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 487 institutions that hold shares in the stock, with a total of 63.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
75,515
shares
|
$3.83 Million
1.28% of portfolio
|
Q4 2024
Added 49.06%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
74,853
shares
|
$3.79 Million
0.75% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
74,406
shares
|
$3.77 Million
1.26% of portfolio
|
Q4 2024
Reduced 24.1%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
74,230
shares
|
$3.76 Million
0.4% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
72,753
shares
|
$3.69 Million
0.16% of portfolio
|
Q4 2024
Reduced 16.84%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
72,466
shares
|
$3.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
72,238
shares
|
$3.66 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
71,713
shares
|
$3.63 Million
0.0% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
68,984
shares
|
$3.5 Million
0.13% of portfolio
|
Q4 2024
Added 9.12%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
67,696
shares
|
$3.43 Million
0.84% of portfolio
|
Q2 2024
Added 13.45%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
66,077
shares
|
$3.35 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
65,250
shares
|
$3.31 Million
0.15% of portfolio
|
Q4 2024
Added 81.76%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
64,257
shares
|
$3.26 Million
0.58% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
63,532
shares
|
$3.22 Million
0.68% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
61,107
shares
|
$3.1 Million
0.5% of portfolio
|
Q2 2023
Added 26.4%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
59,725
shares
|
$3.03 Million
1.63% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
58,041
shares
|
$2.94 Million
2.69% of portfolio
|
Q4 2024
Added 247.2%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
57,671
shares
|
$2.92 Million
0.03% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
56,674
shares
|
$2.87 Million
0.9% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
56,530
shares
|
$2.86 Million
0.16% of portfolio
|
Q4 2024
Added 37.09%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
56,000
shares
|
$2.84 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
53,544
shares
|
$2.71 Million
0.56% of portfolio
|
Q4 2024
Added 17.93%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
52,892
shares
|
$2.68 Million
0.04% of portfolio
|
Q4 2024
Reduced 25.76%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
52,780
shares
|
$2.67 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
52,743
shares
|
$2.67 Million
1.14% of portfolio
|
Q4 2024
Added 2.46%
|