital Advisors14,606$742K0.11%+3,85113F-HRTimeline
Fortis Advisors, LLC14,588$742K0.37%+9913F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.14,427$733K0.7%+1,63213F-HRTimeline
FIRST AMERICAN TRUST, FSB14,341$729K0.05%-1,45313F-HRTimeline
Guardian Wealth Advisors, LLC14,219$723K0.42%-7,44813F-HRTimeline
Integrated Wealth Concepts LLC14,204$722K0.01%new13F-HRTimeline
Clark Asset Management, LLC14,135$719K0.07%new13F-HRTimeline
Darrow Company, Inc.13,965$710K0.32%+613F-HRTimeline
Journey Advisory Group, LLC13,960$710K0.06%+4,43713F-HRTimeline
KEYVANTAGE WEALTH, LLC13,876$705K0.31%-3,03413F-HRTimeline
Crews Bank & Trust13,795$701K0.1%-8513F-HRTimeline
Perennial Investment Advisors, LLC13,771$700K0.06%+1,32513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC13,519$687K0.43%+8,87113F-HRTimeline
Keystone Financial Group13,517$687K0.05%-8313F-HRTimeline
Beacon Capital Management, Inc.13,205$671K0.04%-13,76413F-HR/ATimeline
CVA Family Office, LLC12,972$659K0.07%+4,65813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,760$648K0.02%-36913F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,643$640K0.04%+2,42613F-HRTimeline
BEACON FINANCIAL GROUP12,321$626K0.06%-1,95213F-HRTimeline
Rosenberg Matthew Hamilton12,148$618K0.13%-45613F-HRTimeline
TCI Wealth Advisors, Inc.12,086$614K0.03%+8213F-HRTimeline
Syverson Strege & Co12,077$614K0.15%+113F-HRTimeline
Roble, Belko & Company, Inc11,575$588K0.07%-7213F-HRTimeline
Hudock, Inc.11,372$578K0.09%+1,09413F-HRTimeline
Farther Finance Advisors, LLC11,323$574K0.01%+4013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI11,182$568K0.03%+2,62113F-HRTimeline
TWO SIGMA SECURITIES, LLC10,947$556K0.06%new13F-HRTimeline
Strategic Wealth Advisors LLC10,924$555K0.45%+4,50313F-HRTimeline
UPTICK PARTNERS, LLC10,888$553K0.11%new13F-HRTimeline
IFP Advisors, Inc10,738$546K0.01%+2,05513F-HRTimeline
XY Planning Network, Inc.10,768$546K0.09%+3,72013F-HRTimeline
Steele Capital Management, Inc.10,699$544K0.02%new13F-HRTimeline
Creative Planningin group Creative Planning10,441$531K<0.01%+10213F-HRTimelineGroup
4J Wealth Management LLC10,420$530K0.3%+31613F-HRTimeline
Fiduciary Group, LLC10,371$527K0.05%-1,27413F-HRTimeline
Bison Wealth, LLC10,336$524K0.05%+7413F-HRTimeline
GW&K Investment Management, LLC10,101$513K<0.01%+6913F-HRTimeline
Detalus Advisors, LLC10,000$508K0.12%new13F-HRTimeline
Boulder Wealth Advisors, LLC9,774$497K0.2%-58713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO9,587$487K0.13%+3,23513F-HRTimeline
Cross Staff Investments Inc9,485$482K0.24%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,464$481K<0.01%-1,14613F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC9,458$481K0.01%+6413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,443$480K0.14%-8213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,244$470K0.01%+2,49313F-HRTimelineGroup
Stonebridge Financial Planning Group, L…9,134$464K0.17%-1,23513F-HRTimeline
Valley Financial Group, Inc.9,064$461K0.25%013F-HRTimeline
Chicago Partners Investment Group LLC9,021$459K0.01%-1,08313F-HRTimeline
Sowell Financial Services LLC9,013$458K0.02%+5513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8,861$450K0.01%-90513F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC8,817$448K0.13%+97513F-HRTimeline
Smithfield Trust Co8,471$431K0.02%-1,62013F-HRTimeline
Oxinas Partners, LLC8,391$427K0.19%+24613F-HRTimeline
Integrity Advisory Solutions, LLC8,263$420K0.06%+39713F-HRTimeline
Somerset Group LLC8,173$416K0.31%+2113F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,187$416K0.03%new13F-HRTimelineGroup
COURIER CAPITAL LLC8,182$416K0.02%+35513F-HR/ATimeline
Embree Financial Group8,091$411K0.05%-4,60213F-HRTimeline
EP Wealth Advisors, LLC7,761$395K<0.01%-24713F-HRTimeline
