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

iShares Ultra Short-Term Bond Active ETF logo
$50.70 +0.20 (+0.39%)
Closing price 10/17/2025 03:58 PM Eastern
Extended Trading
$50.71 +0.01 (+0.01%)
As of 10/17/2025 07:43 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
355
Total
Institutional Inflows
(last 12 months)
$1.39B
Number of
Institutional Sellers
(last 12 months)
259
Total
Institutional Outflows
(last 12 months)
$1.01B
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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
10/17/2025Harbor Asset Planning Inc.612$31K0.0%-24.7%0.001%
10/17/2025Clune & Associates LTD.21,064$1.07M0.3%-1.7%0.018%
10/17/2025Cahaba Wealth Management Inc.18,736$951K0.1%-12.2%0.016%
10/17/2025Perigon Wealth Management LLC20,628$1.05M0.0%-1.0%0.017%
10/17/2025Sowell Financial Services LLC117,514$5.96M0.2%+0.7%0.099%
10/16/2025 Hengehold Capital Management LLC189,593$9.62M0.8%-2.7%0.159%
10/16/2025 Beacon Investment Advisory Services Inc.41,580$2.11M0.1%-13.5%0.035%
10/16/2025 Capital Advisors Ltd. LLC15,156$769K0.1%-10.4%0.013%
10/16/2025 Greenup Street Wealth Management LLC34,656$1.76M0.3%+20.3%0.029%
10/16/2025 Blue Trust Inc.2,166$110K0.0%-30.8%0.002%
10/16/2025 Sheets Smith Wealth Management44,858$2.28M0.3%+5.8%0.038%
10/16/2025 Johnson Bixby & Associates LLC7,840$398K0.1%-23.5%0.007%
10/15/2025 CWM LLC374,161$18.99M0.1%+8.9%0.315%
10/15/2025 Clayton Financial Group LLC487$25K0.0%N/A0.000%
10/15/2025 MY Wealth Management Inc.185,333$9.41M8.2%+1.2%0.156%
10/15/2025 JGP Wealth Management LLC19,278$975K0.1%N/A0.016%
10/15/2025 Norden Group LLC4,690$238K0.0%-7.3%0.004%
10/15/2025 Brookstone Capital Management18,290$928K0.0%-64.4%0.015%
10/15/2025 Southland Equity Partners LLC9,322$473K0.1%-21.0%0.008%
10/15/2025 Founders Financial Securities LLC118,273$6.00M0.4%-3.1%0.099%
10/15/2025 MJT & Associates Financial Advisory Group Inc.78,515$3.99M3.2%+12,708.3%0.066%
10/14/2025 Able Wealth Management LLC143,515$7.28M2.7%+270.7%0.121%
10/14/2025 Bulwark Capital Corp2,306$117K0.1%-11.5%0.002%
10/14/2025 Matrix Trust Co20,023$1.02M0.2%+74.3%0.017%
10/14/2025 Farther Finance Advisors LLC31,182$1.58M0.0%+50.4%0.026%
10/14/2025 Market Street Wealth Management Advisors LLC11,589$588K0.1%+2.1%0.010%
10/14/2025 LongView Wealth Management124,200$6.30M1.7%+4.2%0.104%
10/14/2025 Exchange Traded Concepts LLC782,174$39.70M0.3%+1.5%0.658%
10/14/2025 Private Client Services LLC5,736$291K0.1%N/A0.005%
10/14/2025 Foster Group Inc.968,631$49.16M1.5%+5.0%0.815%
10/10/2025 Fifth Third Securities Inc.5,663$287K0.0%-16.6%0.005%
10/10/2025 BCR Wealth Strategies LLC89,055$4.52M1.6%+21.8%0.075%
10/10/2025 Spinnaker Investment Group LLC5,466$277K0.1%+9.8%0.005%
10/10/2025 Sound Income Strategies LLC1,935$98K0.0%N/A0.002%
10/9/2025 CGN Advisors LLC30,636$1.56M0.1%-2.9%0.026%
10/9/2025 AdvisorNet Financial Inc2,643$134K0.0%+29.4%0.002%
10/9/2025 Princeton Global Asset Management LLC75,477$3.83M0.6%+1.8%0.063%
