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 439 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 $3.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
14,054
shares
|
$711,413
0.06% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
13,899
shares
|
$703,567
0.37% of portfolio
|
Q3 2024
Reduced 33.7%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
13,832
shares
|
$700,175
0.27% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
13,720
shares
|
$694,506
0.09% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
13,659
shares
|
$691,418
0.08% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
13,207
shares
|
$668,538
0.01% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
13,133
shares
|
$664,792
0.17% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
13,064
shares
|
$661,299
0.49% of portfolio
|
Q3 2024
Added 26.93%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
13,039
shares
|
$660,034
0.22% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
12,734
shares
|
$644,595
0.26% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
12,685
shares
|
$642,114
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
12,615
shares
|
$638,571
0.05% of portfolio
|
Q3 2024
Reduced 79.46%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
12,405
shares
|
$627,941
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
12,339
shares
|
$624,600
0.15% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
12,257
shares
|
$620,449
0.35% of portfolio
|
Q3 2024
Added 133.56%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
12,251
shares
|
$620,145
0.13% of portfolio
|
Q3 2024
Reduced 57.94%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
12,213
shares
|
$618,222
0.31% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
11,932
shares
|
$603,997
0.11% of portfolio
|
Q2 2024
Reduced 25.56%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
11,760
shares
|
$595,291
0.24% of portfolio
|
Q3 2024
Reduced 54.06%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
11,724
shares
|
$593,468
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
11,554
shares
|
$584,863
0.11% of portfolio
|
Q3 2024
Reduced 46.86%
|
|
|
New Capital Management LP
|
Oct 07, 2024 Q3 2024 |
11,525
shares
|
$583,395
0.18% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
11,495
shares
|
$581,876
0.12% of portfolio
|
Q3 2024
Added 128.98%
|
|
|
Investment Planning Advisors, Inc.
Cumming, GA |
Oct 09, 2024 Q3 2024 |
11,420
shares
|
$578,080
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
11,381
shares
|
$576,106
0.07% of portfolio
|
Q3 2024
Reduced 34.16%
|