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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
229
shares
|
$11,587
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
198
shares
|
$10,018
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
189
shares
|
$9,563
0.0% of portfolio
|
Q1 2025
Reduced 69.95%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
188
shares
|
$9,512
0.0% of portfolio
|
Q4 2022
Added 88.0%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
129
shares
|
$6,527
0.0% of portfolio
|
Q1 2025
Reduced 98.03%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
120
shares
|
$6,072
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
90
shares
|
$4,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
75
shares
|
$3,795
0.0% of portfolio
|
Q1 2022
Reduced 88.89%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
43
shares
|
$2,175
0.0% of portfolio
|
Q1 2024
Reduced 91.13%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
43
shares
|
$2,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
38
shares
|
$1,922
0.0% of portfolio
|
Q1 2025
Reduced 97.04%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
35
shares
|
$1,771
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
26
shares
|
$1,315
0.0% of portfolio
|
Q1 2024
Reduced 98.5%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
20
shares
|
$1,012
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
2
shares
|
$101
0.0% of portfolio
|
Q2 2023
Reduced 99.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2
shares
|
$101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|