Triton Financial Group Inc7,520$383K0.67%new13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding7,495$381K-1,335Timeline
North Capital, Inc.7,475$380K0.32%-2313F-HRTimeline
Parallel Advisors, LLC7,354$374K0.01%+38313F-HR/ATimeline
Summit Wealth Partners, LLC7,284$370K0.06%-1,36413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,210$367K<0.01%013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC7,117$362K0.01%-1,50913F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,033$358K0.01%+113F-HRTimeline
Accelerate Investment Advisors LLC6,932$352K0.24%new13F-HRTimeline
Koshinski Asset Management, Inc.6,861$349K0.02%-25113F-HRTimeline
NTV Asset Management LLC6,795$345K0.04%013F-HRTimeline
Waycross Investment Management Co6,794$345K0.33%013F-HRTimeline
Intrua Financial, LLC6,752$343K0.04%013F-HRTimeline
Larson Financial Group LLC6,583$335K0.01%+413F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…6,530$332K0.08%-4,92713F-HRTimeline
First Heartland Consultants, Inc.6,482$330K0.03%-9113F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD6,428$327K0.05%new13F-HR/ATimeline
Arkfeld Wealth Strategies, L.L.C.6,413$326K0.1%+813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,400$325K<0.01%+2,40013F-HRTimelineGroup
CoreCap Advisors, LLC6,338$322K0.01%-1,94313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,245$317K0.02%013F-HRTimeline
ETF Store, Inc.6,137$312K0.3%-89513F-HRTimeline
PINNACLE ASSOCIATES LTD6,110$311K<0.01%+15513F-HRTimeline
Windsor Capital Management, LLC6,103$310K0.09%-27613F-HRTimeline
Symmetry Partners, LLC6,044$307K0.02%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.5,955$303K0.1%+1,77513F-HRTimeline
GS Investments, Inc.5,940$302K0.17%013F-HRTimeline
VANCE WEALTH, LLC5,921$301K0.09%+2313F-HRTimeline
Nikulski Financial, Inc.5,900$300K0.07%-23513F-HRTimeline
AE Wealth Management LLC5,722$291K<0.01%-13,50213F-HRTimeline
Founders Financial Alliance, LLC5,661$288K0.05%+9113F-HRTimeline
Burford Brothers, Inc.5,654$287K0.12%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,603$285K0.02%new13F-HRTimelineGroup
Christensen, King & Associates Investme…5,595$284K0.12%+1813F-HRTimeline
Shum Financial Group, Inc.5,534$281K0.2%-11513F-HRTimeline
Physician Wealth Solutions Inc.5,485$279K0.12%-2,44113F-HRTimeline
JFS WEALTH ADVISORS, LLC5,484$279K0.02%013F-HRTimeline
TrueWealth Advisors, LLC5,453$277K0.07%013F-HRTimeline
Advisory Services Network, LLC5,347$272K<0.01%-19313F-HRTimeline
Western Wealth Management, LLC5,335$271K0.01%+11013F-HR/ATimeline
Guided Capital Wealth Management, LLC5,323$271K0.18%013F-HRTimeline
ONE Advisory Partners, LLC5,266$268K0.08%new13F-HRTimeline
BLUELINE ADVISORS LLC5,182$263K0.2%-28013F-HRTimeline
Madrona Financial Services, LLC5,135$261K0.06%013F-HRTimeline
Flagship Private Wealth, LLC5,117$260K0.11%+1913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5,063$257K0.02%013F-HRTimelineGroup
Allegheny Financial Group5,056$257K0.03%new13F-HRTimeline
Mayflower Financial Advisors, LLC5,041$256K0.03%013F-HRTimeline
Allworth Financial LP5,000$254K<0.01%013F-HRTimeline
Charter Oak Capital Management, LLC4,954$252K0.02%-99513F-HRTimeline
WEALTHGARDEN F.S. LLC4,900$249K0.17%013F-HRTimeline
Flaharty Asset Management, LLC4,810$245K0.03%013F-HRTimeline
LongView Wealth Management4,786$244K0.06%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.4,787$243K<0.01%13F-HRTimelineGroup
PARAGON CAPITAL MANAGEMENT INC4,716$240K0.2%-46813F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA4,714$240K<0.01%13F-HRTimelineGroup
Ausdal Financial Partners, Inc.4,681$238K0.01%+11313F-HRTimeline
Foster Victor Wealth Advisors, LLC4,637$236K0.01%-6,19113F-HRTimeline
Apeiron RIA LLC4,605$234K0.05%013F-HRTimeline
Patton Albertson Miller Group, LLC4,520$230K0.03%013F-HRTimeline
