13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
NEAR

ISHARES U S ETF TR

429 institutions still hold ISHARES U S ETF TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46431W507·Exchange Traded Fund·429 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.1B
visible holders
Holders
429
filers reporting
Concentration
13.70%
FMR LLC #1
top holder share
AI Holders Summary · Q2 2026

429 institutions reported NEAR in Q2 2026. FMR LLC leads at 13.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$285M5.6M0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$196M3.9M0.01%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$168M3.3M0.01%Q2 202604
Clearwater Capital Advisors, LLC
CIK 0001690531
$166M3.3M11.96%Q3 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$147M2.9M0.02%Q2 202606
LPL Financial LLC
CIK 0001403438
$134M2.7M0.03%Q3 202607
UBS Group AG
CIK 0001610520
$133M2.6M0.02%Q2 202608
Bramshill Investments, LLC
CIK 0001619899
$132M2.6M10.10%Q2 202609
BlackRock, Inc.
CIK 0002012383
$120M2.4M0.00%Q2 202610
Capital Advantage, Inc.
CIK 0001628896
$105M2.1M12.58%Q3 202611
Cetera Investment Advisers
CIK 0001666741
$81M1.6M0.07%Q2 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$63M1.2M0.02%Q2 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$60M1.2M0.01%Q2 202614
Americana Partners, LLC
CIK 0001797678
$59M1.2M1.27%Q3 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$45M895K0.02%Q2 202616
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$45M896K0.10%Q3 202617
ROYAL BANK OF CANADA
CIK 0001000275
$42M835K0.01%Q2 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$33M648K0.01%Q2 202619
Weil Company, Inc.
CIK 0001318011
$33M655K5.63%Q3 202620
NewEdge Advisors, LLC
CIK 0001633516
$30M599K0.09%Q2 2026
Page 1 of 22
409 more holders available. Log in →