Skip to content
Disclosery

NEAR ISHARES U S ETF TR

Follow

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
Bramshill Investments, LLC3,483,686$177M18.09%+259,73013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,219,238$164M0.01%-121,94713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,668,759$136M0.01%-202,27313F-HRTimelineGroup
Clearwater Capital Advisors, LLC2,613,800$133M12.85%+62,03613F-HRTimeline
LPL Financial LLC2,392,108$122M0.05%+198,49913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,328,891$118M0.03%+385,12813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,341,153$68.2M0.03%+10,05813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,133,681$57.7M0.01%+53,66313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.845,105$43M<0.01%-105,98813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC750,979$38.1M0.01%+216,74413F-HRTimelineGroup
Summit Financial, LLC718,511$36.6M1.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…704,553$35.8M0.12%+171,14213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC682,800$34.7M0.05%+157,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC619,499$31.5M0.01%+164,43513F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC572,960$29.1M1.1%-33,49013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA567,649$28.9M0.01%+137,45613F-HR/ATimelineGroup
Cetera Investment Advisers563,124$28.6M0.06%+63,71413F-HRTimeline
New Millennium Group LLC463,195$23.6M15.47%new13F-HRTimeline
Americana Partners, LLC377,552$19.2M0.75%new13F-HRTimeline
DT Investment Partners, LLC358,372$18.2M1.76%new13F-HRTimeline
CWM, LLCin group CWM, LLC352,035$17.9M0.07%-8,39713F-HRTimelineGroup
NewEdge Advisors, LLC341,718$17.4M0.1%+181,05313F-HRTimeline
Members Advisory Group LLC326,250$16.6M6.94%-31,00113F-HRTimeline
Union Bancaire Privee, UBP SA325,577$16.6M0.32%-97613F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC318,620$16.2M0.49%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS370,370$16.2M0.04%-27,83113F-HRTimeline
Alexander Randolph Advisory, Inc.294,753$15M14.68%-8,55813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.273,449$13.9M0.03%+72,43113F-HRTimelineGroup
KWMG, LLC267,086$13.6M1.38%-5,86913F-HRTimeline
Integrated Investment Consultants, LLC257,247$13.1M2.61%+82,34213F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth242,516$12.3M0.03%+1,64913F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.240,305$12.2M0.07%+38,30513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP232,569$11.8M0.01%+50,82713F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC231,482$11.8M3.48%+15,04413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…214,609$10.9M0.02%-4,83513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC213,407$10.9M0.02%+38,29513F-HRTimeline
Brookwood Investment Group LLC211,549$10.8M1.85%13F-HRTimeline
Ifrah Financial Services, Inc.194,495$9.89M2.84%+6,28413F-HRTimeline
HighTower Advisors, LLC193,844$9.86M0.01%-33,44013F-HRTimeline
INTEGRITY ALLIANCE, LLC.187,958$9.56M0.38%+44,30113F-HRTimeline
Klaas Financial Asset Advisors, LLC179,857$9.15M1.58%+2,58213F-HRTimeline
Private Advisor Group, LLC177,815$9.05M0.05%+145,49913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/177,231$9.02M<0.01%-51,74813F-HRTimelineGroup
Semmax Financial Advisors Inc.167,746$8.52M2.31%+12,27213F-HRTimeline
Forbes Financial Planning, Inc.159,620$8.12M6.01%-4,64413F-HRTimeline
