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 419 institutions that hold shares in the stock, with a total of 62.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,338,554
shares
|
$219 Million
0.05% of portfolio
|
Q2 2024
Reduced 21.57%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,909,471
shares
|
$198 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,711,703
shares
|
$188 Million
0.02% of portfolio
|
Q2 2024
Added 6.63%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
3,163,661
shares
|
$160 Million
0.04% of portfolio
|
Q2 2024
Reduced 20.21%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
2,349,908
shares
|
$119 Million
0.31% of portfolio
|
Q2 2024
Reduced 10.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
2,213,699
shares
|
$112 Million
0.28% of portfolio
|
Q2 2024
Added 14.27%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Jul 31, 2024 Q2 2024 |
1,990,600
shares
|
$101 Million
4.22% of portfolio
|
Q2 2024
Reduced 13.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,828,635
shares
|
$92.4 Million
0.05% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,827,207
shares
|
$92.4 Million
7.85% of portfolio
|
Q3 2022
Added 4.28%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
1,547,900
shares
|
$78.2 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
1,543,857
shares
|
$78 Million
0.14% of portfolio
|
Q2 2024
Reduced 10.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
1,463,308
shares
|
$74 Million
0.14% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,159,142
shares
|
$58.6 Million
4.29% of portfolio
|
Q4 2023
Added 2.8%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
962,153
shares
|
$48.6 Million
0.02% of portfolio
|
Q2 2024
Added 18.24%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2024 Q2 2024 |
930,308
shares
|
$47 Million
9.72% of portfolio
|
Q2 2024
Added 19.63%
|
|
|
Winthrop Advisory Group LLC
|
Jul 18, 2024 Q2 2024 |
916,847
shares
|
$46.3 Million
6.16% of portfolio
|
Q2 2024
Added 6.93%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2024 Q2 2024 |
875,701
shares
|
$44.3 Million
0.47% of portfolio
|
Q2 2024
Added 2.55%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jul 22, 2024 Q2 2024 |
847,359
shares
|
$42.8 Million
5.01% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
845,714
shares
|
$42.8 Million
3.82% of portfolio
|
Q2 2024
Added 5.04%
|
|
|
Foster Group, Inc.
|
Jul 30, 2024 Q2 2024 |
771,273
shares
|
$39 Million
1.59% of portfolio
|
Q2 2024
Added 3.82%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 17, 2024 Q2 2024 |
735,913
shares
|
$37.2 Million
25.13% of portfolio
|
Q2 2024
Reduced 20.71%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
690,100
shares
|
$34.9 Million
4.2% of portfolio
|
Q3 2023
Added 0.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
674,606
shares
|
$34.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
Osborne Partners Capital Management, LLC
|
Jul 22, 2024 Q2 2024 |
649,898
shares
|
$32.9 Million
1.99% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
550,609
shares
|
$27.8 Million
1.16% of portfolio
|
Q2 2024
Added 164.24%
|