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 |
|---|---|---|---|---|---|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
100,453
shares
|
$5.08 Million
0.37% of portfolio
|
Q4 2024
Reduced 42.8%
|
|
|
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%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
99,727
shares
|
$5.04 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
98,710
shares
|
$4.99 Million
5.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
97,248
shares
|
$4.91 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
96,615
shares
|
$4.88 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
94,894
shares
|
$4.79 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
91,690
shares
|
$4.63 Million
2.02% of portfolio
|
Q4 2024
Added 15.51%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
91,485
shares
|
$4.62 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
90,870
shares
|
$4.59 Million
0.0% of portfolio
|
Q4 2024
Added 44.42%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
90,281
shares
|
$4.56 Million
1.19% of portfolio
|
Q4 2024
Added 32.07%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
87,949
shares
|
$4.44 Million
0.03% of portfolio
|
Q4 2024
Added 162.46%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
87,892
shares
|
$4.44 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
87,671
shares
|
$4.43 Million
0.01% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
86,693
shares
|
$4.38 Million
0.24% of portfolio
|
Q4 2024
Added 63.72%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
85,372
shares
|
$4.31 Million
0.06% of portfolio
|
Q4 2024
Reduced 54.63%
|
|
|
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 |
Feb 03, 2025 Q4 2024 |
82,798
shares
|
$4.18 Million
1.18% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
81,513
shares
|
$4.12 Million
0.39% of portfolio
|
Q4 2024
Added 273.83%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
81,259
shares
|
$4.11 Million
2.39% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
80,531
shares
|
$4.07 Million
1.39% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
79,194
shares
|
$4 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
79,003
shares
|
$3.99 Million
0.04% of portfolio
|
Q4 2024
Added 21.81%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
78,396
shares
|
$3.96 Million
0.08% of portfolio
|
Q4 2024
Added 116.77%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
77,621
shares
|
$3.92 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.26%
|