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 419 institutions that hold shares in the stock, with a total of 51 Million shares, which have been reported (via 13F filing form) to have a value of $2.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
5,262
shares
|
$269,098
0.01% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
5,235
shares
|
$267,717
0.14% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Paragon Capital Management Inc
Provo, UT |
Jan 23, 2026 Q4 2025 |
5,184
shares
|
$265,109
0.2% of portfolio
|
Q4 2025
Reduced 8.2%
|
|
|
Caprock Group, Inc.
|
Jan 28, 2026 Q4 2025 |
5,180
shares
|
$264,905
0.01% of portfolio
|
Q4 2025
Reduced 2.19%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
5,150
shares
|
$263,371
0.03% of portfolio
|
Q4 2025
Reduced 29.83%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,135
shares
|
$262,603
0.06% of portfolio
|
Q2 2023
Reduced 5.8%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
5,135
shares
|
$262,603
0.01% of portfolio
|
Q2 2025
Reduced 18.13%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
5,077
shares
|
$259,637
0.11% of portfolio
|
Q3 2025
Added 13.81%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
5,063
shares
|
$258,921
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
5,041
shares
|
$257,796
0.03% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
5,000
shares
|
$255,700
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$255,700
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,000
shares
|
$255,700
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
4,970
shares
|
$254,165
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
4,909
shares
|
$251,046
0.01% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
4,900
shares
|
$250,586
0.18% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
4,888
shares
|
$249,972
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
Jan 27, 2026 Q4 2025 |
4,881
shares
|
$249,614
0.01% of portfolio
|
Q4 2025
Reduced 44.49%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,810
shares
|
$245,983
0.03% of portfolio
|
Q4 2024
Reduced 34.19%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
4,786
shares
|
$244,756
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,703
shares
|
$240,511
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jan 27, 2026 Q4 2025 |
4,648
shares
|
$237,698
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
4,614
shares
|
$235,959
0.07% of portfolio
|
Q1 2025
Reduced 12.35%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
4,605
shares
|
$235,499
0.06% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
4,488
shares
|
$229,516
0.0% of portfolio
|
Q4 2025
New holding
|
|