ISHARES U S ETF TR (NEAR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
389
Reporting holders
$3.0B
Reported value
0.0%
Held as options
+17
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $284.7M | 5,619,600 | 0.01% | 31q | +471.5%+$234.9M |
| MORGAN STANLEY | $196.1M | 3,871,460 | 0.01% | 35q | +10.1%+$18.0M |
| BANK OF AMERICA CORP /DE/ | $168.1M | 3,317,434 | 0.01% | 31q | +8.4%+$13.1M |
| Clearwater Capital Advisors, LLC | $164.6M | 3,249,759 | 12.06% | 28q | +4.2%+$6.7M |
| WELLS FARGO & COMPANY/MN | $147.0M | 2,900,901 | 0.02% | 31q | -47.5%-$133.1M |
| LPL Financial LLC | $136.8M | 2,700,719 | 0.03% | 31q | -1.6%-$2.3M |
| UBS Group AG | $132.9M | 2,622,657 | 0.02% | 31q | +4.5%+$5.7M |
| Bramshill Investments, LLC | $132.0M | 2,605,312 | 10.10% | 28q | +8.7%+$10.6M |
| BlackRock, Inc. | $120.3M | 2,374,042 | 0.00% | 8q | +5.1%+$5.8M |
| Cetera Investment Advisers | $80.7M | 1,592,377 | 0.07% | 31q | +12.7%+$9.1M |
| RAYMOND JAMES FINANCIAL INC | $63.3M | 1,248,932 | 0.02% | 7q | HELD |
| AMERIPRISE FINANCIAL INC | $59.9M | 1,182,343 | 0.01% | 8q | -46.0%-$51.1M |
| Americana Partners, LLC | $59.9M | 1,182,187 | 1.35% | 6q | +4.0%+$2.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $45.3M | 894,861 | 0.02% | 31q | +354.1%+$35.4M |
| ROYAL BANK OF CANADA | $42.3M | 835,366 | 0.01% | 31q | +15.5%+$5.7M |
| ENVESTNET ASSET MANAGEMENT INC | $32.9M | 648,483 | 0.01% | 31q | +3.0%+$944.0K |
| Syntegra Private Wealth Group, LLC | $32.7M | 644,912 | 2.53% | 15q | +233.4%+$22.9M |
| NewEdge Advisors, LLC | $30.3M | 598,998 | 0.09% | new | NEW |
| Weil Company, Inc. | $29.6M | 583,651 | 5.21% | new | NEW |
| OSAIC HOLDINGS, INC. | $26.6M | 524,353 | 0.03% | 26q | -7.1%-$2.0M |
| STIFEL FINANCIAL CORP | $25.7M | 506,861 | 0.02% | 31q | -4.4%-$1.2M |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | $24.8M | 490,400 | 2.00% | 4q | HELD |
| Alexander Randolph Advisory, Inc. | $24.2M | 478,466 | 19.96% | 11q | +3.7%+$857.7K |
| Gotham Asset Management, LLC | $22.0M | 435,242 | 0.05% | 7q | +9.6%+$1.9M |
| Integrated Investment Consultants, LLC | $21.7M | 439,042 | 4.28% | 10q | +8.5%+$1.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $21.1M | 416,549 | 0.03% | 31q | +42.7%+$6.3M |
| Steward Partners Investment Advisory, LLC | $19.7M | 388,871 | 0.10% | 31q | +1364.7%+$18.4M |
| DONALDSON CAPITAL MANAGEMENT, LLC | $19.4M | 382,732 | 0.55% | 28q | -7.1%-$1.5M |
| AXXCESS WEALTH MANAGEMENT, LLC | $18.9M | 373,440 | 0.30% | 8q | +21.3%+$3.3M |
