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 |
|---|---|---|---|---|---|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
114,543
shares
|
$5.8 Million
1.0% of portfolio
|
Q1 2025
Reduced 28.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
113,273
shares
|
$5.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
112,132
shares
|
$5.67 Million
1.66% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
111,414
shares
|
$5.64 Million
0.52% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
109,649
shares
|
$5.55 Million
1.01% of portfolio
|
Q4 2024
Added 167.91%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
109,336
shares
|
$5.53 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
106,805
shares
|
$5.4 Million
0.51% of portfolio
|
Q1 2025
Added 2479.83%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
103,363
shares
|
$5.23 Million
0.07% of portfolio
|
Q1 2025
Added 21.07%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
102,055
shares
|
$5.16 Million
0.43% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
100,060
shares
|
$5.06 Million
3.3% of portfolio
|
Q1 2025
Added 78.68%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
97,248
shares
|
$4.92 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
90,281
shares
|
$4.57 Million
1.19% of portfolio
|
Q4 2024
Added 32.07%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
89,779
shares
|
$4.54 Million
0.06% of portfolio
|
Q1 2025
Added 15.66%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
87,707
shares
|
$4.44 Million
0.34% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
87,064
shares
|
$4.41 Million
4.99% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
84,660
shares
|
$4.28 Million
2.21% of portfolio
|
Q1 2025
Added 41.75%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
84,596
shares
|
$4.28 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
84,428
shares
|
$4.27 Million
3.89% of portfolio
|
Q4 2024
Reduced 22.59%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
83,142
shares
|
$4.21 Million
1.21% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
82,650
shares
|
$4.18 Million
0.52% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
82,501
shares
|
$4.17 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
81,259
shares
|
$4.11 Million
2.39% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
81,220
shares
|
$4.11 Million
0.14% of portfolio
|
Q1 2025
Reduced 33.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
81,090
shares
|
$4.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
80,628
shares
|
$4.08 Million
1.82% of portfolio
|
Q1 2025
Reduced 12.06%
|