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 |
| Peapack Gladstone Financial Corp. | 0.07% | Reduce -16.7% | 87,433 | $4.4M |
| Proficio Capital Partners LLC | 0.48% | Reduce -4.0% | 85,974 | $4.3M |
| Kestra Private Wealth Services, LLC | 0.10% | Reduce -57.9% | 83,973 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -37.8% | 80,285 | $4.0M |
| Avaii Wealth Management, LLC | 2.36% | Add +24.6% | 79,526 | $4.0M |
| Mgo One Seven LLC | 0.21% | Reduce -2.1% | 78,841 | $4.0M |
| Cornerstone Management, Inc. | 0.87% | Add +1.8% | 77,599 | $3.9M |
| Pension & Wealth Management Advisors, Inc. | 2.58% | Reduce -15.9% | 77,477 | $3.9M |
| Princeton Global Asset Management LLC | 0.93% | Reduce -2.4% | 77,380 | $3.9M |
| Long Run Wealth Advisors, LLC | 1.03% | Reduce -24.6% | 77,247 | $3.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +49.0% | 72,124 | $3.6M |
| Brookstone Capital Management | 0.06% | Reduce -1.4% | 69,147 | $3.5M |
| Gateway Advisory, LLC | 0.60% | Reduce -27.8% | 67,281 | $3.4M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +81.2% | 66,104 | $3.3M |
| Regal Investment Advisors LLC | 0.23% | Reduce -7.5% | 65,730 | $3.3M |
| WealthBridge Capital Management, LLC | 1.12% | Add +1.1% | 65,505 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +13.4% | 65,124 | $3.3M |
| Bison Wealth, LLC | 0.53% | Reduce -6.0% | 64,510 | $3.3M |
| RFP Financial Group LLC | 1.27% | Add +3.1% | 64,424 | $3.3M |
| Beacon Investment Advisory Services, Inc. | 0.14% | Reduce -8.7% | 64,034 | $3.2M |
| Vista Investment Management | 1.31% | Add +0.2% | 63,846 | $3.2M |
| Wellington Wealth Strategies, LLC. | 1.49% | Reduce -6.1% | 63,190 | $3.2M |
| BCR Wealth Strategies, LLC | 2.11% | Add +56.5% | 61,785 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.0% | 60,904 | $3.1M |
| Financial Gravity Asset Management, Inc. | 0.85% | Reduce -92.1% | 59,668 | $3.0M |
| Ameritas Advisory Services, LLC | 0.12% | Reduce -20.0% | 57,828 | $2.9M |
| Braun-Bostich & Associates Inc. | 2.40% | Reduce -51.8% | 56,776 | $2.9M |
| Country Club Bank | 0.20% | Add +334.0% | 56,596 | $2.9M |
| Watts Gwilliam & Co., LLC | 0.88% | — | 56,480 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -54.3% | 55,656 | $2.8M |
| MSH Capital Advisors LLC | 0.94% | Add +41.9% | 52,965 | $2.7M |
| Bright Financial Advisors, Inc. | 1.97% | — | 14,859 | $2.6M |
| Prudential Financial Inc. | 0.00% | Reduce -40.7% | 51,589 | $2.6M |
| Texas Yale Capital Corp. | 0.12% | No change | 51,525 | $2.6M |
| Creative Planning | 0.00% | Add +1.6% | 51,434 | $2.6M |
| Zacks Investment Management | 0.03% | Reduce -1.7% | 51,258 | $2.6M |
| Plum Street Advisors, LLC | 1.30% | New | 50,647 | $2.6M |
| Hennion & Walsh Asset Management, Inc. | 0.14% | Reduce -14.7% | 50,005 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -65.1% | 49,970 | $2.5M |
| WT Wealth Management | 0.90% | Reduce -8.9% | 49,636 | $2.5M |
| Cahaba Wealth Management, Inc. | 0.23% | Reduce -1.1% | 49,614 | $2.5M |
| Avidian Wealth Enterprises, LLC | 0.13% | Add +4.4% | 49,373 | $2.5M |
| Vista Finance, LLC | 6.18% | Add +13.7% | 48,733 | $2.5M |
