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 |
| Pension & Wealth Management Advisors, Inc. | 2.24% | Add +8.7% | 86,148 | $4.4M |
| Avaii Wealth Management, LLC | 2.15% | Add +2.9% | 83,836 | $4.3M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +32.4% | 82,804 | $4.2M |
| Sowell Financial Services LLC | 0.19% | Reduce -8.7% | 82,383 | $4.2M |
| Cornerstone Management, Inc. | 0.87% | Add +3.4% | 82,014 | $4.2M |
| HTLF Bank | 0.44% | New | 80,661 | $4.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -24.6% | 80,814 | $4.1M |
| Sigma Planning Corp | 0.12% | Reduce -49.8% | 79,934 | $4.1M |
| RFP Financial Group LLC | 1.31% | Add +2.1% | 79,380 | $4.0M |
| WealthBridge Capital Management, LLC | 1.14% | Add +11.0% | 78,449 | $4.0M |
| Princeton Global Asset Management LLC | 0.74% | Reduce -1.5% | 74,732 | $3.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -72.3% | 73,833 | $3.7M |
| Virtue Capital Management, LLC | 0.75% | Reduce -28.3% | 73,700 | $3.7M |
| Country Club Bank | 0.25% | Reduce -9.1% | 73,227 | $3.7M |
| Financial Gravity Companies, Inc. | 0.97% | — | 71,645 | $3.6M |
| Peapack Gladstone Financial Corp. | 0.05% | Reduce -10.0% | 71,243 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +49.4% | 70,918 | $3.6M |
| Bison Wealth, LLC | 0.55% | Add +6.0% | 68,356 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -3.6% | 64,856 | $3.3M |
| Gateway Advisory, LLC | 0.53% | Add +1.6% | 64,257 | $3.3M |
| Bank of Montreal | 0.00% | Add +510.4% | 63,814 | $3.2M |
| Ameritas Advisory Services, LLC | 0.14% | Add +8.5% | 63,219 | $3.2M |
| Jane Street Group, LLC | 0.01% | New | 62,922 | $3.2M |
| Vista Finance, LLC | 4.21% | Add +8.8% | 61,300 | $3.1M |
| Watts Gwilliam & Co., LLC | 0.65% | — | 58,648 | $3.0M |
| Brookstone Capital Management | 0.04% | Add +10.7% | 58,254 | $3.0M |
| Forte Asset Management LLC | 1.57% | Reduce -8.1% | 57,925 | $2.9M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.0% | 57,303 | $2.9M |
| MSH Capital Advisors LLC | 0.88% | Add +7.0% | 56,674 | $2.9M |
| Proficio Capital Partners LLC | 0.28% | Reduce -33.5% | 54,840 | $2.8M |
| Beacon Investment Advisory Services, Inc. | 0.12% | Reduce -3.2% | 54,525 | $2.8M |
| Flagship Harbor Advisors, LLC | 0.15% | Add +203.0% | 52,951 | $2.7M |
| 49 Wealth Management, LLC | 0.43% | Reduce -46.1% | 52,308 | $2.7M |
| Texas Yale Capital Corp. | 0.11% | No change | 51,525 | $2.6M |
| Townsquare Capital LLC | 0.03% | Add +210.1% | 51,500 | $2.6M |
| Realta Investment Advisors | 1.20% | Add +20.3% | 51,476 | $2.6M |
| Belpointe Asset Management LLC | 0.16% | Add +763.3% | 51,044 | $2.6M |
| Cahaba Wealth Management, Inc. | 0.21% | Add +1.3% | 50,952 | $2.6M |
| Zacks Investment Management | 0.02% | Add +1.5% | 50,900 | $2.6M |
| Plum Street Advisors, LLC | 1.30% | Add +30.5% | 50,647 | $2.6M |
| Cerro Pacific Wealth Advisors LLC | 0.97% | Add +3.8% | 50,662 | $2.6M |
| Vista Investment Management | 0.96% | Reduce -2.7% | 50,382 | $2.6M |
| Creative Planning | 0.00% | Add +1.1% | 50,317 | $2.6M |
| BCR Wealth Strategies, LLC | 1.14% | Add +0.3% | 47,780 | $2.4M |
| Ariadne Wealth Management, LP | 1.31% | Add +3.9% | 47,701 | $2.4M |
| Peterson Wealth Advisors, LLC | 0.44% | Reduce -10.9% | 45,403 | $2.3M |
| Long Run Wealth Advisors, LLC | 0.54% | Add +23.6% | 45,129 | $2.3M |
| Panoramic Investment Advisors, LLC | 1.54% | — | 43,928 | $2.2M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Reduce -13.8% | 43,289 | $2.2M |
| Integral Investment Advisors, Inc. | 0.59% | Add +10.1% | 42,730 | $2.2M |
| Sheets Smith Wealth Management | 0.26% | Reduce -2.6% | 41,730 | $2.1M |
| Guardian Wealth Advisors, LLC | 1.29% | Add +1.1% | 41,310 | $2.1M |
| Bank of Hawaii | 0.09% | Add +183.9% | 41,236 | $2.1M |
| True Link Financial Advisors, LLC | 0.18% | No change | 40,969 | $2.1M |
| Capital Advantage, Inc. | 0.40% | Reduce -95.6% | 40,927 | $2.1M |
| Wealth Architects, LLC | 0.23% | Add +4.6% | 40,780 | $2.1M |
| Capital Wealth Alliance, LLC | 1.17% | Add +22.8% | 39,494 | $2.0M |
| Ifrah Financial Services, Inc. | 0.51% | Add +3.5% | 37,090 | $1.9M |
| Seizert Capital Partners, LLC | 0.08% | No change | 36,356 | $1.8M |
| Advisory Services Network, LLC | 0.04% | No change | 36,166 | $1.8M |
| Avidian Wealth Enterprises, LLC | 0.08% | Reduce -43.3% | 35,899 | $1.8M |
