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 |
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
83,142
shares
|
$4.21 Million
1.21% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
82,650
shares
|
$4.18 Million
0.52% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
82,501
shares
|
$4.17 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
81,918
shares
|
$4.14 Million
0.31% of portfolio
|
Q2 2025
Reduced 35.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
81,090
shares
|
$4.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
80,628
shares
|
$4.08 Million
1.82% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
80,611
shares
|
$4.08 Million
1.13% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
79,397
shares
|
$4.02 Million
0.88% of portfolio
|
Q1 2025
Added 17.28%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
79,113
shares
|
$4 Million
0.08% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
79,084
shares
|
$4 Million
2.46% of portfolio
|
Q2 2025
Added 63.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
78,125
shares
|
$3.95 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
76,639
shares
|
$3.88 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
76,633
shares
|
$3.88 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
76,618
shares
|
$3.88 Million
0.88% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
74,230
shares
|
$3.75 Million
0.4% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
74,145
shares
|
$3.75 Million
0.72% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
73,721
shares
|
$3.73 Million
0.11% of portfolio
|
Q2 2025
Added 114.71%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
73,512
shares
|
$3.72 Million
0.17% of portfolio
|
Q2 2025
Added 61.19%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
73,467
shares
|
$3.72 Million
0.01% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Bcr Wealth Strategies, LLC
|
Jul 24, 2025 Q2 2025 |
73,142
shares
|
$3.7 Million
1.44% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
70,717
shares
|
$3.58 Million
1.73% of portfolio
|
Q1 2025
Added 15.39%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
70,488
shares
|
$3.57 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
69,666
shares
|
$3.52 Million
0.71% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
68,735
shares
|
$3.48 Million
0.16% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
68,144
shares
|
$3.45 Million
1.15% of portfolio
|
Q1 2025
Added 97.89%
|