| KWMG, LLC | $17.0M | 334,989 | 1.23% | 28q | +5.6%+$904.8K |
| OPPENHEIMER & CO INC | $15.9M | 312,941 | 0.17% | 31q | +16.0%+$2.2M |
| WBH ADVISORY INC | $15.0M | 296,264 | 1.01% | 17q | +18.3%+$2.3M |
| Waverly Advisors, LLC | $14.9M | 293,880 | 0.09% | 17q | -1.6%-$249.6K |
| Proficio Capital Partners LLC | $14.8M | 291,350 | 0.53% | 5q | +17.2%+$2.2M |
| Union Bancaire Privee, UBP SA | $14.6M | 287,639 | 0.16% | 7q | HELD |
| SECURIAN ASSET MANAGEMENT, INC | $14.3M | 283,620 | 0.52% | 31q | HELD |
| Timmons Wealth Management, LLC | $14.1M | 278,069 | 10.30% | 3q | +33.6%+$3.5M |
| Kraft, Davis & Associates, LLC | $13.1M | 259,050 | 2.73% | 5q | HELD |
| Concurrent Investment Advisors, LLC | $13.0M | 256,177 | 0.11% | 11q | +9.1%+$1.1M |
| Focus Partners Wealth | $11.9M | 235,567 | 0.01% | 9q | +1.5%+$177.5K |
| CAPTRUST FINANCIAL ADVISORS | $11.4M | 224,104 | 0.02% | 21q | -5.9%-$711.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | $10.9M | 215,557 | 0.20% | 6q | +354.2%+$8.5M |
| VALLEY NATIONAL ADVISERS INC | $10.1M | 198,551 | 1.12% | 28q | +5.3%+$503.7K |
| OneDigital Investment Advisors LLC | $9.8M | 193,239 | 0.08% | 28q | +22.8%+$1.8M |
| McAdam, LLC | $9.6M | 188,682 | 0.37% | new | NEW |
| JACOBSON & SCHMITT ADVISORS, LLC | $9.4M | 186,421 | 1.54% | 26q | HELD |
| Private Advisor Group, LLC | $9.3M | 182,875 | 0.04% | 31q | -31.2%-$4.2M |
| HighTower Advisors, LLC | $9.2M | 181,673 | 0.01% | 31q | +9.7%+$815.0K |
| Ifrah Financial Services, Inc. | $9.2M | 180,947 | 2.24% | 31q | +1.0%+$92.5K |
| MAIMON WEALTH MANAGEMENT LTD. | $8.8M | 172,910 | 6.75% | 3q | +6.0%+$493.9K |
| Brookwood Investment Group LLC | $8.7M | 171,037 | 0.98% | 6q | +4.2%+$346.6K |
| Selby Wealth Management, LLC | $8.2M | 161,291 | 2.90% | 3q | +12.4%+$904.2K |
| INTEGRITY ALLIANCE, LLC. | $8.1M | 159,942 | 0.25% | 7q | +5.6%+$430.0K |
| Bond & Devick Financial Network, Inc. | $8.1M | 159,205 | 1.99% | 4q | +13.7%+$973.6K |
| &PARTNERS | $8.0M | 158,938 | 0.03% | 7q | +6.2%+$469.8K |
| OakTrust Wealth Advisors, LLC | $7.9M | 156,826 | 6.85% | 3q | +6.4%+$481.0K |
| Kingsview Wealth Management, LLC | $7.9M | 156,446 | 0.10% | 32q | -15.3%-$1.4M |
| Baird Financial Group, Inc. | $7.7M | 152,361 | 0.01% | 31q | +23.9%+$1.5M |
| PROATHLETE WEALTH MANAGEMENT LLC | $7.7M | 154,765 | 1.91% | 11q | -2.9%-$227.2K |
| Rollins Financial Advisors, LLC | $7.6M | 149,420 | 1.00% | 11q | -3.4%-$265.3K |
| Apollon Financial, LLC | $7.5M | 147,595 | 0.88% | 4q | +15.3%+$992.2K |
| Savant Capital, LLC | $7.2M | 142,216 | 0.02% | new | NEW |
