# ISHARES U S ETF TR (NEAR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/NEAR/

- Reporting holders: 18
- Reported value: $47.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $18.0M | 361,350 | 1.3% | 29 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $5.6M | 112,608 | 0.9% | 31 |
| [Kure Advisory, LLC](https://holderbook.com/funds/1986795-kure-advisory-llc/) | $5.1M | 101,830 | 2.3% | 4 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $4.8M | 96,654 | 0.7% | 17 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $4.3M | 86,810 | 1.8% | 13 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $2.2M | 43,424 | 0.4% | 23 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $2.1M | 42,307 | 0.2% | 8 |
| [Aletheian Wealth Advisors LLC](https://holderbook.com/funds/1922281-aletheian-wealth-advisors-llc/) | $1.2M | 24,996 | 0.5% | 19 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $590.3K | 11,840 | 0.5% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $560.2K | 11,236 | 0.0% | 16 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $524.5K | 10,520 | 0.1% | 27 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $489.5K | 9,817 | 0.1% | 9 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $350.5K | 7,030 | 0.0% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $280.6K | 5,627 | 0.0% | 11 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $271.9K | 5,453 | 0.1% | 12 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $252.4K | 5,063 | 0.0% | 4 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $238.8K | 4,789 | 0.0% | 10 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $229.2K | 4,605 | 0.1% | 17 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $47.2M |
| Q2 2026 | 406 | $3.1B |
| Q1 2026 | 386 | $2.8B |
| Q4 2025 | 396 | $2.4B |
| Q3 2025 | 375 | $2.3B |
| Q2 2025 | 375 | $2.1B |
| Q1 2025 | 364 | $2.0B |
| Q4 2024 | 345 | $1.9B |
| Q3 2024 | 325 | $1.8B |
| Q2 2024 | 320 | $1.9B |
| Q1 2024 | 328 | $2.1B |
| Q4 2023 | 340 | $2.1B |