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 348 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
269,256
shares
|
$13.6 Million
1.4% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
254,965
shares
|
$12.9 Million
0.32% of portfolio
|
Q1 2024
Added 4.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
233,075
shares
|
$11.8 Million
0.02% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
220,988
shares
|
$11.2 Million
0.46% of portfolio
|
Q2 2020
Added 11.37%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
192,152
shares
|
$9.73 Million
4.88% of portfolio
|
Q3 2022
Reduced 17.03%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
186,220
shares
|
$9.43 Million
0.62% of portfolio
|
Q4 2023
Reduced 7.99%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
183,915
shares
|
$9.31 Million
2.57% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
181,951
shares
|
$9.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
178,831
shares
|
$9.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.51%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
176,448
shares
|
$8.93 Million
0.06% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 07, 2024 Q3 2024 |
175,475
shares
|
$8.88 Million
2.93% of portfolio
|
Q3 2024
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
172,889
shares
|
$8.75 Million
1.55% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
167,268
shares
|
$8.47 Million
7.37% of portfolio
|
Q4 2022
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
162,471
shares
|
$8.22 Million
1.44% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
156,189
shares
|
$7.91 Million
0.03% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
153,312
shares
|
$7.76 Million
1.62% of portfolio
|
Q4 2023
New holding
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
150,829
shares
|
$7.63 Million
5.57% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
147,203
shares
|
$7.45 Million
2.13% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
146,318
shares
|
$7.41 Million
0.09% of portfolio
|
Q3 2024
Reduced 30.18%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
143,794
shares
|
$7.28 Million
0.27% of portfolio
|
Q3 2024
Added 172.01%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
141,368
shares
|
$7.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
133,831
shares
|
$6.77 Million
0.05% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
127,674
shares
|
$6.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
127,255
shares
|
$6.44 Million
1.16% of portfolio
|
Q3 2023
Added 7.05%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
126,072
shares
|
$6.38 Million
0.51% of portfolio
|
Q2 2024
Reduced 8.04%
|