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 445 institutions that hold shares in the stock, with a total of 60.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
25,969
shares
|
$1.31 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
25,824
shares
|
$1.3 Million
0.27% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
25,614
shares
|
$1.29 Million
0.76% of portfolio
|
Q3 2024
Added 8.52%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
25,140
shares
|
$1.27 Million
0.1% of portfolio
|
Q2 2024
Added 55.1%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
24,813
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Nov 14, 2024 Q3 2024 |
23,958
shares
|
$1.21 Million
0.65% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
23,710
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.9%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
23,669
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 40.32%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,196
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 38.26%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
23,027
shares
|
$1.16 Million
0.24% of portfolio
|
Q2 2024
Reduced 17.69%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
22,850
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2022
Reduced 70.38%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,713
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Matrix Trust CO
|
Oct 08, 2024 Q3 2024 |
22,041
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2024
Reduced 31.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
21,995
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2024
Added 34.69%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
21,947
shares
|
$1.11 Million
0.3% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
21,932
shares
|
$1.11 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
21,824
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
21,805
shares
|
$1.1 Million
0.1% of portfolio
|
Q3 2024
Added 42.63%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
20,814
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
20,567
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
20,462
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
19,900
shares
|
$1 Million
0.31% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
19,860
shares
|
$1 Million
0.26% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
19,837
shares
|
$1 Million
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
19,837
shares
|
$1 Million
0.12% of portfolio
|
Q3 2024
New holding
|