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 65.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
81,918
shares
|
$4.14 Million
0.31% of portfolio
|
Q2 2025
Reduced 35.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
81,758
shares
|
$4.14 Million
0.08% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
81,274
shares
|
$4.11 Million
4.38% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
80,611
shares
|
$4.08 Million
1.13% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
79,397
shares
|
$4.02 Million
0.88% of portfolio
|
Q1 2025
Added 17.28%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
79,084
shares
|
$4 Million
2.46% of portfolio
|
Q2 2025
Added 63.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
79,027
shares
|
$4 Million
0.03% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
76,639
shares
|
$3.88 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
76,633
shares
|
$3.88 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
75,554
shares
|
$3.82 Million
0.73% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
75,338
shares
|
$3.81 Million
1.69% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
74,230
shares
|
$3.76 Million
0.4% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
74,145
shares
|
$3.75 Million
0.72% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
73,721
shares
|
$3.73 Million
0.11% of portfolio
|
Q2 2025
Added 114.71%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
73,512
shares
|
$3.72 Million
0.17% of portfolio
|
Q2 2025
Added 61.19%
|
|
|
Bcr Wealth Strategies, LLC
|
Jul 24, 2025 Q2 2025 |
73,142
shares
|
$3.7 Million
1.44% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
70,488
shares
|
$3.57 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
69,666
shares
|
$3.52 Million
0.71% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
68,735
shares
|
$3.48 Million
0.16% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
68,411
shares
|
$3.46 Million
2.5% of portfolio
|
Q2 2025
Added 18.63%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
68,144
shares
|
$3.45 Million
1.15% of portfolio
|
Q1 2025
Added 97.89%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
66,501
shares
|
$3.36 Million
0.43% of portfolio
|
Q2 2025
Reduced 74.57%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
64,257
shares
|
$3.25 Million
0.58% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
62,337
shares
|
$3.15 Million
0.1% of portfolio
|
Q2 2025
Added 31.73%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
61,107
shares
|
$3.09 Million
0.5% of portfolio
|
Q2 2023
Added 26.4%
|