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 507 institutions that hold shares in the stock, with a total of 67.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 21, 2025 Q2 2025 |
45,986
shares
|
$2.33 Million
19.02% of portfolio
|
Q2 2025
Reduced 41.65%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
44,858
shares
|
$2.27 Million
0.27% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
43,879
shares
|
$2.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
43,535
shares
|
$2.21 Million
0.04% of portfolio
|
Q2 2025
Added 46.21%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
43,135
shares
|
$2.19 Million
1.2% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
42,960
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
42,661
shares
|
$2.16 Million
0.38% of portfolio
|
Q2 2025
Reduced 38.76%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
42,370
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
42,236
shares
|
$2.14 Million
0.18% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
41,635
shares
|
$2.11 Million
0.15% of portfolio
|
Q2 2025
Added 24.31%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
41,580
shares
|
$2.11 Million
0.09% of portfolio
|
Q3 2025
Reduced 13.52%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
41,434
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Added 729.84%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
40,986
shares
|
$2.08 Million
0.0% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
40,969
shares
|
$2.08 Million
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
40,537
shares
|
$2.06 Million
0.36% of portfolio
|
Q3 2025
Reduced 15.88%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
40,114
shares
|
$2.03 Million
0.09% of portfolio
|
Q2 2025
Added 592.93%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
40,059
shares
|
$2.03 Million
0.09% of portfolio
|
Q3 2025
Added 14.3%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
40,011
shares
|
$2.03 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
39,818
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2025
Added 13.26%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
39,783
shares
|
$2.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.72%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
39,509
shares
|
$2 Million
0.53% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
38,833
shares
|
$1.97 Million
1.03% of portfolio
|
Q2 2025
Added 665.18%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
37,647
shares
|
$1.91 Million
0.26% of portfolio
|
Q3 2023
Reduced 23.38%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
37,645
shares
|
$1.91 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
37,521
shares
|
$1.9 Million
1.13% of portfolio
|
Q2 2025
Reduced 4.7%
|