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

iShares Ultra Short-Term Bond Active ETF logo
$50.38 -0.01 (-0.02%)
As of 09/23/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
369
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
206
Total
Institutional Outflows
(last 12 months)
$254.28M
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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
9/23/2026 Envestnet Asset Management Inc.840,079$42.49M0.0%-2.8%0.707%
9/11/2026 Talon Private Wealth LLC30,235$1.53M0.2%+141.4%0.025%
9/11/2026 Marathon Wealth Advisors LLC9,801$496K0.2%+7.5%0.008%
9/9/2026 Capstone Financial Advisors Inc.6,093$308K0.0%-11.0%0.005%
9/9/2026 Sequoia Financial Advisors LLC100,669$5.09M0.0%+1.0%0.085%
9/9/2026 Capital Analysts LLC47,343$2.40M0.1%+9,201.2%0.040%
9/9/2026 Capital Advantage Inc.742,780$37.57M4.6%+1.5%0.625%
9/9/2026 Integrated Wealth Concepts LLC22,198$1.12M0.0%+48.8%0.019%
9/9/2026 NewEdge Advisors LLC43,496$2.20M0.0%+0.7%0.037%
9/9/2026 IFP Advisors Inc56,435$2.85M0.1%+81.1%0.047%
9/9/2026 Roble Belko & Company Inc422,906$21.39M2.3%+4.6%0.356%
9/9/2026 Baird Financial Group Inc.45,310$2.29M0.0%+8.0%0.038%
9/8/2026 Allworth Financial LP137,044$6.93M0.0%-3.6%0.115%
9/8/2026 Powerhouse Assets LLC114,054$5.77M4.7%+3.8%0.096%
9/8/2026 Waverly Advisors LLC68,572$3.47M0.0%-4.2%0.058%
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%
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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%
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%
5/18/2026 Talon 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%
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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%


ICSH Institutional Ownership - Frequently Asked Questions

During the previous two years, 606 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 529 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 21,328,501 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

Of the 206 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 5,021,166 shares in the last 24 months. This volume of shares sold represents approximately $254.28M in transactions.



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 9/23/2026. New 13F filings are added each quarter as they're published.
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