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 489 institutions that hold shares in the stock, with a total of 67.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,909,471
shares
|
$198 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,642,090
shares
|
$184 Million
0.02% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,211,056
shares
|
$162 Million
0.03% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,203,295
shares
|
$162 Million
0.03% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,985,587
shares
|
$151 Million
0.31% of portfolio
|
Q1 2025
Added 22.33%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
2,449,581
shares
|
$124 Million
4.78% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
2,180,482
shares
|
$110 Million
8.57% of portfolio
|
Q4 2024
Added 161.38%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,827,207
shares
|
$92.4 Million
7.85% of portfolio
|
Q3 2022
Added 4.28%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,803,400
shares
|
$91.2 Million
0.14% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,714,833
shares
|
$86.7 Million
0.04% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
1,532,455
shares
|
$77.5 Million
1.43% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,487,614
shares
|
$75.2 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,159,142
shares
|
$58.6 Million
4.29% of portfolio
|
Q4 2023
Added 2.8%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
1,134,105
shares
|
$57.3 Million
6.94% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
1,130,322
shares
|
$57.1 Million
7.37% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,104,542
shares
|
$55.8 Million
0.1% of portfolio
|
Q4 2024
Reduced 27.18%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,020,365
shares
|
$51.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
919,480
shares
|
$46.5 Million
0.45% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Apr 22, 2025 Q1 2025 |
846,691
shares
|
$42.8 Million
2.04% of portfolio
|
Q1 2025
Reduced 26.34%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
835,272
shares
|
$42.2 Million
1.65% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
806,779
shares
|
$40.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 24.51%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
690,100
shares
|
$34.9 Million
4.2% of portfolio
|
Q3 2023
Added 0.9%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
669,485
shares
|
$33.8 Million
1.98% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
657,958
shares
|
$33.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 70.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
650,030
shares
|
$32.9 Million
0.11% of portfolio
|
Q4 2024
Added 38.66%
|