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Disclosery

NEAR ISHARES U S ETF TR

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SHOR DURA BD ETF (fund)

372 managers (374 13F filers) reported a position in NEAR shares at 2025-09-30, 44,170,061 shares in all. 31 filers opened a position and 32 filers sold out during the quarter.

Managers
372
13F filers
374
New
31
Added
156
Reduced
123
Sold out
32
Shares held by filers
44,170,061

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/3,523,153$181M0.01%+19,83113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,396,678$174M0.01%+235,50713F-HR/ATimelineGroup
Clearwater Capital Advisors, LLC2,803,935$144M12.25%+196,47113F-HRTimeline
LPL Financial LLC2,800,567$144M0.04%+238,10613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,697,050$138M0.03%+87,87113F-HRTimelineGroup
Bramshill Investments, LLC2,514,508$129M8.81%+42,17013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,617,662$83M<0.01%+609,86913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,348,377$69.1M0.01%+186,57013F-HRTimelineGroup
Cetera Investment Advisers1,117,287$57.3M0.07%+379,92313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,064,764$54.6M0.02%+87,68913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC944,079$48.4M0.01%+25,89013F-HRTimelineGroup
Cambridge Investment Research Advisors,…890,220$45.6M0.13%+76,15313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP692,616$35.5M0.03%+44,46013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC566,494$29M0.01%-41,85313F-HRTimelineGroup
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…490,400$25.1M1.76%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA475,680$24.4M<0.01%-4,48413F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC449,080$23M0.73%-55,71913F-HRTimeline
Alexander Randolph Advisory, Inc.436,146$22.4M18.44%+71,27513F-HRTimeline
Americana Partners, LLC415,586$21.3M0.64%+24,97713F-HRTimeline
NewEdge Advisors, LLC392,397$20.1M0.09%+141,49813F-HRTimeline
Summit Financial, LLC360,560$18.5M0.28%-349,14713F-HRTimeline
Integrated Investment Consultants, LLC353,983$18.2M3.08%+36,18013F-HRTimeline
CWM, LLCin group CWM, LLC319,712$16.4M0.05%-41,48413F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC318,620$16.3M0.43%013F-HRTimeline
Union Bancaire Privee, UBP SA289,210$14.8M0.21%-49,36313F-HRTimeline
KWMG, LLC288,289$14.8M1.3%+13,34313F-HRTimeline
Proficio Capital Partners LLC286,990$14.7M1.01%+11,02013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.281,020$14.4M0.02%+17,74813F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC280,172$14.4M3.57%+40,66513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS265,695$13.6M0.03%-28,77613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP263,287$13.5M0.02%-43,16613F-HRTimelineGroup
Members Advisory Group LLC250,252$12.8M4.54%-19,07113F-HRTimeline
Waverly Advisors, LLC243,254$12.5M0.12%+134,50213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth240,866$12.4M0.02%-2,52513F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP239,058$12.3M0.16%+54,00113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC236,645$12.1M0.02%+22,92213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC236,100$12.1M0.02%-103,19313F-HRTimeline
WBH ADVISORY INC224,059$11.5M0.88%+41,86813F-HRTimeline
Private Advisor Group, LLC215,869$11.1M0.05%-2,08213F-HRTimeline
HighTower Advisors, LLC201,122$10.3M0.01%+1,35413F-HRTimeline
Kraft, Davis & Associates, LLC198,574$10.2M2.47%+161,74813F-HRTimeline
