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 |
|---|---|---|---|---|---|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
521,466
shares
|
$26.4 Million
3.57% of portfolio
|
Q3 2022
Reduced 14.4%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
445,845
shares
|
$22.5 Million
3.47% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
435,699
shares
|
$22 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
404,170
shares
|
$20.4 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
403,844
shares
|
$20.4 Million
3.24% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
401,350
shares
|
$20.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 40.51%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jan 23, 2025 Q4 2024 |
386,848
shares
|
$19.6 Million
21.41% of portfolio
|
Q4 2024
Reduced 46.39%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
334,546
shares
|
$16.9 Million
5.71% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
331,381
shares
|
$16.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
323,944
shares
|
$16.4 Million
0.02% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
314,683
shares
|
$15.9 Million
0.3% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
314,483
shares
|
$15.9 Million
1.42% of portfolio
|
Q4 2024
Reduced 8.94%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
303,882
shares
|
$15.4 Million
0.65% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
298,028
shares
|
$15.1 Million
2.17% of portfolio
|
Q4 2024
Added 124.3%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
288,132
shares
|
$14.6 Million
1.75% of portfolio
|
Q4 2024
Reduced 38.15%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
287,857
shares
|
$14.6 Million
0.88% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
278,626
shares
|
$14.1 Million
5.81% of portfolio
|
Q4 2024
Added 29.07%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
276,880
shares
|
$14 Million
0.36% of portfolio
|
Q4 2022
Reduced 11.76%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
256,497
shares
|
$13 Million
1.9% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
252,637
shares
|
$12.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
251,790
shares
|
$12.7 Million
0.01% of portfolio
|
Q4 2024
Added 22.3%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
248,889
shares
|
$12.6 Million
5.76% of portfolio
|
Q4 2024
Added 421.77%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
246,091
shares
|
$12.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
233,282
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
Added 156.75%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
227,853
shares
|
$11.5 Million
4.01% of portfolio
|
Q4 2024
Reduced 4.96%
|