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 499 institutions that hold shares in the stock, with a total of 66.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
3,994,163
shares
|
$202 Million
0.02% of portfolio
|
Q2 2025
Added 16.36%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,909,471
shares
|
$198 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.76%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
3,552,462
shares
|
$180 Million
0.03% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,644,271
shares
|
$134 Million
0.24% of portfolio
|
Q2 2025
Reduced 11.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,429,384
shares
|
$123 Million
0.04% of portfolio
|
Q2 2025
Added 19.87%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
2,220,761
shares
|
$112 Million
7.92% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
2,186,562
shares
|
$111 Million
4.1% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,081,085
shares
|
$105 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.27%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,827,207
shares
|
$92.4 Million
7.85% of portfolio
|
Q3 2022
Added 4.28%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
1,198,040
shares
|
$60.6 Million
5.88% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,159,142
shares
|
$58.6 Million
4.29% of portfolio
|
Q4 2023
Added 2.8%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,134,217
shares
|
$57.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
1,103,609
shares
|
$55.8 Million
6.57% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,003,443
shares
|
$50.8 Million
0.02% of portfolio
|
Q2 2025
Added 18.09%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
995,869
shares
|
$50.4 Million
1.89% of portfolio
|
Q2 2025
Added 157.23%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
975,055
shares
|
$49.3 Million
0.42% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
922,202
shares
|
$46.7 Million
1.67% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
817,442
shares
|
$41.4 Million
4.62% of portfolio
|
Q2 2025
Added 19.3%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
770,716
shares
|
$39 Million
0.51% of portfolio
|
Q2 2025
Reduced 49.71%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
767,895
shares
|
$38.8 Million
15.14% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
743,773
shares
|
$37.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.26%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
690,100
shares
|
$34.9 Million
4.2% of portfolio
|
Q3 2023
Added 0.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
605,224
shares
|
$30.6 Million
0.82% of portfolio
|
Q2 2025
Added 39.04%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
561,281
shares
|
$28.4 Million
1.53% of portfolio
|
Q2 2025
Reduced 16.16%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
550,609
shares
|
$27.9 Million
1.16% of portfolio
|
Q2 2024
Added 164.24%
|