iShares Ultra Short DurationICSHETF
13F holders, Q1 2024 (March 31)412holders
3famous investors
$50.58avg. 13F price*
At the end of Q1 2024, 412 institutions reported holding iShares Ultra Short Duration (ICSH) in their 13F filings. The largest holders were FMR LLC ($464.2M), Royal Bank of Canada ($279.7M) and BlackRock Inc. ($224.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Ultra Short Duration
- CUSIP
- 46434V878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $22.5M |
| Exits | 43 | $47.8M |
Ownership 412 holders
| FMR LLC | 0.03% | Reduce -13.6% | 9,181,544 | $464.2M |
| Royal Bank of Canada | 0.07% | Reduce -42.9% | 5,532,073 | $279.7M |
| BlackRock Inc. | 0.01% | Add +1.3% | 4,430,592 | $224.0M |
| UBS Group AG | 0.07% | Reduce -11.0% | 3,964,912 | $200.5M |
| Bank of America Corp. | 0.02% | Reduce -31.0% | 3,480,995 | $176.0M |
| Cerity Partners LLC | 0.35% | Reduce -28.3% | 2,627,845 | $132.9M |
| Donaldson Capital Management, LLC | 4.83% | Add +12.5% | 2,295,304 | $116.1M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Add +19.9% | 1,937,169 | $97.9M |
| LPL Financial LLC | 0.05% | Add +18.7% | 1,768,331 | $89.4M |
| Corient Private Wealth LP | 0.15% | Reduce -9.6% | 1,715,748 | $86.7M |
| Renaissance Technologies | 0.12% | No change | 1,549,000 | $78.3M |
| Mariner, LLC | 0.15% | Add +5082.9% | 1,430,857 | $72.3M |
| Acute Investment Advisory, LLC | 31.46% | Add +4.3% | 928,169 | $46.9M |
| Diversified Portfolios, Inc. | 6.23% | Add +4.5% | 874,901 | $44.2M |
| Winthrop Advisory Group LLC | 6.27% | Add +6.5% | 857,411 | $43.4M |
| Acorns Advisers, LLC | 0.48% | Add +0.8% | 853,960 | $43.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -42.1% | 813,753 | $41.1M |
| Foster Dykema Cabot & Partners, LLC | 3.79% | Reduce -19.6% | 805,098 | $40.7M |
| Clearwater Capital Advisors, LLC | 4.26% | Add +2.6% | 789,613 | $39.9M |
| Capital Advantage, Inc. | 7.96% | Add +10.3% | 777,672 | $39.2M |
| Foster Group, Inc. | 1.87% | Add +10.0% | 742,918 | $37.6M |
| Osborne Partners Capital Management, LLC | 2.16% | Add +0.4% | 693,890 | $35.1M |
| Raymond James & Associates | 0.02% | Add +2.0% | 685,884 | $34.7M |
| SVB Wealth LLC | 0.70% | Reduce -16.6% | 621,337 | $31.4M |
| Global Strategic Investment Solutions, LLC | 3.12% | Add +18.8% | 528,205 | $26.7M |
| Signaturefd, LLC | 0.53% | Reduce -91.3% | 494,756 | $25.0M |
| Citadel Advisors | 0.02% | Add +1124.8% | 484,417 | $24.5M |
| Cetera Investment Advisers | 0.06% | Add +853.8% | 484,153 | $24.5M |
| Cynosure Group, LLC | 4.31% | Add +1.9% | 474,825 | $24.0M |
| Roble, Belko & Company, Inc | 3.49% | Add +5.9% | 401,667 | $20.3M |
| 49 Wealth Management, LLC | 4.07% | Add +4.9% | 377,155 | $19.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -60.2% | 375,121 | $19.0M |
| Avestar Capital, LLC | 2.04% | Reduce -24.4% | 352,615 | $17.8M |
| Savant Capital, LLC | 0.20% | Reduce -10.2% | 344,778 | $17.4M |
| MML Investors Services, LLC | 0.07% | Add +7.4% | 340,943 | $17.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -10.4% | 312,504 | $15.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -40.1% | 300,759 | $15.2M |
| Simon Quick Advisors, LLC | 1.09% | Reduce -5.0% | 288,415 | $14.6M |
| Morningstar Investment Services LLC | 0.15% | Reduce -49.1% | 274,720 | $13.9M |
| Sand Hill Global Advisors, LLC | 0.65% | Add +35.2% | 270,734 | $13.7M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +4.1% | 265,485 | $13.4M |
| SP Asset Management LLC | 1.15% | Reduce -7.7% | 245,398 | $12.4M |
| BOK Financial Private Wealth, Inc. | 0.91% | Reduce -6.7% | 241,682 | $12.2M |
| Glassy Mountain Advisors, Inc. | 4.52% | Add +1.5% | 237,536 | $12.0M |
| Family Manage LLC | 2.21% | Reduce -14.9% | 236,841 | $12.0M |
| Cary Street Partners Asset Management LLC | 1.78% | Add +8.1% | 227,462 | $11.5M |
| Edgemoor Investment Advisors, Inc. | 1.03% | Add +5.7% | 214,045 | $10.8M |
