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 |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
57,666
shares
|
$2.92 Million
2.33% of portfolio
|
Q1 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
56,178
shares
|
$2.84 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
55,192
shares
|
$2.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
54,840
shares
|
$2.77 Million
0.01% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
54,235
shares
|
$2.74 Million
0.0% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
54,092
shares
|
$2.74 Million
0.9% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
51,400
shares
|
$2.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Peterson Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
51,165
shares
|
$2.59 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
50,956
shares
|
$2.58 Million
1.22% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
50,929
shares
|
$2.58 Million
0.31% of portfolio
|
Q1 2025
Added 64.63%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
49,817
shares
|
$2.52 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
49,198
shares
|
$2.49 Million
2.09% of portfolio
|
Q4 2022
Added 51.44%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
48,794
shares
|
$2.47 Million
2.0% of portfolio
|
Q1 2025
Added 29.19%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
48,703
shares
|
$2.46 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
48,460
shares
|
$2.45 Million
1.66% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
48,387
shares
|
$2.45 Million
2.22% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
48,080
shares
|
$2.43 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
47,323
shares
|
$2.39 Million
0.08% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
46,651
shares
|
$2.36 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
46,504
shares
|
$2.35 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
45,607
shares
|
$2.31 Million
0.12% of portfolio
|
Q1 2025
Added 21.63%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
45,486
shares
|
$2.3 Million
0.95% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
44,568
shares
|
$2.26 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
43,427
shares
|
$2.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 23.18%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
41,763
shares
|
$2.11 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.89%
|