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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,341,185$169M0.02%-36,15013F-HRTimelineGroup
Bramshill Investments, LLC3,223,956$163M25.58%+258,81613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,871,032$145M0.01%+527,22913F-HR/ATimelineGroup
Clearwater Capital Advisors, LLC2,551,764$129M12.61%+143,12813F-HRTimeline
LPL Financial LLC2,193,609$111M0.05%+142,96513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,943,763$98.2M0.02%+342,08913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,331,095$67.2M0.02%13F-HR/ATimelineGroup
TAP Consulting, LLC1,279,267$64.6M13.21%-96,26313F-HRTimeline
UBS Group AGin group UBS Group AG1,080,018$54.5M0.01%+120,41913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.951,093$48M<0.01%-597,76113F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC606,450$30.6M1.17%-18,57413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC534,235$27M0.01%+507,86013F-HRTimelineGroup
Cambridge Investment Research Advisors,…533,411$26.9M0.09%+43,61313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC525,800$26.6M0.04%-272,50013F-HRTimeline
Cetera Investment Advisers499,410$25.2M0.05%+50,79513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC455,064$23M0.01%+62,20813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA430,193$21.7M<0.01%-40,27513F-HRTimelineGroup
CWM, LLCin group CWM, LLC360,432$18.2M0.08%-52,25113F-HRTimelineGroup
Members Advisory Group LLC357,251$18M7.4%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS398,201$17.5M0.05%-60,28913F-HRTimeline
Union Bancaire Privee, UBP SA326,553$16.5M0.29%13F-HR/ATimeline
SECURIAN ASSET MANAGEMENT, INC318,620$16.1M0.47%013F-HRTimeline
Alexander Randolph Advisory, Inc.303,311$15.3M14.2%+30,97013F-HRTimeline
KWMG, LLC272,955$13.8M1.42%+3,69913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth240,867$12.2M0.03%-82113F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/228,979$11.6M0.01%-256,58113F-HRTimelineGroup
HighTower Advisors, LLC227,284$11.5M0.02%-5,79113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…219,444$11.1M0.02%+174,06713F-HR/ATimeline
MBM WEALTH CONSULTANTS, LLC216,438$10.9M3.25%+40,96313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC209,380$10.6M0.06%+155,86913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.202,000$10.2M0.06%+25,55213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.201,018$10.2M0.02%+22,18713F-HR/ATimelineGroup
Ifrah Financial Services, Inc.188,211$9.5M2.63%+4,29613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP181,742$9.18M0.01%+54,06813F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC177,275$8.95M1.58%+4,38613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC175,112$8.84M0.01%+33,74413F-HRTimeline
Integrated Investment Consultants, LLC174,905$8.83M1.83%+75,06313F-HR/ATimeline
Clark Capital Management Group, Inc.165,639$8.36M0.06%new13F-HRTimeline
Forbes Financial Planning, Inc.164,264$8.3M4.02%+13,43513F-HRTimeline
NewEdge Advisors, LLC160,665$8.11M0.05%+26,83413F-HRTimeline
Semmax Financial Advisors Inc.155,474$7.86M2.1%+8,27113F-HRTimeline
MML INVESTORS SERVICES, LLC153,855$7.77M0.03%-2,33413F-HRTimeline
OneDigital Investment Advisors LLC150,298$7.59M0.09%+3,98013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC146,816$7.41M2.79%+22,56113F-HRTimeline
INTEGRITY ALLIANCE, LLC.143,657$7.25M0.79%13F-HRTimeline
