iShares Ultra Short DurationICSHETF

13F holders, Q2 2026 (June 30)
557holders +29
70new positions
42sold out
1famous investor
$50.55avg. 13F price*

At the end of Q2 2026, 557 institutions reported holding iShares Ultra Short Duration (ICSH) in their 13F filings, up 29 from Q1 2026. 70 opened new positions and 42 sold out. The largest holders were FMR LLC ($243.5M), UBS Group AG ($215.8M) and Foster Dykema Cabot & Partners, LLC ($213.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares Ultra Short Duration
CUSIP
46434V878
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 412Q1 2024Q2 2024: 397Q2 2024Q3 2024: 416Q3 2024Q4 2024: 465Q4 2024Q1 2025: 444Q1 2025Q2 2025: 453Q2 2025Q3 2025: 472Q3 2025Q4 2025: 497Q4 2025Q1 2026: 528Q1 2026Q2 2026: 557Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions70$114.9M
Exits42$49.2M

All 13F filers, Q1 2026 → Q2 2026: 15,279,569 shares bought and 5,070,865 shares sold, net +10,208,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 557 holders

FMR LLC 0.01% Add +40.0% 4,814,831 $243.5M
UBS Group AG 0.03% Reduce -9.3% 4,266,367 $215.8M
Foster Dykema Cabot & Partners, LLC 12.43% Add +1.8% 4,228,824 $213.9M
Bank of America Corp. 0.01% Add +5.0% 3,905,917 $197.6M
LPL Financial LLC 0.04% Add +13.3% 3,824,663 $193.5M
Focus Partners Wealth 0.16% Add +1235.4% 3,144,032 $159.0M
BOK Financial Private Wealth, Inc. 5.44% Add +2666.1% 2,097,755 $106.1M
Temasek Holdings (Private) Ltd 0.27% No change 1,973,943 $99.8M
Wealth Enhancement Advisory Services, LLC 0.16% Add +12.1% 1,947,459 $98.0M
Royal Bank of Canada 0.02% Add +11.6% 1,864,828 $94.3M
Donaldson Capital Management, LLC 2.47% Reduce -11.3% 1,708,669 $86.4M
Raymond James Financial Inc. 0.02% Add +3.5% 1,377,331 $69.7M
Iron Gate Global Advisors LLC 6.69% Add +16.1% 1,368,146 $69.2M
Winthrop Advisory Group LLC 4.63% Add +11.1% 1,360,435 $68.8M
Summit Financial, LLC 0.67% Add +1380.4% 1,203,043 $60.8M
Foster Group, Inc. 1.59% Add +5.5% 1,181,596 $59.8M
Acorns Advisers, LLC 0.35% Add +1.1% 1,074,931 $54.4M
Diversified Portfolios, Inc. 3.94% Reduce -2.6% 1,073,775 $54.3M
BlackRock, Inc. 0.00% Reduce -29.7% 1,039,430 $52.6M
Mariner, LLC 0.05% Reduce -2.7% 944,326 $47.8M
Macro Advisors, Inc. 14.99% Add +47.9% 929,607 $47.0M
Osaic Holdings, Inc. 0.05% Add +126.7% 911,467 $46.1M
Envestnet Asset Management Inc. 0.01% Reduce -2.8% 840,079 $42.5M
Valtinson Bruner Financial Planning LLC 10.30% Add +6.3% 812,880 $41.1M
Prosperity Consulting Group, LLC 1.46% Reduce -14.7% 762,087 $38.5M
Stifel Financial Corp. 0.03% Add +23.0% 756,300 $38.3M
Capital Advantage, Inc. 4.58% Add +1.5% 742,780 $37.6M
Exchange Traded Concepts, LLC 0.18% Add +0.1% 710,844 $36.0M
Cambridge Investment Research Advisors, Inc. 0.07% Add +28.9% 572,587 $29.0M
Cetera Investment Advisers 0.02% Add +8.3% 535,899 $27.1M
Motco 2.25% New 519,000 $26.3M
Steele Capital Management, Inc. 0.96% Add +5.3% 518,375 $26.2M
Cary Street Partners Financial LLC 0.56% Reduce -25.5% 509,974 $25.8M
Advisory Services Network, LLC 0.28% Reduce -1.1% 487,516 $24.7M
Avestar Capital, LLC 1.46% Add +3.1% 486,417 $24.6M
Sand Hill Global Advisors, LLC 0.73% Add +47.4% 480,554 $24.3M
MML Investors Services, LLC 0.05% Add +21.8% 463,525 $23.4M
Corient Private Wealth LP 0.03% Add +33.6% 445,201 $22.5M
CreativeOne Wealth, LLC 0.48% Add +44.8% 439,192 $22.2M
HighTower Advisors, LLC 0.02% Add +238.0% 435,680 $22.0M
Elwood & Goetz Wealth Advisory Group, LLC 3.24% Add +6.3% 432,906 $21.9M
Osborne Partners Capital Management, LLC 1.21% Reduce -28.6% 431,446 $21.8M
