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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
52,468
shares
|
$2.65 Million
0.02% of portfolio
|
Q4 2024
Added 48.81%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
51,920
shares
|
$2.62 Million
0.22% of portfolio
|
Q4 2024
Reduced 97.91%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
Feb 13, 2025 Q4 2024 |
51,864
shares
|
$2.62 Million
21.21% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
51,563
shares
|
$2.61 Million
0.0% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
51,525
shares
|
$2.6 Million
0.11% of portfolio
|
Q3 2023
Reduced 0.39%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
51,186
shares
|
$2.59 Million
0.17% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
50,819
shares
|
$2.57 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
50,204
shares
|
$2.54 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Feb 20, 2025 Q4 2024 |
49,961
shares
|
$2.52 Million
2.31% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
49,198
shares
|
$2.49 Million
2.09% of portfolio
|
Q4 2022
Added 51.44%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
48,881
shares
|
$2.47 Million
0.67% of portfolio
|
Q4 2024
Added 14.4%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
48,220
shares
|
$2.44 Million
0.22% of portfolio
|
Q4 2024
Added 186.84%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
47,026
shares
|
$2.38 Million
1.19% of portfolio
|
Q4 2024
Added 238.34%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
46,793
shares
|
$2.36 Million
1.54% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
46,543
shares
|
$2.35 Million
0.09% of portfolio
|
Q4 2024
Reduced 65.76%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
45,977
shares
|
$2.32 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.07%
|
|
|
Bcr Wealth Strategies, LLC
|
Jan 29, 2025 Q4 2024 |
45,519
shares
|
$2.3 Million
1.07% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
45,248
shares
|
$2.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.04%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
43,814
shares
|
$2.21 Million
0.88% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
43,296
shares
|
$2.19 Million
0.26% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
43,292
shares
|
$2.19 Million
0.07% of portfolio
|
Q4 2024
Reduced 45.84%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
43,270
shares
|
$2.19 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
43,007
shares
|
$2.17 Million
0.27% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
41,751
shares
|
$2.11 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
41,168
shares
|
$2.08 Million
0.3% of portfolio
|
Q4 2024
Reduced 21.3%
|