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 440 institutions that hold shares in the stock, with a total of 60.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
50,317
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
49,198
shares
|
$2.49 Million
2.09% of portfolio
|
Q4 2022
Added 51.44%
|
|
|
Bcr Wealth Strategies, LLC
|
Oct 18, 2024 Q3 2024 |
47,780
shares
|
$2.41 Million
1.14% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
47,701
shares
|
$2.41 Million
1.31% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
45,403
shares
|
$2.29 Million
0.48% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
45,129
shares
|
$2.28 Million
0.54% of portfolio
|
Q3 2024
Added 23.56%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
43,928
shares
|
$2.22 Million
1.54% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
43,289
shares
|
$2.19 Million
0.11% of portfolio
|
Q3 2024
Reduced 13.76%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
42,730
shares
|
$2.16 Million
0.6% of portfolio
|
Q3 2024
Added 10.05%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
41,730
shares
|
$2.11 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
41,310
shares
|
$2.09 Million
1.29% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
41,236
shares
|
$2.08 Million
0.09% of portfolio
|
Q3 2024
Added 183.9%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
40,969
shares
|
$2.07 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advantage, Inc.
|
Nov 07, 2024 Q3 2024 |
40,927
shares
|
$2.07 Million
0.4% of portfolio
|
Q3 2024
Reduced 95.6%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
40,780
shares
|
$2.06 Million
0.24% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
39,494
shares
|
$2 Million
1.21% of portfolio
|
Q3 2024
Added 22.79%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
37,647
shares
|
$1.9 Million
0.26% of portfolio
|
Q3 2023
Reduced 23.38%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
37,099
shares
|
$1.87 Million
0.08% of portfolio
|
Q2 2024
Added 88.56%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
37,090
shares
|
$1.87 Million
0.51% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Seizert Capital Partners, LLC
|
Nov 06, 2024 Q3 2024 |
36,356
shares
|
$1.84 Million
0.09% of portfolio
|
Q1 2023
Reduced 15.76%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
36,166
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
35,899
shares
|
$1.81 Million
0.09% of portfolio
|
Q3 2024
Reduced 43.3%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
35,258
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
35,135
shares
|
$1.78 Million
1.37% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
34,957
shares
|
$1.77 Million
1.29% of portfolio
|
Q3 2024
Added 81.8%
|