10/9/2025 Dynamic Advisor Solutions LLC105,435$5.35M0.2%+6.4%0.089%
10/9/2025 Long Run Wealth Advisors LLC23,727$1.20M0.2%-9.9%0.020%
10/9/2025 Peterson Wealth Advisors LLC40,537$2.05M0.3%-15.9%0.034%
10/8/2025 New Capital Management LP8,922$453K0.1%-10.7%0.008%
10/8/2025 Agate Pass Investment Management LLC89,959$4.57M1.7%-24.8%0.076%
10/8/2025 Vista Finance LLC19,595$994K0.7%-32.5%0.016%
10/8/2025 General Partner Inc.172,775$8.77M4.8%+9.9%0.145%
10/8/2025 Chesley Taft & Associates LLC40,059$2.03M0.1%+14.3%0.034%
10/8/2025 Country Club Bank22,907$1.16M0.1%+12.5%0.019%
10/8/2025 Congress Park Capital LLC242,676$12.32M3.8%+6.9%0.204%
10/7/2025 Canandaigua National Bank & Trust Co.10,582$537K0.0%+10.3%0.009%
10/6/2025 Exeter Financial LLC214,435$10.88M4.7%+18.3%0.180%
10/6/2025 Boltwood Capital Management21,000$1.07M0.3%+3.4%0.018%
9/26/2025Corient Private Wealth LLC253,571$12.86M0.0%-1.5%0.213%
9/19/2025Watts Gwilliam & Co. LLC42,661$2.16M0.4%-38.8%0.036%
9/19/2025Base Wealth Management LLC11,424$579K0.4%-61.4%0.010%
9/10/2025WT Wealth Management89,453$4.54M1.3%+31.3%0.075%
9/9/2025NWF Advisory Services Inc.21,633$1.10M0.1%+183.5%0.018%
9/4/2025Osaic Holdings Inc.642,447$32.58M0.1%+2.6%0.540%
8/20/2025Coppell Advisory Solutions LLC13,571$688K0.1%N/A0.011%
8/19/2025Newbridge Financial Services Group Inc.2,795$142K0.0%+11.8%0.002%
8/19/2025Advisory Services Network LLC325,337$16.49M0.3%-40.6%0.274%
8/18/2025Geneos Wealth Management Inc.2,429$123K0.0%+114.8%0.002%
8/15/2025Howland Capital Management LLC70,298$3.57M0.1%+2.3%0.059%
8/15/2025Corient Private Wealth LLC253,569$12.86M0.0%-1.5%0.213%
8/15/2025Captrust Financial Advisors112,990$5.73M0.0%-0.2%0.095%
8/15/2025Two Sigma Securities LLC31,738$1.61M0.2%N/A0.027%
8/15/2025MML Investors Services LLC503,179$25.52M0.1%-13.0%0.423%
8/15/2025HRT Financial LP40,011$2.03M0.0%N/A0.034%
8/15/2025EP Wealth Advisors LLC2,427$123K0.0%N/A0.002%
8/15/2025BNP Paribas Financial Markets206,068$10.45M0.0%N/A0.173%
8/15/2025Bank of America Corp DE3,994,163$202.54M0.0%+16.4%3.359%
8/15/2025Ameriprise Financial Inc.6,971$354K0.0%-8.2%0.006%
8/14/2025Jane Street Group LLC80,528$4.08M0.0%-60.9%0.068%
8/14/2025Vista Investment Management47,603$2.41M0.9%+4.7%0.040%
8/14/2025Raymond James Financial Inc.1,003,443$50.89M0.0%+18.1%0.844%
8/14/2025Peapack Gladstone Financial Corp39,783$2.02M0.0%-14.7%0.033%
8/14/2025Sand Hill Global Advisors LLC995,869$50.50M1.9%+157.2%0.838%
8/14/2025NewEdge Advisors LLC32,626$1.65M0.0%+6.4%0.027%
8/14/2025SVB Wealth LLC59,466$3.02M0.2%-27.9%0.050%
8/14/2025Transce3nd LLC321,100$16.28M6.9%-3.5%0.270%
8/14/2025Vertex Planning Partners LLC46,633$2.37M0.5%+4.6%0.039%
8/14/2025Cary Street Partners Financial LLC476,468$24.16M0.7%+14.4%0.401%
8/14/2025Cerity Partners LLC234,646$11.90M0.0%-7.8%0.197%
8/13/2025Shepherd Financial Partners LLC15,929$808K0.1%-2.0%0.013%
8/13/2025Avestar Capital LLC407,352$20.66M1.4%+8.2%0.343%
8/13/2025RFP Financial Group LLC84,807$4.30M1.8%+5.2%0.071%