OneDigital Investment Advisors LLC157,226$8M0.09%+6,92813F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC149,778$7.62M2.78%+2,96213F-HRTimeline
WBH ADVISORY INC149,223$7.59M0.71%+10,55013F-HRTimeline
VALLEY NATIONAL ADVISERS INC142,044$7.22M1.3%+20,40413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC141,383$7.19M0.2%+20,27313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…135,223$6.88M0.01%+16,25713F-HRTimelineGroup
Apex Wealth Management, LLC130,793$6.65M5.98%+37,25213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …124,557$6.34M0.1%+24,17613F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC122,150$6.21M0.28%013F-HRTimeline
Montecito Bank & Trust121,234$6.17M1.09%+5,84713F-HRTimeline
MML INVESTORS SERVICES, LLC115,183$5.86M0.02%-38,67213F-HRTimeline
San Luis Wealth Advisors LLC114,412$5.82M1.32%+27,11213F-HR/ATimeline
LOWE BROCKENBROUGH & CO INC113,527$5.78M0.38%-7,30013F-HRTimeline
Mariner, LLCin group Mariner, LLC112,018$5.7M0.01%+61,03913F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC111,926$5.66M1.27%-3,23913F-HRTimeline
Gladstone Institutional Advisory LLC110,080$5.6M0.26%-11513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC108,822$5.54M0.2%-7,85213F-HRTimeline
Waverly Advisors, LLC105,809$5.38M0.07%-1,38413F-HRTimeline
Sanctuary Advisors, LLC104,444$5.31M0.04%+4,25513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…104,632$5.29M0.01%013F-HR/ATimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC103,614$5.27M1.08%+4,43313F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC103,017$5.24M5.02%-8,24413F-HRTimeline
Canal Insurance CO100,000$5.09M1.2%+22,00013F-HRTimeline
Caliber Wealth Management, LLC / KS90,518$4.6M0.63%13F-HRTimeline
Rollins Financial Advisors, LLC89,242$4.54M0.79%+9,57213F-HR/ATimeline
BRADY FAMILY WEALTH, LLC84,214$4.28M1.37%+1,63113F-HRTimeline
Values First Advisors, Inc.83,352$4.24M2.47%+5213F-HRTimeline
Clayton Financial Group LLC80,333$4.09M1.5%+4,49213F-HRTimeline
Van Hulzen Asset Management, LLC79,777$4.06M0.37%+5,17213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP76,449$3.89M0.06%new13F-HRTimeline
Sage Capital Advisors,llc72,529$3.69M0.97%-3513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding71,056$3.61M+38,296Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding70,346$3.58M-139,034Timeline
&PARTNERS65,942$3.37M0.04%+52,62613F-HRTimeline
Sigma Planning Corp65,908$3.35M0.11%+1,77013F-HRTimeline
Sovereign Financial Group, Inc.64,936$3.3M0.76%+4,69713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC64,659$3.29M<0.01%+2,54013F-HRTimelineGroup
KKM Financial LLC62,829$3.19M1.35%+5,31313F-HRTimeline
Guardian Wealth Advisors, LLC61,692$3.14M2.01%+5013F-HRTimeline
GeoWealth Management, LLC60,343$3.07M0.12%+92313F-HRTimeline
Perennial Investment Advisors, LLC59,340$3.02M0.34%new13F-HRTimeline
GC Wealth Management RIA, LLC58,208$2.96M0.54%-46613F-HRTimeline
Belpointe Asset Management LLC56,432$2.87M0.15%-2,06713F-HRTimeline
Astor Investment Management LLC55,493$2.82M1.5%+35,91913F-HRTimeline
Patten Group, Inc.54,926$2.79M0.64%+4,04113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC54,863$2.79M0.01%-9,40813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management54,561$2.78M0.04%-6,74513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…54,038$2.75M0.01%-1,38813F-HRTimelineGroup
LVW Advisors, LLC53,909$2.74M0.33%+3,34213F-HRTimeline
Betterment LLC52,848$2.69M0.01%-74313F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.51,320$2.6M1.13%-1,62813F-HRTimeline
