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 497 institutions that hold shares in the stock, with a total of 67.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.42 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 |
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
116,788
shares
|
$5.91 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
116,752
shares
|
$5.91 Million
0.25% of portfolio
|
Q2 2025
Added 20.06%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
114,896
shares
|
$5.81 Million
0.18% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
114,636
shares
|
$5.8 Million
0.2% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
114,543
shares
|
$5.79 Million
1.0% of portfolio
|
Q1 2025
Reduced 28.4%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
114,317
shares
|
$5.78 Million
4.16% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
113,273
shares
|
$5.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
111,414
shares
|
$5.64 Million
0.52% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
111,382
shares
|
$5.63 Million
1.97% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
104,609
shares
|
$5.29 Million
1.5% of portfolio
|
Q2 2025
Added 29.9%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
103,363
shares
|
$5.23 Million
0.07% of portfolio
|
Q1 2025
Added 21.07%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
102,055
shares
|
$5.16 Million
0.43% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
101,665
shares
|
$5.14 Million
2.68% of portfolio
|
Q2 2025
Added 20.09%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
99,297
shares
|
$5.02 Million
0.42% of portfolio
|
Q2 2025
Reduced 16.51%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
99,128
shares
|
$5.01 Million
0.16% of portfolio
|
Q2 2025
Added 1235.96%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
98,888
shares
|
$5 Million
4.17% of portfolio
|
Q2 2025
Reduced 26.29%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
98,888
shares
|
$5 Million
4.17% of portfolio
|
Q2 2025
Reduced 39.69%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
90,281
shares
|
$4.57 Million
1.19% of portfolio
|
Q4 2024
Added 32.07%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
89,495
shares
|
$4.53 Million
0.5% of portfolio
|
Q2 2025
Added 75.73%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
88,496
shares
|
$4.48 Million
0.79% of portfolio
|
Q2 2025
Reduced 19.29%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
87,683
shares
|
$4.44 Million
0.24% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
87,064
shares
|
$4.4 Million
4.99% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
86,076
shares
|
$4.35 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
84,428
shares
|
$4.27 Million
3.89% of portfolio
|
Q4 2024
Reduced 22.59%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
84,034
shares
|
$4.25 Million
4.01% of portfolio
|
Q2 2025
New holding
|