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 420 institutions that hold shares in the stock, with a total of 62.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.15 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
140,642
shares
|
$7.12 Million
0.29% of portfolio
|
Q2 2024
Added 4.36%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
133,257
shares
|
$6.75 Million
0.21% of portfolio
|
Q2 2024
Added 3.66%
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
133,095
shares
|
$6.74 Million
6.27% of portfolio
|
Q3 2022
Added 0.21%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 31, 2024 Q2 2024 |
131,513
shares
|
$6.66 Million
1.81% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
129,674
shares
|
$6.57 Million
0.0% of portfolio
|
Q2 2024
Reduced 23.52%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
129,493
shares
|
$6.56 Million
0.02% of portfolio
|
Q2 2024
Added 5.97%
|
|
Snider Financial Group
Bellevue, WA |
Aug 02, 2024 Q2 2024 |
128,296
shares
|
$6.5 Million
2.5% of portfolio
|
Q2 2024
Added 1.42%
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2024 Q2 2024 |
127,088
shares
|
$6.44 Million
0.4% of portfolio
|
Q3 2023
Added 2.7%
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
126,733
shares
|
$6.42 Million
0.54% of portfolio
|
Q2 2024
Reduced 8.66%
|
|
First International Bank & Trust
Watford City, ND |
Jul 03, 2024 Q2 2024 |
123,820
shares
|
$6.27 Million
2.15% of portfolio
|
Q2 2024
Added 2.84%
|
|
Advocacy Wealth Management Services, LLC
|
Jul 10, 2024 Q2 2024 |
118,435
shares
|
$6 Million
0.54% of portfolio
|
Q2 2024
Reduced 10.92%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
117,182
shares
|
$5.93 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.15%
|
|
Farrow Financial Inc.
Randolph, VT |
Jul 15, 2024 Q2 2024 |
114,953
shares
|
$5.82 Million
3.96% of portfolio
|
Q2 2024
Added 29.13%
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
113,239
shares
|
$5.73 Million
5.07% of portfolio
|
Q4 2022
New holding
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
112,880
shares
|
$5.72 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
112,661
shares
|
$5.71 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
Rvw Wealth, LLC
|
Jul 08, 2024 Q2 2024 |
108,366
shares
|
$5.49 Million
0.57% of portfolio
|
Q2 2024
Reduced 8.51%
|
|
Tempus Wealth Planning, LLC
|
Jul 25, 2024 Q2 2024 |
107,479
shares
|
$5.44 Million
2.4% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
107,220
shares
|
$5.43 Million
0.01% of portfolio
|
Q2 2024
Added 33.55%
|
|
Rhs Financial, LLC
|
Jul 16, 2024 Q2 2024 |
106,207
shares
|
$5.38 Million
3.36% of portfolio
|
Q2 2024
Added 5.46%
|
|
Long View Wealth Management
Atlanta, GA |
Jul 22, 2024 Q2 2024 |
105,246
shares
|
$5.33 Million
1.96% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
102,792
shares
|
$5.21 Million
0.92% of portfolio
|
Q2 2024
Reduced 4.91%
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 15, 2024 Q2 2024 |
102,355
shares
|
$5.18 Million
2.83% of portfolio
|
Q2 2024
Added 9.99%
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
101,843
shares
|
$5.16 Million
0.25% of portfolio
|
Q2 2024
Reduced 12.13%
|
|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
100,988
shares
|
$5.11 Million
0.25% of portfolio
|
Q2 2024
Added 28.09%
|