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 |
|---|---|---|---|---|---|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
59,330
shares
|
$3.01 Million
1.13% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
59,046
shares
|
$2.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 74.69%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
57,666
shares
|
$2.92 Million
2.33% of portfolio
|
Q1 2025
New holding
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
56,178
shares
|
$2.85 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
55,192
shares
|
$2.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
54,840
shares
|
$2.78 Million
0.01% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
54,235
shares
|
$2.75 Million
0.0% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
54,092
shares
|
$2.74 Million
0.9% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
51,400
shares
|
$2.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
50,929
shares
|
$2.58 Million
0.31% of portfolio
|
Q1 2025
Added 64.63%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
49,817
shares
|
$2.52 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
49,198
shares
|
$2.49 Million
2.09% of portfolio
|
Q4 2022
Added 51.44%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
48,794
shares
|
$2.47 Million
2.0% of portfolio
|
Q1 2025
Added 29.19%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
48,460
shares
|
$2.45 Million
1.66% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
48,187
shares
|
$2.44 Million
0.46% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
48,080
shares
|
$2.44 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
47,717
shares
|
$2.42 Million
2.06% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
47,323
shares
|
$2.4 Million
0.08% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
46,782
shares
|
$2.37 Million
1.13% of portfolio
|
Q2 2025
Added 18.41%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
46,651
shares
|
$2.36 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
46,612
shares
|
$2.36 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
46,504
shares
|
$2.36 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Jul 21, 2025 Q2 2025 |
45,986
shares
|
$2.33 Million
19.02% of portfolio
|
Q2 2025
Reduced 41.65%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
45,607
shares
|
$2.31 Million
0.12% of portfolio
|
Q1 2025
Added 21.63%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
45,486
shares
|
$2.3 Million
0.95% of portfolio
|
Q1 2025
Added 3.82%
|