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 494 institutions that hold shares in the stock, with a total of 65.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.3 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%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,552,462
shares
|
$180 Million
0.03% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
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%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,644,271
shares
|
$134 Million
0.24% of portfolio
|
Q2 2025
Reduced 11.43%
|
|
|
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%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,429,384
shares
|
$123 Million
0.04% of portfolio
|
Q2 2025
Added 19.87%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
2,220,761
shares
|
$112 Million
7.92% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
2,186,562
shares
|
$111 Million
4.1% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
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%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
1,198,040
shares
|
$60.6 Million
5.88% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
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%
|
|
|
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%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
1,103,609
shares
|
$55.8 Million
6.57% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
975,055
shares
|
$49.3 Million
0.42% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
922,202
shares
|
$46.7 Million
1.67% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
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%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
770,716
shares
|
$39 Million
0.51% of portfolio
|
Q2 2025
Reduced 49.71%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
767,895
shares
|
$38.8 Million
15.14% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
743,773
shares
|
$37.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.26%
|
|
|
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
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
605,224
shares
|
$30.6 Million
0.82% of portfolio
|
Q2 2025
Added 39.04%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
561,281
shares
|
$28.4 Million
1.53% of portfolio
|
Q2 2025
Reduced 16.16%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
550,609
shares
|
$27.9 Million
1.16% of portfolio
|
Q2 2024
Added 164.24%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
547,478
shares
|
$27.7 Million
0.56% of portfolio
|
Q1 2025
Added 598.35%
|