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 507 institutions that hold shares in the stock, with a total of 67.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10,420
shares
|
$528,294
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
10,028
shares
|
$508,419
0.04% of portfolio
|
Q4 2022
Reduced 82.24%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$507,000
0.0% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
9,925
shares
|
$503,197
0.12% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
9,841
shares
|
$498,938
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
9,742
shares
|
$493,919
0.03% of portfolio
|
Q3 2022
Added 31.77%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
9,633
shares
|
$488,393
0.06% of portfolio
|
Q2 2025
Reduced 28.44%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
9,435
shares
|
$478,354
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
9,322
shares
|
$472,625
0.1% of portfolio
|
Q3 2025
Reduced 20.95%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
9,176
shares
|
$465,223
0.0% of portfolio
|
Q2 2025
Added 1664.62%
|
|
|
Searcy Financial Services Inc
|
Oct 06, 2025 Q3 2025 |
9,169
shares
|
$464,868
0.18% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
9,142
shares
|
$463,499
0.01% of portfolio
|
Q2 2025
Added 63.78%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
9,063
shares
|
$459,494
0.2% of portfolio
|
Q3 2025
Reduced 22.64%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
8,935
shares
|
$453,004
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
8,929
shares
|
$452,700
0.05% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
8,922
shares
|
$452,345
0.14% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
8,900
shares
|
$451,230
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
8,779
shares
|
$445,095
0.02% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 21, 2025 Q3 2025 |
8,722
shares
|
$442,205
0.16% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
8,667
shares
|
$439,416
0.38% of portfolio
|
Q4 2021
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
8,636
shares
|
$437,845
0.09% of portfolio
|
Q4 2024
Added 52.93%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
8,628
shares
|
$437,439
0.33% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
8,513
shares
|
$431,609
0.02% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
8,499
shares
|
$430,899
0.03% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
8,435
shares
|
$427,654
0.0% of portfolio
|
Q4 2022
Reduced 5.23%
|