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 65.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
574,078
shares
|
$29 Million
1.69% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
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%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
445,845
shares
|
$22.5 Million
3.47% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
435,699
shares
|
$22 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
404,170
shares
|
$20.4 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
403,844
shares
|
$20.4 Million
3.24% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
401,350
shares
|
$20.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 40.51%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jan 23, 2025 Q4 2024 |
386,848
shares
|
$19.5 Million
21.41% of portfolio
|
Q4 2024
Reduced 46.39%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
334,546
shares
|
$16.9 Million
5.71% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
331,381
shares
|
$16.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
323,944
shares
|
$16.4 Million
0.02% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
314,683
shares
|
$15.9 Million
0.3% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
314,483
shares
|
$15.9 Million
1.42% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
303,882
shares
|
$15.4 Million
0.65% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
298,028
shares
|
$15.1 Million
2.17% of portfolio
|
Q4 2024
Added 124.3%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
291,605
shares
|
$14.7 Million
0.85% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
288,132
shares
|
$14.6 Million
1.75% of portfolio
|
Q4 2024
Reduced 38.15%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
278,626
shares
|
$14.1 Million
5.81% of portfolio
|
Q4 2024
Added 29.07%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
276,880
shares
|
$14 Million
0.36% of portfolio
|
Q4 2022
Reduced 11.76%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
256,497
shares
|
$13 Million
1.9% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
252,637
shares
|
$12.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
251,790
shares
|
$12.7 Million
0.01% of portfolio
|
Q4 2024
Added 22.3%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
248,889
shares
|
$12.6 Million
5.76% of portfolio
|
Q4 2024
Added 421.77%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
247,380
shares
|
$12.5 Million
0.65% of portfolio
|
Q1 2025
Added 10.92%
|