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

iShares Ultra Short-Term Bond Active ETF logo
$50.62 +0.11 (+0.21%)
As of 11:38 AM 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)
355
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
257
Total
Institutional Outflows
(last 12 months)
$1.02B
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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
9/26/2025Corient Private Wealth LLC253,571$12.86M0.0%-1.5%0.213%
9/19/2025Watts Gwilliam & Co. LLC42,661$2.16M0.4%-38.8%0.036%
9/19/2025Base Wealth Management LLC11,424$579K0.4%-61.4%0.010%
9/10/2025WT Wealth Management89,453$4.54M1.3%+31.3%0.075%
9/9/2025NWF Advisory Services Inc.21,633$1.10M0.1%+183.5%0.018%
9/4/2025Osaic Holdings Inc.642,447$32.58M0.1%+2.6%0.540%
8/20/2025Coppell Advisory Solutions LLC13,571$688K0.1%N/A0.011%
8/19/2025Newbridge Financial Services Group Inc.2,795$142K0.0%+11.8%0.002%
8/19/2025Advisory Services Network LLC325,337$16.49M0.3%-40.6%0.274%
8/18/2025Geneos Wealth Management Inc.2,429$123K0.0%+114.8%0.002%
8/15/2025Howland Capital Management LLC70,298$3.57M0.1%+2.3%0.059%
8/15/2025Corient Private Wealth LLC253,569$12.86M0.0%-1.5%0.213%
8/15/2025Captrust Financial Advisors112,990$5.73M0.0%-0.2%0.095%
8/15/2025Two Sigma Securities LLC31,738$1.61M0.2%N/A0.027%
8/15/2025MML Investors Services LLC503,179$25.52M0.1%-13.0%0.423%
8/15/2025HRT Financial LP40,011$2.03M0.0%N/A0.034%
8/15/2025EP Wealth Advisors LLC2,427$123K0.0%N/A0.002%
8/15/2025BNP Paribas Financial Markets206,068$10.45M0.0%N/A0.173%
8/15/2025Bank of America Corp DE3,994,163$202.54M0.0%+16.4%3.359%
8/15/2025Ameriprise Financial Inc.6,971$354K0.0%-8.2%0.006%
8/14/2025Jane Street Group LLC80,528$4.08M0.0%-60.9%0.068%
8/14/2025Vista Investment Management47,603$2.41M0.9%+4.7%0.040%
8/14/2025Raymond James Financial Inc.1,003,443$50.89M0.0%+18.1%0.844%
8/14/2025Peapack Gladstone Financial Corp39,783$2.02M0.0%-14.7%0.033%
8/14/2025Sand Hill Global Advisors LLC995,869$50.50M1.9%+157.2%0.838%
8/14/2025NewEdge Advisors LLC32,626$1.65M0.0%+6.4%0.027%
8/14/2025SVB Wealth LLC59,466$3.02M0.2%-27.9%0.050%
8/14/2025Transce3nd LLC321,100$16.28M6.9%-3.5%0.270%
8/14/2025Vertex Planning Partners LLC46,633$2.37M0.5%+4.6%0.039%
8/14/2025Cary Street Partners Financial LLC476,468$24.16M0.7%+14.4%0.401%
8/14/2025Cerity Partners LLC234,646$11.90M0.0%-7.8%0.197%
8/13/2025Shepherd Financial Partners LLC15,929$808K0.1%-2.0%0.013%
8/13/2025Avestar Capital LLC407,352$20.66M1.4%+8.2%0.343%
8/13/2025RFP Financial Group LLC84,807$4.30M1.8%+5.2%0.071%
8/13/2025Cresset Asset Management LLC12,499$634K0.0%-42.2%0.011%
8/13/2025Baird Financial Group Inc.55,346$2.81M0.0%+0.9%0.047%
8/13/2025Parkworth Wealth Management Inc.68,411$3.47M2.5%+18.6%0.058%
8/13/2025Acorns Advisers LLC975,055$49.45M0.4%+0.4%0.820%
8/13/2025Advocacy Wealth Management Services LLC110,032$5.58M0.3%+7.8%0.093%
