iShares Ultra Short DurationICSHETF
13F holders, Q3 2024 (September 30)416holders +19
43new positions
27sold out
2famous investors
$50.74avg. 13F price*
At the end of Q3 2024, 416 institutions reported holding iShares Ultra Short Duration (ICSH) in their 13F filings, up 19 from Q2 2024. 43 opened new positions and 27 sold out. The largest holders were FMR LLC ($453.9M), Royal Bank of Canada ($209.0M) and BlackRock, Inc. ($183.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ultra Short Duration
- CUSIP
- 46434V878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $115.3M |
| Exits | 27 | $83.1M |
All 13F filers, Q2 2024 → Q3 2024: 5,080,221 shares bought and 6,848,156 shares sold, net −1,767,935 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 416 holders
| FMR LLC | 0.03% | Reduce -3.6% | 8,945,042 | $453.9M |
| Royal Bank of Canada | 0.05% | Reduce -5.0% | 4,119,750 | $209.0M |
| BlackRock, Inc. | 0.00% | — | 3,619,033 | $183.6M |
| Bank of America Corp. | 0.01% | Reduce -12.9% | 3,231,021 | $163.9M |
| UBS Group AG | 0.04% | Reduce -3.8% | 3,043,962 | $154.5M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Add +3.6% | 2,293,747 | $116.4M |
| Cerity Partners LLC | 0.25% | Reduce -6.0% | 2,210,182 | $112.1M |
| Donaldson Capital Management, LLC | 4.29% | Add +10.6% | 2,201,671 | $111.7M |
| LPL Financial LLC | 0.04% | Reduce -9.2% | 1,659,673 | $84.2M |
| Renaissance Technologies | 0.12% | Add +1.3% | 1,567,700 | $79.5M |
| Mariner, LLC | 0.14% | Add +3.7% | 1,516,850 | $77.0M |
| Diversified Portfolios, Inc. | 6.10% | Add +36.1% | 1,152,993 | $58.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +12.3% | 1,080,182 | $54.8M |
| Corient Private Wealth LP | 0.09% | Reduce -30.8% | 1,068,669 | $54.2M |
| Acorns Advisers, LLC | 0.45% | Add +3.1% | 902,899 | $45.8M |
| Focus Partners Wealth | 0.14% | New | 858,315 | $43.6M |
| Foster Dykema Cabot & Partners, LLC | 3.55% | Reduce -1.4% | 834,227 | $42.3M |
| Foster Group, Inc. | 1.50% | Add +2.5% | 790,798 | $40.1M |
| Acute Investment Advisory, LLC | 21.03% | Reduce -1.9% | 721,611 | $36.6M |
| Osborne Partners Capital Management, LLC | 1.84% | Reduce -1.8% | 638,369 | $32.4M |
| MML Investors Services, LLC | 0.09% | Add +33.7% | 468,786 | $23.8M |
| Global Strategic Investment Solutions, LLC | 2.76% | Add +15.3% | 465,870 | $23.6M |
| Cetera Investment Advisers | 0.05% | Reduce -0.4% | 447,754 | $22.7M |
| Cynosure Group, LLC | 3.31% | Reduce -2.9% | 446,916 | $22.7M |
| Raymond James & Associates | 0.01% | Reduce -40.5% | 401,350 | $20.4M |
| Roble, Belko & Company, Inc | 3.11% | Reduce -3.9% | 389,393 | $19.8M |
| Avestar Capital, LLC | 1.91% | Reduce -4.7% | 345,373 | $17.5M |
| Sand Hill Global Advisors, LLC | 0.73% | Add +63.3% | 339,944 | $17.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +7.7% | 334,162 | $17.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +12.2% | 323,944 | $16.4M |
| Morningstar Investment Services LLC | 0.16% | Add +5.5% | 316,615 | $16.1M |
| Signaturefd, LLC | 0.28% | Reduce -5.7% | 290,333 | $14.7M |
| Simon Quick Advisors, LLC | 0.92% | Add +0.0% | 287,852 | $14.6M |
| Susquehanna International Group, LLP | 0.02% | Add +1057.3% | 271,003 | $13.8M |
| Cwm, LLC | 0.06% | Add +1.3% | 258,007 | $13.1M |
| Cary Street Partners Asset Management LLC | 1.72% | Add +6.4% | 256,497 | $13.0M |
| Private Advisor Group, LLC | 0.08% | Reduce -10.3% | 252,068 | $12.8M |
| Advisor OS, LLC | 1.23% | Add +11.1% | 243,961 | $12.4M |
| Savant Capital, LLC | 0.10% | Reduce -21.7% | 242,953 | $12.3M |
| Glassy Mountain Advisors, Inc. | 4.27% | Add +2.4% | 239,739 | $12.2M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.5% | 223,741 | $11.4M |
| Citadel Advisors | 0.01% | New | 222,204 | $11.3M |
| Valtinson Bruner Financial Planning LLC | 3.82% | New | 215,864 | $11.0M |
| Edgemoor Investment Advisors, Inc. | 0.92% | Add +2.6% | 207,684 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +0.8% | 205,871 | $10.4M |
