NEAR — Ishares U S ETF Tr Institutional Holders · Q3 2026
Who owns Ishares U S ETF Tr (NEAR)? 19 institutions reported holding $47.16M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Kwmg, LLC ($18.0M), Montecito Bank & Trust ($5.6M), Kure Advisory, LLC ($5.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | KWMG, LLC | $18.0M | 361,350 | Added |
| 2 | Montecito Bank & Trust | $5.6M | 112,608 | Added |
| 3 | Kure Advisory, LLC | $5.1M | 101,830 | Added |
| 4 | FINANCIAL MANAGEMENT NETWORK INC | $4.8M | 96,654 | Trimmed |
| 5 | First Citizens Financial Corp | $4.3M | 86,810 | Added |
| 6 | Castle Rock Wealth Management, LLC | $2.2M | 43,424 | Trimmed |
| 7 | Stonebridge Financial Group, LLC | $2.1M | 42,307 | Added |
| 8 | Aletheian Wealth Advisors LLC | $1.2M | 24,996 | Added |
| 9 | Retireful, LLC | $590,342 | 11,840 | Added |
| 10 | Farther Finance Advisors, LLC | $560,212 | 11,236 | Added |
| 11 | Rosenberg Matthew Hamilton | $524,513 | 10,520 | Trimmed |
| 12 | PRIVATE CLIENT SERVICES, LLC | $489,452 | 9,817 | Added |
| 13 | Avidian Wealth Enterprises, LLC | $350,504 | 7,030 | Trimmed |
| 14 | CoreCap Advisors, LLC | $280,562 | 5,627 | Added |
| 15 | TrueWealth Advisors, LLC | $271,887 | 5,453 | Hold |
| 16 | TOMPKINS FINANCIAL CORP | $252,441 | 5,063 | Hold |
| 17 | First Heartland Consultants, Inc. | $238,788 | 4,789 | Trimmed |
| 18 | Apeiron RIA LLC | $229,237 | 4,605 | Hold |
| 19 | TITLEIST ASSET MANAGEMENT, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30