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

iShares Ultra Short-Term Bond Active ETF logo
$50.36 0.00 (0.00%)
(As of 12/20/2024 ET)
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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)
102
Total
Institutional Inflows
(last 12 months)
$148.17M
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$224.64M
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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
12/19/2024 Independent Solutions Wealth Management LLC35,858$1.82M0.4%-12.1%0.032%
12/13/2024 B. Riley Wealth Advisors Inc.5,795$294K0.0%-79.8%0.005%
12/3/2024 Boulder Wealth Advisors LLC147,862$7.50M4.1%N/A0.134%
12/2/2024 Capasso Planning Partners LLC28,514$1.45M0.4%-29.1%0.026%
11/26/2024 Peapack Gladstone Financial Corp71,243$3.62M0.1%-10.0%0.064%
11/25/2024 Synovus Financial Corp188,188$9.55M0.1%+217.3%0.170%
11/25/2024 Sanctuary Advisors LLC20,567$1.04M0.0%+13.6%0.019%
11/18/2024 Virtue Capital Management LLC73,700$3.74M0.7%-28.3%0.067%
11/15/2024 MML Investors Services LLC468,786$23.79M0.1%+33.7%0.423%
11/15/2024 Legacy Investment Solutions LLC110,326$5.57M3.5%N/A0.100%
11/15/2024 Orion Portfolio Solutions LLC9,030$458K0.0%-2.4%0.008%
11/15/2024 Zacks Investment Management50,900$2.58M0.0%+1.5%0.046%
11/15/2024 Zega Financial LLC4,972$252K0.0%N/A0.004%
11/15/2024 National Bank of Canada FI179,458$9.11M0.0%+59.0%0.162%
11/15/2024 Jane Street Group LLC62,922$3.19M0.0%N/A0.057%
11/15/2024 WESCAP Management Group Inc.16,405$832K0.2%-15.2%0.015%
11/15/2024 Stifel Financial Corp205,871$10.45M0.0%+0.8%0.186%
11/15/2024 SageView Advisory Group LLC6,388$324K0.0%-21.0%0.006%
11/15/2024 Red Wave Investments LLC13,832$702K0.2%-2.8%0.012%
11/15/2024 HighTower 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%
11/14/2024 Flow Traders U.S. LLC135,914$6.90M0.3%+33.5%0.123%
11/14/2024 Captrust Financial Advisors119,188$6.05M0.0%-8.0%0.108%
11/14/2024 Rockefeller Capital Management L.P.19,288$979K0.0%-12.0%0.017%
11/14/2024 Bell Investment Advisors Inc11,554$586K0.1%-46.9%0.010%
11/14/2024 CreativeOne Wealth LLC195,825$9.94M0.3%+20.4%0.177%
11/13/2024 Cynosure Group LLC446,916$22.68M3.2%-2.9%0.404%
11/13/2024 Townsquare Capital LLC51,500$2.61M0.0%+210.1%0.047%
11/13/2024 BNP Paribas Financial Markets3,700$188K0.0%-94.8%0.003%
11/13/2024 Avestar Capital LLC345,373$17.52M1.8%-4.7%0.312%
11/13/2024 FMR LLC8,945,042$453.87M0.0%-3.6%8.077%
11/13/2024 Bank of Montreal Can63,814$3.24M0.0%+510.4%0.058%
11/12/2024 Kingsview Wealth Management LLC34,020$1.73M0.0%+5.0%0.031%
11/12/2024 Cerity Partners LLC2,210,182$112.15M0.2%-5.9%1.996%
11/12/2024 Great 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%
11/12/2024 Nwam LLC4,246$215K0.0%N/A0.004%
11/12/2024 CFS Investment Advisory Services LLC33,324$1.69M0.1%+3.6%0.030%
11/12/2024 49 Wealth Management LLC52,308$2.65M0.4%-46.1%0.047%
11/8/2024 Steele Capital Management Inc.157,425$7.99M0.4%+0.4%0.142%
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11/8/2024 Advisors Asset Management Inc.8,869$450K0.0%+5.7%0.008%
11/8/2024 Roger Wittlin Investment Advisory LLC25,614$1.30M0.7%+8.5%0.023%
11/8/2024 Avior Wealth Management LLC3,868$196K0.0%-11.8%0.003%
11/8/2024 Spectrum Planning & Advisory Services Inc.4,906$249K0.2%+17.4%0.004%
11/8/2024 Summit Wealth Group LLC106,571$5.41M1.6%+9.8%0.096%
11/8/2024 Guardian Wealth Advisors LLC41,310$2.10M1.3%+1.1%0.037%
11/7/2024 Aviance Capital Partners LLC25,969$1.32M0.2%N/A0.023%
11/7/2024 Phillips Financial Management LLC113,934$5.78M0.4%-10.1%0.103%
11/7/2024 Prudent Man Advisors LLC29,655$1.51M0.5%N/A0.027%
11/7/2024 Thrivent Financial for Lutherans5,706$290K0.0%-15.2%0.005%
11/6/2024 BCGM Wealth Management LLC19,586$994K0.3%+12.0%0.018%
11/6/2024 Diversified Portfolios Inc.1,152,993$58.50M6.6%+36.1%1.041%
11/6/2024 Snider Financial Group124,522$6.32M2.3%-2.9%0.112%
11/6/2024 Valtinson Bruner Financial Planning LLC215,864$10.95M3.8%N/A0.195%
