iShares Ultra Short DurationICSHETF
13F holders, Q2 2024 (June 30)397holders −15
27new positions
44sold out
1famous investor
$50.53avg. 13F price*
At the end of Q2 2024, 397 institutions reported holding iShares Ultra Short Duration (ICSH) in their 13F filings, down 15 from Q1 2024. 27 opened new positions and 44 sold out. The largest holders were FMR LLC ($469.0M), Royal Bank of Canada ($219.2M) and BlackRock Inc. ($197.5M). One famous investor held it Jim Simons / Peter Brown (0.1% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $19.2M |
| Exits | 44 | $56.9M |
All 13F filers, Q1 2024 → Q2 2024: 3,205,686 shares bought and 7,572,134 shares sold, net −4,366,448 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 397 holders
| FMR LLC | 0.03% | Add +1.1% | 9,281,989 | $469.0M |
| Royal Bank of Canada | 0.05% | Reduce -21.6% | 4,338,554 | $219.2M |
| BlackRock Inc. | 0.00% | Reduce -11.8% | 3,909,471 | $197.5M |
| Bank of America Corp. | 0.02% | Add +6.6% | 3,711,703 | $187.6M |
| UBS Group AG | 0.05% | Reduce -20.2% | 3,163,661 | $159.9M |
| Cerity Partners LLC | 0.32% | Reduce -10.6% | 2,349,908 | $118.7M |
| Wealth Enhancement Advisory Services, LLC | 0.27% | Add +14.3% | 2,213,699 | $111.9M |
| Donaldson Capital Management, LLC | 4.22% | Reduce -13.3% | 1,990,600 | $100.6M |
| LPL Financial LLC | 0.05% | Add +3.4% | 1,828,635 | $92.4M |
| Renaissance Technologies | 0.13% | Reduce -0.1% | 1,547,900 | $78.2M |
| Corient Private Wealth LP | 0.14% | Reduce -10.0% | 1,543,857 | $78.0M |
| Mariner, LLC | 0.14% | Add +2.3% | 1,463,308 | $73.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +18.2% | 962,153 | $48.6M |
| Capital Advantage, Inc. | 9.61% | Add +19.6% | 930,308 | $46.9M |
| Winthrop Advisory Group LLC | 6.30% | Add +6.9% | 916,847 | $46.3M |
| Acorns Advisers, LLC | 0.47% | Add +2.5% | 875,701 | $44.2M |
| Diversified Portfolios, Inc. | 5.64% | Reduce -3.1% | 847,359 | $42.8M |
| Foster Dykema Cabot & Partners, LLC | 3.82% | Add +5.0% | 845,714 | $42.7M |
| Foster Group, Inc. | 1.53% | Add +3.8% | 771,273 | $39.0M |
| Acute Investment Advisory, LLC | 21.20% | Reduce -20.7% | 735,913 | $37.2M |
| Raymond James & Associates | 0.02% | Reduce -1.6% | 674,606 | $34.1M |
| Osborne Partners Capital Management, LLC | 1.97% | Reduce -6.3% | 649,898 | $32.8M |
| Gratus Capital, LLC | 1.12% | Add +164.2% | 550,609 | $27.8M |
| Cynosure Group, LLC | 3.73% | Reduce -3.1% | 460,226 | $23.3M |
| Cetera Investment Advisers | 0.05% | Reduce -7.2% | 449,394 | $22.7M |
| Roble, Belko & Company, Inc | 3.43% | Add +0.9% | 405,122 | $20.5M |
| Global Strategic Investment Solutions, LLC | 2.47% | Reduce -23.5% | 404,055 | $20.4M |
| Avestar Capital, LLC | 2.02% | Add +2.7% | 362,279 | $18.3M |
| MML Investors Services, LLC | 0.07% | Add +2.8% | 350,598 | $17.7M |
| Morgan Stanley | 0.00% | Add +230.6% | 329,240 | $16.6M |
| Savant Capital, LLC | 0.16% | Reduce -10.0% | 310,252 | $15.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.7% | 310,182 | $15.7M |
| Signaturefd, LLC | 0.32% | Reduce -37.8% | 307,811 | $15.6M |
| SVB Wealth LLC | 0.38% | Reduce -51.0% | 304,130 | $15.4M |
| Morningstar Investment Services LLC | 0.16% | Add +9.3% | 300,262 | $15.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -4.0% | 288,776 | $14.6M |
| Simon Quick Advisors, LLC | 1.03% | Reduce -0.2% | 287,838 | $14.5M |
| Private Advisor Group, LLC | 0.10% | Add +44.5% | 280,847 | $14.2M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +0.3% | 266,399 | $13.5M |
| Cwm, LLC | 0.06% | Add +22.6% | 254,803 | $12.9M |
| Osaic Holdings, Inc. | 0.03% | Reduce -35.5% | 241,915 | $12.2M |
| BOK Financial Private Wealth, Inc. | 0.89% | Reduce -0.1% | 241,564 | $12.2M |
| Cary Street Partners Asset Management LLC | 1.79% | Add +6.0% | 241,122 | $12.2M |
| Glassy Mountain Advisors, Inc. | 4.39% | Reduce -1.4% | 234,197 | $11.8M |
| Advisor OS, LLC | 1.21% | Add +25.3% | 219,523 | $11.1M |
