Institutional Ownership Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR). We have compiled data on the 374 institutions that hold shares in the stock, with a total of 42.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
8,154
shares
|
$414,712
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
8,152
shares
|
$414,610
0.16% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
8,152
shares
|
$414,610
0.38% of portfolio
|
Q1 2023
Reduced 5.78%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
8,043
shares
|
$409,066
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
7,986
shares
|
$406,167
0.15% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
7,889
shares
|
$401,234
0.2% of portfolio
|
Q3 2024
Added 57.59%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
7,859
shares
|
$399,708
0.11% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
7,772
shares
|
$395,283
0.01% of portfolio
|
Q4 2024
Reduced 92.79%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
7,745
shares
|
$393,910
0.0% of portfolio
|
Q4 2024
Reduced 39.58%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
7,347
shares
|
$373,668
0.11% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
7,249
shares
|
$368,684
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
7,126
shares
|
$362,428
0.1% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
7,027
shares
|
$357,393
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
7,000
shares
|
$356,020
0.05% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
6,900
shares
|
$350,934
0.09% of portfolio
|
Q4 2023
Reduced 13.48%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
6,868
shares
|
$349,306
0.17% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,861
shares
|
$348,950
0.01% of portfolio
|
Q4 2024
Added 37.8%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Jan 27, 2025 Q4 2024 |
6,853
shares
|
$348,543
0.27% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 08, 2025 Q1 2025 |
6,794
shares
|
$345,542
0.39% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
6,770
shares
|
$344,322
0.03% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
6,757
shares
|
$343,661
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
6,660
shares
|
$338,727
0.02% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
6,477
shares
|
$329,420
0.0% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
6,462
shares
|
$328,657
0.0% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
6,369
shares
|
$323,927
0.02% of portfolio
|
Q1 2025
Reduced 4.76%
|