Go Pro
→ A Simple Guide to Options Trading While It's Still Free (From True Market Insiders) (Ad)tc pixel Free ICSH Stock Alerts

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

iShares Ultra Short-Term Bond Active ETF logo
$50.41 +0.01 (+0.02%)
As of 09/3/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Ultra Short-Term Bond Active ETF (BATS:ICSH)

Number of
Institutional Buyers
(last 12 months)
364
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
207
Total
Institutional Outflows
(last 12 months)
$254.90M
Get ICSH Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Ultra Short-Term Bond Active ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ICSH Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP445,201$22.52M0.0%+33.6%0.374%
8/26/2026 Wellington Grp LLC283,412$14.34M3.6%+2.2%0.238%
8/23/2026 Ameritas Advisory Services LLC114,561$5.79M0.1%+53.3%0.096%
8/23/2026 Guardian Wealth Advisors LLC NC60,367$3.05M0.2%N/A0.051%
8/23/2026 HB Wealth Management LLC86,376$4.37M0.0%N/A0.073%
8/23/2026 Semitam Bonam LLC95,635$4.84M3.5%+2.2%0.080%
8/22/2026 TOP Private Wealth LLC.2,575$130K0.1%N/A0.002%
8/22/2026 BAM Wealth Management LLC18,523$937K0.6%+5.6%0.016%
8/22/2026 Investor s Fiduciary Advisor Network LLC31,183$1.58M0.5%+13.1%0.026%
8/22/2026 Legacy Wealth Managment LLC ID93,803$4.75M2.1%-8.5%0.079%
8/22/2026 NWF Advisory Services Inc.44,993$2.28M0.2%+29.5%0.038%
8/22/2026 Kickstand Ventures LLC.5,989$301K0.1%N/A0.005%
8/22/2026 Concurrent Investment Advisors LLC155,150$7.85M0.1%+14.0%0.130%
8/21/2026 Continuum Advisory LLC3,738$188K0.0%N/A0.003%
8/21/2026 Orion Capital Management LLC33,167$1.68M0.5%N/A0.028%
8/21/2026 Round Rock Advisors LLC21,100$1.07M0.1%+4.3%0.018%
8/21/2026 Coppell Advisory Solutions LLC10,500$531K0.1%N/A0.009%
8/21/2026 Tsfg LLC9,525$482K0.1%-6.2%0.008%
8/21/2026 Lionsbridge Wealth Management LLC14,683$743K0.6%-30.3%0.012%
8/21/2026 Triumph Capital Management3,600$182K0.0%+60.0%0.003%
8/20/2026 LGL Partners LLC9,939$503K0.2%N/A0.008%
8/20/2026 Proficio Capital Partners LLC44,640$2.26M0.1%+183.0%0.038%
8/20/2026 Nwam LLC16,351$812K0.0%N/A0.014%
8/20/2026 Rehmann Capital Advisory Group4,214$213K0.0%N/A0.004%
8/20/2026 Denver PWM LLC345,322$16.51M4.6%N/A0.290%
8/20/2026 Advocacy Wealth Management LLC101,510$5.14M0.1%+2.9%0.085%
8/20/2026 RPg Family Wealth Advisory LLC189,177$9.57M1.5%+2.8%0.159%
7/10/2026 Heck Capital Advisors LLC26,689$1.35M0.1%+58.7%0.022%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,169$818K0.1%+11.4%0.014%
7/9/2026 Revolve Wealth Partners LLC6,159$312K0.0%N/A0.005%
7/9/2026 Matrix Trust Co37,965$1.92M0.3%+34.9%0.032%
7/9/2026 StoneCrest Wealth Management Inc.42,517$2.15M0.7%-20.2%0.036%
7/9/2026 Hennion & Walsh Asset Management Inc.21,991$1.11M0.0%+13.2%0.018%
7/9/2026 Agate Pass Investment Management LLC90,713$4.59M1.7%+7.2%0.076%
7/8/2026 Chesley Taft & Associates LLC53,374$2.70M0.1%-18.3%0.045%
7/8/2026 First Heartland Consultants Inc.8,928$452K0.0%N/A0.008%
7/8/2026 Factor Wealth Management LTD18,637$943K0.1%-10.7%0.016%
7/7/2026 Foster Group Inc.1,181,596$59.77M1.6%+5.6%0.994%
7/7/2026 JGP Wealth Management LLC9,097$460K0.0%+2.9%0.008%
7/7/2026 Integral Investment Advisors Inc.84,702$4.28M0.9%+8.3%0.071%
How Long Does $2.5M Last in Retirement? (Ad)

Having $2.5 million saved puts you ahead of most Americans, but how long it lasts depends on the decisions you make with it. Using the 4% rule as a benchmark, that balance could translate to about $100,000 in year one, adjusted upward for inflation each year after. But the 4% rule has potential downsides and may not fit every portfolio. A financial advisor can help size and structure a retirement budget around your income sources, taxes, and goals. SmartAsset's free quiz matches nearly 50,000 people each month with vetted fiduciary advisors.tc pixel

