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 440 institutions that hold shares in the stock, with a total of 60.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
133,366
shares
|
$6.74 Million
0.57% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
133,095
shares
|
$6.72 Million
6.27% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
132,869
shares
|
$6.71 Million
1.04% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
132,757
shares
|
$6.71 Million
0.3% of portfolio
|
Q3 2024
Added 31.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
127,608
shares
|
$6.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
127,088
shares
|
$6.42 Million
0.39% of portfolio
|
Q3 2023
Added 2.7%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
125,997
shares
|
$6.37 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
124,522
shares
|
$6.29 Million
2.34% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 04, 2024 Q3 2024 |
124,500
shares
|
$6.29 Million
2.06% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
119,188
shares
|
$6.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
115,910
shares
|
$5.86 Million
1.88% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
114,554
shares
|
$5.79 Million
0.21% of portfolio
|
Q3 2024
Reduced 32.14%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
114,381
shares
|
$5.78 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
113,934
shares
|
$5.76 Million
0.46% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
112,246
shares
|
$5.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
110,326
shares
|
$5.57 Million
3.94% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
110,326
shares
|
$5.57 Million
3.94% of portfolio
|
Q3 2024
New holding
|
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
110,256
shares
|
$5.57 Million
3.52% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
110,016
shares
|
$5.56 Million
0.03% of portfolio
|
Q3 2024
Reduced 21.97%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
109,059
shares
|
$5.51 Million
4.19% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
106,571
shares
|
$5.38 Million
1.56% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
104,846
shares
|
$5.3 Million
0.01% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
99,797
shares
|
$5.04 Million
2.62% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
99,188
shares
|
$5.01 Million
0.43% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
98,028
shares
|
$4.95 Million
1.95% of portfolio
|
Q3 2024
Reduced 8.79%
|