| Panoramic Investment Advisors, LLC | 1.73% | Add +1.4% | 46,555 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.20% | Add +10.9% | 46,526 | $2.4M |
| Shira Ridge Wealth Management | 1.34% | Reduce -5.2% | 46,198 | $2.3M |
| Verum Partners LLC | 0.82% | Reduce -28.8% | 45,622 | $2.3M |
| Bank of Montreal | 0.00% | Add +15.8% | 44,973 | $2.3M |
| Peterson Wealth Advisors, LLC | 0.47% | Reduce -10.6% | 43,945 | $2.2M |
| Independent Solutions Wealth Management, LLC | 0.50% | Add +3.5% | 41,673 | $2.1M |
| Realta Investment Advisors | 0.43% | Add +64.0% | 41,018 | $2.1M |
| Guardian Wealth Advisors, LLC | 1.35% | Reduce -4.2% | 40,994 | $2.1M |
| True Link Financial Advisors, LLC | 0.20% | New | 40,969 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Reduce -5.3% | 40,804 | $2.1M |
| Matrix Trust Co | 0.46% | Add +235.3% | 40,601 | $2.1M |
| Chesley Taft & Associates LLC | 0.10% | Reduce -25.1% | 40,555 | $2.1M |
| Capasso Planning Partners LLC | 0.84% | Add +0.2% | 40,229 | $2.0M |
| Sheets Smith Wealth Management | 0.23% | Add +5.1% | 39,737 | $2.0M |
| Wealth Architects, LLC | 0.26% | Add +116.2% | 39,079 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Reduce -41.2% | 37,959 | $1.9M |
| Capital Wealth Alliance, LLC | 1.13% | Add +112.2% | 37,881 | $1.9M |
| Betterment LLC | 0.01% | New | 37,794 | $1.9M |
| Advisory Services Network, LLC | 0.04% | Add +12.2% | 36,482 | $1.8M |
| Seizert Capital Partners, LLC | 0.08% | No change | 36,356 | $1.8M |
| Ifrah Financial Services, Inc. | 0.51% | Add +4.9% | 35,773 | $1.8M |
| WealthShield Partners, LLC | 0.29% | Add +34.3% | 34,870 | $1.8M |
| Emerald Advisors, LLC | 0.31% | New | 34,242 | $1.7M |
| B & T Capital Management DBA Alpha Capital Management | 0.34% | Reduce -0.8% | 34,126 | $1.7M |
| Eight 31 Financial, LLC | 1.07% | Add +14.0% | 33,563 | $1.7M |
| Kingsview Wealth Management, LLC | 0.04% | Add +6.5% | 32,615 | $1.6M |
| Fusion Capital, LLC | 0.75% | Add +4.0% | 32,477 | $1.6M |
| Integral Investment Advisors, Inc. | 0.66% | Add +32.4% | 31,306 | $1.6M |
| Valmark Advisers, Inc. | 0.03% | Add +0.2% | 30,985 | $1.6M |
| NewEdge Wealth, LLC | 0.03% | Reduce -50.5% | 30,426 | $1.5M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -52.9% | 30,310 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Add +28.3% | 28,629 | $1.4M |
| Crabel Capital Management, LLC | 1.24% | Reduce -32.1% | 28,150 | $1.4M |
| Gries Financial LLC | 0.24% | No change | 27,977 | $1.4M |
| Mutual Advisors, LLC | 0.05% | Reduce -23.4% | 27,901 | $1.4M |
| CFS Investment Advisory Services, LLC | 0.24% | Add +22.1% | 27,705 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.28% | Add +0.3% | 27,674 | $1.4M |
| Roger Wittlin Investment Advisory, LLC | 0.97% | Reduce -8.0% | 27,300 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -93.1% | 27,002 | $1.4M |
| KM Capital Management Ltd. | 0.75% | Reduce -18.4% | 26,690 | $1.3M |
| Farther Finance Advisors, LLC | 0.08% | Add +0.6% | 26,531 | $1.3M |
| Zhang Financial LLC | 0.10% | Add +53.2% | 25,756 | $1.3M |
| Whittier Trust Co. | 0.02% | Reduce -32.1% | 25,011 | $1.3M |
