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iShares Ultra Short-Term Bond Active ETF (ICSH) Institutional Ownership

iShares Ultra Short-Term Bond Active ETF logo
$50.50 -0.02 (-0.03%)
Closing price 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Ultra Short-Term Bond Active ETF (BATS:ICSH)

Number of
Institutional Buyers
(last 12 months)
282
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
194
Total
Institutional Outflows
(last 12 months)
$783.13M
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ICSH Institutional Buying and Selling by Quarter

iShares Ultra Short-Term Bond Active ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025KM Capital Management Ltd.17,525$889K0.5%-13.9%0.015%
5/2/2025Kingsview Wealth Management LLC79,113$4.01M0.1%+2.2%0.067%
5/2/2025Guardian Wealth Advisors LLC39,372$2.00M1.3%-1.3%0.033%
5/2/2025Summit Wealth Group LLC112,132$5.69M1.7%+0.9%0.095%
5/2/2025Wealthfront Advisers LLC16,652$844K0.0%+1.8%0.014%
5/2/2025Whittier Trust Co. of Nevada Inc.3,026$153K0.0%-6.2%0.003%
5/2/2025Whittier Trust Co.22,471$1.14M0.0%-3.3%0.019%
5/2/2025Bogart Wealth LLC1,525$77K0.0%+54.0%0.001%
5/2/2025Sigma Planning Corp47,323$2.40M0.1%+9.3%0.040%
5/2/2025Signaturefd LLC260,108$13.19M0.2%-17.3%0.221%
5/2/2025Slow Capital Inc.261,507$13.26M1.8%-12.3%0.222%
5/1/2025Cahaba Wealth Management Inc.23,325$1.18M0.1%-54.1%0.020%
5/1/2025CWM LLC304,155$15.42M0.1%+20.4%0.258%
5/1/2025Stephens Inc. AR4,326$219K0.0%N/A0.004%
5/1/2025Realta Investment Advisors50,956$2.58M1.2%-3.4%0.043%
5/1/2025B & T Capital Management DBA Alpha Capital Management18,356$931K0.2%+4.1%0.016%
5/1/2025Roger Wittlin Investment Advisory LLC13,242$671K0.4%-7.0%0.011%
5/1/2025Country Club Bank19,127$969K0.1%+7.3%0.016%
4/30/2025 Cerity Partners LLC254,439$12.90M0.0%-61.3%0.216%
4/30/2025 Phillips Financial Management LLC127,040$6.44M0.5%+19.3%0.108%
4/30/2025 Financial Gravity Asset Management Inc.79,397$4.03M0.9%N/A0.067%
4/30/2025 Round Rock Advisors LLC15,057$763K0.1%+29.6%0.013%
4/30/2025 Allworth Financial LP148,890$7.54M0.0%+1.4%0.126%
4/30/2025 Capital Insight Partners LLC6,775$343K0.1%N/A0.006%
4/30/2025 Alpha Financial Partners LLC13,492$684K0.5%-24.5%0.011%
4/30/2025 Moloney Securities Asset Management LLC46,504$2.36M0.3%N/A0.039%
4/30/2025 Aspen Wealth Strategies LLC5,125$260K0.2%-10.0%0.004%
4/30/2025 Principal Securities Inc.41,596$2.10M0.0%+5.6%0.035%
4/30/2025 Peterson Wealth Advisors LLC51,165$2.59M0.5%-4.4%0.043%
4/30/2025 49 Wealth Management LLC33,121$1.68M0.2%-19.5%0.028%
4/29/2025 Envestnet Asset Management Inc.1,131,467$57.37M0.0%+10.9%1.009%
4/29/2025 Ifrah Financial Services Inc.38,652$1.96M0.6%+3.0%0.034%
4/29/2025 Forte Asset Management LLC84,660$4.29M2.2%+41.7%0.076%
4/29/2025 Proffitt & Goodson Inc.5,383$273K0.0%+88.2%0.005%
4/29/2025 REDW Wealth LLC9,721$493K0.2%-10.2%0.009%
4/29/2025 Concurrent Investment Advisors LLC29,775$1.51M0.0%+50.0%0.027%
4/29/2025 Ceera Investments LLC59,330$3.01M1.0%N/A0.053%
4/29/2025 New Capital Management LP11,737$595K0.2%+2.3%0.010%
4/29/2025 Strategic Blueprint LLC7,984$405K0.0%-9.1%0.007%
4/29/2025 Brookstone Capital Management38,581$1.96M0.0%-16.1%0.034%
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4/29/2025 Courage Miller Partners LLC8,645$438K0.1%-43.1%0.008%
4/29/2025 Aviance Capital Partners LLC33,768$1.71M0.2%+15.1%0.030%
4/28/2025 Boulder Wealth Advisors LLC210,213$10.66M6.2%+58.1%0.188%
4/28/2025 D.A. Davidson & CO.35,275$1.79M0.0%-32.8%0.031%
4/28/2025 Mutual Advisors LLC435,287$22.04M0.6%+1,080.3%0.388%
4/28/2025 Able Wealth Management LLC21,956$1.11M0.6%+15.1%0.020%
4/28/2025 Resonant Capital Advisors LLC219,783$11.14M0.8%+5.9%0.196%
