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

iShares Ultra Short-Term Bond Active ETF logo
$50.54 +0.03 (+0.05%)
Closing price 07/3/2025 03:58 PM Eastern
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$50.54 0.00 (0.00%)
As of 07/3/2025 04:17 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)
308
Total
Institutional Inflows
(last 12 months)
$1.13B
Number of
Institutional Sellers
(last 12 months)
215
Total
Institutional Outflows
(last 12 months)
$834.22M
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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
5/29/2025Plum Street Advisors LLC70,717$3.59M1.7%+15.4%0.059%
5/28/2025Vista Cima Wealth Management LLC36,013$1.83M1.3%+11.8%0.030%
5/27/2025Jacobi Capital Management LLC33,494$1.70M0.1%+14.7%0.028%
5/27/2025Iron Gate Global Advisors LLC685,227$34.74M4.8%+16.8%0.567%
5/21/2025Schmidt P J Investment Management Inc.9,513$482K0.1%-5.5%0.008%
5/20/2025Acorns Advisers LLC971,050$49.23M0.5%+5.6%0.825%
5/20/2025Belpointe Asset Management LLC48,703$2.47M0.1%-4.9%0.041%
5/20/2025Focus Partners Wealth817,584$41.45M0.1%+422.2%0.694%
5/19/2025Jane Street Group LLC206,046$10.45M0.0%+126.7%0.175%
5/19/2025SageView Advisory Group LLC4,814$244K0.0%-8.2%0.004%
5/16/2025Everstar Asset Management LLC130,295$6.61M1.2%+1,335.8%0.111%
5/16/2025Legacy Wealth Managment LLC ID163,974$8.31M5.9%+22.2%0.139%
5/16/2025Talon Private Wealth LLC19,970$1.01M0.1%+3.4%0.017%
5/16/2025NewEdge Advisors LLC30,658$1.55M0.0%+8.5%0.026%
5/16/2025Advisors Asset Management Inc.4,770$242K0.0%-28.0%0.004%
5/16/2025Aprio Wealth Management LLC14,045$712K0.1%-10.2%0.012%
5/15/2025Royal Bank of Canada2,515,423$127.53M0.0%-21.7%2.136%
5/15/2025MAI Capital Management8,242$418K0.0%-7.9%0.007%
5/15/2025Baird Financial Group Inc.54,840$2.78M0.0%+21.2%0.047%
5/14/2025CreativeOne Wealth LLC183,564$9.31M0.3%+4.0%0.156%
5/14/2025Jane Street Group LLC206,046$10.45M0.0%+126.7%0.175%
5/14/2025Comerica Bank4,266$216K0.0%-15.9%0.004%
5/14/2025Synovus Financial Corp103,363$5.24M0.1%+21.1%0.088%
5/14/2025SVB Wealth LLC82,501$4.18M0.2%-6.1%0.070%
5/14/2025Smartleaf Asset Management LLC7,302$370K0.0%N/A0.006%
5/14/2025Northwestern Mutual Wealth Management Co.35,156$1.78M0.0%-51.0%0.030%
5/14/2025Haverford Trust Co141,709$7.19M0.1%+3.1%0.120%
5/14/2025Kestra Advisory Services LLC19,248$976K0.0%-78.1%0.016%
5/14/2025OFC Financial Planning LLC87,064$4.41M5.0%-11.8%0.074%
5/14/2025Lionsbridge Wealth Management LLC34,564$1.75M1.6%-40.4%0.029%
5/14/2025Capital Wealth Alliance LLC26,200$1.33M0.8%-6.6%0.022%
5/14/2025Elevate Wealth Advisory Inc.13,017$660K0.5%-5.7%0.011%
5/14/2025Vertex Planning Partners LLC44,568$2.26M0.5%N/A0.038%
5/14/2025ZEGA Investments LLC23,083$1.17M0.2%+249.6%0.020%
5/13/2025Sand Hill Global Advisors LLC387,149$19.63M0.8%+27.4%0.329%
5/13/2025Aptus Capital Advisors LLC21,964$1.11M0.0%+123.0%0.019%
5/13/2025Watts Gwilliam & Co. LLC69,666$3.53M0.8%+9.7%0.059%
5/13/2025Steward Partners Investment Advisory LLC78,125$3.96M0.0%-1.1%0.066%
5/13/2025Raymond James Financial Inc.849,717$43.08M0.0%-42.9%0.722%
5/13/2025Cresset Asset Management LLC21,639$1.10M0.0%-18.3%0.018%
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5/13/2025Heck Capital Advisors LLC5,781$293K0.0%-3.6%0.005%
5/13/2025Klingman & Associates LLC6,723$341K0.0%N/A0.006%
5/13/2025MSH Capital Advisors LLC56,178$2.85M0.9%-0.9%0.048%
5/13/2025Ariadne Wealth Management LP129,668$6.55M3.5%-47.9%0.110%
5/13/2025Bulltick Wealth Management LLC198,113$10.04M2.7%+1,165.9%0.168%
5/13/2025HighTower Advisors LLC81,090$4.11M0.0%-7.5%0.069%
5/12/2025Financial Engines Advisors L.L.C.73,467$3.73M0.0%+1.4%0.062%
5/12/2025Cynosure Group LLC439,492$22.28M3.1%-1.4%0.373%
5/12/2025Townsquare Capital LLC55,192$2.80M0.0%-4.3%0.047%
5/12/2025Bristlecone Advisors LLC18,330$929K0.1%+5.8%0.016%
5/12/2025AlphaCore Capital LLC15,980$810K0.1%N/A0.014%
5/9/2025Foster Dykema Cabot & Partners LLC2,251,651$114.16M9.2%+3.3%1.912%
5/9/2025Chicago Partners Investment Group LLC109,336$5.53M0.2%-1.3%0.093%
5/9/2025WealthShield Partners LLC27,633$1.40M0.2%-1.5%0.023%
5/9/2025Wealthspire Advisors LLC8,162$414K0.0%-34.8%0.007%
5/9/2025Atria Wealth Solutions Inc.34,797$1.76M0.0%+42.7%0.030%