| Perigon Wealth Management, LLC | 0.04% | Add +4.5% | 24,685 | $1.2M |
| BCGM Wealth Management, LLC | 0.43% | Reduce -78.7% | 23,480 | $1.2M |
| Principal Securities, Inc. | 0.04% | Add +23.5% | 23,317 | $1.2M |
| Shepherd Financial Partners LLC | 0.15% | Add +4.6% | 23,316 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -28.1% | 22,343 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +120.7% | 22,294 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.15% | Add +0.1% | 22,192 | $1.1M |
| Greenup Street Wealth Management LLC | 0.28% | Reduce -36.7% | 21,750 | $1.1M |
| Tradewinds Capital Management, LLC | 0.30% | Add +0.9% | 21,371 | $1.1M |
| Aprio Wealth Management, LLC | 0.21% | Add +20.3% | 20,717 | $1.0M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Add +0.8% | 20,448 | $1.0M |
| Bray Capital Advisors | 0.26% | Reduce -19.1% | 20,185 | $1.0M |
| TAGStone Capital, Inc. | 0.60% | Add +34.2% | 20,106 | $1.0M |
| StoneCrest Wealth Management, Inc. | 0.88% | Add +9.6% | 20,112 | $1.0M |
| Bristlecone Advisors, LLC | 0.09% | Add +10.2% | 20,018 | $1.0M |
| Heritage Trust Co | 0.13% | No change | 19,837 | $1.0M |
| IFP Advisors, Inc | 0.04% | Reduce -55.2% | 19,675 | $995K |
| Sandy Cove Advisors, LLC | 0.45% | Reduce -1.6% | 19,422 | $982K |
| Glass Jacobson Investment Advisors llc | 0.37% | Add +37.2% | 19,243 | $973K |
| Tsfg, LLC | 0.24% | Reduce -10.0% | 19,036 | $962K |
| Mascoma Wealth Management LLC | 0.27% | Reduce -43.7% | 18,907 | $956K |
| Wells Financial Advisors INC | 0.64% | Reduce -11.3% | 18,464 | $934K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +2.0% | 18,139 | $917K |
| WNY Asset Management, LLC | 0.14% | Add +3.0% | 17,602 | $890K |
| Boltwood Capital Management | 0.28% | No change | 17,600 | $890K |
| WESCAP Management Group, Inc. | 0.26% | Reduce -4.3% | 17,468 | $883K |
| Wealthspire Advisors, LLC | 0.01% | Add +2.8% | 17,238 | $872K |
| Clayton Financial Group LLC | 0.40% | Reduce -32.8% | 17,232 | $871K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -2.4% | 16,539 | $836K |
| Flagship Harbor Advisors, LLC | 0.05% | New | 16,471 | $833K |
| Townsquare Capital LLC | 0.01% | Add +5.6% | 16,337 | $826K |
| Shufro Rose & Co. LLC | 0.07% | Add +90.6% | 16,209 | $820K |
| SevenBridge Financial Group, LLC | 0.18% | Add +23.2% | 16,030 | $807K |
| Rockefeller Capital Management L.P. | 0.00% | Add +28.4% | 15,851 | $801K |
| Certified Advisory Corp | 0.11% | Add +17.4% | 15,734 | $795K |
| Wick Capital Partners, LLC | 0.77% | Add +2.6% | 15,710 | $794K |
| Maryland Capital Advisors Inc. | 0.49% | No change | 15,692 | $793K |
| Millennium Management | 0.00% | Add +56.2% | 15,225 | $770K |
| Courage Miller Partners, LLC | 0.27% | No change | 15,200 | $769K |
| Bell Investment Advisors, Inc | 0.15% | Add +159.0% | 15,112 | $764K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +48.9% | 14,921 | $754K |
| Composition Wealth, LLC | 0.02% | Reduce -30.1% | 14,823 | $749K |
| Strategic Blueprint, LLC | 0.05% | Reduce -28.0% | 14,715 | $744K |
| Atwood & Palmer Inc. | 0.06% | Reduce -4.7% | 14,702 | $743K |