WBH ADVISORY INC138,673$7M0.65%+30,51213F-HRTimeline
Essential Planning, LLC.123,760$6.28M0.04%new13F-HRTimeline
STALEY CAPITAL ADVISERS INC122,150$6.17M0.27%-40013F-HRTimeline
VALLEY NATIONAL ADVISERS INC121,640$6.14M1.1%+18,08813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC121,110$6.12M0.15%+33,94013F-HRTimeline
LOWE BROCKENBROUGH & CO INC120,827$6.1M0.39%+2,84213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…118,966$6.01M0.01%-1,87613F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC116,674$5.89M0.22%+6,17813F-HRTimeline
Montecito Bank & Trust115,387$5.83M1.01%-1,80613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC115,165$5.81M1.21%-8,13413F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC111,261$5.62M5.32%13F-HRTimeline
Gladstone Institutional Advisory LLC110,195$5.56M0.26%-3,47213F-HRTimeline
Waverly Advisors, LLC107,193$5.41M0.08%-2,63713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…104,632$5.29M0.01%+19,28013F-HRTimelineGroup
Sanctuary Advisors, LLC100,189$5.08M0.03%+5,82513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …100,381$5.07M0.08%+11,37813F-HRTimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC99,181$5.01M0.97%+11,14513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC93,985$4.75M0.01%+30,78513F-HRTimelineGroup
Apex Wealth Management, LLC93,541$4.72M4.08%13F-HRTimeline
San Luis Wealth Advisors LLC87,300$4.41M0.83%+28,63113F-HRTimeline
Values First Advisors, Inc.83,300$4.21M2.32%+28,60113F-HRTimeline
BRADY FAMILY WEALTH, LLC82,583$4.17M1.28%+13,04313F-HRTimeline
Rollins Financial Advisors, LLC79,670$4.02M0.63%+7,09713F-HRTimeline
Canal Insurance CO78,000$3.98M1.04%-22,00013F-HRTimeline
Cassady Schiller Wealth Management, LLC76,413$3.86M1.42%-3,85913F-HRTimeline
Clayton Financial Group LLC75,841$3.83M1.38%+3,89513F-HRTimeline
Van Hulzen Asset Management, LLC74,605$3.77M0.28%+12,50113F-HRTimeline
Mutual Advisors, LLC74,108$3.75M0.11%-3,07313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP73,029$3.69M0.01%-42,84213F-HRTimelineGroup
Sage Capital Advisors,llc72,564$3.66M0.95%-32613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC64,271$3.25M0.01%-32,45813F-HRTimelineGroup
Sigma Planning Corp64,138$3.24M0.1%+7,43313F-HRTimeline
First Citizens Financial Corp62,260$3.14M1.71%+25913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC62,119$3.14M<0.01%-9,98513F-HRTimelineGroup
Guardian Wealth Advisors, LLC61,642$3.11M1.99%+1,18413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management61,306$3.1M0.05%+2,15613F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC60,300$3.05M0.07%013F-HRTimeline
Sovereign Financial Group, Inc.60,239$3.04M0.7%+5813F-HRTimeline
GeoWealth Management, LLC59,420$3M0.1%-84,37413F-HRTimeline
Belpointe Asset Management LLC58,499$2.98M0.18%-1,01313F-HRTimeline
GC Wealth Management RIA, LLC58,674$2.96M0.52%-54013F-HRTimeline
KKM Financial LLC57,516$2.91M1.21%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC57,095$2.88M2.06%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC55,497$2.8M0.09%-39113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…55,426$2.8M0.01%+2,42913F-HRTimelineGroup
Betterment LLC53,591$2.71M0.01%+90713F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.52,948$2.67M1.23%-2613F-HRTimeline
Financial Advocates Investment Manageme…51,562$2.6M0.15%-19313F-HRTimeline
Mariner, LLCin group Mariner, LLC50,979$2.57M<0.01%-11,69013F-HRTimelineGroup
