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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
90,281
shares
|
$4.57 Million
1.19% of portfolio
|
Q4 2024
Added 32.07%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 08, 2025 Q3 2025 |
89,959
shares
|
$4.56 Million
1.77% of portfolio
|
Q3 2025
Reduced 24.85%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
89,055
shares
|
$4.51 Million
1.59% of portfolio
|
Q3 2025
Added 21.76%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
87,318
shares
|
$4.42 Million
0.72% of portfolio
|
Q3 2025
Added 15.57%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
86,942
shares
|
$4.4 Million
0.28% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
86,232
shares
|
$4.37 Million
0.86% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
86,175
shares
|
$4.36 Million
2.47% of portfolio
|
Q4 2025
Reduced 50.12%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
84,428
shares
|
$4.28 Million
3.89% of portfolio
|
Q4 2024
Reduced 22.59%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
84,214
shares
|
$4.26 Million
1.28% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
83,212
shares
|
$4.21 Million
2.37% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
81,825
shares
|
$4.14 Million
2.03% of portfolio
|
Q3 2025
Reduced 19.52%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
81,507
shares
|
$4.13 Million
3.7% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
80,945
shares
|
$4.1 Million
1.06% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
80,870
shares
|
$4.1 Million
0.12% of portfolio
|
Q3 2025
Added 29.73%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
79,552
shares
|
$4.03 Million
1.44% of portfolio
|
Q3 2025
Added 32.03%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
78,515
shares
|
$3.98 Million
3.24% of portfolio
|
Q3 2025
Added 12708.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
77,439
shares
|
$3.92 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
76,908
shares
|
$3.89 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
76,847
shares
|
$3.89 Million
0.43% of portfolio
|
Q3 2025
Added 255.23%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
76,633
shares
|
$3.88 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
75,559
shares
|
$3.83 Million
0.16% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
75,477
shares
|
$3.82 Million
0.67% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
74,230
shares
|
$3.76 Million
0.4% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
73,446
shares
|
$3.72 Million
0.47% of portfolio
|
Q3 2025
Added 38.48%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
73,158
shares
|
$3.7 Million
0.55% of portfolio
|
Q3 2025
Reduced 12.65%
|
|