11/6/2024 Pinnacle Financial Partners Inc169,073$8.58M0.2%-11.7%0.153%
11/5/2024 Encompass Wealth Advisors LLC5,780$293K0.1%-37.3%0.005%
11/5/2024 Haverford Trust Co156,537$7.94M0.1%-1.4%0.141%
11/5/2024 Empower Advisory Group LLC4,114$209K0.0%-34.2%0.004%
11/5/2024 Prime Capital Investment Advisors LLC82,804$4.20M0.1%+32.4%0.075%
11/5/2024 Mascoma Wealth Management LLC10,995$558K0.1%-26.1%0.010%
11/5/2024 Harbour Investments Inc.7,554$383K0.0%+4.0%0.007%
11/5/2024 Nations Financial Group Inc. IA ADV12,615$640K0.0%-79.5%0.011%
11/4/2024 Proffitt & Goodson Inc.5,509$280K0.0%+17.2%0.005%
11/4/2024 Sigma Planning Corp79,934$4.06M0.1%-49.8%0.072%
11/2/2024 Transcendent Capital Group LLC179,992$9.13M4.7%+22,626.3%0.163%
11/1/2024 Sheets Smith Wealth Management41,730$2.12M0.3%-2.6%0.038%
11/1/2024 Proficio Capital Partners LLC54,840$2.78M0.3%-33.4%0.050%
11/1/2024 Atria Investments Inc174,839$8.87M0.1%+5.1%0.158%
11/1/2024 TCTC Holdings LLC5,874$298K0.0%N/A0.005%
11/1/2024 Assetmark Inc.2,210$112K0.0%+48.7%0.002%
11/1/2024 Bray Capital Advisors19,860$1.01M0.2%-4.9%0.018%
11/1/2024 Lionsbridge Wealth Management LLC16,717$848K0.7%-29.8%0.015%
11/1/2024 Galvin Gaustad & Stein LLC21,805$1.11M0.1%+42.6%0.020%
11/1/2024 Leavell Investment Management Inc.9,186$466K0.0%-20.1%0.008%
11/1/2024 Advocacy Wealth Management Services LLC99,188$5.03M0.4%-16.3%0.090%
10/31/2024 Western Pacific Wealth Management LP1,000$51K0.0%N/A0.001%
10/31/2024 Global Strategic Investment Solutions LLC465,870$23.64M2.8%+15.3%0.421%
10/31/2024 Hanseatic Management Services Inc.176,129$8.94M12.7%-18.0%0.159%
10/31/2024 Wealth Architects LLC40,780$2.07M0.2%+4.6%0.037%
10/31/2024 Concurrent Investment Advisors LLC12,405$629K0.0%N/A0.011%
10/30/2024 Avidian Wealth Enterprises LLC35,899$1.82M0.1%-43.3%0.032%
10/30/2024 Long Run Wealth Advisors LLC45,129$2.29M0.5%+23.6%0.041%
10/30/2024 HF Advisory Group LLC5,495$279K0.1%-16.6%0.005%
10/30/2024 Ameritas Advisory Services LLC63,219$3.21M0.1%+8.5%0.057%
10/30/2024 Cary Street Partners Asset Management LLC256,497$13.02M1.7%+6.4%0.232%
10/30/2024 Capital Wealth Alliance LLC39,494$2.00M1.2%+22.8%0.036%
10/29/2024 Old North State Wealth Management LLC12,257$622K0.3%+133.6%0.011%
10/29/2024 Donaldson Capital Management LLC2,201,671$111.71M4.3%+10.6%1.988%
10/29/2024 Glassy Mountain Advisors Inc.239,739$12.16M4.3%+2.4%0.216%
10/29/2024 Acute Investment Advisory LLC721,611$36.62M21.0%-1.9%0.652%
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10/29/2024 Janney Montgomery Scott LLC104,846$5.32M0.0%+8.6%0.095%
10/29/2024 REDW Wealth LLC13,133$666K0.2%+3.9%0.012%
10/29/2024 Optas LLC5,000$254K0.1%+25.0%0.005%
10/29/2024 Princeton Global Asset Management LLC74,732$3.79M0.7%-1.5%0.067%
10/29/2024 Realta Investment Advisors51,476$2.60M1.2%+20.3%0.046%
10/29/2024 Chicago Partners Investment Group LLC114,554$5.80M0.2%-32.1%0.103%
10/29/2024 Farther Finance Advisors LLC21,995$1.12M0.0%+34.7%0.020%
10/28/2024 Shepherd Financial Partners LLC19,064$967K0.1%-18.7%0.017%
10/28/2024 Forte Asset Management LLC57,925$2.94M1.6%-8.1%0.052%
10/28/2024 Aspen Wealth Strategies LLC5,852$297K0.2%+7.5%0.005%
(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, 231 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 ($116.39M), 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 149 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 6,273,970 shares in the last 24 months. This purchase volume represents approximately $316.25M in transactions.

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

Of the 126 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 12,876,069 shares in the last 24 months. This volume of shares sold represents approximately $648.55M in transactions.


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This page (BATS:ICSH) was last updated on 12/22/2024 by MarketBeat.com Staff
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