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

iShares Ultra Short-Term Bond Active ETF logo
$50.50 +0.01 (+0.02%)
As of 07/24/2026 04:10 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)
390
Total
Institutional Inflows
(last 12 months)
$1.23B
Number of
Institutional Sellers
(last 12 months)
238
Total
Institutional Outflows
(last 12 months)
$335.05M
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ICSH Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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$7.01M3.8%+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%
6/18/2026Western Wealth Management LLC3,310$168K0.0%N/A0.003%
6/3/2026Parallel Advisors LLC318,484$16.12M0.3%+2.1%0.268%
6/3/2026NewEdge Advisors LLC43,190$2.19M0.0%+8.4%0.036%
6/1/2026Concorde 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%
6/1/2026Integrated 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%
5/22/2026WNY Asset Management LLC9,614$487K0.1%N/A0.008%
5/22/2026Segall Bryant & Hamill LLC12,356$625K0.0%N/A0.010%
5/22/2026Wellington Grp LLC277,350$14.04M4.3%+6.6%0.233%
5/19/2026Western Wealth Management LLC3,310$168K0.0%N/A0.003%
5/19/2026McIlrath & Eck LLC4,955$251K0.0%N/A0.004%
5/19/2026NewEdge Advisors LLC38,168$1.93M0.0%-4.2%0.032%
5/19/2026Ariadne Wealth Management LP59,532$3.01M1.4%-18.8%0.050%
5/19/2026Bank of America Corp DE3,721,523$188.38M0.0%-8.1%3.130%
5/19/2026Centaurus Financial Inc.2,068$105K0.0%N/A0.002%
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5/18/2026Talon Private Wealth LLC12,523$634K0.1%N/A0.011%
5/18/2026Royal Bank of Canada1,670,830$84.58M0.0%+0.2%1.405%
5/16/2026IMG Wealth Management Inc.23,221$1.18M0.7%-53.3%0.020%
5/16/2026Quantinno Capital Management LP38,651$1.96M0.0%+16.9%0.033%
5/16/2026Family Manage LLC48,639$2.46M0.3%-17.5%0.041%
5/15/2026Waverly 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%
5/14/2026Wills Financial Group LLC50,907$2.57M1.1%N/A0.043%
5/13/2026Cetera Investment Advisers494,588$25.04M0.0%+1.3%0.416%
5/13/2026Clearwater Capital Advisors LLC10,378$525K0.0%+33.7%0.009%
5/8/2026PNC 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%
5/8/2026Maimon Wealth Management LTD.89,165$4.51M4.0%-8.6%0.075%
5/7/2026Legacy Wealth Managment LLC ID102,539$5.19M2.6%-45.9%0.086%
5/7/2026Hollencrest Capital Management141,262$7.15M0.3%+0.7%0.119%
5/7/2026Parallel Advisors LLC318,484$16.12M0.3%+2.1%0.268%
5/7/2026Hanseatic Management Services Inc.243,353$12.32M11.8%N/A0.205%
5/6/2026Simon Quick Advisors LLC294,610$14.91M0.7%+0.8%0.248%
5/6/2026Astra Wealth Partners LLC11,448$579K0.3%-82.3%0.010%
5/6/2026Assetmark Inc.40,946$2.07M0.0%+2.2%0.034%
5/6/2026Gerald Baker Financial Group LLC13,439$678K0.2%N/A0.011%
5/6/2026Prosperity Consulting Group LLC893,574$45.23M2.0%+12.3%0.752%
5/5/2026BCGM Wealth Management LLC30,954$1.57M0.4%-0.8%0.026%
5/5/2026Wealthfront Advisers LLC36,976$1.87M0.0%+10.6%0.031%
5/5/2026D.A. Davidson & CO.34,466$1.75M0.0%-4.2%0.029%
5/5/2026NFSG Corp1,490$75K0.0%-40.3%0.001%
5/5/2026Sanctuary Advisors LLC91,995$4.66M0.0%+54.4%0.077%