5/9/2025Farrow Financial Inc.137,501$6.97M4.7%+4.8%0.117%
5/9/2025Empower Advisory Group LLC4,114$209K0.0%-24.1%0.003%
5/9/2025Costello Asset Management INC509$26K0.0%N/A0.000%
5/9/2025BCR Wealth Strategies LLC71,348$3.62M1.6%+56.7%0.061%
5/9/2025Cary Street Partners Financial LLC416,658$21.13M0.7%+3.1%0.354%
5/9/2025Wells Financial Advisors INC2,495$126K0.2%-82.6%0.002%
5/9/2025Avalon Trust Co2,927$148K0.0%+215.7%0.002%
5/9/2025PNC Financial Services Group Inc.2,544$129K0.0%+185.5%0.002%
5/8/2025Clearwater Capital Advisors LLC8,991$456K0.0%-6.8%0.008%
5/8/2025Baker Avenue Asset Management LP7,709$391K0.0%-13.7%0.007%
5/8/2025Certified Advisory Corp10,603$538K0.1%-13.6%0.009%
5/8/2025Howland Capital Management LLC68,735$3.49M0.2%-5.5%0.058%
5/8/2025BCGM Wealth Management LLC29,853$1.51M0.5%+7.0%0.025%
5/8/2025Nicolet Advisory Services LLC7,383$373K0.0%+27.5%0.006%
5/8/2025Shufro Rose & Co. LLC111,414$5.65M0.4%+0.7%0.095%
5/8/2025Harbour Investments Inc.10,861$551K0.0%+43.4%0.009%
5/8/2025MGO One Seven LLC130,903$6.64M0.3%-12.8%0.111%
5/8/2025Roble Belko & Company Inc346,331$17.56M2.8%-14.2%0.294%
5/8/2025Delap Wealth Advisory LLC4,947$251K0.1%N/A0.004%
5/8/2025Carl P. Sherr & Co. LLC4,324$219K0.1%N/A0.004%
5/7/2025Foundations Investment Advisors LLC14,348$727K0.0%+32.2%0.012%
5/7/2025Galvin Gaustad & Stein LLC79,510$4.03M0.4%-2.5%0.068%
5/7/2025LPL Financial LLC2,026,708$102.75M0.0%+18.2%1.721%
5/7/2025Panoramic Investment Advisors LLC48,460$2.46M1.7%+3.6%0.041%
5/6/2025Assetmark Inc.4,993$253K0.0%+14.1%0.004%
5/6/2025Cetera Investment Advisers480,070$24.34M0.0%+10.2%0.408%
5/6/2025Avantax Advisory Services Inc.40,219$2.04M0.0%+1.4%0.034%
5/6/2025Tempus Wealth Planning LLC79,365$4.02M1.2%+6.7%0.067%
5/6/2025Advisor OS LLC128,856$6.53M0.7%+2.9%0.109%
5/6/2025Beacon Investment Advisory Services Inc.48,080$2.44M0.1%-8.9%0.041%
5/6/2025Proficio Capital Partners LLC34,179$1.73M0.1%-34.2%0.029%
5/6/2025Advocacy Wealth Management Services LLC102,055$5.17M0.4%+11.6%0.087%
5/6/2025Guidance Capital Inc.175,184$8.85M2.7%+5.1%0.149%
5/6/2025WT Wealth Management68,144$3.46M1.1%+97.9%0.058%
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5/5/2025Edgemoor Investment Advisors Inc.230,343$11.68M1.1%+3.3%0.196%
5/5/2025Cannon Financial Strategists Inc.29,852$1.51M0.3%+4.1%0.025%
5/5/2025Parkworth Wealth Management Inc.57,666$2.92M2.3%N/A0.049%
5/5/2025J.W. Cole Advisors Inc.203,878$10.34M0.3%-7.3%0.173%
5/5/2025IFP Advisors Inc34,335$1.74M0.1%+25.1%0.029%
5/5/2025TAGStone Capital Inc.34,321$1.74M0.9%-27.0%0.029%
5/5/2025Kestra Private Wealth Services LLC32,624$1.65M0.0%+17.4%0.028%
5/5/2025Morningstar Investment Services LLC14,059$713K0.1%-10.9%0.012%
5/5/2025Private Advisor Group LLC282,383$14.32M0.1%+14.7%0.240%
5/5/2025Jackson Creek Investment Advisors LLC23,527$1.19M0.4%+93.8%0.020%
(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, 432 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), Wealth Enhancement Advisory Services LLC ($151.37M), Royal Bank of Canada ($127.53M), Donaldson Capital Management LLC ($124.19M), Foster Dykema Cabot & Partners LLC ($114.16M), 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 339 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), Exchange Traded Concepts LLC ($1.53M), Raymond James Financial Inc. ($1.49M), Foster Dykema Cabot & Partners LLC ($1.42M), 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 22,264,137 shares in the last 24 months. This purchase volume represents approximately $1.13B in transactions.

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

Of the 215 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 ($2.10M), Royal Bank of Canada ($1.60M), Focus Partners Wealth ($701.76K), Acute Investment Advisory LLC ($657.10K), Raymond James Financial Inc. ($637.90K), and Mariner LLC ($412.31K).

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

Institutional investors have sold a total of 16,514,586 shares in the last 24 months. This volume of shares sold represents approximately $834.22M in transactions.



This page (BATS:ICSH) was last updated on 7/5/2025 by MarketBeat.com Staff
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