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 417 institutions that hold shares in the stock, with a total of 50.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
880
shares
|
$45,003
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
747
shares
|
$38,201
0.08% of portfolio
|
Q4 2024
Reduced 64.03%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
670
shares
|
$34,263
0.02% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
531
shares
|
$27,155
0.01% of portfolio
|
Q2 2025
Reduced 44.46%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
500
shares
|
$25,570
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
500
shares
|
$25,570
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
495
shares
|
$25,314
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
495
shares
|
$25,314
0.01% of portfolio
|
Q3 2025
Added 13.01%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
400
shares
|
$20,456
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
395
shares
|
$20,200
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
392
shares
|
$20,046
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
382
shares
|
$19,535
0.0% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
382
shares
|
$19,535
0.0% of portfolio
|
Q1 2023
Added 0.26%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
359
shares
|
$18,359
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
333
shares
|
$17,029
0.0% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
296
shares
|
$15,137
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
220
shares
|
$11,250
0.01% of portfolio
|
Q2 2024
Added 24.29%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
215
shares
|
$10,995
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
199
shares
|
$10,176
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 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%
|
|
|
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
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
128
shares
|
$6,545
0.0% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
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%
|
|