| Bank of Hawaii | 0.04% | Add +5.8% | 14,525 | $734K |
| Alpha Financial Partners LLC | 0.67% | Add +1.1% | 14,469 | $732K |
| Red Wave Investments LLC | 0.27% | Reduce -2.4% | 14,227 | $719K |
| CGN Advisors LLC | 0.09% | Reduce -22.7% | 14,205 | $718K |
| Crescent Grove Advisors, LLC | 0.07% | Reduce -32.3% | 13,693 | $692K |
| Wealthfront Advisers LLC | 0.00% | Reduce -4.7% | 13,618 | $689K |
| CGC Financial Services, LLC | 0.34% | Reduce -9.5% | 12,703 | $642K |
| Evanson Asset Management, LLC | 0.05% | New | 12,685 | $641K |
| Hexagon Capital Partners LLC | 0.14% | Reduce -5.8% | 12,506 | $632K |
| New Capital Management LP | 0.19% | Add +0.0% | 12,309 | $622K |
| Condor Capital Management | 0.06% | No change | 12,170 | $615K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -29.3% | 12,104 | $612K |
| Southland Equity Partners LLC | 0.17% | Add +0.3% | 11,953 | $604K |
| Violich Capital Management, Inc. | 0.09% | Reduce -20.2% | 11,950 | $604K |
| Arkos Global Advisors | 0.10% | New | 11,724 | $593K |
| REDW Wealth LLC | 0.16% | Add +51.8% | 11,722 | $593K |
| Lionsbridge Wealth Management LLC | 0.46% | Reduce -50.6% | 11,634 | $588K |
| Blair William & Co. | 0.00% | Reduce -22.6% | 11,589 | $586K |
| Raymond James Trust N.A. | 0.01% | New | 11,582 | $586K |
| Schmidt P J Investment Management Inc. | 0.11% | Reduce -6.2% | 11,411 | $577K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +0.3% | 11,351 | $574K |
| Prossimo Advisors, LLC | 1.11% | No change | 11,329 | $573K |
| Leavell Investment Management, Inc. | 0.03% | Add +15.2% | 11,285 | $571K |
| Quadrant Private Wealth Management, LLC | 0.14% | Reduce -22.5% | 11,260 | $569K |
| Tilson Financial Group, Inc. | 0.31% | No change | 11,259 | $569K |
| Equitable Holdings, Inc. | 0.01% | Add +1.5% | 11,175 | $565K |
| Leading Edge Financial Planning LLC | 0.25% | Reduce -6.6% | 11,106 | $562K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Add +8.6% | 11,011 | $557K |
| Flputnam Investment Management Co. | 0.01% | Reduce -29.1% | 10,955 | $554K |
| Crestone Asset Management LLC | 0.11% | Reduce -43.1% | 10,953 | $554K |
| Cannell & Spears LLC | 0.01% | Reduce -61.6% | 10,705 | $541K |
| FinTrust Capital Advisors, LLC | 0.10% | New | 10,420 | $527K |
| Aptus Capital Advisors, LLC | 0.01% | Add +9.9% | 10,392 | $525K |
| Searcy Financial Services Inc. | 0.26% | Add +8.9% | 10,240 | $518K |
| Elevate Wealth Advisory, Inc. | 0.45% | Add +271.3% | 10,193 | $515K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.6% | 10,089 | $510K |
| Coyle Financial Counsel LLC | 0.18% | Add +3.3% | 10,078 | $510K |
| Pine Haven Investment Counsel, Inc | 0.45% | Reduce -7.5% | 10,045 | $508K |
| M Holdings Securities, Inc. | 0.09% | Reduce -0.3% | 10,001 | $506K |
| Franklin Resources Inc. | 0.00% | No change | 10,000 | $506K |
| Old Second National Bank of Aurora | 0.13% | Reduce -10.9% | 9,761 | $494K |
| Two Sigma Securities, LLC | 0.02% | Reduce -56.0% | 9,705 | $491K |
| Consolidated Portfolio Review Corp | 0.13% | No change | 9,703 | $491K |
| PFG Investments, LLC | 0.03% | New | 9,703 | $491K |
