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

iShares Ultra Short-Term Bond Active ETF logo
$50.33 0.00 (0.00%)
As of 10/13/2026 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)
377
Total
Institutional Inflows
(last 12 months)
$1.11B
Number of
Institutional Sellers
(last 12 months)
205
Total
Institutional Outflows
(last 12 months)
$257.91M
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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
10/14/2026Forte Asset Management LLC56,465$2.85M1.1%-43.7%0.047%
10/14/2026Signal Advisors Wealth LLC22,426$1.13M0.0%+260.0%0.019%
10/14/2026Ifrah Financial Services Inc.41,855$2.11M0.5%N/A0.035%
10/14/2026Foster Group Inc.1,236,608$62.33M1.7%+4.7%1.040%
10/14/2026Krilogy Financial LLC70,186$3.53M0.1%-10.5%0.059%
10/14/2026RHS Financial LLC28,831$1.45M0.4%-24.1%0.024%
10/13/2026David Kennon Inc67,917$3.42M1.1%+0.6%0.057%
10/13/2026Cooper Investors PTY Ltd.57,520$2.90M1.5%-27.8%0.048%
10/13/2026Avior Wealth Management LLC4,203$212K0.0%-44.0%0.004%
10/13/2026JGP Wealth Management LLC10,002$504K0.0%+9.9%0.008%
10/9/2026Avaii Wealth Management LLC8,663$435K0.1%-11.9%0.007%
10/9/2026Gerald Baker Financial Group LLC13,867$699K0.2%+13.6%0.012%
10/9/2026Vilga Financial Planning LLC111,647$5.63M3.4%+27.5%0.094%
10/9/2026Go Invest LLC36,483$1.84M0.4%N/A0.031%
10/9/2026First Heartland Consultants Inc.8,940$451K0.0%N/A0.008%
10/9/2026Galvin Gaustad & Stein LLC315,667$15.91M1.2%+2.7%0.265%
10/8/2026Factor Wealth Management LTD14,976$755K0.1%-19.6%0.013%
10/8/2026Farther Finance Advisors LLC398,536$20.09M0.1%+454.6%0.335%
10/8/2026CoreCap Advisors LLC14,361$724K0.0%+70.6%0.012%
10/8/2026Atwood & Palmer Inc.1,525$77K0.0%N/A0.001%
10/8/2026YHB Investment Advisors Inc.24,482$1.23M0.1%N/A0.021%
10/8/2026Avidian Wealth Enterprises LLC21,301$1.07M0.0%N/A0.018%
10/8/2026Peterson Wealth Advisors LLC9,010$454K0.1%-51.9%0.008%
10/8/2026Alkeme Wealth LLC295,558$14.90M5.0%+4.2%0.249%
10/8/2026Fig Financial Advisory Services Inc. ADV9,233$465K0.3%N/A0.008%
10/8/2026MJT & Associates Financial Advisory Group Inc.209,677$10.57M6.8%+20.4%0.176%
10/7/2026Elevation Wealth Partners LLC118,980$6.00M1.7%N/A0.100%
10/7/2026Elm3 Financial Group LLC9,678$488K0.3%+73.9%0.008%
10/7/2026Wealth Enhancement Trust Services Inc.112,626$5.68M0.6%+10.9%0.095%
10/7/2026Echo45 Advisors LLC4,396$222K0.1%N/A0.004%
10/7/2026Matrix Trust Co12,426$626K0.1%-67.3%0.010%
10/7/2026Searcy Financial Services Inc. ADV11,093$559K0.2%N/A0.009%
10/6/2026Byrne Asset Management LLC1,850$93K0.1%-53.2%0.002%
10/5/2026General Partner Inc.205,947$10.38M5.8%+48.5%0.173%
10/5/2026Tompkins Financial Corp3,672$185K0.0%N/A0.003%
10/2/2026 Private Client Services LLC8,689$438K0.1%N/A0.007%
10/1/2026 Noble Wealth Management PBC11,228$566K0.3%+310.7%0.009%
9/25/2026Atomic Invest LLC871$44K0.0%+87,000.0%0.001%
9/23/2026Envestnet Asset Management Inc.840,079$42.49M0.0%-2.8%0.707%
9/11/2026Talon Private Wealth LLC30,235$1.53M0.2%+141.4%0.025%
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9/11/2026Marathon Wealth Advisors LLC9,801$496K0.2%+7.5%0.008%
9/9/2026Capstone Financial Advisors Inc.6,093$308K0.0%-11.0%0.005%
9/9/2026Sequoia Financial Advisors LLC100,669$5.09M0.0%+1.0%0.085%
9/9/2026Capital Analysts LLC47,343$2.40M0.1%+9,201.2%0.040%
9/9/2026Capital Advantage Inc.742,780$37.57M4.6%+1.5%0.625%
9/9/2026Integrated Wealth Concepts LLC22,198$1.12M0.0%+48.8%0.019%
9/9/2026NewEdge Advisors LLC43,496$2.20M0.0%+0.7%0.037%
9/9/2026IFP Advisors Inc56,435$2.85M0.1%+81.1%0.047%
9/9/2026Roble Belko & Company Inc422,906$21.39M2.3%+4.6%0.356%
9/9/2026Baird Financial Group Inc.45,310$2.29M0.0%+8.0%0.038%
9/8/2026Allworth Financial LP137,044$6.93M0.0%-3.6%0.115%
