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 493 institutions that hold shares in the stock, with a total of 68.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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 |
May 15, 2025 Q1 2025 |
3,432,473
shares
|
$174 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,368,485
shares
|
$170 Million
0.03% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,985,587
shares
|
$151 Million
0.31% of portfolio
|
Q1 2025
Added 22.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,515,423
shares
|
$127 Million
0.03% of portfolio
|
Q1 2025
Reduced 21.66%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
2,449,581
shares
|
$124 Million
4.78% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
2,257,100
shares
|
$114 Million
0.18% of portfolio
|
Q1 2025
Added 25.16%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
2,251,651
shares
|
$114 Million
9.16% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,026,708
shares
|
$103 Million
0.04% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,827,207
shares
|
$92.5 Million
7.85% of portfolio
|
Q3 2022
Added 4.28%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
1,532,455
shares
|
$77.5 Million
1.43% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,159,142
shares
|
$58.7 Million
4.29% of portfolio
|
Q4 2023
Added 2.8%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,137,652
shares
|
$57.6 Million
0.1% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
1,134,105
shares
|
$57.4 Million
6.94% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,131,467
shares
|
$57.3 Million
0.02% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
1,130,322
shares
|
$57.2 Million
7.37% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
971,050
shares
|
$49.1 Million
0.47% of portfolio
|
Q1 2025
Added 5.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
849,717
shares
|
$43 Million
0.02% of portfolio
|
Q1 2025
Reduced 42.88%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Apr 22, 2025 Q1 2025 |
846,691
shares
|
$42.8 Million
2.04% of portfolio
|
Q1 2025
Reduced 26.34%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
835,272
shares
|
$42.3 Million
1.65% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
700,551
shares
|
$35.4 Million
14.85% of portfolio
|
Q1 2025
Added 151.43%
|
|
|
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%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
685,227
shares
|
$34.7 Million
4.65% of portfolio
|
Q1 2025
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
669,485
shares
|
$33.9 Million
1.98% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
626,271
shares
|
$31.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 67.89%
|