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 481 institutions that hold shares in the stock, with a total of 63.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,642,090
shares
|
$184 Million
0.02% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,211,056
shares
|
$162 Million
0.03% of portfolio
|
Q4 2024
Reduced 22.06%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,203,295
shares
|
$162 Million
0.03% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,278,248
shares
|
$115 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
2,239,192
shares
|
$113 Million
4.4% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
2,180,482
shares
|
$110 Million
8.57% of portfolio
|
Q4 2024
Added 161.38%
|
|
|
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%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,803,400
shares
|
$91.2 Million
0.14% of portfolio
|
Q4 2024
Added 15.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,714,833
shares
|
$86.7 Million
0.04% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,487,614
shares
|
$75.2 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jan 29, 2025 Q4 2024 |
1,149,470
shares
|
$58.1 Million
2.64% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,104,542
shares
|
$55.8 Million
0.1% of portfolio
|
Q4 2024
Reduced 27.18%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
1,092,489
shares
|
$55.2 Million
6.53% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,020,365
shares
|
$51.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
919,480
shares
|
$46.5 Million
0.45% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
826,044
shares
|
$41.8 Million
1.65% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
806,779
shares
|
$40.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 24.51%
|
|
|
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%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
657,958
shares
|
$33.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 70.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
650,030
shares
|
$32.9 Million
0.11% of portfolio
|
Q4 2024
Added 38.66%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
586,476
shares
|
$29.6 Million
3.81% of portfolio
|
Q4 2024
Added 9125.67%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
574,078
shares
|
$29 Million
1.69% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
550,609
shares
|
$27.8 Million
1.16% of portfolio
|
Q2 2024
Added 164.24%
|