Who Owns ISHARES U S ETF TR (NEAR)? -- Institutional Holders (2026-06-30)

234 institutions reported holding $635.4M of ISHARES U S ETF TR (NEAR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($87.7M), ENVESTNET ASSET MANAGEMENT INC ($32.9M), Syntegra Private Wealth Group, LLC ($32.7M), COMMONWEALTH EQUITY SERVICES, LLC ($21.1M), AXXCESS WEALTH MANAGEMENT, LLC ($18.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$87.7M1.7MAdded
2ENVESTNET ASSET MANAGEMENT INC$32.9M648,483Added
3Syntegra Private Wealth Group, LLC$32.7M644,912Added
4COMMONWEALTH EQUITY SERVICES, LLC$21.1M416,549Added
5AXXCESS WEALTH MANAGEMENT, LLC$18.9M373,440Added
6KWMG, LLC$17.0M334,989Added
7OPPENHEIMER & CO INC$15.9M312,941Added
8Union Bancaire Privee, UBP SA$14.6M287,639Added
9SECURIAN ASSET MANAGEMENT, INC$14.3M283,620Hold
10Kraft, Davis & Associates, LLC$13.1M259,050Added
11Concurrent Investment Advisors, LLC$13.0M256,177Added
12INDEPENDENT FINANCIAL GROUP, LLC$10.9M215,557Added
13VALLEY NATIONAL ADVISERS INC$10.1M198,551Added
14McAdam, LLC$9.6M188,682New
15JACOBSON & SCHMITT ADVISORS, LLC$9.4M186,421Added
16Private Advisor Group, LLC$9.3M182,875Trimmed
17Ifrah Financial Services, Inc.$9.2M180,947Added
18MAIMON WEALTH MANAGEMENT LTD.$8.8M172,910Added
19Brookwood Investment Group LLC$8.7M171,037Added
20Selby Wealth Management, LLC$8.2M161,291Added
21INTEGRITY ALLIANCE, LLC.$8.1M159,942Added
22Bond & Devick Financial Network, Inc.$8.1M159,205Added
23PROATHLETE WEALTH MANAGEMENT LLC$7.7M154,765Trimmed
24Rollins Financial Advisors, LLC$7.6M149,420Trimmed
25Apollon Financial, LLC$7.5M147,595Added

Source: SEC Form 13F filings · as of 2026-06-30