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 507 institutions that hold shares in the stock, with a total of 67.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
116,788
shares
|
$5.92 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
114,896
shares
|
$5.83 Million
0.18% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
114,317
shares
|
$5.8 Million
4.16% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
112,990
shares
|
$5.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
111,382
shares
|
$5.65 Million
1.97% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
110,790
shares
|
$5.62 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
110,032
shares
|
$5.58 Million
0.43% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
105,435
shares
|
$5.35 Million
0.16% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
104,609
shares
|
$5.3 Million
1.5% of portfolio
|
Q2 2025
Added 29.9%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
101,665
shares
|
$5.15 Million
2.68% of portfolio
|
Q2 2025
Added 20.09%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
99,297
shares
|
$5.03 Million
0.42% of portfolio
|
Q2 2025
Reduced 16.51%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
98,888
shares
|
$5.01 Million
4.17% of portfolio
|
Q2 2025
Reduced 26.29%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
98,888
shares
|
$5.01 Million
4.17% of portfolio
|
Q2 2025
Reduced 39.69%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
90,281
shares
|
$4.58 Million
1.19% of portfolio
|
Q4 2024
Added 32.07%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 08, 2025 Q3 2025 |
89,959
shares
|
$4.56 Million
1.77% of portfolio
|
Q3 2025
Reduced 24.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
89,540
shares
|
$4.54 Million
0.01% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
89,495
shares
|
$4.54 Million
0.5% of portfolio
|
Q2 2025
Added 75.73%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
89,055
shares
|
$4.52 Million
1.59% of portfolio
|
Q3 2025
Added 21.76%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
87,683
shares
|
$4.45 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
|
$4.4 Million
1.14% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
86,232
shares
|
$4.37 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
|
$4.36 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
85,774
shares
|
$4.35 Million
0.73% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
84,807
shares
|
$4.3 Million
1.89% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
84,428
shares
|
$4.28 Million
3.89% of portfolio
|
Q4 2024
Reduced 22.59%
|