| Bulltick Wealth Management, LLC | 2.56% | Add +1123.6% | 203,429 | $10.3M |
| Resonant Capital Advisors, LLC | 0.75% | Add +1.8% | 200,150 | $10.2M |
| CreativeOne Wealth, LLC | 0.34% | Add +20.4% | 195,825 | $9.9M |
| Synovus Financial Corp. | 0.11% | Add +217.3% | 188,188 | $9.5M |
| Alkeme Wealth, LLC | 4.18% | Add +3.1% | 185,905 | $9.4M |
| Parallel Advisors, LLC | 0.22% | Reduce -0.3% | 183,364 | $9.3M |
| Transcendent Capital Group LLC | 4.69% | Add +22626.3% | 179,992 | $9.1M |
| National Bank of Canada | 0.01% | Add +59.0% | 179,458 | $9.1M |
| J.W. Cole Advisors, Inc. | 0.38% | Add +12.6% | 178,591 | $9.1M |
| Family Manage LLC | 1.51% | Reduce -16.3% | 178,168 | $9.0M |
| Hanseatic Management Services Inc. | 12.67% | Reduce -18.0% | 176,129 | $8.9M |
| BOK Financial Private Wealth, Inc. | 0.65% | Reduce -27.3% | 175,632 | $8.9M |
| Atria Investments, Inc | 0.11% | Add +5.1% | 174,839 | $8.9M |
| Pinnacle Financial Partners Inc | 0.17% | Reduce -11.7% | 169,073 | $8.6M |
| Bokf, NA | 0.15% | Add +6.4% | 164,521 | $8.3M |
| Hengehold Capital Management LLC | 0.78% | Add +3.0% | 161,695 | $8.2M |
| Steele Capital Management, Inc. | 0.42% | Add +0.4% | 157,425 | $8.0M |
| Haverford Trust Co | 0.08% | Reduce -1.4% | 156,537 | $7.9M |
| Guidance Capital, Inc. | 2.43% | Add +6.7% | 153,271 | $7.8M |
| Boulder Wealth Advisors, LLC | 4.08% | New | 147,862 | $7.5M |
| Cary Street Partners Investment Advisory LLC | 0.26% | Add +1.1% | 142,163 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +17.2% | 137,314 | $7.0M |
| Flow Traders U.S. LLC | 0.35% | Add +33.5% | 135,914 | $6.9M |
| SP Asset Management LLC | 0.56% | Reduce -11.7% | 133,366 | $6.8M |
| Slow Capital, Inc. | 1.03% | Reduce -9.1% | 132,869 | $6.7M |
| Mgo One Seven LLC | 0.29% | Add +31.5% | 132,757 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.6% | 127,608 | $6.5M |
| Fairview Capital Investment Management, LLC | 0.35% | No change | 127,088 | $6.4M |
| Global Retirement Partners, LLC | 0.19% | Reduce -5.5% | 125,997 | $6.4M |
| Snider Financial Group | 2.31% | Reduce -2.9% | 124,522 | $6.3M |
| First International Bank & Trust | 2.02% | Add +0.6% | 124,500 | $6.3M |
| Captrust Financial Advisors | 0.02% | Reduce -8.0% | 119,188 | $6.0M |
| LongView Wealth Management | 1.88% | Add +10.1% | 115,910 | $5.9M |
| Robertson Stephens Wealth Management, LLC | 0.21% | New | 114,381 | $5.8M |
| Chicago Partners Investment Group LLC | 0.21% | Reduce -32.1% | 114,554 | $5.8M |
| Phillips Financial Management, LLC | 0.45% | Reduce -10.1% | 113,934 | $5.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.4% | 112,246 | $5.7M |
| Farrow Financial, Inc. | 3.52% | Reduce -4.1% | 110,256 | $5.6M |
| Allworth Financial LP | 0.03% | Reduce -22.0% | 110,016 | $5.6M |
| Legacy Investment Solutions, LLC | 3.40% | — | 110,326 | $5.6M |
| Legacy Wealth Managment, LLC | 3.40% | — | 110,326 | $5.6M |
| Wellington Wealth Strategies, LLC. | 4.19% | New | 109,059 | $5.5M |
| Summit Wealth Group, LLC | 1.56% | Add +9.8% | 106,571 | $5.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +8.6% | 104,846 | $5.3M |
| RHS Financial, LLC | 2.55% | Reduce -6.0% | 99,797 | $5.1M |
| Advocacy Wealth Management, LLC | 0.40% | Reduce -16.3% | 99,188 | $5.0M |
| Tempus Wealth Planning, LLC | 1.82% | Reduce -8.8% | 98,028 | $5.0M |
| Prudential Financial Inc. | 0.01% | Add +5.1% | 97,677 | $5.0M |
| Agate Pass Investment Management, LLC | 2.42% | Reduce -6.5% | 95,710 | $4.9M |
| RVW Wealth, LLC | 0.45% | Reduce -12.8% | 94,533 | $4.8M |
| Morgan Stanley | 0.00% | Reduce -72.4% | 90,859 | $4.6M |
| Strategic Wealth Partners, Ltd. | 0.44% | New | 90,277 | $4.6M |
| Waverly Advisors, LLC | 0.08% | Reduce -2.7% | 88,554 | $4.5M |
| Congress Park Capital LLC | 1.66% | New | 88,285 | $4.5M |
| Howland Capital Management LLC | 0.19% | Reduce -3.8% | 87,483 | $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.