Free Trial

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

iShares Ultra Short-Term Bond Active ETF logo
$50.58 +0.07 (+0.13%)
As of 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
134
Total
Institutional Inflows
(last 12 months)
$185.83M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$222.74M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Avaii Wealth Management LLC97,979$4.94M2.4%+16.9%0.088%
1/21/2025Flagship Harbor Advisors LLC86,693$4.37M0.2%+63.7%0.078%
1/21/2025CFS Investment Advisory Services LLC38,552$1.94M0.2%+15.7%0.035%
1/21/2025Southland Equity Partners LLC12,839$647K0.2%+4.1%0.012%
1/21/2025RFG Advisory LLC20,327$1.03M0.0%+41.9%0.018%
1/21/2025McGlone Suttner Wealth Management Inc.4,527$228K0.0%-13.3%0.004%
1/21/2025Johnson Bixby & Associates LLC17,337$874K0.1%N/A0.016%
1/21/2025Hengehold Capital Management LLC177,402$8.95M0.8%+9.7%0.160%
1/17/2025 Cerro Pacific Wealth Advisors LLC75,515$3.83M1.3%+49.1%0.068%
1/17/2025 Galvin Gaustad & Stein LLC81,513$4.11M0.4%+273.8%0.074%
1/17/2025 Goldstein Advisors LLC96,615$4.87M0.7%N/A0.087%
1/17/2025 Market Street Wealth Management Advisors LLC10,973$553K0.1%+2.5%0.010%
1/17/2025 Avior Wealth Management LLC3,360$169K0.0%-13.1%0.003%
1/17/2025 Beacon Investment Advisory Services Inc.52,780$2.66M0.1%-3.2%0.048%
1/17/2025 Peterson Wealth Advisors LLC53,544$2.70M0.5%+17.9%0.048%
1/17/2025 Mutual Advisors LLC36,880$1.86M0.1%+15.1%0.033%
1/17/2025 Janney Montgomery Scott LLC140,795$7.10M0.0%+34.3%0.127%
1/17/2025 Missouri Trust & Investment Co2,990$151K0.1%N/A0.003%
1/17/2025 Sheets Smith Wealth Management43,007$2.17M0.3%+3.1%0.039%
1/17/2025 Verum Partners LLC11,792$595K0.2%-22.4%0.011%
1/17/2025 Octavia Wealth Advisors LLC13,462$679K0.1%-1.9%0.012%
1/17/2025 Chesley Taft & Associates LLC35,144$1.77M0.1%+48.5%0.032%
1/16/2025 Lmcg Investments LLC5,000$252K0.0%N/A0.005%
1/16/2025 Atwood & Palmer Inc.13,777$695K0.0%-3.5%0.012%
1/16/2025 Koshinski Asset Management Inc.8,332$420K0.0%+2.5%0.008%
1/16/2025 Hoese & Co LLP850$43K0.0%N/A0.001%
1/16/2025 Lionsbridge Wealth Management LLC58,041$2.93M2.5%+247.2%0.052%
1/16/2025 Pine Haven Investment Counsel Inc11,620$586K0.5%+7.6%0.010%
1/15/2025 HF Advisory Group LLC5,147$260K0.1%-6.3%0.005%
1/15/2025 Krilogy Financial LLC21,095$1.06M0.1%N/A0.019%
1/15/2025 Hanseatic Management Services Inc.190,364$9.60M12.2%+8.1%0.172%
1/15/2025 Ameritas Advisory Services LLC68,984$3.48M0.1%+9.1%0.062%
1/15/2025 HB Wealth Management LLC4,524$228K0.0%-45.0%0.004%
1/15/2025 CGN Advisors LLC18,889$953K0.1%+7.8%0.017%
1/15/2025 B & T Capital Management DBA Alpha Capital Management17,626$889K0.2%+43.9%0.016%
1/15/2025 LongView Wealth Management117,409$5.92M1.8%+1.3%0.106%
1/15/2025 Merit Financial Group LLC149,733$7.55M0.1%+380.1%0.135%
1/15/2025 StoneCrest Wealth Management Inc.39,814$2.01M1.3%+13.9%0.036%
1/15/2025 Certified Advisory Corp12,276$619K0.1%-10.1%0.011%
1/15/2025 Congress Park Capital LLC160,110$8.07M2.9%+81.4%0.145%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

