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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
48,298
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.68%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
47,899
shares
|
$2.43 Million
0.9% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2025 Q3 2025 |
47,726
shares
|
$2.42 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
46,180
shares
|
$2.34 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
45,630
shares
|
$2.31 Million
1.8% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
45,474
shares
|
$2.3 Million
0.14% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Kintayl Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
45,380
shares
|
$2.3 Million
1.42% of portfolio
|
Q3 2025
Reduced 62.86%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
45,112
shares
|
$2.28 Million
0.19% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
44,858
shares
|
$2.27 Million
0.27% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
44,823
shares
|
$2.27 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
43,852
shares
|
$2.22 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
43,451
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
43,445
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.43%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
42,960
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
42,370
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
42,068
shares
|
$2.13 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
41,580
shares
|
$2.11 Million
0.09% of portfolio
|
Q3 2025
Reduced 13.52%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
41,510
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
40,969
shares
|
$2.07 Million
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Nov 13, 2025 Q3 2025 |
40,709
shares
|
$2.06 Million
1.0% of portfolio
|
Q3 2025
Reduced 80.63%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
40,637
shares
|
$2.06 Million
0.06% of portfolio
|
Q3 2025
Reduced 44.88%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
40,537
shares
|
$2.05 Million
0.36% of portfolio
|
Q3 2025
Reduced 15.88%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
40,059
shares
|
$2.03 Million
0.09% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
39,720
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
39,509
shares
|
$2 Million
0.53% of portfolio
|
Q3 2025
Added 1.66%
|
|