Take the free quiz to get matched with a fiduciary advisor
7/7/2026 Dynamic Advisor Solutions LLC146,625$7.42M0.2%+29.1%0.123%
7/7/2026 Canandaigua National Bank & Trust Co.11,065$560K0.0%N/A0.009%
7/7/2026 Sandy Cove Advisors LLC8,430$426K0.1%-3.5%0.007%
7/7/2026 CGN Advisors LLC38,269$1.94M0.1%+0.5%0.032%
7/7/2026 Cooper Investors PTY Ltd.79,721$4.03M1.9%N/A0.067%
7/6/2026 MJT & Associates Financial Advisory Group Inc.174,177$8.81M5.8%+34.3%0.146%
7/6/2026 Bulwark Capital Corp66,863$3.38M1.9%+154.8%0.056%
7/6/2026 Private Client Services LLC8,515$431K0.1%+23.9%0.007%
7/6/2026 General Partner Inc.138,647$7.01M3.9%+3,383.6%0.117%
7/1/2026 Noble Wealth Management PBC2,734$138K0.1%+295.7%0.002%
6/22/2026 Vilga Financial Planning LLC78,914$4.00M3.6%+42.9%0.066%
6/18/2026 Western Wealth Management LLC3,310$168K0.0%N/A0.003%
6/3/2026 Parallel Advisors LLC318,484$16.12M0.3%+2.1%0.268%
6/3/2026 NewEdge Advisors LLC43,190$2.19M0.0%+8.4%0.036%
6/1/2026 Concorde Asset Management LLC5,343$270K0.1%+24.3%0.004%
6/1/2026 Financial Solutions Advisory Group Inc.13,450$681K0.1%N/A0.011%
6/1/2026 Integrated Investment Consultants LLC13,470$682K0.1%-2.3%0.011%
5/29/2026 Mullaney Keating & Wright Inc.93,615$4.74M2.6%+8.7%0.079%
5/22/2026 WNY Asset Management LLC9,614$487K0.1%N/A0.008%
5/22/2026 Segall Bryant & Hamill LLC12,356$625K0.0%N/A0.010%
5/22/2026 Wellington Grp LLC277,350$14.04M4.3%+6.6%0.233%
5/19/2026 Western Wealth Management LLC3,310$168K0.0%N/A0.003%
5/19/2026McIlrath & Eck LLC4,955$251K0.0%N/A0.004%
5/19/2026 NewEdge Advisors LLC38,168$1.93M0.0%-4.2%0.032%
5/19/2026 Ariadne Wealth Management LP59,532$3.01M1.4%-18.8%0.050%
5/19/2026 Bank of America Corp DE3,721,523$188.38M0.0%-8.1%3.130%
5/19/2026 Centaurus Financial Inc.2,068$105K0.0%N/A0.002%
5/18/2026Talon Private Wealth LLC12,523$634K0.1%N/A0.011%
5/18/2026 Royal Bank of Canada1,670,830$84.58M0.0%+0.2%1.405%
5/16/2026 IMG Wealth Management Inc.23,221$1.18M0.7%-53.3%0.020%
5/16/2026 Quantinno Capital Management LP38,651$1.96M0.0%+16.9%0.033%
5/16/2026 Family Manage LLC48,639$2.46M0.3%-17.5%0.041%
5/15/2026 Waverly Advisors LLC71,547$3.62M0.0%-3.6%0.060%
5/14/2026 Morningstar Investment Management LLC259,023$13.11M0.8%-8.5%0.218%
5/14/2026 GC Wealth Management RIA LLC31,253$1.58M0.1%+1.2%0.026%
5/14/2026 Wills Financial Group LLC50,907$2.57M1.1%N/A0.043%
5/13/2026 Cetera Investment Advisers494,588$25.04M0.0%+1.3%0.416%
5/13/2026 Clearwater Capital Advisors LLC10,378$525K0.0%+33.7%0.009%
5/8/2026 PNC Financial Services Group Inc.13,484$683K0.0%-60.3%0.011%
5/8/2026 Alpha Zero LLC24,585$1.24M0.6%N/A0.021%
5/8/2026 Maimon Wealth Management LTD.89,165$4.51M4.0%-8.6%0.075%
5/7/2026 Legacy Wealth Managment LLC ID102,539$5.19M2.6%-45.9%0.086%
5/7/2026 Hollencrest Capital Management141,262$7.15M0.3%+0.7%0.119%
5/7/2026 Parallel Advisors LLC318,484$16.12M0.3%+2.1%0.268%
5/7/2026 Hanseatic Management Services Inc.243,353$12.32M11.8%N/A0.205%
5/6/2026 Simon Quick Advisors LLC294,610$14.91M0.7%+0.8%0.248%
5/6/2026 Astra Wealth Partners LLC11,448$579K0.3%-82.3%0.010%
5/6/2026 Assetmark Inc.40,946$2.07M0.0%+2.2%0.034%
5/6/2026 Gerald Baker Financial Group LLC13,439$678K0.2%N/A0.011%
5/6/2026 Prosperity Consulting Group LLC893,574$45.23M2.0%+12.3%0.752%
MILLIONAIRE MASTERCLASS INVITE: Altucher (Ad)