Patten Group, Inc.50,885$2.57M0.57%+7,05513F-HRTimeline
LVW Advisors, LLC50,567$2.55M0.31%+5,80013F-HRTimeline
Realta Investment Advisors50,379$2.54M1.04%+87113F-HRTimeline
MAI Capital Management47,901$2.42M0.02%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.45,935$2.32M<0.01%+69513F-HRTimelineGroup
Infinity Wealth Counsel, LLC45,598$2.3M2.46%13F-HRTimeline
SPINNAKER TRUST45,302$2.29M0.14%+5,14413F-HRTimeline
Ameliora Wealth Management Ltd.45,287$2.29M0.86%013F-HRTimeline
Wescott Financial Advisory Group, LLC44,892$2.27M0.23%+6,25313F-HRTimeline
Castle Rock Wealth Management, LLC44,494$2.25M0.54%-1,88513F-HRTimeline
Unified Investment Management44,048$2.22M2.53%13F-HRTimeline
Klingman & Associates, LLC43,163$2.18M0.13%013F-HRTimeline
Syverson Strege & Co40,323$2.04M0.68%+3,22713F-HRTimeline
Snowden Capital Advisors LLC40,051$2.02M0.06%-5413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC35,728$1.8M0.17%-2,00013F-HRTimeline
Steward Partners Investment Advisory, L…33,018$1.67M0.01%-1,13213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding32,760$1.65M+8,345Timeline
Westside Investment Management, Inc.32,450$1.64M0.35%+1,55013F-HRTimeline
Private Advisor Group, LLC32,316$1.63M0.01%-5,26213F-HRTimeline
GUIDANCE CAPITAL, INC32,220$1.63M0.5%+26113F-HRTimeline
WealthPlan Investment Management, LLC32,093$1.62M0.16%-97913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,420$1.54M<0.01%+20,01113F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.30,265$1.53M0.91%+9,88213F-HRTimeline
Parallel Advisors, LLC29,207$1.47M0.03%+2,86913F-HRTimeline
Smithfield Trust Co28,590$1.44M0.07%-3,43113F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC27,957$1.41M0.2%-5,62713F-HRTimeline
SHUFRO ROSE & CO LLC27,739$1.4M0.11%-98,33313F-HRTimeline
Kingsview Wealth Management, LLC26,579$1.34M0.03%-48713F-HRTimeline
Integrated Advisors Network LLC26,050$1.32M0.06%-35813F-HRTimeline
Michels Family Financial, LLC25,531$1.29M1.18%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS24,992$1.26M<0.01%+9,17613F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV24,868$1.26M0.19%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,235$1.22M0.01%-80213F-HRTimelineGroup
Capital Advisors, Ltd. LLC24,205$1.22M0.15%013F-HRTimeline
One Capital Management, LLC23,970$1.21M0.04%-15013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC23,400$1.18M0.07%013F-HRTimeline
COMERICA BANK22,303$1.13M<0.01%+15,20813F-HR/ATimeline
Atria Wealth Solutions, Inc.21,426$1.08M0.01%+6,09013F-HRTimeline
PFG Advisors21,365$1.08M0.07%-1,06513F-HRTimeline
JGP Wealth Management, LLC21,189$1.07M0.14%+6,63913F-HRTimeline
Live Oak Private Wealth LLC21,076$1.06M0.18%-34213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/20,930$1.06M<0.01%+1,20913F-HRTimelineGroup
Aletheian Wealth Advisors LLC20,490$1.03M0.61%+17013F-HRTimeline
LVZ, Inc.19,681$994K0.13%-8413F-HRTimeline
Astor Investment Management LLC19,574$988K0.51%-2,12413F-HRTimeline
Roble, Belko & Company, Inc19,556$988K0.16%-14813F-HRTimeline
WJ Wealth Management, LLC19,550$987K0.34%-60013F-HRTimeline
Investment Advisory Group, LLC19,213$970K0.32%+1,29013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,690$944K0.01%013F-HRTimelineGroup
Socha Financial Group, LLC18,483$933K0.44%new13F-HRTimeline
Rosenberg Matthew Hamilton18,293$924K0.24%-14013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.18,115$915K0.04%+11,20013F-HRTimeline
