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 493 institutions that hold shares in the stock, with a total of 68.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
79,534
shares
|
$4.02 Million
0.17% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Galvin, Gaustad & Stein, LLC
|
May 07, 2025 Q1 2025 |
79,510
shares
|
$4.02 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
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%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
79,365
shares
|
$4.02 Million
1.33% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
79,113
shares
|
$4 Million
0.08% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
78,939
shares
|
$3.99 Million
0.23% of portfolio
|
Q1 2025
Added 117.2%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Apr 28, 2025 Q1 2025 |
78,809
shares
|
$3.99 Million
20.1% of portfolio
|
Q1 2025
Reduced 79.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
78,125
shares
|
$3.95 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
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%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
76,618
shares
|
$3.88 Million
0.88% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
74,230
shares
|
$3.76 Million
0.4% of portfolio
|
Q3 2022
Added 0.2%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
73,467
shares
|
$3.72 Million
0.01% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
72,913
shares
|
$3.69 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Bcr Wealth Strategies, LLC
|
May 09, 2025 Q1 2025 |
71,348
shares
|
$3.61 Million
1.59% of portfolio
|
Q1 2025
Added 56.74%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
70,717
shares
|
$3.58 Million
1.73% of portfolio
|
Q1 2025
Added 15.39%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
69,666
shares
|
$3.53 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%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
68,144
shares
|
$3.45 Million
1.15% of portfolio
|
Q1 2025
Added 97.89%
|
|
|
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%
|
|
|
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%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
60,165
shares
|
$3.04 Million
0.14% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
59,330
shares
|
$3 Million
1.13% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
59,046
shares
|
$2.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 74.69%
|