8/13/2025Virtue Capital Management LLC75,554$3.83M0.7%-8.6%0.064%
8/13/2025Scotia Capital Inc.8,422$427K0.0%+2.7%0.007%
8/13/2025Northwestern Mutual Wealth Management Co.39,818$2.02M0.0%+13.3%0.033%
8/13/2025Crabel Capital Management LLC4,087$207K0.1%N/A0.003%
8/12/2025J.W. Cole Advisors Inc.300,046$15.22M0.3%+47.2%0.252%
8/12/2025Advisors Asset Management Inc.2,489$126K0.0%-47.8%0.002%
8/12/2025Financial Advocates Investment Management5,038$255K0.0%-79.5%0.004%
8/12/2025XTX Topco Ltd7,058$358K0.0%N/A0.006%
8/12/2025Steward Partners Investment Advisory LLC79,027$4.01M0.0%+1.2%0.066%
8/12/2025Jaffetilchin Investment Partners LLC17,734$899K0.1%-1.2%0.015%
8/12/2025CreativeOne Wealth LLC168,396$8.54M0.2%-8.3%0.142%
8/12/2025Foster Dykema Cabot & Partners LLC2,220,761$112.62M7.9%-1.4%1.868%
8/12/2025Global Retirement Partners LLC204,602$10.38M0.3%N/A0.172%
8/12/2025Cynosure Group LLC447,247$22.68M2.6%+1.8%0.376%
8/12/2025WealthBridge Capital Management LLC86,707$4.40M1.1%+4.3%0.073%
8/12/2025AlphaCore Capital LLC14,204$720K0.0%-11.1%0.012%
8/12/2025MAI Capital Management6,893$350K0.0%-16.4%0.006%
8/12/2025JPMorgan Chase & Co.94,309$4.78M0.0%-45.6%0.079%
8/11/2025TD Waterhouse Canada Inc.5,401$273K0.0%+8.0%0.005%
8/11/2025Traub Capital Management LLC5,059$257K0.2%N/A0.004%
8/11/2025Wealthspire Advisors LLC5,265$267K0.0%-35.5%0.004%
8/11/2025Perennial Investment Advisors LLC5,468$277K0.0%-8.9%0.005%
8/11/2025Diversified Portfolios Inc.1,103,609$55.96M5.3%-2.4%0.928%
8/11/2025Bulltick Wealth Management LLC133,739$6.78M1.7%-32.5%0.112%
8/11/2025Farrow Financial Inc.137,094$6.95M4.2%-0.3%0.115%
8/8/2025Financial Gravity Companies Inc.86,232$4.37M0.7%N/A0.073%
8/8/2025KM Capital Management Ltd.14,992$760K0.4%-14.5%0.013%
8/8/2025Rockefeller Capital Management L.P.19,355$982K0.0%+21.7%0.016%
8/8/2025Kingsview Wealth Management LLC81,758$4.15M0.1%+3.3%0.069%
8/8/2025Avantax Advisory Services Inc.42,370$2.15M0.0%+5.3%0.036%
8/8/2025Cetera Investment Advisers457,674$23.21M0.0%-4.7%0.385%
8/8/2025Fusion Capital LLC29,026$1.47M0.5%-2.2%0.024%
8/8/2025Creative Planning50,772$2.58M0.0%-6.4%0.043%
8/8/2025WealthShield Partners LLC27,004$1.37M0.2%-2.3%0.023%
8/8/2025Empower Advisory Group LLC4,344$220K0.0%+5.6%0.004%
8/8/2025Kane Investment Management Inc.38,833$1.97M1.0%+665.2%0.033%
8/8/2025Capstone Financial Advisors Inc.10,967$556K0.0%-4.7%0.009%
8/8/2025Avalon Trust Co4,097$208K0.0%+40.0%0.003%
8/8/2025Bailard Inc.54,660$2.77M0.1%N/A0.046%
8/8/2025Everett Harris & Co. CA20,000$1.01M0.0%N/A0.017%
8/8/2025PNC Financial Services Group Inc.4,864$247K0.0%+91.2%0.004%
8/7/202549 Wealth Management LLC11,220$569K0.1%-66.1%0.009%
8/7/2025Aspen Wealth Strategies LLC4,795$243K0.1%-6.4%0.004%
8/7/2025Vise Technologies Inc.40,114$2.03M0.1%N/A0.034%
8/7/2025Allworth Financial LP146,473$7.43M0.0%-1.6%0.123%
