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 |
|---|---|---|---|---|---|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
6,272
shares
|
$318,993
0.01% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
6,190
shares
|
$314,823
0.27% of portfolio
|
Q4 2024
Reduced 46.04%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
6,156
shares
|
$313,094
0.01% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
6,135
shares
|
$312,026
0.03% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,117
shares
|
$311,110
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
6,078
shares
|
$309,127
0.17% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
6,068
shares
|
$308,618
0.13% of portfolio
|
Q4 2024
Reduced 56.55%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
6,054
shares
|
$307,906
0.01% of portfolio
|
Q4 2024
Reduced 23.73%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
6,044
shares
|
$307,397
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
6,004
shares
|
$305,363
0.03% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,000
shares
|
$305,160
0.07% of portfolio
|
Q1 2022
Reduced 25.0%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,875
shares
|
$298,802
0.0% of portfolio
|
Q4 2024
Added 22.99%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
5,810
shares
|
$295,496
0.0% of portfolio
|
Q4 2024
Reduced 46.0%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
5,800
shares
|
$294,988
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
5,790
shares
|
$294,479
0.0% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
5,787
shares
|
$294,326
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,690
shares
|
$289,393
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
5,596
shares
|
$284,612
0.09% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
5,500
shares
|
$279,730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 29, 2025 Q4 2024 |
5,499
shares
|
$279,679
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,484
shares
|
$278,916
0.02% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
5,479
shares
|
$278,661
0.13% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
5,420
shares
|
$275,661
0.08% of portfolio
|
Q4 2024
Added 31.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
5,288
shares
|
$268,947
0.0% of portfolio
|
Q4 2024
Reduced 24.81%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Feb 12, 2025 Q4 2024 |
5,264
shares
|
$267,727
0.07% of portfolio
|
Q3 2024
Reduced 12.08%
|