Who Owns ISHARES U S ETF TR (NEAR)? -- Institutional Holders (2026-06-30)
433 institutions reported holding $3.05B of ISHARES U S ETF TR (NEAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: FMR LLC ($284.7M), MORGAN STANLEY ($196.1M), BANK OF AMERICA CORP /DE/ ($168.1M), Clearwater Capital Advisors, LLC ($164.6M), WELLS FARGO & COMPANY/MN ($147.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FMR LLC | $284.7M | 5.6M | Added |
| 2 | MORGAN STANLEY | $196.1M | 3.9M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $168.1M | 3.3M | Added |
| 4 | Clearwater Capital Advisors, LLC | $164.6M | 3.2M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $147.0M | 2.9M | Added |
| 6 | LPL Financial LLC | $136.8M | 2.7M | Trimmed |
| 7 | UBS Group AG | $132.9M | 2.6M | Added |
| 8 | Bramshill Investments, LLC | $132.0M | 2.6M | Added |
| 9 | BlackRock, Inc. | $120.3M | 2.4M | Added |
| 10 | Cetera Investment Advisers | $80.7M | 1.6M | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $63.3M | 1.2M | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $59.9M | 1.2M | Added |
| 13 | Americana Partners, LLC | $59.9M | 1.2M | Added |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $45.3M | 894,861 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $43.8M | 865,349 | Trimmed |
| 16 | Royal Bank of Canada | $42.3M | 835,366 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $32.9M | 648,483 | Added |
| 18 | Syntegra Private Wealth Group, LLC | $32.7M | 644,912 | Added |
| 19 | NewEdge Advisors, LLC | $30.3M | 598,998 | Trimmed |
| 20 | Weil Company, Inc. | $29.6M | 583,651 | New |
| 21 | PEAPACK GLADSTONE FINANCIAL CORP | $27.0M | 533,561 | Added |
| 22 | OSAIC HOLDINGS, INC. | $26.6M | 524,353 | Trimmed |
| 23 | STIFEL FINANCIAL CORP | $25.7M | 506,861 | Trimmed |
| 24 | UNITED SERVICES AUTOMOBILE ASSOCIATION | $24.8M | 490,400 | Hold |
| 25 | Alexander Randolph Advisory, Inc. | $24.2M | 478,466 | Added |
Source: SEC Form 13F filings · as of 2026-06-30