| Octavia Wealth Advisors, LLC | 0.07% | Reduce -36.5% | 9,596 | $485K |
| RFG Advisory, LLC | 0.02% | Reduce -82.3% | 9,443 | $477K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.5% | 9,405 | $476K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -3.5% | 9,405 | $476K |
| Gould Asset Management LLC | 0.11% | Add +0.5% | 9,268 | $469K |
| Encompass Wealth Advisors, LLC | 0.12% | Reduce -11.3% | 9,220 | $466K |
| Market Street Wealth Management Advisors LLC | 0.08% | Add +1.4% | 9,100 | $460K |
| Old Mission Capital LLC | 0.01% | Reduce -29.7% | 9,054 | $458K |
| Lincoln National Corp. | 0.01% | New | 8,826 | $446K |
| HF Advisory Group, LLC | 0.25% | Add +1.1% | 8,805 | $445K |
| Arax Advisory Partners | 0.05% | Reduce -1.1% | 8,716 | $441K |
| Pacific Center for Financial Services | 0.13% | Add +40.5% | 8,695 | $440K |
| Alterna Wealth Management, Inc. | 0.36% | No change | 8,667 | $438K |
| Sugarloaf Wealth Management, LLC | 0.09% | No change | 8,636 | $437K |
| Fortis Advisors, LLC | 0.27% | Add +0.9% | 8,106 | $410K |
| Alley Investment Management Company, LLC | 0.05% | Reduce -69.3% | 7,615 | $385K |
| Belpointe Asset Management LLC | 0.03% | Add +1.1% | 7,608 | $385K |
| Retirement Planning Group, LLC | 0.03% | Reduce -0.8% | 7,605 | $385K |
| Significant Wealth Partners LLC | 0.25% | New | 7,600 | $384K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -44.8% | 7,588 | $384K |
| Spire Wealth Management | 0.01% | Reduce -3.5% | 7,550 | $382K |
| Prudent Man Advisors, LLC | 0.14% | Reduce -65.7% | 7,537 | $381K |
| Sage Rhino Capital LLC | 0.09% | Reduce -1.0% | 7,364 | $372K |
| Truist Financial Corp. | 0.00% | Add +13.0% | 7,306 | $369K |
| Strata Wealth Advisors, LLC | 0.13% | Reduce -56.9% | 7,225 | $365K |
| Round Rock Advisors LLC | 0.09% | No change | 7,210 | $365K |
| Accurate Wealth Management, LLC | 0.11% | Reduce -6.4% | 7,175 | $362K |
| FOCUS Wealth Advisors, LLC | 0.19% | No change | 7,137 | $361K |
| White Lighthouse Investment Management Inc. | 0.07% | No change | 7,000 | $354K |
| Charter Oak Capital Management, LLC | 0.04% | No change | 6,851 | $346K |
| Ameriprise Financial Inc. | 0.00% | Reduce -39.8% | 6,840 | $346K |
| Clarius Group, LLC | 0.02% | Add +22.8% | 6,815 | $345K |
| Keystone Financial Group | 0.05% | Add +0.6% | 6,811 | $344K |
| Iron Gate Global Advisors LLC | 0.06% | Reduce -83.3% | 6,577 | $331K |
| Koshinski Asset Management, Inc. | 0.03% | New | 6,500 | $329K |
| Aspen Wealth Strategies, LLC | 0.22% | No change | 6,399 | $324K |
| Vise Technologies, Inc. | 0.06% | Add +59.5% | 6,389 | $323K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | Reduce -25.0% | 6,309 | $319K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.19% | Reduce -13.1% | 6,280 | $318K |
| Comerica Bank | 0.00% | Reduce -15.2% | 6,263 | $317K |
| Empower Advisory Group, LLC | 0.00% | Add +0.3% | 6,114 | $309K |
| Hubbell Strickland Wealth Management, LLC | 0.15% | Add +0.3% | 6,018 | $304K |
| Advisory Resource Group | 0.07% | Reduce -50.1% | 5,909 | $299K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -36.5% | 5,889 | $298K |