8/7/2025BOK Financial Private Wealth Inc.86,076$4.37M0.3%-1.9%0.072%
8/7/2025PFG Advisors8,400$426K0.0%N/A0.007%
8/7/2025Global Wealth Management Investment Advisory Inc.31,378$1.59M0.3%N/A0.026%
8/7/2025WESCAP Management Group Inc.15,670$795K0.2%-2.5%0.013%
8/6/2025ZEGA Investments LLC32,653$1.66M0.2%+41.5%0.027%
8/6/2025Cannon Financial Strategists Inc.35,917$1.82M0.3%+20.3%0.030%
8/6/2025AE Wealth Management LLC9,176$465K0.0%+1,664.6%0.008%
8/6/2025Legacy Wealth Managment LLC ID98,888$5.02M2.6%-39.7%0.083%
8/6/2025Quadrant Private Wealth Management LLC6,482$329K0.1%-28.3%0.005%
8/6/2025RPS Advisory Solutions LLC43,135$2.19M1.2%N/A0.036%
8/6/2025Savant Capital LLC183,769$9.32M0.1%-15.5%0.155%
8/6/2025Valtinson Bruner Financial Planning LLC767,895$38.94M12.2%+9.6%0.646%
8/6/2025Texas Yale Capital Corp.11,400$578K0.0%-77.8%0.010%
8/6/2025Long Run Wealth Advisors LLC26,331$1.34M0.3%-3.9%0.022%
8/6/2025Summit Wealth Group LLC127,579$6.47M1.7%+13.8%0.107%
8/6/2025Able Wealth Management LLC38,714$1.96M1.0%+76.3%0.033%
(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, 471 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 ($202.54M), Wealth Enhancement Advisory Services LLC ($133.62M), Royal Bank of Canada ($127.53M), Donaldson Capital Management LLC ($124.19M), Foster Dykema Cabot & Partners LLC ($112.62M), and LPL Financial LLC ($102.75M).Learn more on iShares Ultra Short-Term Bond Active ETF's institutional investors.

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

Of the 383 institutional investors that purchased iShares Ultra Short-Term Bond Active ETF's 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), Raymond James Financial Inc. ($1.64M), Exchange Traded Concepts LLC ($1.53M), Foster Dykema Cabot & Partners LLC ($1.42M), Winthrop Advisory Group LLC ($1.20M), Constellation Investments Inc. ($1.15M), and Bank of America Corp DE ($972.76K).

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

Institutional investors have bought a total of 27,010,820 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

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

Of the 257 institutional investors that sold iShares Ultra Short-Term Bond Active ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($5.25M), Cerity Partners LLC ($2.12M), Royal Bank of Canada ($1.60M), Constellation Investments Inc. ($1.03M), Exchange Traded Concepts LLC ($761.74K), Focus Partners Wealth ($701.76K), and Acute Investment Advisory LLC ($657.10K).

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

Institutional investors have sold a total of 20,145,537 shares in the last 24 months. This volume of shares sold represents approximately $1.02B in transactions.



This page (BATS:ICSH) was last updated on 10/6/2025 by MarketBeat.com Staff
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