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 498 institutions that hold shares in the stock, with a total of 66.8 Million shares, which have been reported (via 13F filing form) to have a value of $3.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
114,896
shares
|
$5.81 Million
0.18% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
114,636
shares
|
$5.8 Million
0.2% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
114,317
shares
|
$5.78 Million
4.16% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
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%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
111,382
shares
|
$5.63 Million
1.97% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
110,790
shares
|
$5.6 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
110,032
shares
|
$5.57 Million
0.43% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
104,609
shares
|
$5.29 Million
1.5% of portfolio
|
Q2 2025
Added 29.9%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
101,665
shares
|
$5.14 Million
2.68% of portfolio
|
Q2 2025
Added 20.09%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
99,297
shares
|
$5.02 Million
0.42% of portfolio
|
Q2 2025
Reduced 16.51%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
99,128
shares
|
$5.01 Million
0.16% of portfolio
|
Q2 2025
Added 1235.96%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
98,888
shares
|
$5 Million
4.17% of portfolio
|
Q2 2025
Reduced 39.69%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
98,888
shares
|
$5 Million
4.17% of portfolio
|
Q2 2025
Reduced 26.29%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
90,281
shares
|
$4.57 Million
1.19% of portfolio
|
Q4 2024
Added 32.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
89,540
shares
|
$4.53 Million
0.01% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
89,495
shares
|
$4.53 Million
0.5% of portfolio
|
Q2 2025
Added 75.73%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
88,496
shares
|
$4.48 Million
0.79% of portfolio
|
Q2 2025
Reduced 19.29%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
87,683
shares
|
$4.44 Million
0.24% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
86,707
shares
|
$4.39 Million
1.14% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
86,232
shares
|
$4.36 Million
0.86% of portfolio
|
Q2 2025
Added 12.55%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
86,076
shares
|
$4.35 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
84,807
shares
|
$4.29 Million
1.89% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
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%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
84,034
shares
|
$4.25 Million
4.01% of portfolio
|
Q2 2025
New holding
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
83,753
shares
|
$4.24 Million
0.68% of portfolio
|
Q2 2025
Reduced 26.88%
|