Ifrah Financial Services, Inc.195,256$10M2.6%+1,05013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC193,863$9.94M0.21%+14,89813F-HRTimeline
&PARTNERS188,054$9.64M0.06%+41,35713F-HRTimeline
Klaas Financial Asset Advisors, LLC187,696$9.63M1.44%+3,75813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …171,631$8.8M0.11%+25,50013F-HRTimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC169,008$8.67M1.49%+62,01513F-HRTimeline
Syntegra Private Wealth Group, LLC168,784$8.66M0.82%+126,58613F-HRTimeline
VALLEY NATIONAL ADVISERS INC163,519$8.38M1.3%+10,68013F-HRTimeline
Gotham Asset Management, LLC162,899$8.35M0.04%+158,01013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…154,444$7.9M0.01%-34,74913F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC151,802$7.78M2.24%+8,32013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…149,665$7.67M0.01%+12,07313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…149,103$7.65M0.02%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/147,115$7.54M<0.01%-10,55213F-HRTimelineGroup
Kingsview Wealth Management, LLC146,993$7.54M0.12%+85,84413F-HRTimeline
INTEGRITY ALLIANCE, LLC.145,480$7.46M0.35%+10,27613F-HRTimeline
OneDigital Investment Advisors LLC143,019$7.33M0.08%+9,26713F-HRTimeline
Mariner, LLCin group Mariner, LLC142,059$7.28M0.01%-17,93613F-HRTimelineGroup
Sand Hill Global Advisors, LLC141,566$7.26M0.26%+11313F-HRTimeline
LOWE BROCKENBROUGH & CO INC141,417$7.25M0.37%+2,74013F-HRTimeline
Brookwood Investment Group LLC129,955$6.66M0.86%-5,90213F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC125,939$6.46M1.07%new13F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC124,538$6.37M1.05%+12,58513F-HRTimeline
San Luis Wealth Advisors LLC120,861$6.2M1.12%+22,75213F-HR/ATimeline
STALEY CAPITAL ADVISERS INC120,250$6.17M0.25%-1,90013F-HRTimeline
Montecito Bank & Trust115,238$5.91M0.92%13F-HRTimeline
Gladstone Institutional Advisory LLC113,000$5.79M0.22%+3,26013F-HRTimeline
Rollins Financial Advisors, LLC112,879$5.79M0.88%+7,77913F-HRTimeline
Alpha Financial Advisors, LLC106,224$5.45M1.92%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC105,062$5.39M0.18%+5,42213F-HRTimeline
Sanctuary Advisors, LLC104,508$5.36M0.03%+78213F-HR/ATimeline
Canal Insurance CO100,000$5.13M1.09%013F-HRTimeline
MML INVESTORS SERVICES, LLC90,245$4.63M0.01%-23,25613F-HRTimeline
Caliber Wealth Management, LLC / KS89,796$4.6M0.51%-94613F-HRTimeline
Van Hulzen Asset Management, LLC84,675$4.34M0.32%+3,23913F-HRTimeline
Values First Advisors, Inc.84,484$4.33M2.32%+2,21613F-HRTimeline
BRADY FAMILY WEALTH, LLC83,826$4.3M1.33%-5,33813F-HRTimeline
Optivise Advisory Services LLC80,610$4.13M2.46%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…78,927$4.05M0.07%+51,48913F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding77,140$3.96M+7,494Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding76,587$3.93M-146,459Timeline
CITIGROUP INCin group CITIGROUP INC75,910$3.89M<0.01%+4,82413F-HRTimelineGroup
Sage Capital Advisors,llc71,626$3.67M0.87%-39413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP70,871$3.63M<0.01%+15,50413F-HRTimelineGroup
Smartleaf Asset Management LLC66,266$3.4M0.21%+66,11313F-HRTimeline
One Capital Management, LLC65,164$3.34M0.11%+39,79413F-HRTimeline
KKM Financial LLC64,848$3.33M1.05%+42113F-HRTimeline
Sigma Planning Corp63,156$3.24M0.09%+2,57413F-HRTimeline
Perennial Investment Advisors, LLC62,830$3.22M0.27%+2,50013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management62,102$3.18M0.04%+8,56313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…62,059$3.18M0.01%+4,29313F-HRTimelineGroup
