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 |
|---|---|---|---|---|---|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
98,710
shares
|
$4.99 Million
5.25% of portfolio
|
Q4 2024
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
97,979
shares
|
$4.95 Million
2.72% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
96,615
shares
|
$4.88 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
94,894
shares
|
$4.8 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
92,260
shares
|
$4.66 Million
2.49% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
91,690
shares
|
$4.63 Million
2.02% of portfolio
|
Q4 2024
Added 15.51%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
91,485
shares
|
$4.62 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.77%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
90,870
shares
|
$4.59 Million
0.0% of portfolio
|
Q4 2024
Added 44.42%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
90,281
shares
|
$4.56 Million
1.19% of portfolio
|
Q4 2024
Added 32.07%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
87,949
shares
|
$4.45 Million
0.03% of portfolio
|
Q4 2024
Added 162.46%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
87,892
shares
|
$4.44 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
87,671
shares
|
$4.43 Million
0.01% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
86,693
shares
|
$4.38 Million
0.24% of portfolio
|
Q4 2024
Added 63.72%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
85,372
shares
|
$4.32 Million
0.06% of portfolio
|
Q4 2024
Reduced 54.63%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
84,428
shares
|
$4.27 Million
3.89% of portfolio
|
Q4 2024
Reduced 22.59%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
82,798
shares
|
$4.19 Million
1.18% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
81,513
shares
|
$4.12 Million
0.39% of portfolio
|
Q4 2024
Added 273.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
79,194
shares
|
$4 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
79,003
shares
|
$3.99 Million
0.04% of portfolio
|
Q4 2024
Added 21.81%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
78,396
shares
|
$3.96 Million
0.08% of portfolio
|
Q4 2024
Added 116.77%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
77,621
shares
|
$3.92 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
77,401
shares
|
$3.91 Million
0.08% of portfolio
|
Q4 2024
Added 127.52%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
76,633
shares
|
$3.87 Million
0.44% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
76,618
shares
|
$3.87 Million
0.88% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
75,515
shares
|
$3.82 Million
1.28% of portfolio
|
Q4 2024
Added 49.06%
|