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 |
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
35,046
shares
|
$1.77 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
34,461
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
34,321
shares
|
$1.74 Million
0.88% of portfolio
|
Q1 2025
Reduced 27.02%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
33,494
shares
|
$1.69 Million
0.13% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
32,840
shares
|
$1.66 Million
0.95% of portfolio
|
Q2 2025
Added 25.34%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
32,794
shares
|
$1.66 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
32,653
shares
|
$1.65 Million
0.23% of portfolio
|
Q2 2025
Added 41.46%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
32,379
shares
|
$1.64 Million
1.87% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
31,764
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,566
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Added 53.48%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
31,545
shares
|
$1.6 Million
0.16% of portfolio
|
Q2 2025
Added 55.56%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
31,378
shares
|
$1.59 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
31,147
shares
|
$1.58 Million
0.2% of portfolio
|
Q3 2022
Added 61.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
30,658
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Fusion Capital, LLC
|
May 15, 2025 Q1 2025 |
29,688
shares
|
$1.5 Million
0.59% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Vista Finance, LLC
|
Jul 29, 2025 Q2 2025 |
29,026
shares
|
$1.47 Million
1.59% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
28,807
shares
|
$1.46 Million
0.26% of portfolio
|
Q2 2025
Reduced 16.41%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
28,684
shares
|
$1.45 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
27,633
shares
|
$1.4 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
26,331
shares
|
$1.33 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
24,595
shares
|
$1.24 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
24,281
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.02%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
23,527
shares
|
$1.19 Million
0.38% of portfolio
|
Q1 2025
Added 93.81%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
23,028
shares
|
$1.16 Million
1.03% of portfolio
|
Q1 2025
Reduced 44.84%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
23,027
shares
|
$1.16 Million
0.25% of portfolio
|
Q2 2024
Reduced 17.69%
|