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 $1.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
13,281
shares
|
$668,963
0.02% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
12,818
shares
|
$645,642
0.0% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
12,475
shares
|
$628,365
0.26% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
12,383
shares
|
$623,731
0.02% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
12,039
shares
|
$606,404
0.37% of portfolio
|
Q4 2022
Reduced 49.22%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
12,015
shares
|
$605,195
0.05% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,734
shares
|
$591,041
0.05% of portfolio
|
Q2 2024
Reduced 43.85%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
11,513
shares
|
$579,909
0.0% of portfolio
|
Q2 2024
Reduced 20.67%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
11,472
shares
|
$577,844
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
11,465
shares
|
$577,492
0.37% of portfolio
|
Q3 2024
Added 35.99%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
11,406
shares
|
$574,520
0.47% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Nov 14, 2024 Q3 2024 |
11,390
shares
|
$573,714
0.41% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
11,024
shares
|
$555,278
0.09% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
10,927
shares
|
$550,392
0.49% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
10,854
shares
|
$546,715
0.04% of portfolio
|
Q1 2023
Reduced 8.44%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
10,760
shares
|
$541,981
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
10,638
shares
|
$535,836
0.1% of portfolio
|
Q1 2023
Reduced 14.62%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
10,467
shares
|
$527,222
0.12% of portfolio
|
Q2 2024
Reduced 1.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,409
shares
|
$524,301
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
|
$515,033
0.01% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
10,088
shares
|
$508,132
0.15% of portfolio
|
Q3 2024
Reduced 98.16%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
10,062
shares
|
$506,822
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
9,896
shares
|
$498,461
0.53% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
9,892
shares
|
$498,260
0.16% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
9,870
shares
|
$497,151
0.01% of portfolio
|
Q3 2024
Reduced 4.42%
|