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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
60,251
shares
|
$3.05 Million
1.25% of portfolio
|
Q2 2025
Added 18.24%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
59,657
shares
|
$3.02 Million
0.89% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
59,466
shares
|
$3.01 Million
0.16% of portfolio
|
Q2 2025
Reduced 27.92%
|
|
|
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%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
58,158
shares
|
$2.94 Million
0.85% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
55,951
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Added 408.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
55,346
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
54,903
shares
|
$2.78 Million
0.05% of portfolio
|
Q2 2025
Added 31.99%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
54,660
shares
|
$2.77 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
53,203
shares
|
$2.69 Million
1.6% of portfolio
|
Q2 2025
Reduced 34.53%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
53,038
shares
|
$2.68 Million
0.37% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
52,004
shares
|
$2.63 Million
2.0% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
51,366
shares
|
$2.6 Million
0.04% of portfolio
|
Q2 2025
Added 33.14%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
50,772
shares
|
$2.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
50,343
shares
|
$2.55 Million
0.08% of portfolio
|
Q2 2025
Reduced 38.02%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
49,198
shares
|
$2.49 Million
2.09% of portfolio
|
Q4 2022
Added 51.44%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
48,350
shares
|
$2.45 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
48,187
shares
|
$2.44 Million
0.46% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
48,080
shares
|
$2.43 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
47,717
shares
|
$2.41 Million
2.06% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
46,782
shares
|
$2.37 Million
1.13% of portfolio
|
Q2 2025
Added 18.41%
|
|
|
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%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
46,633
shares
|
$2.36 Million
0.49% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
46,612
shares
|
$2.36 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
46,513
shares
|
$2.35 Million
0.1% of portfolio
|
Q2 2025
Reduced 22.69%
|