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 494 institutions that hold shares in the stock, with a total of 66.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
116,752
shares
|
$5.91 Million
0.25% of portfolio
|
Q2 2025
Added 20.06%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
114,543
shares
|
$5.8 Million
1.0% of portfolio
|
Q1 2025
Reduced 28.4%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
114,317
shares
|
$5.79 Million
4.16% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
113,273
shares
|
$5.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.0%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
112,132
shares
|
$5.68 Million
1.66% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
111,414
shares
|
$5.64 Million
0.52% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
111,382
shares
|
$5.64 Million
1.97% of portfolio
|
Q2 2025
Reduced 10.91%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
109,336
shares
|
$5.54 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
103,363
shares
|
$5.24 Million
0.07% of portfolio
|
Q1 2025
Added 21.07%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
102,055
shares
|
$5.17 Million
0.43% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
99,128
shares
|
$5.02 Million
0.16% of portfolio
|
Q2 2025
Added 1235.96%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
90,281
shares
|
$4.57 Million
1.19% of portfolio
|
Q4 2024
Added 32.07%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
88,496
shares
|
$4.48 Million
0.79% of portfolio
|
Q2 2025
Reduced 19.29%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
87,707
shares
|
$4.44 Million
0.34% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
87,683
shares
|
$4.44 Million
0.24% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
87,064
shares
|
$4.41 Million
4.99% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
84,660
shares
|
$4.29 Million
2.21% of portfolio
|
Q1 2025
Added 41.75%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
84,596
shares
|
$4.28 Million
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
84,428
shares
|
$4.28 Million
3.89% of portfolio
|
Q4 2024
Reduced 22.59%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
83,142
shares
|
$4.21 Million
1.21% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
82,650
shares
|
$4.19 Million
0.52% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
82,501
shares
|
$4.18 Million
0.17% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
81,259
shares
|
$4.12 Million
2.39% of portfolio
|
Q1 2025
Reduced 11.92%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
81,220
shares
|
$4.11 Million
0.14% of portfolio
|
Q1 2025
Reduced 33.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
81,090
shares
|
$4.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.51%
|