Roble, Belko & Company, Inc 2.31% Add +4.6% 422,906 $21.4M
Signaturefd, LLC 0.26% Add +3.2% 388,564 $19.7M
J.W. Cole Advisors, Inc. 0.34% Add +7.9% 387,461 $19.6M
Mgo One Seven LLC 0.30% Add +9.4% 353,220 $17.9M
Cynosure Group, LLC 2.53% Reduce -19.1% 333,254 $16.9M
Bokf, NA 0.23% Reduce -0.3% 327,784 $16.6M
MY Wealth Management Inc. 11.64% New 326,780 $16.5M
Global Strategic Investment Solutions, LLC 1.47% Add +33.8% 325,545 $16.5M
Parallel Advisors, LLC 0.25% Add +0.2% 319,168 $16.1M
Galvin, Gaustad & Stein, LLC 1.16% Add +27.3% 307,503 $15.6M
Private Advisor Group, LLC 0.07% Reduce -35.0% 298,277 $15.1M
Commonwealth Equity Services, LLC 0.02% Reduce -5.4% 296,818 $15.0M
Simon Quick Advisors, LLC 0.60% Reduce -0.5% 293,172 $14.8M
Edgemoor Investment Advisors, Inc. 0.99% Add +1.8% 284,762 $14.4M
Alkeme Wealth, LLC 5.49% Add +12.0% 283,723 $14.4M
Wellington Grp LLC 3.79% Add +2.2% 283,412 $14.3M
Financial Engines Advisors L.L.C. 0.03% Reduce -7.5% 278,787 $14.1M
Resonant Capital Advisors, LLC 0.65% Add +6.6% 270,325 $13.7M
Congress Park Capital LLC 3.64% Reduce -1.5% 266,645 $13.5M
Morningstar Investment Management LLC 0.81% No change 259,023 $13.1M
Savant Capital, LLC 0.04% Reduce -10.6% 246,360 $12.5M
Bay Capital Advisors, LLC 6.66% Add +1.7% 245,687 $12.4M
Merit Financial Group, LLC 0.08% Add +2.6% 244,034 $12.3M
Global Retirement Partners, LLC 0.19% — 243,286 $12.3M
JPMorgan Chase & Co. 0.00% Reduce -17.3% 241,976 $12.2M
Bison Wealth, LLC 1.11% Reduce -16.5% 237,882 $12.0M
Guidance Capital, Inc. 2.54% Add +4.5% 235,331 $11.9M
Janney Montgomery Scott LLC 0.02% Add +0.5% 230,259 $11.6M
Sherry Group, Inc. 11.10% Reduce -5.4% 224,753 $11.4M
Glassy Mountain Advisors, Inc. 2.93% Reduce -5.0% 211,676 $10.7M
Hengehold Capital Management LLC 0.81% Add +6.5% 206,690 $10.5M
Summit Wealth Group, LLC 2.12% Add +10.8% 205,499 $10.4M
Hanseatic Management Services Inc. 7.50% Reduce -17.2% 201,499 $10.2M
Pinnacle Financial Partners, Inc. 0.07% Add +0.5% 199,512 $10.1M
RPg Family Wealth Advisory, LLC 1.60% Add +2.8% 189,177 $9.6M
Snider Financial Group 2.42% Add +6.7% 188,034 $9.5M
Cannon Financial Strategists, Inc. 1.07% Reduce -17.9% 186,598 $9.4M
Plum Street Advisors, LLC 2.98% Add +20.3% 184,334 $9.3M
Flagship Harbor Advisors, LLC 0.35% Add +12.1% 182,648 $9.2M
MJT & Associates Financial Advisory Group, Inc. 5.83% Add +34.3% 174,177 $8.8M
Beacon Pointe Advisors, LLC 0.04% Reduce -0.6% 169,663 $8.6M
Farrow Financial, Inc. 4.50% Add +11.6% 166,704 $8.4M
GWN Securities Inc. 1.40% Add +16.6% 165,073 $8.3M
Concurrent Investment Advisors, LLC 0.07% Add +14.0% 155,150 $7.8M
Rochester Wealth Strategies, LLC 4.29% Reduce -0.2% 153,381 $7.8M
Cerro Pacific Wealth Advisors LLC 1.73% Add +9.1% 150,872 $7.6M
Dynamic Advisor Solutions LLC 0.21% Add +29.1% 146,625 $7.4M
Philadelphia Investment Partners, LLC 4.60% Add +1.7% 145,872 $7.4M
Castle Wealth Management LLC 2.15% Add +59.2% 143,581 $7.3M
Creative Planning 0.00% Reduce -3.0% 142,669 $7.2M
Beacon Financial Group 0.64% Reduce -0.3% 139,683 $7.1M
General Partner, Inc. 3.77% Add +3383.6% 138,647 $7.0M
Cerity Partners LLC 0.01% Reduce -31.7% 137,823 $7.0M
Allworth Financial LP 0.03% Reduce -3.6% 137,044 $6.9M
Cahaba Wealth Management, Inc. 0.42% Add +93.0% 136,954 $6.9M
Able Wealth Management LLC 1.49% Reduce -2.3% 128,416 $6.5M
Virtue Capital Management, LLC 0.86% Add +38.3% 127,651 $6.5M
Sanctuary Advisors, LLC 0.03% Add +37.1% 126,173 $6.4M

"% of holder's portfolio" is ICSH's weight in each manager's 13F, not the share of iShares Ultra Short Duration the manager owns.

Show all 557 holders