1/14/2025 Roble Belko & Company Inc403,844$20.37M3.2%+3.7%0.365%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC10,114$510K0.0%N/A0.009%
1/14/2025 Park Avenue Securities LLC18,092$912K0.0%-23.7%0.016%
1/13/2025 Exeter Financial LLC193,691$9.77M4.5%+4.2%0.175%
1/13/2025 AdvisorNet Financial Inc1,000$50K0.0%-84.3%0.001%
1/13/2025 Tsfg LLC15,306$772K0.2%-4.6%0.014%
1/13/2025 Miracle Mile Advisors LLC28,493$1.44M0.0%-17.2%0.026%
1/13/2025 Searcy Financial Services Inc. ADV9,717$490K0.2%-3.1%0.009%
1/13/2025 Accelerate Investment Advisors LLC8,032$405K0.4%+16.8%0.007%
1/13/2025 Agate Pass Investment Management LLC100,124$5.05M2.3%+4.6%0.090%
1/13/2025 Brookstone Capital Management45,977$2.32M0.0%-21.1%0.042%
1/13/2025 EWG Elevate Inc.7,703$388K0.1%+15.7%0.007%
1/13/2025 Matrix Trust Co18,955$956K0.2%-14.0%0.017%
1/13/2025 Aprio Wealth Management LLC15,632$788K0.1%-15.7%0.014%
1/10/2025 Sugarloaf Wealth Management LLC8,636$436K0.1%+52.9%0.008%
1/10/2025 Wealth Enhancement Advisory Services LLC2,278,248$115.60M0.2%-0.7%2.057%
1/10/2025 First International Bank & Trust116,580$5.88M1.9%-6.4%0.105%
1/10/2025 Watts Gwilliam & Co. LLC63,532$3.21M0.7%+8.3%0.057%
1/6/2025 Ridgeline Wealth LLC21,932$1.11M0.9%N/A0.020%
1/6/2025 Canandaigua National Bank & Trust Co.15,210$767K0.1%-6.1%0.014%
1/6/2025 Boltwood Capital Management19,900$1.00M0.3%+2.6%0.018%
1/6/2025 CWA Asset Management Group LLC4,550$229K0.0%N/A0.004%
1/3/2025 General Partner Inc.56,000$2.82M1.7%N/A0.051%
12/26/2024JPMorgan Chase & Co.127,608$6.48M0.0%-1.6%0.115%
12/19/2024Independent Solutions Wealth Management LLC35,858$1.82M0.4%-12.1%0.032%
12/13/2024B. Riley Wealth Advisors Inc.5,795$294K0.0%-79.8%0.005%
12/3/2024Boulder Wealth Advisors LLC147,862$7.50M4.1%N/A0.134%
12/2/2024Capasso Planning Partners LLC28,514$1.45M0.4%-29.1%0.026%
11/26/2024Peapack Gladstone Financial Corp71,243$3.62M0.1%-10.0%0.064%
11/25/2024Synovus Financial Corp188,188$9.55M0.1%+217.3%0.170%
11/25/2024Sanctuary Advisors LLC20,567$1.04M0.0%+13.6%0.019%
11/18/2024Virtue Capital Management LLC73,700$3.74M0.7%-28.3%0.067%
11/15/2024MML Investors Services LLC468,786$23.79M0.1%+33.7%0.423%
11/15/2024Legacy Investment Solutions LLC110,326$5.57M3.5%N/A0.100%
11/15/2024Orion Portfolio Solutions LLC9,030$458K0.0%-2.4%0.008%
11/15/2024Zacks Investment Management50,900$2.58M0.0%+1.5%0.046%
11/15/2024Zega Financial LLC4,972$252K0.0%N/A0.004%
11/15/2024National Bank of Canada FI179,458$9.11M0.0%+59.0%0.162%
11/15/2024Jane Street Group LLC62,922$3.19M0.0%N/A0.057%
11/15/2024WESCAP Management Group Inc.16,405$832K0.2%-15.2%0.015%
11/15/2024Stifel Financial Corp205,871$10.45M0.0%+0.8%0.186%
11/15/2024SageView Advisory Group LLC6,388$324K0.0%-21.0%0.006%
11/15/2024Red Wave Investments LLC13,832$702K0.2%-2.8%0.012%
11/15/2024HighTower Advisors LLC80,814$4.09M0.0%-24.6%0.073%
11/15/2024 Beacon Investment Advisory Services Inc.54,525$2.77M0.1%-3.2%0.049%
11/14/2024Flow Traders U.S. LLC135,914$6.90M0.3%+33.5%0.123%
11/14/2024Captrust Financial Advisors119,188$6.05M0.0%-8.0%0.108%
11/14/2024Rockefeller Capital Management L.P.19,288$979K0.0%-12.0%0.017%
11/14/2024Bell Investment Advisors Inc11,554$586K0.1%-46.9%0.010%
11/14/2024CreativeOne Wealth LLC195,825$9.94M0.3%+20.4%0.177%
24/7 Automated Profits in Crypto (Ad)