Quartz Partners, LLC4,467$227K0.09%+17913F-HRTimeline
WestHill Financial Advisors, Inc.4,461$227K0.04%-1713F-HRTimeline
SCOTIA CAPITAL INC.4,457$227K<0.01%-43113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,417$225K0.02%+14513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,286$218K<0.01%new13F-HRTimelineGroup
PFG Advisors4,263$217K0.01%-61813F-HRTimeline
Orion Porfolio Solutions, LLC4,137$210K<0.01%new13F-HRTimeline
New Capital Management LP4,117$209K0.05%-19013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,105$209K0.01%-113F-HRTimeline
Quest 10 Wealth Builders, Inc.4,097$208K0.18%013F-HRTimeline
Shared Vision Wealth Group LLC4,047$206K0.08%new13F-HRTimeline
BLAIR WILLIAM & CO/IL3,997$203K<0.01%013F-HRTimeline
INGALLS & SNYDER LLC4,000$203K0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC3,961$201K0.03%+4213F-HRTimelineGroup
Birchwood Financial Partners, Inc.3,877$197K0.19%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,822$194K<0.01%013F-HRTimelineGroup
Keystone Financial Group, Inc.3,796$193K0.1%-54,25513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,455$176K0.01%-45113F-HRTimelineGroup
AdvisorNet Financial, Inc3,238$165K0.01%+30813F-HRTimeline
Capital Investment Advisory Services, L…3,098$157K0.01%-3213F-HRTimeline
Medallion Wealth Advisors, LLC2,921$149K0.05%+813F-HRTimeline
PRIVATE TRUST CO NA2,871$146K0.01%-1,47313F-HRTimeline
Signature Resources Capital Management,…2,287$116K0.06%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,072$105K<0.01%+7213F-HRTimelineGroup
Rossby Financial, LCC1,852$93.8K0.02%new13F-HRTimeline
Geneos Wealth Management Inc.1,722$87.5K<0.01%-57113F-HRTimeline
Aptus Capital Advisors, LLC1,206$61.3K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC1,115$56.7K0.01%013F-HRTimeline
Destiny Wealth Partners, LLC1,036$52.7K0.01%new13F-HRTimeline
TSFG, LLC900$46K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC880$44.7K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co794$40.4K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.750$38.1K0.03%+7413F-HRTimeline
LGT Financial Advisors LLC747$38K0.19%013F-HRTimeline
PlanVest Financial, Inc722$36.7K0.03%13F-HRTimeline
Clayton Financial Group LLC708$36K0.02%-1,29113F-HRTimeline
Hurley Capital, LLC685$34.8K0.02%+413F-HRTimeline
Davidson Capital Management Inc.561$28.5K0.01%-52413F-HRTimeline
Sound Income Strategies, LLC504$25.5K<0.01%-69913F-HRTimeline
KELLEHER FINANCIAL ADVISORS500$25.4K0.01%013F-HRTimeline
Financial Management Professionals, Inc.495$25.2K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.310$15.8K0.05%013F-HRTimeline
BARRETT & COMPANY, INC.296$15K0.01%013F-HRTimeline
Hamrick Investment Counsel, llc290$14.7K0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…250$12.7K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC199$10.1K0.01%new13F-HRTimeline
City State Bank174$8.85K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC146$7.42K<0.01%+4513F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS143$7.27K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC134$6.79K<0.01%new13F-HRTimeline
JNBA Financial Advisors131$6.68K<0.01%+113F-HRTimeline
Center for Financial Planning, Inc.131$6.66K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC128$6.52K<0.01%+113F-HRTimeline
Hughes Financial Services, LLC101$5.13K<0.01%013F-HRTimeline
Arax Advisory Partners97$4.93K<0.01%+213F-HRTimeline
Physician Wealth Advisors, Inc.92$4.7K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC90$4.58K0.01%new13F-HRTimeline
Winch Advisory Services, LLC78$3.96K<0.01%+113F-HRTimeline
WOLFF WIESE MAGANA LLC76$3.86K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC9$472<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP263,390$19.4K+11913F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline