13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
NEAR

ISHARES U S ETF TR

419 institutions still hold ISHARES U S ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46431W507·Exchange Traded Fund·419 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.7B
visible holders
Holders
419
filers reporting
Concentration
10.46%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

419 institutions reported NEAR in Q1 2026. MORGAN STANLEY leads at 10.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$179M3.5M0.01%Q1 202602
Clearwater Capital Advisors, LLC
CIK 0001690531
$165M3.2M12.06%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$156M3.1M0.01%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$141M2.8M0.03%Q1 202605
LPL Financial LLC
CIK 0001403438
$137M2.7M0.03%Q2 202606
UBS Group AG
CIK 0001610520
$128M2.5M0.02%Q1 202607
Bramshill Investments, LLC
CIK 0001619899
$122M2.4M10.50%Q1 202608
BlackRock, Inc.
CIK 0002012383
$120M2.4M0.00%Q2 202609
Cetera Investment Advisers
CIK 0001666741
$72M1.4M0.08%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$64M1.3M0.02%Q1 202611
Americana Partners, LLC
CIK 0001797678
$60M1.2M1.35%Q2 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$56M1.1M0.01%Q1 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$54M1.1M0.14%Q1 202614
FMR LLC
CIK 0000315066
$50M983K0.00%Q1 202615
NewEdge Advisors, LLC
CIK 0001633516
$46M914K0.17%Q1 202616
ROYAL BANK OF CANADA
CIK 0001000275
$37M723K0.01%Q1 202617
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$33M648K0.01%Q2 202618
Syntegra Private Wealth Group, LLC
CIK 0001964298
$33M645K2.53%Q2 202619
Weil Company, Inc.
CIK 0001318011
$30M584K5.21%Q2 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$29M565K0.04%Q1 2026
Page 1 of 21
399 more holders available. Log in →