Financial Advocates Investment Manageme…49,847$2.54M0.18%-1,71513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC49,817$2.53M0.09%-5,68013F-HRTimeline
Mutual Advisors, LLC49,634$2.53M0.07%-24,47413F-HRTimeline
Wescott Financial Advisory Group, LLC48,484$2.47M0.26%+3,59213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.46,238$2.35M<0.01%+30313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO46,063$2.34M<0.01%+29,92313F-HRTimelineGroup
AlphaCore Capital LLC45,932$2.34M0.2%new13F-HRTimeline
Ameliora Wealth Management Ltd.45,287$2.3M0.87%013F-HRTimeline
Infinity Wealth Counsel, LLC43,980$2.24M2.42%-1,61813F-HRTimeline
Klingman & Associates, LLC43,163$2.2M0.13%013F-HRTimeline
Realta Investment Advisors42,320$2.15M0.98%-8,05913F-HRTimeline
MAI Capital Management42,182$2.15M0.02%-5,71913F-HRTimeline
Unified Investment Management41,878$2.13M2.52%-2,17013F-HRTimeline
SPINNAKER TRUST41,623$2.12M0.14%-3,67913F-HRTimeline
Prime Capital Investment Advisors, LLC41,098$2.09M0.02%new13F-HRTimeline
Castle Rock Wealth Management, LLC41,044$2.08M0.56%-3,45013F-HRTimeline
Snowden Capital Advisors LLC40,919$2.08M0.07%+86813F-HRTimeline
Atria Investments, Inc38,699$1.97M0.03%+25,52113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC35,728$1.82M0.17%013F-HRTimeline
First Citizens Financial Corp34,961$1.78M1.01%-27,29913F-HRTimeline
Kingsview Wealth Management, LLC34,562$1.76M0.03%+7,98313F-HRTimeline
GUIDANCE CAPITAL, INC32,306$1.64M0.5%+8613F-HRTimeline
Keystone Financial Group, Inc.32,218$1.64M1.15%+22,63013F-HRTimeline
Westside Investment Management, Inc.31,650$1.61M0.34%-80013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC30,153$1.53M0.23%+2,19613F-HRTimeline
WealthPlan Investment Management, LLC30,135$1.53M0.15%-1,95813F-HRTimeline
Socha Financial Group, LLC30,057$1.53M0.75%+11,57413F-HRTimeline
SHUFRO ROSE & CO LLC29,981$1.53M0.12%+2,24213F-HRTimeline
Integrated Advisors Network LLC29,108$1.48M0.07%+3,05813F-HRTimeline
Steward Partners Investment Advisory, L…29,058$1.48M0.01%-3,96013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,891$1.47M<0.01%-44,13813F-HRTimelineGroup
Michels Family Financial, LLC25,158$1.28M1.16%-37313F-HRTimeline
Joel Adams & Associates, Inc.24,767$1.26M1.13%+8,60813F-HRTimeline
Smithfield Trust Co24,307$1.24M0.06%-4,28313F-HRTimeline
Capital Advisors, Ltd. LLC24,205$1.23M0.16%013F-HRTimeline
One Capital Management, LLC23,970$1.22M0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,935$1.22M<0.01%+15,64613F-HRTimelineGroup
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC23,400$1.19M0.07%013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV21,997$1.12M0.17%-2,87113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…21,715$1.1M0.01%-2,52013F-HRTimelineGroup
Aletheian Wealth Advisors LLC21,537$1.1M0.62%+1,04713F-HRTimeline
JGP Wealth Management, LLC21,219$1.08M0.14%+3013F-HRTimeline
Embree Financial Group20,683$1.05M0.18%new13F-HRTimeline
LVZ, Inc.20,313$1.03M0.14%+63213F-HRTimeline
KEYVANTAGE WEALTH, LLC20,288$1.03M0.5%-36,80713F-HRTimeline
Live Oak Private Wealth LLC20,180$1.03M0.17%-89613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,995$1.02M<0.01%-93513F-HRTimelineGroup
WJ Wealth Management, LLC19,550$995K0.35%013F-HRTimeline
Roble, Belko & Company, Inc19,451$989K0.16%-10513F-HRTimeline
