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 420 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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Jan 27, 2026 Q4 2025 |
174
shares
|
$8,898
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
172
shares
|
$8,796
0.0% of portfolio
|
Q4 2024
Reduced 47.88%
|
|
|
Jnba Financial Advisors
|
Jan 26, 2026 Q4 2025 |
130
shares
|
$6,648
0.0% of portfolio
|
Q4 2025
Added 1.56%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
128
shares
|
$6,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
125
shares
|
$6,392
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
115
shares
|
$5,881
0.01% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
101
shares
|
$5,165
0.0% of portfolio
|
Q3 2025
Reduced 18.55%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
101
shares
|
$5,165
0.0% of portfolio
|
Q2 2025
Reduced 16.53%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 14, 2025 Q3 2025 |
100
shares
|
$5,114
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
90
shares
|
$4,602
0.0% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
89
shares
|
$4,551
0.01% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
85
shares
|
$4,346
0.0% of portfolio
|
Q3 2025
Reduced 92.88%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
76
shares
|
$3,886
0.0% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
13
shares
|
$664
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
11
shares
|
$562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
9
shares
|
$460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3
shares
|
$153
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|