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 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
12,475
shares
|
$632,732
0.26% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
12,383
shares
|
$628,065
0.02% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
12,039
shares
|
$610,618
0.35% of portfolio
|
Q4 2022
Reduced 49.22%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
12,015
shares
|
$609,400
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
11,734
shares
|
$595,148
0.05% of portfolio
|
Q2 2024
Reduced 43.85%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
11,525
shares
|
$584,548
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
11,513
shares
|
$583,939
0.0% of portfolio
|
Q2 2024
Reduced 20.67%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
11,456
shares
|
$581,048
0.45% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
11,447
shares
|
$580,591
0.0% of portfolio
|
Q4 2024
Reduced 45.62%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
11,390
shares
|
$577,700
0.41% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
11,199
shares
|
$568,013
0.35% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
11,033
shares
|
$559,593
0.09% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
11,012
shares
|
$558,528
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
10,957
shares
|
$555,739
0.49% of portfolio
|
Q4 2024
Added 26.48%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
10,854
shares
|
$550,514
0.04% of portfolio
|
Q1 2023
Reduced 8.44%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
10,760
shares
|
$545,747
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
10,638
shares
|
$539,559
0.1% of portfolio
|
Q1 2023
Reduced 14.62%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
10,543
shares
|
$534,740
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
10,467
shares
|
$530,886
0.11% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,409
shares
|
$527,944
0.0% of portfolio
|
Q3 2024
Reduced 90.05%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,225
shares
|
$518,612
0.01% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
10,189
shares
|
$516,786
0.49% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,074
shares
|
$510,953
0.11% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
10,062
shares
|
$510,344
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
9,896
shares
|
$501,925
0.53% of portfolio
|
Q3 2024
Added 0.92%
|