James Altucher says Elon Musk is preparing an unprecedented project set to surface on September 25. Altucher is hosting a free masterclass revealing what he says is locked inside a sealed briefcase detailing Musk's plans. Attendees who join early can also access a $1,000 bonus offer included with the presentation.tc pixel

Watch James Altucher's free masterclass before September 25
5/5/2026 BCGM Wealth Management LLC30,954$1.57M0.4%-0.8%0.026%
5/5/2026 Wealthfront Advisers LLC36,976$1.87M0.0%+10.6%0.031%
5/5/2026 D.A. Davidson & CO.34,466$1.75M0.0%-4.2%0.029%
5/5/2026 NFSG Corp1,490$75K0.0%-40.3%0.001%
5/5/2026 Sanctuary Advisors LLC91,995$4.66M0.0%+54.4%0.077%
5/5/2026 BlueChip Wealth Advisors LLC12,975$657K0.3%+207.5%0.011%
5/5/2026 Sigma Planning Corp99,596$5.04M0.1%+4.8%0.084%
5/4/2026 Summit Wealth Group LLC185,529$9.39M2.2%-4.0%0.156%
5/4/2026 NWF Advisory Services Inc.34,738$1.76M0.2%+22.9%0.029%
5/4/2026 Chicago Partners Investment Group LLC87,847$4.44M0.1%-0.3%0.074%


ICSH Institutional Ownership - Frequently Asked Questions

During the previous two years, 604 institutional investors and hedge funds held shares of iShares Ultra Short-Term Bond Active ETF. The most heavily invested institutionals were Foster Dykema Cabot & Partners LLC ($203.63M), FMR LLC ($203.48M), UBS Group AG ($203.46M), Bank of America Corp DE ($188.38M), Wealth Enhancement Advisory Services LLC ($146.36M), LPL Financial LLC ($146.04M), and Focus Partners Wealth ($111.53M).Learn more on iShares Ultra Short-Term Bond Active ETF's institutional investors.

Of the 527 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: Foster Dykema Cabot & Partners LLC ($3.26M), Proficio Capital Partners LLC ($2.46M), Temasek Holdings Private Ltd ($1.97M), Raymond James Financial Inc. ($1.88M), Exchange Traded Concepts LLC ($1.54M), Bank of America Corp DE ($1.51M), and Focus Partners Wealth ($1.24M).

Institutional investors have bought a total of 21,227,557 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

Of the 207 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: Bogart Wealth LLC ($509.80K), Mutual Advisors LLC ($354.42K), Bank of America Corp DE ($328.02K), Hollencrest Capital Management ($324.62K), Transce3nd LLC ($318.92K), Resonant Capital Advisors LLC ($202.15K), and Global Strategic Investment Solutions LLC ($154.26K).

Institutional investors have sold a total of 5,033,282 shares in the last 24 months. This volume of shares sold represents approximately $254.90M in transactions.


Related Companies

Institutional ownership data for BATS:ICSH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
From Our Partners
The 2026 beginners Guide to Gold IRAs
Gold trades near record highs while silver just topped $81 an ounce for the first time ever. Thousands of A...
Goldco Direct, LLC | Sponsoredtc pixel
A Simple Guide to Options Trading While It's Still Free
A free copy of Options Trading Made Simple is available now but wont stay that way for long. Chris Rowe cal...
True Market Insiders | Sponsoredtc pixel
Before Anthropic becomes impossible to ignore...
Riot Platforms just struck a 20-year, 191-megawatt data-center agreement tied to Anthropic, reportedly worth 9...
The Oxford Club | Sponsoredtc pixel
Are you leaving Social Security money on the table?
Most retirement plans still have gaps in them... The quiet ones that don't show up until it's too late to fix....
Money Pickle | Sponsoredtc pixel
How Long Does $2.5M Last in Retirement?
Having $2.5 million saved puts you ahead of most Americans, but how long it lasts depends on the decisions you...
SmartAsset | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Rickards Predicts: Trump to buy tiny $2 stock?
Jim Rickards believes the Trump administration is about to take a direct stake in a $2 stock sitting on the la...
Paradigm Press | Sponsoredtc pixel
The cat is out the bag
Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered s...
Porter & Company | Sponsoredtc pixel