| Hanseatic Management Services Inc. | 16.29% | Add +1.5% | 214,714 | $10.8M |
| Family Manage LLC | 1.91% | Reduce -10.1% | 212,947 | $10.8M |
| Sand Hill Global Advisors, LLC | 0.48% | Reduce -23.1% | 208,143 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +0.8% | 204,153 | $10.3M |
| Edgemoor Investment Advisors, Inc. | 0.96% | Reduce -5.4% | 202,446 | $10.2M |
| Resonant Capital Advisors, LLC | 0.81% | Reduce -1.8% | 196,608 | $9.9M |
| Pinnacle Financial Partners Inc | 0.21% | Reduce -6.9% | 191,547 | $9.7M |
| Parallel Advisors, LLC | 0.24% | Reduce -3.2% | 183,850 | $9.3M |
| Alkeme Wealth, LLC | 4.35% | Add +0.6% | 180,385 | $9.1M |
| Chicago Partners Investment Group LLC | 0.33% | Add +9.3% | 168,797 | $8.5M |
| Atria Investments, Inc | 0.11% | Add +2.5% | 166,354 | $8.4M |
| FPC Investment Advisory, Inc. | 7.43% | Add +2.0% | 163,437 | $8.3M |
| CreativeOne Wealth, LLC | 0.42% | Add +4.8% | 162,609 | $8.2M |
| Sigma Planning Corp | 0.26% | Reduce -5.5% | 159,267 | $8.0M |
| Haverford Trust Co | 0.08% | Reduce -3.9% | 158,756 | $8.0M |
| J.W. Cole Advisors, Inc. | 0.38% | Add +1.8% | 158,569 | $8.0M |
| Hengehold Capital Management LLC | 0.83% | Add +2.1% | 157,006 | $7.9M |
| Steele Capital Management, Inc. | 0.44% | Add +26.8% | 156,788 | $7.9M |
| Bokf, NA | 0.14% | Add +51.7% | 154,581 | $7.8M |
| SP Asset Management LLC | 0.69% | Reduce -38.5% | 151,039 | $7.6M |
| Slow Capital, Inc. | 1.20% | Add +3526.3% | 146,140 | $7.4M |
| Guidance Capital, Inc. | 2.38% | Add +18.1% | 143,657 | $7.3M |
| Saiph Capital, LLC | 3.23% | Add +2.0% | 143,129 | $7.2M |
| Allworth Financial LP | 0.05% | Reduce -4.0% | 140,995 | $7.1M |
| Cary Street Partners Investment Advisory LLC | 0.29% | Add +4.4% | 140,642 | $7.1M |
| Global Retirement Partners, LLC | 0.21% | Add +3.7% | 133,257 | $6.7M |
| Drive Wealth Management, LLC | 1.79% | Reduce -0.5% | 131,513 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.5% | 129,674 | $6.6M |
| Captrust Financial Advisors | 0.02% | Add +6.0% | 129,493 | $6.5M |
| Snider Financial Group | 2.50% | Add +1.4% | 128,296 | $6.5M |
| Fairview Capital Investment Management, LLC | 0.36% | No change | 127,088 | $6.4M |
| Phillips Financial Management, LLC | 0.53% | Reduce -8.7% | 126,733 | $6.4M |
| First International Bank & Trust | 2.15% | Add +2.8% | 123,820 | $6.3M |
| Advocacy Wealth Management, LLC | 0.49% | Reduce -10.9% | 118,435 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.2% | 117,182 | $5.9M |
| Farrow Financial, Inc. | 3.96% | Add +29.1% | 114,953 | $5.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -3.1% | 112,661 | $5.7M |
| National Bank of Canada | 0.01% | New | 112,880 | $5.7M |
| RVW Wealth, LLC | 0.55% | Reduce -8.5% | 108,366 | $5.5M |
| Tempus Wealth Planning, LLC | 2.27% | Reduce -1.2% | 107,479 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +33.5% | 107,220 | $5.4M |
| RHS Financial, LLC | 3.28% | Add +5.5% | 106,207 | $5.4M |
| LongView Wealth Management | 1.96% | Reduce -0.2% | 105,246 | $5.3M |
| Virtue Capital Management, LLC | 0.89% | Reduce -4.9% | 102,792 | $5.2M |
| Agate Pass Investment Management, LLC | 2.75% | Add +10.0% | 102,355 | $5.2M |
| Flow Traders U.S. LLC | 0.25% | Reduce -12.1% | 101,843 | $5.1M |
| Mgo One Seven LLC | 0.24% | Add +28.1% | 100,988 | $5.1M |
| RFG Advisory, LLC | 0.16% | Add +933.8% | 97,624 | $4.9M |
| Summit Wealth Group, LLC | 1.47% | Reduce -7.9% | 97,096 | $4.9M |
| 49 Wealth Management, LLC | 0.96% | Reduce -74.3% | 97,106 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.3% | 96,541 | $4.9M |
| Prudential Financial Inc. | 0.01% | Add +80.2% | 92,952 | $4.7M |
| Waverly Advisors, LLC | 0.09% | Add +3.6% | 91,000 | $4.6M |
| Howland Capital Management LLC | 0.22% | Reduce -7.0% | 90,970 | $4.6M |
| Sowell Financial Services LLC | 0.22% | Reduce -8.0% | 90,182 | $4.6M |
"% of holder's portfolio" is ICSH's weight in each manager's 13F, not the share of iShares Ultra Short Duration the manager owns.