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 418 institutions that hold shares in the stock, with a total of 48.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paragon Capital Management Inc
Provo, UT |
Oct 15, 2025 Q3 2025 |
5,647
shares
|
$289,408
0.22% of portfolio
|
Q3 2025
Reduced 16.5%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,557
shares
|
$284,796
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
5,521
shares
|
$282,951
0.03% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
5,508
shares
|
$282,285
0.13% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Oct 08, 2025 Q3 2025 |
5,499
shares
|
$281,823
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,484
shares
|
$281,055
0.02% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
5,453
shares
|
$279,466
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
5,453
shares
|
$279,466
0.1% of portfolio
|
Q2 2025
Added 36.33%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
5,452
shares
|
$279,415
0.0% of portfolio
|
Q2 2025
Reduced 50.51%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
5,441
shares
|
$278,851
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
5,436
shares
|
$278,595
0.07% of portfolio
|
Q2 2025
Added 1004.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,356
shares
|
$274,495
0.0% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
5,235
shares
|
$268,293
0.14% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,227
shares
|
$267,883
0.02% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
5,135
shares
|
$263,168
0.22% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
5,135
shares
|
$263,168
0.07% of portfolio
|
Q2 2023
Reduced 5.8%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
5,135
shares
|
$263,168
0.01% of portfolio
|
Q2 2025
Reduced 18.13%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
5,109
shares
|
$261,836
0.01% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,041
shares
|
$258,351
0.03% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,000
shares
|
$256,250
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
5,000
shares
|
$256,250
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$256,250
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,970
shares
|
$254,712
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,921
shares
|
$252,201
0.02% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
4,889
shares
|
$250,561
0.0% of portfolio
|
Q2 2025
Added 21.59%
|