Investment Advisory Group, LLC19,183$976K0.33%-3013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC18,689$951K0.02%-41,61113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.18,615$947K0.05%+50013F-HRTimeline
Rosenberg Matthew Hamilton18,019$917K0.23%-27413F-HRTimeline
WIN ADVISORS, INC17,584$895K0.46%new13F-HRTimeline
Prospera Financial Services Inc17,478$889K0.02%+14613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…17,323$881K<0.01%+90813F-HRTimelineGroup
Core Wealth Advisors, Inc.17,158$873K0.28%+42513F-HRTimeline
PFG Advisors17,010$865K0.05%-4,35513F-HRTimeline
American Institute for Advanced Investm…16,400$834K0.64%+1,20013F-HRTimeline
BOKF, NAin group BOKF, NA16,387$834K0.01%new13F-HRTimelineGroup
BlueChip Wealth Advisors LLC16,196$824K0.4%new13F-HRTimeline
WHITE PINE CAPITAL LLC16,164$822K0.28%-1,09413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC15,710$799K0.02%+5813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding15,563$792K+3,826Timeline
BEACON FINANCIAL GROUP15,392$783K0.09%-74913F-HRTimeline
Eagle Bluffs Wealth Management LLC15,118$769K0.41%-99013F-HRTimeline
Janney Montgomery Scott LLC14,838$755K<0.01%+3,39113F-HRTimeline
TOWNSQUARE CAPITAL LLC14,838$755K0.01%+3,26413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,760$751K<0.01%-79,22513F-HR/ATimelineGroup
Arkadios Wealth Advisors14,262$726K0.03%new13F-HRTimeline
World Investment Advisors14,163$720K0.02%+1,47713F-HRTimeline
Fortis Advisors, LLC13,948$710K0.46%+10313F-HRTimeline
Chicago Partners Investment Group LLC13,969$710K0.02%+7713F-HRTimeline
Werba Rubin Papier Wealth Management13,878$706K0.15%+41913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,774$701K0.02%+2,18213F-HRTimelineGroup
Syntegra Private Wealth Group, LLC13,692$696K0.08%+39413F-HRTimeline
Centurion Wealth Management LLC13,412$677K0.21%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC13,316$677K0.03%-21613F-HRTimelineGroup
Darrow Company, Inc.13,287$676K0.38%+1,24813F-HRTimeline
Dakota Wealth Management13,181$671K0.02%013F-HRTimeline
NOVEM GROUP13,007$662K0.09%-43713F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…12,475$635K0.24%013F-HRTimeline
Stonebridge Financial Planning Group, L…12,172$619K0.28%+17813F-HRTimeline
TCI Wealth Advisors, Inc.11,821$601K0.05%+8713F-HRTimeline
Koshinski Asset Management, Inc.11,696$595K0.05%-31913F-HRTimeline
Litman Gregory Wealth Management LLC11,614$591K0.05%new13F-HRTimeline
Oxinas Partners, LLC11,515$586K0.35%+31613F-HRTimeline
Cross Staff Investments Inc11,478$584K0.44%+2213F-HRTimeline
HRT FINANCIAL LP11,361$577K<0.01%new13F-HRTimeline
Clark Capital Management Group, Inc.11,220$571K<0.01%-154,41913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,200$570K<0.01%013F-HRTimelineGroup
Valley Financial Group, Inc.11,134$566K0.38%-16713F-HRTimeline
FIRST AMERICAN TRUST, FSB11,105$565K0.05%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,084$564K<0.01%+1,11913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS11,061$563K<0.01%-13,93113F-HRTimelineGroup
CVA Family Office, LLC11,033$561K0.09%013F-HRTimeline
PINNACLE ASSOCIATES LTD11,017$560K0.01%+3,24513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC10,849$552K0.05%new13F-HRTimeline
Stanich Group LLC10,781$548K0.41%-23113F-HRTimeline
COURIER CAPITAL LLC10,627$541K0.04%-22713F-HRTimeline
Hudock, Inc.10,624$540K0.09%+8113F-HRTimeline
ORG Partners LLC10,565$536K0.13%new13F-HRTimeline
Spectrum Planning & Advisory Services I…10,441$531K0.44%-51613F-HRTimeline
Tyche Wealth Partners LLC10,367$527K0.11%-10013F-HRTimeline