Realta Investment Advisors60,908$3.12M1.04%+11,41713F-HRTimeline
Sovereign Financial Group, Inc.60,233$3.09M0.58%-72813F-HRTimeline
LVW Advisors, LLC59,021$3.03M0.31%+4,08613F-HRTimeline
Patten Group, Inc.58,938$3.02M0.59%-1,27813F-HRTimeline
Keystone Financial Group, Inc.58,722$3.01M1.7%+2,57413F-HRTimeline
RPg Family Wealth Advisory, LLC57,978$2.97M0.65%-2,15513F-HRTimeline
AlphaCore Capital LLC57,785$2.96M0.1%+2,88013F-HRTimeline
Stenger Family Office, LLC56,235$2.81M0.58%+5,84213F-HRTimeline
Wescott Financial Advisory Group, LLC54,785$2.81M0.25%+3,71313F-HRTimeline
GeoWealth Management, LLC53,240$2.73M0.1%-5,00913F-HRTimeline
GC Wealth Management RIA, LLC51,467$2.64M0.09%-1,08313F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC50,311$2.58M2.18%-10,70413F-HRTimeline
Belpointe Asset Management LLC50,118$2.57M0.1%-4,72713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC49,317$2.53M0.06%-1,39013F-HRTimeline
Ameliora Wealth Management Ltd.48,287$2.48M0.82%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC47,000$2.41M1.68%new13F-HRTimeline
Betterment LLC46,475$2.38M<0.01%-37913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC43,969$2.25M0.01%-2,54013F-HRTimelineGroup
Beacon Capital Management, Inc.42,841$2.2M0.1%new13F-HRTimeline
Castle Rock Wealth Management, LLC42,745$2.19M0.48%+25213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO42,297$2.17M<0.01%+3,95513F-HR/ATimelineGroup
Unified Investment Management41,428$2.12M2.12%-46313F-HRTimeline
MAI Capital Management40,641$2.08M0.01%-27013F-HRTimeline
Klingman & Associates, LLC40,413$2.07M0.1%013F-HRTimeline
Infinity Wealth Counsel, LLC40,362$2.07M2.01%-1,98413F-HRTimeline
Prospera Financial Services Inc40,123$2.06M0.04%+17,14513F-HRTimeline
First Citizens Financial Corp38,066$1.95M0.96%+4,91013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…37,703$1.93M<0.01%+23,79113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…36,755$1.88M0.07%+32,12813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,844$1.84M<0.01%+2,45013F-HRTimelineGroup
Integrated Advisors Network LLC34,740$1.78M0.07%+1,95913F-HRTimeline
Prime Capital Investment Advisors, LLC33,227$1.7M0.02%+4,47413F-HRTimeline
Secure Asset Management, LLC32,310$1.65M0.27%+13,48813F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC32,318$1.65M0.2%013F-HRTimeline
Snowden Capital Advisors LLC30,211$1.55M0.04%-70013F-HRTimeline
GUIDANCE CAPITAL, INC29,728$1.53M0.4%-40013F-HRTimeline
Steward Partners Investment Advisory, L…29,316$1.5M0.01%+7613F-HRTimeline
SHUFRO ROSE & CO LLC29,445$1.5M0.12%-47413F-HRTimeline
WealthPlan Investment Management, LLC28,834$1.48M0.1%-1,49013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC27,778$1.42M0.11%-1,00013F-HRTimeline
Perigon Wealth Management, LLC27,683$1.42M0.03%new13F-HRTimeline
Guardian Wealth Advisors, LLC27,306$1.4M0.79%-25,00613F-HRTimeline
WHITE PINE CAPITAL LLC25,965$1.33M0.38%+84813F-HRTimeline
Joel Adams & Associates, Inc.25,272$1.3M1.05%-46813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.25,205$1.29M0.05%+1,99013F-HRTimeline
Forbes Financial Planning, Inc.25,239$1.28M0.85%-2,54213F-HRTimeline
Pflug Koory, LLC24,954$1.28M0.61%+10,12313F-HRTimeline
Apex Wealth Management, LLC24,816$1.27M0.91%-1,92013F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.24,461$1.25M0.05%new13F-HRTimelineGroup
Michels Family Financial, LLC24,065$1.23M0.96%-1,09613F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC23,858$1.22M0.57%+9,99413F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC23,400$1.2M0.06%013F-HRTimeline
