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 |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
137,446
shares
|
$6.95 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
134,577
shares
|
$6.8 Million
0.2% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
134,153
shares
|
$6.78 Million
4.85% of portfolio
|
Q4 2024
Added 21.6%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
134,153
shares
|
$6.78 Million
4.85% of portfolio
|
Q4 2024
Added 21.6%
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
133,095
shares
|
$6.73 Million
6.27% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
132,984
shares
|
$6.72 Million
3.46% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Feb 07, 2025 Q4 2024 |
131,258
shares
|
$6.64 Million
4.3% of portfolio
|
Q4 2024
Added 19.05%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
128,892
shares
|
$6.52 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
128,713
shares
|
$6.51 Million
0.02% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
125,209
shares
|
$6.33 Million
0.75% of portfolio
|
Q4 2024
Reduced 48.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
124,562
shares
|
$6.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
122,685
shares
|
$6.2 Million
0.23% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Kintayl Capital LP
New York, NY |
Feb 13, 2025 Q4 2024 |
122,200
shares
|
$6.18 Million
5.69% of portfolio
|
Q4 2024
New holding
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
121,916
shares
|
$6.16 Million
1.92% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
117,409
shares
|
$5.94 Million
1.8% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
117,088
shares
|
$5.92 Million
0.34% of portfolio
|
Q4 2024
Reduced 7.87%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
116,580
shares
|
$5.89 Million
1.93% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
111,121
shares
|
$5.62 Million
1.62% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
110,758
shares
|
$5.6 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
109,649
shares
|
$5.54 Million
1.01% of portfolio
|
Q4 2024
Added 167.91%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
106,454
shares
|
$5.38 Million
0.44% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
102,800
shares
|
$5.2 Million
0.28% of portfolio
|
Q4 2024
Added 24.78%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
100,453
shares
|
$5.08 Million
0.37% of portfolio
|
Q4 2024
Reduced 42.8%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
100,124
shares
|
$5.06 Million
2.35% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
99,727
shares
|
$5.04 Million
0.03% of portfolio
|
Q4 2024
New holding
|