Prospera Financial Services Inc17,332$875K0.02%+3,00013F-HRTimeline
WHITE PINE CAPITAL LLC17,258$872K0.29%-2,26213F-HRTimeline
Core Wealth Advisors, Inc.16,733$845K0.28%+1,97113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,415$829K<0.01%+1,73313F-HRTimelineGroup
Joel Adams & Associates, Inc.16,159$816K0.74%13F-HRTimeline
BEACON FINANCIAL GROUP16,141$815K0.09%-1,67713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,140$815K<0.01%-25,41613F-HRTimelineGroup
Eagle Bluffs Wealth Management LLC16,108$813K0.44%-9613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15,652$790K0.02%-88613F-HRTimelineGroup
American Institute for Advanced Investm…15,200$768K0.57%-14013F-HRTimeline
Chicago Partners Investment Group LLC13,892$702K0.02%+61113F-HRTimeline
Fortis Advisors, LLC13,845$699K0.46%+21913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,532$683K0.03%+13,44613F-HRTimelineGroup
Werba Rubin Papier Wealth Management13,459$680K0.16%-6313F-HRTimeline
NOVEM GROUP13,444$679K0.1%13F-HRTimeline
Centurion Wealth Management LLC13,412$677K0.21%-2913F-HRTimeline
Kovack Advisors, Inc.13,368$675K0.07%-1,75713F-HRTimeline
&PARTNERS13,316$672K0.01%new13F-HRTimeline
Syntegra Private Wealth Group, LLC13,298$672K0.08%-23613F-HRTimeline
Dakota Wealth Management13,181$666K0.02%-62613F-HRTimeline
Atria Investments, Inc13,178$665K0.01%-11213F-HRTimeline
World Investment Advisors12,686$641K0.02%-66,96213F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…12,475$630K0.23%013F-HRTimeline
Darrow Company, Inc.12,039$608K0.35%013F-HRTimeline
Koshinski Asset Management, Inc.12,015$607K0.05%013F-HRTimeline
Stonebridge Financial Planning Group, L…11,994$606K0.27%-2,19513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding11,737$593KnewTimeline
TCI Wealth Advisors, Inc.11,734$593K0.05%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,592$585K0.02%-79113F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC11,574$584K0.01%+1,70413F-HRTimeline
Cross Staff Investments Inc11,456$579K0.4%+5013F-HRTimeline
Janney Montgomery Scott LLC11,447$578K<0.01%-9,60213F-HRTimeline
Valley Financial Group, Inc.11,301$571K0.4%-8913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,200$566K<0.01%-31313F-HRTimelineGroup
Oxinas Partners, LLC11,199$566K0.33%-26613F-HRTimeline
Columbia Bank11,127$561K0.19%-8,05213F-HRTimeline
CVA Family Office, LLC11,033$557K0.09%+913F-HRTimeline
Stanich Group LLC11,012$556K0.42%13F-HRTimeline
Spectrum Planning & Advisory Services I…10,957$553K0.48%+2,29413F-HRTimeline
COURIER CAPITAL LLC10,854$548K0.04%013F-HRTimeline
Hudock, Inc.10,543$532K0.09%new13F-HRTimeline
Tyche Wealth Partners LLC10,467$529K0.11%013F-HRTimeline
NWF Advisory Services Inc.10,416$526K0.08%new13F-HRTimeline
4J Wealth Management LLC10,189$515K0.42%-73813F-HRTimeline
Sugarloaf Wealth Management, LLC10,074$509K0.1%+28913F-HRTimeline
GRIES FINANCIAL LLC10,062$508K0.09%013F-HRTimeline
ETF Store, Inc.9,993$505K0.63%+9713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,965$503K<0.01%+1,91713F-HRTimelineGroup
Bison Wealth, LLC9,740$492K0.06%13F-HRTimeline
Keystone Financial Group, Inc.9,588$484K0.39%13F-HRTimeline
GW&K Investment Management, LLC9,565$483K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,524$481K<0.01%+8113F-HRTimelineGroup
Crews Bank & Trust9,430$476K0.08%13F-HRTimeline
Summit Wealth Partners, LLC9,286$469K0.1%+5113F-HRTimeline