| NFSG Corp | 0.13% | Reduce -5.3% | 5,675 | $287K |
| Advisors Asset Management, Inc. | 0.01% | Add +56.1% | 5,570 | $282K |
| Harbour Investments, Inc. | 0.01% | Reduce -34.8% | 5,557 | $281K |
| LGT Financial Advisors LLC | 0.32% | Reduce -71.2% | 5,532 | $280K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -24.4% | 5,498 | $278K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -24.4% | 5,498 | $278K |
| Cypress Point Wealth Management, LLC | 0.14% | New | 5,490 | $278K |
| Guardian Capital Advisors LP | 0.03% | Reduce -1.8% | 5,400 | $272K |
| Argent Advisors, Inc. | 0.11% | Add +9.7% | 5,296 | $268K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -64.2% | 5,196 | $263K |
| Applied Capital LLC | 0.15% | Add +17.1% | 5,085 | $257K |
| Baker Tilly Wealth Management, LLC | 0.05% | Reduce -74.3% | 5,060 | $256K |
| Legacy Capital Group California, Inc. | 0.09% | Reduce -61.1% | 5,042 | $255K |
| Regatta Capital Group, LLC | 0.06% | New | 5,020 | $254K |
| Birchcreek Wealth Management, LLC | 0.13% | Add +0.3% | 4,988 | $252K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,000 | $252K |
| Eagle Bay Advisors LLC | 0.16% | Reduce -42.8% | 4,971 | $251K |
| Stephens Inc. | 0.00% | No change | 4,961 | $251K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -91.8% | 4,946 | $250K |
| Snowden Capital Advisors LLC | 0.01% | Add +9.4% | 4,914 | $248K |
| Proffitt & Goodson Inc. | 0.04% | Add +1.4% | 4,912 | $248K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -64.8% | 4,865 | $245K |
| EWG Elevate Inc. | 0.09% | Add +12.2% | 4,818 | $244K |
| Madison Park Capital Advisors, LLC | 0.21% | Add +0.9% | 4,768 | $241K |
| Lido Advisors, LLC | 0.00% | Reduce -47.3% | 4,731 | $239K |
| Heck Capital Advisors, LLC | 0.04% | Add +0.2% | 4,706 | $238K |
| Scotia Capital Inc. | 0.00% | No change | 4,688 | $237K |
| SageView Advisory Group, LLC | 0.01% | New | 2,353 | $223K |
| Avior Wealth Management, LLC | 0.01% | New | 4,386 | $222K |
| Wbi Investments, LLC | 0.05% | Reduce -93.3% | 4,369 | $221K |
| Nwam LLC | 0.02% | Reduce -41.7% | 4,375 | $220K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -12.1% | 4,358 | $220K |
| MV Capital Management, Inc. | 0.03% | Reduce -26.7% | 4,347 | $220K |
| InterOcean Capital Group, LLC | 0.01% | New | 4,336 | $219K |
| New England Professional Planning Group Inc. | 0.11% | Reduce -4.4% | 4,325 | $219K |
| Dopkins Wealth Management, LLC | 0.13% | New | 4,305 | $218K |
| Csenge Advisory Group | 0.01% | New | 4,279 | $216K |
| Peregrine Asset Advisers, Inc. | 0.09% | No change | 4,277 | $216K |
| Optas, LLC | 0.06% | Reduce -19.1% | 4,225 | $214K |
| Advisors Capital Management, LLC | 0.00% | No change | 4,192 | $212K |
| Formidable Asset Management, LLC | 0.03% | No change | 4,100 | $207K |
| Slow Capital, Inc. | 0.03% | New | 4,030 | $204K |
| Central Valley Advisors, LLC | 0.10% | No change | 4,000 | $202K |
| Vantage Financial Partners Ltd., Inc. | 0.05% | New | 4,000 | $202K |
| Certuity, LLC | 0.02% | Reduce -49.8% | 4,000 | $202K |
| BLB&B Advisors, LLC | 0.01% | No change | 3,999 | $202K |