| Hanseatic Management Services Inc. | 16.21% | Add +6.8% | 211,603 | $10.7M |
| Gratus Capital, LLC | 0.49% | Reduce -36.9% | 208,372 | $10.5M |
| Cwm, LLC | 0.05% | Add +401.0% | 207,787 | $10.5M |
| Pinnacle Financial Partners Inc | 0.23% | Reduce -14.7% | 205,770 | $10.4M |
| Stifel Financial Corp. | 0.01% | Reduce -11.0% | 202,456 | $10.2M |
| Resonant Capital Advisors, LLC | 0.87% | Add +25.6% | 200,223 | $10.1M |
| Private Advisor Group, LLC | 0.07% | Reduce -3.7% | 194,420 | $9.8M |
| Parallel Advisors, LLC | 0.26% | Add +7.1% | 189,923 | $9.6M |
| Alkeme Wealth, LLC | 4.16% | Reduce -4.7% | 179,313 | $9.0M |
| Advisor OS, LLC | 1.02% | Add +40.3% | 175,165 | $8.9M |
| JPMorgan Chase & Co. | 0.00% | Add +56.7% | 169,546 | $8.6M |
| Sigma Planning Corp | 0.27% | Add +81.6% | 168,536 | $8.5M |
| Haverford Trust Co | 0.09% | Reduce -2.7% | 165,252 | $8.4M |
| Atria Investments, Inc | 0.11% | Add +3.8% | 162,345 | $8.2M |
| FPC Investment Advisory, Inc. | 7.97% | — | 160,182 | $8.1M |
| J.W. Cole Advisors, Inc. | 0.40% | Add +10.0% | 155,757 | $7.9M |
| CreativeOne Wealth, LLC | 0.31% | Add +84.5% | 155,228 | $7.8M |
| Chicago Partners Investment Group LLC | 0.33% | Reduce -2.8% | 154,358 | $7.8M |
| Hengehold Capital Management LLC | 0.83% | Add +4.0% | 153,832 | $7.8M |
| Allworth Financial LP | 0.05% | Reduce -11.8% | 146,927 | $7.4M |
| Saiph Capital, LLC | 3.30% | New | 140,277 | $7.1M |
| Phillips Financial Management, LLC | 0.57% | Reduce -2.3% | 138,756 | $7.0M |
| Cary Street Partners Investment Advisory LLC | 0.29% | Reduce -9.3% | 134,762 | $6.8M |
| Advocacy Wealth Management, LLC | 0.58% | Reduce -12.8% | 132,954 | $6.7M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -1.9% | 132,950 | $6.7M |
| Drive Wealth Management, LLC | 1.87% | Reduce -1.8% | 132,159 | $6.7M |
| Global Retirement Partners, LLC | 0.24% | Add +2.0% | 128,546 | $6.5M |
| Fairview Capital Investment Management, LLC | 0.36% | No change | 127,088 | $6.4M |
| Snider Financial Group | 2.67% | Reduce -4.1% | 126,497 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.3% | 126,200 | $6.4M |
| Jane Street Group, LLC | 0.01% | Add +190.0% | 124,176 | $6.3M |
| Steele Capital Management, Inc. | 0.36% | Add +1579.3% | 123,647 | $6.3M |
| Captrust Financial Advisors | 0.02% | Reduce -4.6% | 122,200 | $6.2M |
| Guidance Capital, Inc. | 2.26% | Add +25.5% | 121,593 | $6.1M |
| First International Bank & Trust | 2.10% | Reduce -18.9% | 120,398 | $6.1M |
| RVW Wealth, LLC | 0.62% | Reduce -4.8% | 118,444 | $6.0M |
| Forte Asset Management LLC | 3.57% | Add +14.0% | 116,355 | $5.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -0.5% | 116,286 | $5.9M |
| Flow Traders U.S. LLC | 0.31% | Add +271.4% | 115,898 | $5.9M |
| Tempus Wealth Planning, LLC | 2.42% | Reduce -40.1% | 108,771 | $5.5M |
| Virtue Capital Management, LLC | 0.98% | Reduce -32.9% | 108,104 | $5.4M |
| Summit Wealth Group, LLC | 3.63% | Reduce -10.5% | 105,442 | $5.3M |
| LongView Wealth Management | 2.11% | Add +10.9% | 105,413 | $5.3M |
| Bokf, NA | 0.09% | Reduce -3.3% | 101,900 | $5.1M |
| RHS Financial, LLC | 2.97% | Add +6.7% | 100,713 | $5.1M |
| Morgan Stanley | 0.00% | Add +90.1% | 99,576 | $5.0M |
| Sowell Financial Services LLC | 0.23% | Reduce -1.9% | 97,974 | $5.0M |
| Howland Capital Management LLC | 0.24% | Reduce -4.3% | 97,867 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +360.8% | 96,786 | $4.9M |
| Agate Pass Investment Management, LLC | 2.52% | Reduce -38.2% | 93,062 | $4.7M |
| TFB Advisors LLC | 1.64% | Reduce -9.3% | 89,959 | $4.5M |
| Farrow Financial, Inc. | 3.16% | Add +29.6% | 89,022 | $4.5M |
| Waverly Advisors, LLC | 0.10% | Reduce -8.9% | 87,874 | $4.4M |
"% of holder's portfolio" is ICSH's weight in each manager's 13F, not the share of iShares Ultra Short Duration the manager owns.