What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast world of passive crypto income, where you set up a dependable income stream that works for you, whether you're at your computer or living your life.

>> Secure Your Spot On The Groundbreaking Workshop Here
11/13/2024Cynosure Group LLC446,916$22.68M3.2%-2.9%0.404%
11/13/2024Townsquare Capital LLC51,500$2.61M0.0%+210.1%0.047%
11/13/2024BNP Paribas Financial Markets3,700$188K0.0%-94.8%0.003%
11/13/2024Avestar Capital LLC345,373$17.52M1.8%-4.7%0.312%
11/13/2024FMR LLC8,945,042$453.87M0.0%-3.6%8.077%
11/13/2024Bank of Montreal Can63,814$3.24M0.0%+510.4%0.058%
11/12/2024Kingsview Wealth Management LLC34,020$1.73M0.0%+5.0%0.031%
11/12/2024Cerity Partners LLC2,210,182$112.15M0.2%-5.9%1.996%
11/12/2024Great Valley Advisor Group Inc.5,142$261K0.0%-70.9%0.005%
11/12/2024 Certified Advisory Corp13,659$693K0.1%-10.5%0.012%
(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, 260 institutional investors and hedge funds held shares of iShares Ultra Short-Term Bond Active ETF. The most heavily invested institutionals were FMR LLC ($453.87M), Wealth Enhancement Advisory Services LLC ($115.60M), Cerity Partners LLC ($112.15M), Donaldson Capital Management LLC ($111.71M), LPL Financial LLC ($64.19M), Diversified Portfolios Inc. ($58.50M), and Baystate Wealth Management LLC ($58.37M).Learn more on ICSH's institutional investors.

Which institutional investors have been buying iShares Ultra Short-Term Bond Active ETF stock?

Of the 175 institutional investors that purchased iShares Ultra Short-Term Bond Active ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Diversified Portfolios Inc. ($1.04M), Congress Wealth Management LLC DE ($569.27K), Boulder Wealth Advisors LLC ($261.10K), Financial Engines Advisors L.L.C. ($246.98K), Alley Investment Management Company LLC ($242.28K), Valtinson Bruner Financial Planning LLC ($215.86K), and Donaldson Capital Management LLC ($211.07K).

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

Institutional investors have bought a total of 6,807,027 shares in the last 24 months. This purchase volume represents approximately $343.22M in transactions.

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

Of the 135 institutional investors that sold iShares Ultra Short-Term Bond Active ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SVB Wealth LLC ($7.11M), Financial Gravity Asset Management Inc. ($630.10K), Foster Dykema Cabot & Co. Inc. MA ($555.96K), Cary Street Partners Investment Advisory LLC ($412.08K), Parallel Advisors LLC ($382.63K), FMR LLC ($336.95K), and Raymond James & Associates ($273.26K).

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

Institutional investors have sold a total of 12,786,084 shares in the last 24 months. This volume of shares sold represents approximately $644.08M in transactions.



This page (BATS:ICSH) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners