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 440 institutions that hold shares in the stock, with a total of 60.4 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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,119,750
shares
|
$208 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,909,471
shares
|
$197 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,231,021
shares
|
$163 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.95%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,043,962
shares
|
$154 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,293,747
shares
|
$116 Million
0.26% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,210,182
shares
|
$112 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
2,201,671
shares
|
$111 Million
4.31% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,827,207
shares
|
$92.2 Million
7.85% of portfolio
|
Q3 2022
Added 4.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,659,673
shares
|
$83.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,567,700
shares
|
$79.1 Million
0.13% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,516,850
shares
|
$76.5 Million
0.14% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,159,142
shares
|
$58.5 Million
4.29% of portfolio
|
Q4 2023
Added 2.8%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
1,152,993
shares
|
$58.2 Million
6.99% of portfolio
|
Q3 2024
Added 36.07%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,080,182
shares
|
$54.5 Million
0.02% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,068,669
shares
|
$53.9 Million
0.08% of portfolio
|
Q3 2024
Reduced 30.78%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
902,899
shares
|
$45.6 Million
0.45% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
834,227
shares
|
$42.1 Million
3.55% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
790,798
shares
|
$39.9 Million
1.56% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 29, 2024 Q3 2024 |
721,611
shares
|
$36.4 Million
24.93% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
690,100
shares
|
$34.8 Million
4.2% of portfolio
|
Q3 2023
Added 0.9%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
638,369
shares
|
$32.2 Million
1.85% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
550,609
shares
|
$27.8 Million
1.16% of portfolio
|
Q2 2024
Added 164.24%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
521,466
shares
|
$26.3 Million
3.57% of portfolio
|
Q3 2022
Reduced 14.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
468,786
shares
|
$23.7 Million
0.09% of portfolio
|
Q3 2024
Added 33.71%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
465,870
shares
|
$23.5 Million
2.91% of portfolio
|
Q3 2024
Added 15.3%
|