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 |
|---|---|---|---|---|---|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
35,554
shares
|
$1.8 Million
1.69% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
35,046
shares
|
$1.77 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
34,461
shares
|
$1.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
34,087
shares
|
$1.72 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
32,840
shares
|
$1.66 Million
0.95% of portfolio
|
Q2 2025
Added 25.34%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
32,794
shares
|
$1.66 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
32,653
shares
|
$1.65 Million
0.23% of portfolio
|
Q2 2025
Added 41.46%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
32,379
shares
|
$1.64 Million
1.87% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
31,764
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
31,566
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Added 53.48%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
31,545
shares
|
$1.6 Million
0.16% of portfolio
|
Q2 2025
Added 55.56%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
31,378
shares
|
$1.59 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
31,147
shares
|
$1.58 Million
0.2% of portfolio
|
Q3 2022
Added 61.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
30,658
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Fusion Capital, LLC
|
Aug 08, 2025 Q2 2025 |
29,026
shares
|
$1.47 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Vista Finance, LLC
|
Jul 29, 2025 Q2 2025 |
29,026
shares
|
$1.47 Million
1.59% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Greenup Street Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
28,807
shares
|
$1.46 Million
0.26% of portfolio
|
Q2 2025
Reduced 16.41%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
28,684
shares
|
$1.45 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
27,815
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 21.53%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
27,004
shares
|
$1.37 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
26,331
shares
|
$1.33 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
24,281
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.02%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
23,028
shares
|
$1.16 Million
1.03% of portfolio
|
Q1 2025
Reduced 44.84%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
23,027
shares
|
$1.16 Million
0.25% of portfolio
|
Q2 2024
Reduced 17.69%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
22,955
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Added 98.74%
|