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 522 institutions that hold shares in the stock, with a total of 71.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
124,200
shares
|
$6.29 Million
1.71% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
122,234
shares
|
$6.19 Million
0.11% of portfolio
|
Q3 2025
Added 180.77%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
118,273
shares
|
$5.99 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
117,514
shares
|
$5.95 Million
0.24% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
116,788
shares
|
$5.91 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
116,779
shares
|
$5.91 Million
2.29% of portfolio
|
Q3 2025
Added 55.01%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
114,080
shares
|
$5.78 Million
1.61% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
113,034
shares
|
$5.72 Million
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
111,382
shares
|
$5.64 Million
1.97% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
105,844
shares
|
$5.36 Million
0.15% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
105,435
shares
|
$5.34 Million
0.16% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
105,164
shares
|
$5.33 Million
3.67% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
105,042
shares
|
$5.32 Million
0.45% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
100,246
shares
|
$5.08 Million
1.27% of portfolio
|
Q3 2025
Added 446.06%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
100,122
shares
|
$5.07 Million
0.41% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
98,888
shares
|
$5.01 Million
4.17% of portfolio
|
Q2 2025
Reduced 26.29%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
97,361
shares
|
$4.93 Million
0.26% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
95,933
shares
|
$4.86 Million
2.18% of portfolio
|
Q3 2025
Reduced 21.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
95,690
shares
|
$4.85 Million
0.01% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
95,477
shares
|
$4.83 Million
0.04% of portfolio
|
Q3 2025
Added 688.81%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
93,805
shares
|
$4.75 Million
0.94% of portfolio
|
Q3 2025
Added 18.15%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
92,927
shares
|
$4.71 Million
0.49% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
92,292
shares
|
$4.67 Million
1.13% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
91,690
shares
|
$4.64 Million
2.04% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
90,954
shares
|
$4.61 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|