4/28/2025 Global Strategic Investment Solutions LLC318,082$16.13M1.9%+10.4%0.284%
4/28/2025 Acute Investment Advisory LLC78,809$4.00M20.1%-79.6%0.070%
4/28/2025 Glassy Mountain Advisors Inc.223,365$11.33M4.0%-2.0%0.199%
4/28/2025 Physician Wealth Advisors Inc.12,553$636K0.1%+1,155.3%0.011%
4/28/2025 Pinnacle Financial Partners Inc165,722$8.40M0.2%+1.4%0.148%
4/28/2025 Rossby Financial LCC810$41K0.0%-84.3%0.001%
4/25/2025 Koshinski Asset Management Inc.6,170$313K0.0%-25.9%0.006%
4/25/2025 Rochester Wealth Strategies LLC129,549$6.57M5.2%N/A0.116%
4/25/2025 Argent Advisors Inc.6,778$344K0.1%+10.3%0.006%
4/25/2025 Canandaigua National Bank & Trust Co.11,922$604K0.1%-21.6%0.011%
4/25/2025 Ameritas Advisory Services LLC79,534$4.03M0.2%+15.3%0.071%
4/25/2025 Avidian Wealth Enterprises LLC60,165$3.05M0.1%-7.8%0.054%
4/25/2025 Emerald Advisors LLC26,257$1.33M0.2%+6.8%0.023%
4/25/2025 WJ Wealth Management LLC24,157$1.23M0.4%-63.4%0.022%
4/25/2025 WealthBridge Capital Management LLC83,142$4.22M1.2%+0.4%0.074%
4/24/2025 Golden State Wealth Management LLC1,008$51K0.0%N/A0.001%
4/24/2025 Tsfg LLC14,432$732K0.1%-5.7%0.013%
4/24/2025 Mascoma Wealth Management LLC10,949$555K0.1%+2.2%0.010%
4/24/2025 Madison Park Capital Advisors LLC10,191$517K0.5%N/A0.009%
4/24/2025 Old North State Wealth Management LLC19,256$977K0.5%+46.9%0.017%
4/23/2025 Sequoia Financial Advisors LLC5,360$272K0.0%N/A0.005%
4/23/2025 Perigon Wealth Management LLC20,808$1.06M0.0%+6.6%0.019%
4/23/2025 Golden State Wealth Management LLC2,016$102K0.0%N/A0.002%
4/23/2025 Leading Edge Financial Planning LLC8,704$441K0.1%-2.7%0.008%
4/23/2025 Sheets Smith Wealth Management41,763$2.12M0.3%-2.9%0.037%
4/23/2025 YHB Investment Advisors Inc.6,152$312K0.0%+14.4%0.005%
4/23/2025 Investment Planning Advisors Inc.10,800$548K0.2%+4.0%0.010%
4/23/2025 Johnson Bixby & Associates LLC21,620$1.10M0.2%+24.7%0.019%
4/23/2025 Oppenheimer & Co. Inc.5,582$283K0.0%N/A0.005%
4/23/2025 Valmark Advisers Inc.37,627$1.91M0.0%+10.9%0.034%
4/22/2025 Diversified Portfolios Inc.1,130,322$57.31M6.0%+3.5%1.008%
4/22/2025 Spinnaker Investment Group LLC5,098$258K0.1%N/A0.005%
4/22/2025 Flagship Harbor Advisors LLC117,985$5.98M0.3%+36.1%0.105%
4/22/2025 Comprehensive Money Management Services LLC48,794$2.47M2.0%+29.2%0.044%
4/22/2025 Constellation Investments Inc.846,691$42.92M2.0%-26.3%0.755%
4/22/2025 RFP Financial Group LLC80,628$4.09M1.6%-12.1%0.072%
4/22/2025 Applied Capital LLC9,293$471K0.2%N/A0.008%
4/22/2025 Congress Park Capital LLC320,461$16.25M6.2%+100.2%0.286%
4/21/2025 Osborne Partners Capital Management LLC669,485$33.94M1.9%+16.6%0.597%
4/21/2025 Avior Wealth Management LLC5,335$270K0.0%+58.8%0.005%
4/21/2025 LongView Wealth Management118,852$6.03M1.8%+1.2%0.106%
4/21/2025 Blue Trust Inc.3,111$158K0.0%-11.2%0.003%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,821$295K0.0%+7.3%0.005%
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4/21/2025 Envestnet Portfolio Solutions Inc.14,945$758K0.0%+203.9%0.013%
4/21/2025 CWA Asset Management Group LLC19,761$1.00M0.0%+334.3%0.018%
4/21/2025 Dunhill Financial LLC6,399$324K0.1%N/A0.006%
4/18/2025 Seed Wealth Management Inc.9,000$456K0.4%-69.0%0.008%
4/18/2025 Shepherd Financial Partners LLC16,261$824K0.1%-31.0%0.015%
4/18/2025 Market Street Wealth Management Advisors LLC11,223$569K0.1%+2.3%0.010%
4/18/2025 GSB Wealth Management LLC12,765$647K0.2%N/A0.011%
4/18/2025 Clayton Financial Group LLC15,228$772K0.3%-8.6%0.014%
4/17/2025 Robertson Stephens Wealth Management LLC81,220$4.12M0.1%-33.8%0.072%
4/17/2025 Searcy Financial Services Inc. ADV9,241$469K0.2%-4.9%0.008%
(Data available from 1/1/2016 forward)