| One Plus One Wealth Management, LLC | 0.12% | No change | 3,995 | $202K |
| Seed Wealth Management, Inc. | 0.19% | No change | 4,000 | $201K |
| Financial Perspectives, Inc | 0.07% | Add +0.7% | 3,814 | $193K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 3,486 | $176K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -94.6% | 3,475 | $176K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 3,424 | $173K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Add +28.7% | 3,186 | $161K |
| Wells Fargo & Company | 0.00% | Reduce -57.8% | 3,111 | $157K |
| Blue Trust, Inc. | 0.00% | Reduce -93.5% | 2,048 | $104K |
| CKW Financial Group | 0.01% | No change | 1,921 | $97K |
| Capital Analysts, LLC | 0.00% | No change | 1,668 | $84K |
| Creekmur Asset Management LLC | 0.03% | No change | 1,549 | $78K |
| Janiczek Wealth Management, LLC | 0.02% | No change | 1,506 | $76K |
| Jones Financial Companies LLLP | 0.00% | New | 1,365 | $69K |
| MidAtlantic Capital Management, Inc. | 0.06% | Reduce -71.3% | 1,350 | $68K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.5% | 1,186 | $60K |
| Nvwm, LLC | 0.02% | No change | 1,121 | $57K |
| Bogart Wealth, LLC | 0.00% | Reduce -10.0% | 1,027 | $52K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,014 | $51K |
| Mather Group, Llc. | 0.00% | New | 975 | $49K |
| Avalon Trust Co | 0.00% | Reduce -78.7% | 927 | $47K |
| Assetmark, Inc. | 0.00% | Reduce -5.5% | 926 | $47K |
| CoreCap Advisors, LLC | 0.00% | New | 906 | $46K |
| Transcendent Capital Group LLC | 0.02% | New | 792 | $40K |
| Sunbelt Securities, Inc. | 0.00% | No change | 759 | $38K |
| TD Capital Management LLC | 0.00% | Reduce -13.3% | 743 | $38K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -54.2% | 678 | $34K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 650 | $33K |
| Cornerstone Planning Group LLC | 0.01% | Add +0.9% | 583 | $29K |
| Front Row Advisors LLC | 0.01% | No change | 550 | $28K |
| Rain Capital Management, LLC | 0.02% | Add +1.0% | 524 | $26K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -70.0% | 417 | $21K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 397 | $20K |
| Clearstead Trust, LLC | 0.00% | No change | 198 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 188 | $10K |
| Penserra Capital Management LLC | 0.00% | Add +2.7% | 151 | $7K |
| Horizon Financial Services, LLC | 0.00% | New | 129 | $7K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 124 | $6K |
| Future Financial Wealth Managment LLC | 0.00% | New | 120 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $5K |
| Archer Investment Corp | 0.00% | Reduce -66.8% | 90 | $5K |
| Retirement Group, LLC | 0.00% | No change | 75 | $4K |
| Gradient Investments LLC | 0.00% | Reduce -42.9% | 72 | $4K |
| Spotlight Asset Group, Inc. | 0.00% | Reduce -91.1% | 43 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 34 | $2K |
| Colonial Trust Advisors | 0.00% | Reduce -98.5% | 26 | $1K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 2 | $84 |
"% of holder's portfolio" is ICSH's weight in each manager's 13F, not the share of iShares Ultra Short Duration the manager owns.