5/5/2026BlueChip Wealth Advisors LLC12,975$657K0.3%+207.5%0.011%
5/5/2026Sigma Planning Corp99,596$5.04M0.1%+4.8%0.084%
5/4/2026Summit Wealth Group LLC185,529$9.39M2.2%-4.0%0.156%
5/4/2026NWF Advisory Services Inc.34,738$1.76M0.2%+22.9%0.029%
5/4/2026Chicago Partners Investment Group LLC87,847$4.44M0.1%-0.3%0.074%
5/4/2026 Brindle & Bay Financial Advisors LLC22,988$1.16M0.7%-21.7%0.019%
5/2/2026Global Assets Advisory LLC31,788$1.61M0.4%N/A0.027%
5/2/2026Diversify Wealth Management LLC12,170$616K0.0%N/A0.010%
5/2/2026Valmark Advisers Inc.38,804$1.96M0.0%-2.0%0.033%
5/1/2026Castle Wealth Management LLC90,188$4.57M1.5%N/A0.076%
5/1/2026Fifth Third Bancorp19,752$1M0.0%N/A0.017%
5/1/2026BCR Wealth Strategies LLC82,364$4.17M1.3%+2.3%0.069%
5/1/2026WealthShield Partners LLC4,476$227K0.0%-76.7%0.004%
5/1/2026Farrow Financial Inc.149,338$7.56M4.3%-0.5%0.126%
5/1/2026 Sequoia Financial Advisors LLC99,645$5.04M0.0%-9.9%0.084%
5/1/2026Mascoma Wealth Management LLC7,083$359K0.1%-3.3%0.006%
4/30/2026Hegarty Advisors LLC18,833$953K0.8%+31.3%0.016%
4/30/2026 Beacon Financial Group140,119$7.09M0.7%N/A0.118%
4/30/2026 Forza Wealth Management LLC5,475$277K0.1%N/A0.005%
4/30/2026ATX Financial Planning LLC25,370$1.28M1.0%N/A0.021%
4/30/2026Kestra Advisory Services LLC100,534$5.09M0.0%+261.0%0.085%
4/30/2026 Base Wealth Management LLC17,519$887K0.5%+7.7%0.015%
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4/30/2026 CFS Investment Advisory Services LLC60,864$3.08M0.2%+25.9%0.051%
4/30/2026Cahaba Wealth Management Inc.70,968$3.59M0.2%+268.6%0.060%
4/29/2026Resonant Capital Advisors LLC253,626$12.84M0.7%-44.4%0.213%
4/29/2026Global Strategic Investment Solutions LLC243,383$12.32M1.2%-5.1%0.205%
4/29/2026Integrated Advisors Network LLC43,049$2.18M0.1%N/A0.036%
4/28/2026Bogart Wealth LLC43,686$2.21M0.1%+4.5%0.037%
4/28/2026Ascentis Independent Advisors2,395$121K0.0%N/A0.002%
4/28/2026 Powerhouse Assets LLC109,840$5.56M4.8%+12.1%0.092%
4/28/2026 Integral Investment Advisors Inc.78,224$3.96M1.0%-3.5%0.066%
4/28/2026 Forte Asset Management LLC269,630$13.65M6.0%+262.1%0.227%


ICSH Institutional Ownership - Frequently Asked Questions

During the previous two years, 595 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 517 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 ($2.43M), 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 24,304,423 shares in the last 24 months. This purchase volume represents approximately $1.23B in transactions.

Of the 234 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), Envestnet Asset Management Inc. ($450.40K), Mutual Advisors LLC ($354.42K), Transce3nd LLC ($330.40K), Bank of America Corp DE ($328.02K), Hollencrest Capital Management ($324.62K), and Resonant Capital Advisors LLC ($237.39K).

Institutional investors have sold a total of 6,613,762 shares in the last 24 months. This volume of shares sold represents approximately $335.05M in transactions.


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This page (BATS:ICSH) was last updated on 7/25/2026 by MarketBeat.com Staff.
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