ICSH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ICSH shares?

During the previous two years, 416 institutional investors and hedge funds held shares of iShares Ultra Short-Term Bond Active ETF. The most heavily invested institutionals were FMR LLC ($203.48M), Bank of America Corp DE ($183.67M), Royal Bank of Canada ($161.93M), Wealth Enhancement Advisory Services LLC ($151.37M), Donaldson Capital Management LLC ($124.19M), Foster Dykema Cabot & Partners LLC ($109.96M), and Renaissance Technologies LLC ($90.95M).Learn more on ICSH's institutional investors.

Which institutional investors have been buying iShares Ultra Short-Term Bond Active ETF stock?

Of the 316 institutional investors that purchased iShares Ultra Short-Term Bond Active ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Proficio Capital Partners LLC ($2.43M), Exchange Traded Concepts LLC ($1.53M), Raymond James Financial Inc. ($1.49M), Foster Dykema Cabot & Partners LLC ($1.35M), Constellation Investments Inc. ($1.15M), Winthrop Advisory Group LLC ($1.13M), and Diversified Portfolios Inc. ($1.03M).

How much institutional buying is happening at iShares Ultra Short-Term Bond Active ETF?

Institutional investors have bought a total of 21,991,367 shares in the last 24 months. This purchase volume represents approximately $1.11B in transactions.

Which iShares Ultra Short-Term Bond Active ETF major shareholders have been selling company stock?

Of the 217 institutional investors that sold iShares Ultra Short-Term Bond Active ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SVB Wealth LLC ($7.11M), FMR LLC ($5.25M), Cerity Partners LLC ($2.10M), Royal Bank of Canada ($908.69K), Focus Partners Wealth ($701.76K), Acute Investment Advisory LLC ($657.10K), and Financial Gravity Asset Management Inc. ($630.10K).

How much institutional selling is happening at iShares Ultra Short-Term Bond Active ETF?

Institutional investors have sold a total of 24,239,345 shares in the last 24 months. This volume of shares sold represents approximately $1.22B in transactions.



This page (BATS:ICSH) was last updated on 5/2/2025 by MarketBeat.com Staff
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