Institutional Ownership Blackrock Ultra Short Term Bon (ICSH)
This table provides information about the institutional ownership of Blackrock Ultra Short Term Bon (ICSH). We have compiled data on the 488 institutions that hold shares in the stock, with a total of 63.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
8,950
shares
|
$452,243
0.15% of portfolio
|
Q4 2024
Reduced 31.36%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
8,935
shares
|
$451,485
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nia Impact Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
8,935
shares
|
$451,485
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
8,900
shares
|
$449,717
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
8,787
shares
|
$444,007
0.03% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
8,667
shares
|
$437,943
0.38% of portfolio
|
Q4 2021
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,636
shares
|
$436,377
0.09% of portfolio
|
Q4 2024
Added 52.93%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
8,466
shares
|
$427,786
0.33% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
8,435
shares
|
$426,220
0.0% of portfolio
|
Q4 2022
Reduced 5.23%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
8,344
shares
|
$421,622
0.0% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,332
shares
|
$421,015
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,270
shares
|
$417,883
0.0% of portfolio
|
Q4 2024
Reduced 92.63%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
8,105
shares
|
$409,545
0.11% of portfolio
|
Q1 2023
Added 0.62%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
8,032
shares
|
$405,856
0.36% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
7,932
shares
|
$400,803
0.05% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
7,928
shares
|
$400,601
0.0% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
7,790
shares
|
$393,628
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,730
shares
|
$390,596
0.15% of portfolio
|
Q2 2022
New holding
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
7,703
shares
|
$389,232
0.13% of portfolio
|
Q4 2024
Added 15.68%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
7,649
shares
|
$386,503
0.01% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
7,593
shares
|
$383,674
0.05% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,572
shares
|
$382,613
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
7,300
shares
|
$368,869
0.08% of portfolio
|
Q4 2024
Added 46.0%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
7,158
shares
|
$361,693
0.03% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Violich Capital Management, Inc.
|
Jan 29, 2025 Q4 2024 |
7,060
shares
|
$356,741
0.05% of portfolio
|
Q4 2024
Reduced 33.14%
|