| Sand Hill Global Advisors, LLC | $7.2M | 141,314 | 0.22% | 5q | HELD |
| MML INVESTORS SERVICES, LLC | $6.9M | 135,515 | 0.01% | 31q | +20.0%+$1.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 134,240 | 0.01% | 12q | +5.6%+$360.8K |
| BANK OF MONTREAL /CAN/ | $6.7M | 132,370 | 0.00% | 31q | +8.6%+$528.5K |
| Summit Financial, LLC | $6.6M | 131,104 | 0.07% | 6q | -16.3%-$1.3M |
| Sanctuary Advisors, LLC | $6.6M | 129,740 | 0.03% | 9q | +13.2%+$766.2K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $6.6M | 129,603 | 0.19% | 3q | +3.9%+$247.3K |
| RPg Family Wealth Advisory, LLC | $6.5M | 127,345 | 0.60% | 6q | +98.6%+$3.2M |
| Kestra Advisory Services, LLC | $6.3M | 124,459 | 0.02% | 24q | -30.9%-$2.8M |
| San Luis Wealth Advisors LLC | $6.2M | 121,545 | 0.93% | 21q | -44.5%-$4.9M |
| Alpha Financial Advisors, LLC | $6.1M | 121,315 | 1.61% | 4q | +5.0%+$293.3K |
| STALEY CAPITAL ADVISERS INC | $6.1M | 119,430 | 0.24% | 31q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $5.7M | 113,239 | 0.00% | 4q | +123.9%+$3.2M |
| Montecito Bank & Trust | $5.7M | 112,329 | 0.85% | 30q | +0.7%+$38.7K |
| Mariner, LLC | $5.5M | 109,369 | 0.01% | 26q | -13.7%-$876.4K |
| Gladstone Institutional Advisory LLC | $5.4M | 105,933 | 0.17% | 31q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $5.3M | 104,865 | 0.76% | 16q | -7.7%-$445.1K |
| LOWE BROCKENBROUGH & CO INC | $5.3M | 104,614 | 0.24% | 18q | -19.5%-$1.3M |
| Meramec Financial Planners, LLC | $5.2M | 103,366 | 1.91% | 3q | +4.0%+$201.3K |
| TRUIST FINANCIAL CORP | $5.2M | 101,883 | 0.01% | 27q | +9.4%+$442.2K |
| AlphaCore Capital LLC | $5.2M | 101,850 | 0.09% | 6q | +30.9%+$1.2M |
| Kure Advisory, LLC | $5.0M | 98,616 | 2.37% | 3q | +10.0%+$454.7K |
| CITIGROUP INC | $4.7M | 92,394 | 0.00% | 31q | +26.7%+$986.1K |
| Caliber Wealth Management, LLC / KS | $4.6M | 91,470 | 0.45% | 6q | HELD |
| Sigma Planning Corp | $4.6M | 90,263 | 0.12% | 31q | +12.8%+$517.1K |
| Van Hulzen Asset Management, LLC | $4.5M | 88,576 | 0.32% | 8q | -7.7%-$374.6K |
| WJ Wealth Management, LLC | $4.4M | 87,652 | 1.75% | 15q | +1.9%+$82.8K |
| Focus Financial Network, Inc. | $4.4M | 86,697 | 0.14% | 6q | +33.6%+$1.1M |
| BRADY FAMILY WEALTH, LLC | $4.3M | 84,905 | 1.24% | 15q | +1.7%+$71.8K |
| CARY STREET PARTNERS FINANCIAL LLC | $4.1M | 80,733 | 0.09% | 7q | +2.3%+$92.1K |
| KKM Financial LLC | $3.9M | 76,874 | 0.53% | 7q | +8.8%+$315.6K |
| Wescott Financial Advisory Group, LLC | $3.9M | 76,837 | 0.30% | 11q | +5.1%+$190.2K |