9/8/2026Powerhouse Assets LLC114,054$5.77M4.7%+3.8%0.096%
9/8/2026Waverly Advisors LLC68,572$3.47M0.0%-4.2%0.058%
8/27/2026Corient Private Wealth LP445,201$22.52M0.0%+33.6%0.374%
8/26/2026Wellington Grp LLC283,412$14.34M3.6%+2.2%0.238%
8/23/2026Ameritas Advisory Services LLC114,561$5.79M0.1%+53.3%0.096%
8/23/2026Guardian Wealth Advisors LLC NC60,367$3.05M0.2%N/A0.051%
8/23/2026HB Wealth Management LLC86,376$4.37M0.0%N/A0.073%
8/23/2026Semitam Bonam LLC95,635$4.84M3.5%+2.2%0.080%
8/22/2026TOP Private Wealth LLC.2,575$130K0.1%N/A0.002%
8/22/2026BAM Wealth Management LLC18,523$937K0.6%+5.6%0.016%
8/22/2026Investor s Fiduciary Advisor Network LLC31,183$1.58M0.5%+13.1%0.026%
8/22/2026Legacy Wealth Managment LLC ID93,803$4.75M2.1%-8.5%0.079%
8/22/2026NWF Advisory Services Inc.44,993$2.28M0.2%+29.5%0.038%
8/22/2026Kickstand Ventures LLC.5,989$301K0.1%N/A0.005%
8/22/2026Concurrent Investment Advisors LLC155,150$7.85M0.1%+14.0%0.130%
8/21/2026Continuum Advisory LLC3,738$188K0.0%N/A0.003%
8/21/2026Orion Capital Management LLC33,167$1.68M0.5%N/A0.028%
8/21/2026Round Rock Advisors LLC21,100$1.07M0.1%+4.3%0.018%
8/21/2026Coppell Advisory Solutions LLC10,500$531K0.1%N/A0.009%
8/21/2026Tsfg LLC9,525$482K0.1%-6.2%0.008%
8/21/2026Lionsbridge Wealth Management LLC14,683$743K0.6%-30.3%0.012%
8/21/2026Triumph Capital Management3,600$182K0.0%+60.0%0.003%
8/20/2026LGL Partners LLC9,939$503K0.2%N/A0.008%
8/20/2026Proficio Capital Partners LLC44,640$2.26M0.1%+183.0%0.038%
8/20/2026Nwam LLC16,351$812K0.0%N/A0.014%
8/20/2026Rehmann Capital Advisory Group4,214$213K0.0%N/A0.004%
8/20/2026Denver PWM LLC345,322$16.51M4.6%N/A0.290%
8/20/2026Advocacy Wealth Management LLC101,510$5.14M0.1%+2.9%0.085%
8/20/2026RPg Family Wealth Advisory LLC189,177$9.57M1.5%+2.8%0.159%
7/10/2026Heck Capital Advisors LLC26,689$1.35M0.1%+58.7%0.022%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,169$818K0.1%+11.4%0.014%
7/9/2026Revolve Wealth Partners LLC6,159$312K0.0%N/A0.005%
7/9/2026Matrix Trust Co37,965$1.92M0.3%+34.9%0.032%
7/9/2026StoneCrest Wealth Management Inc.42,517$2.15M0.7%-20.2%0.036%
7/9/2026Hennion & Walsh Asset Management Inc.21,991$1.11M0.0%+13.2%0.018%
7/9/2026Agate Pass Investment Management LLC90,713$4.59M1.7%+7.2%0.076%
7/8/2026Chesley Taft & Associates LLC53,374$2.70M0.1%-18.3%0.045%
7/8/2026First Heartland Consultants Inc.8,928$452K0.0%N/A0.008%
7/8/2026Factor Wealth Management LTD18,637$943K0.1%-10.7%0.016%
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7/7/2026Foster Group Inc.1,181,596$59.77M1.6%+5.6%0.994%
7/7/2026JGP Wealth Management LLC9,097$460K0.0%+2.9%0.008%
7/7/2026Integral Investment Advisors Inc.84,702$4.28M0.9%+8.3%0.071%
7/7/2026Dynamic Advisor Solutions LLC146,625$7.42M0.2%+29.1%0.123%
7/7/2026Canandaigua National Bank & Trust Co.11,065$560K0.0%N/A0.009%
7/7/2026Sandy Cove Advisors LLC8,430$426K0.1%-3.5%0.007%
7/7/2026CGN Advisors LLC38,269$1.94M0.1%+0.5%0.032%
7/7/2026Cooper Investors PTY Ltd.79,721$4.03M1.9%N/A0.067%
7/6/2026MJT & Associates Financial Advisory Group Inc.174,177$8.81M5.8%+34.3%0.146%
7/6/2026Bulwark Capital Corp66,863$3.38M1.9%+154.8%0.056%


ICSH Institutional Ownership - Frequently Asked Questions

During the previous two years, 617 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 539 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 21,904,661 shares in the last 24 months. This purchase volume represents approximately $1.11B in transactions.

Of the 205 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 5,093,522 shares in the last 24 months. This volume of shares sold represents approximately $257.91M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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