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 400 institutions that hold shares in the stock, with a total of 47.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
172
shares
|
$8,773
0.0% of portfolio
|
Q4 2024
Reduced 47.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
153
shares
|
$7,804
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
128
shares
|
$6,529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
126
shares
|
$6,427
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
125
shares
|
$6,376
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
123
shares
|
$6,274
0.0% of portfolio
|
Q1 2025
Added 36.67%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
122
shares
|
$6,223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
121
shares
|
$6,172
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
120
shares
|
$6,121
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
100
shares
|
$5,101
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New England Asset Management Inc
Farmington, CT |
May 15, 2025 Q1 2025 |
100
shares
|
$5,101
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
94
shares
|
$4,794
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
88
shares
|
$4,488
0.0% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
87
shares
|
$4,437
0.01% of portfolio
|
Q1 2025
Reduced 8.42%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
75
shares
|
$3,825
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
74
shares
|
$3,774
0.0% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
70
shares
|
$3,570
0.0% of portfolio
|
Q3 2024
Reduced 92.59%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
66
shares
|
$3,366
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
52
shares
|
$2,652
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
31
shares
|
$1,581
0.0% of portfolio
|
Q1 2025
Reduced 98.03%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
31
shares
|
$1,581
0.0% of portfolio
|
Q4 2024
Reduced 74.59%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
13
shares
|
$663
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
9
shares
|
$459
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 |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|