8/13/2025Cresset Asset Management LLC12,499$634K0.0%-42.2%0.011%
8/13/2025Baird Financial Group Inc.55,346$2.81M0.0%+0.9%0.047%
8/13/2025Parkworth Wealth Management Inc.68,411$3.47M2.5%+18.6%0.058%
8/13/2025Acorns Advisers LLC975,055$49.45M0.4%+0.4%0.820%
8/13/2025Advocacy Wealth Management Services LLC110,032$5.58M0.3%+7.8%0.093%
8/13/2025Virtue Capital Management LLC75,554$3.83M0.7%-8.6%0.064%
8/13/2025Scotia Capital Inc.8,422$427K0.0%+2.7%0.007%
8/13/2025Northwestern Mutual Wealth Management Co.39,818$2.02M0.0%+13.3%0.033%
8/13/2025Crabel Capital Management LLC4,087$207K0.1%N/A0.003%
8/12/2025J.W. Cole Advisors Inc.300,046$15.22M0.3%+47.2%0.252%
8/12/2025Advisors Asset Management Inc.2,489$126K0.0%-47.8%0.002%
8/12/2025Financial Advocates Investment Management5,038$255K0.0%-79.5%0.004%
8/12/2025XTX Topco Ltd7,058$358K0.0%N/A0.006%
8/12/2025Steward Partners Investment Advisory LLC79,027$4.01M0.0%+1.2%0.066%
8/12/2025Jaffetilchin Investment Partners LLC17,734$899K0.1%-1.2%0.015%
8/12/2025CreativeOne Wealth LLC168,396$8.54M0.2%-8.3%0.142%
(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, 472 institutional investors and hedge funds held shares of iShares Ultra Short-Term Bond Active ETF. The most heavily invested institutionals were FMR LLC ($203.48M), Bank of America Corp DE ($202.54M), Wealth Enhancement Advisory Services LLC ($133.62M), Royal Bank of Canada ($127.53M), Donaldson Capital Management LLC ($124.19M), Foster Dykema Cabot & Partners LLC ($112.62M), and LPL Financial LLC ($102.75M).Learn more on iShares Ultra Short-Term Bond Active ETF's institutional investors.

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

Of the 382 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: Proficio Capital Partners LLC ($2.43M), Raymond James Financial Inc. ($1.64M), Exchange Traded Concepts LLC ($1.54M), Foster Dykema Cabot & Partners LLC ($1.42M), Winthrop Advisory Group LLC ($1.20M), Constellation Investments Inc. ($1.15M), and Bank of America Corp DE ($972.76K).

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

Institutional investors have bought a total of 27,403,061 shares in the last 24 months. This purchase volume represents approximately $1.39B in transactions.

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

Of the 258 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: FMR LLC ($5.25M), Cerity Partners LLC ($2.12M), Royal Bank of Canada ($1.60M), Constellation Investments Inc. ($1.03M), Exchange Traded Concepts LLC ($761.74K), Focus Partners Wealth ($701.76K), and Acute Investment Advisory LLC ($657.10K).

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

Institutional investors have sold a total of 19,957,800 shares in the last 24 months. This volume of shares sold represents approximately $1.01B in transactions.



This page (BATS:ICSH) was last updated on 10/19/2025 by MarketBeat.com Staff
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