Mutual Advisors, LLC23,103$1.19M0.03%-81613F-HRTimeline
Capital Advisors, Ltd. LLC22,610$1.16M0.13%-1,61513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,289$1.14M<0.01%-47,71313F-HRTimelineGroup
Focus Financial Network, Inc.22,156$1.14M0.04%+12,39613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,137$1.13M<0.01%+1,56713F-HRTimelineGroup
PLANNING ALTERNATIVES LTD /ADV21,997$1.13M0.14%013F-HRTimeline
Aletheian Wealth Advisors LLC21,571$1.11M0.51%-43613F-HRTimeline
SPINNAKER TRUST21,001$1.08M0.06%-68613F-HRTimeline
Live Oak Private Wealth LLC20,136$1.03M0.14%-21513F-HRTimeline
World Investment Advisors20,067$1.03M0.02%-16,72913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…19,874$1.02M0.01%-63413F-HRTimelineGroup
Westside Investment Management, Inc.19,600$1.01M0.16%+2,40013F-HRTimeline
Atria Investments, Inc19,493$1000K0.01%-36,97513F-HRTimeline
Vise Technologies, Inc.19,104$980K0.04%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,983$973K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC18,531$950K0.04%new13F-HRTimeline
PLANNING DIRECTIONS INC18,392$943K0.49%new13F-HRTimeline
CIBC WORLD MARKET INC.18,071$927K<0.01%+11,26813F-HRTimeline
Syverson Strege & Co17,935$920K0.22%+213F-HRTimeline
Investment Advisory Group, LLC17,853$916K0.25%-10013F-HRTimeline
LVZ, Inc.17,284$886K0.1%+11213F-HRTimeline
WIN ADVISORS, INC17,172$881K0.43%+1,19213F-HRTimeline
Core Wealth Advisors, Inc.17,158$880K0.23%013F-HRTimeline
KEYVANTAGE WEALTH, LLC16,984$871K0.37%-34713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC16,419$842K0.06%+1,20413F-HRTimeline
Beacon Pointe Advisors, LLC16,070$824K0.01%+11,50113F-HRTimeline
RMR Wealth Builders15,950$818K0.07%-18,52313F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.15,925$817K0.41%+8,35013F-HRTimeline
American Institute for Advanced Investm…15,900$815K0.53%-50013F-HRTimeline
FIRST AMERICAN TRUST, FSB15,757$808K0.06%+3,64313F-HRTimeline
Janney Montgomery Scott LLC15,244$782K<0.01%+12413F-HRTimeline
IRON Financial LLC15,206$780K0.37%new13F-HRTimeline
Boulder Wealth Advisors, LLC15,184$779K0.36%13F-HRTimeline
Eagle Bluffs Wealth Management LLC14,950$767K0.33%-15813F-HRTimeline
Rosenberg Matthew Hamilton14,873$763K0.16%-1,65013F-HRTimeline
Financial Futures Ltd Liability Co.14,774$758K0.37%+5,41013F-HRTimeline
BlueChip Wealth Advisors LLC14,753$757K0.32%-44213F-HRTimeline
Arkadios Wealth Advisors14,494$743K0.02%-7913F-HRTimeline
Embree Financial Group14,487$743K0.1%-7,29513F-HRTimeline
NOVEM GROUP14,390$738K0.09%+15113F-HRTimeline
J.W. COLE ADVISORS, INC.14,283$732K0.01%+2,72413F-HRTimeline
BEACON FINANCIAL GROUP14,272$732K0.07%-92113F-HRTimeline
Fortis Advisors, LLC14,263$731K0.42%+15213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC13,740$705K0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…13,735$704K0.15%+1,55613F-HRTimeline
Keystone Financial Group13,455$690K0.05%new13F-HR/ATimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…13,256$680K0.05%+10813F-HRTimelineGroup
Roble, Belko & Company, Inc13,180$676K0.09%-3,37413F-HRTimeline
Darrow Company, Inc.13,089$672K0.31%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC12,818$657K0.02%-8013F-HRTimelineGroup
Centurion Wealth Management LLC12,700$651K0.15%-39013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…12,475$640K0.2%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC12,379$635K0.16%-2,54013F-HRTimelineGroup
Ausdal Financial Partners, Inc.12,194$625K0.03%+6,75313F-HRTimeline
TCI Wealth Advisors, Inc.11,817$606K0.04%+9113F-HRTimeline
WJ Wealth Management, LLC11,775$604K0.27%-11,77513F-HR/ATimeline