| First Citizens Financial Corp | $3.8M | 75,443 | 1.60% | 12q | +5.0%+$182.3K |
| Cadia Private Client LLC | $3.7M | 73,894 | 2.69% | new | NEW |
| IRON Financial LLC | $3.7M | 73,824 | 1.54% | 4q | +6.1%+$216.2K |
| Rockefeller Capital Management L.P. | $3.7M | 73,289 | 0.01% | 25q | -9.9%-$408.2K |
| One Capital Management, LLC | $3.7M | 72,043 | 0.10% | 16q | HELD |
| Optivise Advisory Services LLC | $3.6M | 72,004 | 1.85% | 4q | -56.0%-$4.6M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G | FMR LLCwith 1 co-filers | 6.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 389 | $3.0B | 58,519,878 | 46 | 153 | 108 | 0.0% |
| Q1 2026 | 372 | $2.7B | 52,391,028 | 34 | 162 | 99 | 0.0% |
| Q4 2025 | 380 | $2.3B | 44,598,045 | 35 | 155 | 101 | 0.0% |
| Q3 2025 | 357 | $2.2B | 42,034,543 | 31 | 136 | 111 | 0.0% |
| Q2 2025 | 355 | $2.0B | 39,475,688 | 38 | 130 | 108 | 0.0% |
| Q1 2025 | 341 | $1.9B | 38,176,381 | 41 | 114 | 100 | 0.0% |
| Q4 2024 | 324 | $1.8B | 35,858,031 | 28 | 103 | 94 | 0.0% |
| Q3 2024 | 299 | $1.7B | 33,571,078 | 22 | 87 | 111 | 0.0% |
| Q2 2024 | 293 | $1.7B | 34,666,377 | 24 | 84 | 113 | 0.0% |
| Q1 2024 | 301 | $2.0B | 39,016,306 | 26 | 97 | 103 | 0.0% |
| Q4 2023 | 313 | $1.9B | 37,461,297 | 23 | 91 | 109 | 0.0% |
| Q3 2023 | 301 | $1.9B | 37,182,588 | 34 | 82 | 112 | 0.0% |
| Q2 2023 | 291 | $2.1B | 41,918,838 | 20 | 83 | 117 | 0.0% |
| Q1 2023 | 296 | $2.5B | 51,017,719 | 29 | 73 | 125 | 0.0% |
| Q4 2022 | 291 | $2.9B | 57,872,338 | 35 | 61 | 125 | 0.0% |
| Q3 2022 | 334 | $3.0B | 61,370,488 | 31 | 69 | 144 | 0.0% |
| Q2 2022 | 350 | $3.0B | 60,281,468 | 33 | 75 | 141 | 0.0% |
| Q1 2022 | 359 | $2.6B | 51,872,546 | 32 | 86 | 141 | 0.0% |
| Q4 2021 | 365 | $2.8B | 55,982,319 | 23 | 104 | 130 | 0.0% |
| Q3 2021 | 360 | $2.7B | 53,172,906 | 29 | 103 | 130 | 0.0% |
| Q2 2021 | 366 | $2.7B | 53,935,791 | 27 | 111 | 143 | 0.0% |
| Q1 2021 | 373 | $2.6B | 52,116,938 | 33 | 95 | 165 | 0.0% |
| Q4 2020 | 380 | $2.6B | 50,933,240 | 27 | 98 | 159 | 0.0% |
| Q3 2020 | 360 | $3.3B | 66,455,615 | 25 | 139 | 129 | 0.1% |
| Q2 2020 | 368 | $3.7B | 74,533,310 | 37 | 102 | 168 | 0.0% |
| Q1 2020 | 376 | $4.4B | 89,923,153 | 51 | 132 | 141 | 0.0% |
| Q4 2019 | 391 | $4.4B | 88,144,842 | 46 | 118 | 132 | 0.0% |
| Q3 2019 | 335 | $5.0B | 98,355,437 | 38 | 133 | 111 | 0.0% |
| Q2 2019 | 312 | $5.7B | 95,868,084 | 42 | 111 | 123 | 0.0% |
| Q1 2019 | 305 | $4.8B | 96,025,816 | 46 | 110 | 101 | 0.0% |
| Q4 2018 | 284 | $4.6B | 92,114,015 | 4 | 9 | 5 | 0.0% |