| Independent Solutions Wealth Management, LLC | 0.41% | Reduce -12.1% | 35,858 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Reduce -0.1% | 35,258 | $1.8M |
| Eight 31 Financial, LLC | 1.38% | Add +5.2% | 35,135 | $1.8M |
| StoneCrest Wealth Management, Inc. | 1.29% | Add +81.8% | 34,957 | $1.8M |
| Composition Wealth, LLC | 0.04% | Add +131.1% | 34,417 | $1.7M |
| Kingsview Wealth Management, LLC | 0.04% | Add +5.0% | 34,020 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -59.3% | 33,510 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.14% | Add +3.6% | 33,324 | $1.7M |
| Mullaney, Keating & Wright, Inc. | 1.17% | Add +21.0% | 33,091 | $1.7M |
| WT Wealth Management | 0.53% | Reduce -21.2% | 32,908 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Add +12.9% | 32,055 | $1.6M |
| IFP Advisors, Inc | 0.06% | Reduce -15.5% | 31,336 | $1.6M |
| Merit Financial Group, LLC | 0.04% | Add +8.9% | 31,189 | $1.6M |
| Fusion Capital, LLC | 0.68% | Reduce -2.0% | 31,071 | $1.6M |
| Prudent Man Advisors, LLC | 0.50% | New | 29,655 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +9.3% | 29,651 | $1.5M |
| Citigroup Inc. | 0.00% | Add +15.7% | 29,448 | $1.5M |
| Seed Wealth Management, Inc. | 1.18% | Add +222.2% | 29,000 | $1.5M |
| HRT Financial LP | 0.01% | New | 28,551 | $1.4M |
| Capasso Planning Partners LLC | 0.43% | Reduce -29.1% | 28,514 | $1.4M |
| WealthShield Partners, LLC | 0.20% | Add +31.9% | 28,417 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.25% | Add +0.9% | 28,411 | $1.4M |
| Zhang Financial LLC | 0.09% | Add +28.0% | 28,230 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +5.6% | 28,096 | $1.4M |
| Coppell Advisory Solutions LLC | 0.21% | New | 27,572 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -8.2% | 27,391 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -26.5% | 27,390 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | Reduce -7.5% | 26,197 | $1.3M |
| Aviance Capital Partners, LLC | 0.17% | New | 25,969 | $1.3M |
| Greenup Street Wealth Management LLC | 0.27% | Add +8.7% | 25,824 | $1.3M |
| Roger Wittlin Investment Advisory, LLC | 0.75% | Add +8.5% | 25,614 | $1.3M |
| Shufro Rose & Co. LLC | 0.10% | No change | 25,140 | $1.3M |
| Whittier Trust Co. | 0.02% | Reduce -0.8% | 24,813 | $1.3M |
| KM Capital Management Ltd. | 0.65% | Reduce -10.1% | 23,958 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -24.9% | 23,710 | $1.2M |
| Chesley Taft & Associates LLC | 0.06% | Reduce -40.3% | 23,669 | $1.2M |
| Betterment LLC | 0.00% | Reduce -38.3% | 23,196 | $1.2M |
| Gries Financial LLC | 0.22% | No change | 23,027 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Reduce -0.5% | 22,713 | $1.2M |
| Matrix Trust Co | 0.21% | Reduce -31.5% | 22,041 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +34.7% | 21,995 | $1.1M |
| Tradewinds Capital Management, LLC | 0.30% | Add +1.3% | 21,947 | $1.1M |
| Principal Securities, Inc. | 0.03% | Reduce -12.3% | 21,824 | $1.1M |
| Galvin, Gaustad & Stein, LLC | 0.10% | Add +42.6% | 21,805 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.13% | Reduce -4.7% | 20,814 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +13.6% | 20,567 | $1.0M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Add +0.1% | 20,462 | $1.0M |
| Bray Capital Advisors | 0.25% | Reduce -4.9% | 19,860 | $1.0M |
| Argent Financial Group, Inc. | 0.12% | — | 19,837 | $1.0M |
| BCGM Wealth Management, LLC | 0.32% | Add +11.9% | 19,586 | $994K |
| Perigon Wealth Management, LLC | 0.03% | Reduce -8.8% | 19,433 | $986K |
| Boltwood Capital Management | 0.29% | Add +6.3% | 19,400 | $984K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.0% | 19,288 | $979K |
| Glass Jacobson Investment Advisors llc | 0.32% | No change | 19,243 | $976K |
| Shepherd Financial Partners LLC | 0.12% | Reduce -18.7% | 19,064 | $967K |
| Aprio Wealth Management, LLC | 0.15% | Add +8.5% | 18,552 | $941K |
| CGN Advisors LLC | 0.09% | Add +12.3% | 17,520 | $889K |
| Pacific Center for Financial Services | 0.23% | No change | 17,441 | $885K |
| Bristlecone Advisors, LLC | 0.07% | Reduce -10.3% | 17,330 | $879K |
| Regal Investment Advisors LLC | 0.06% | Reduce -57.2% | 17,053 | $865K |
| Two Sigma Securities, LLC | 0.07% | New | 17,028 | $864K |
| Syon Capital LLC | 0.08% | New | 16,811 | $853K |
| Lionsbridge Wealth Management LLC | 0.67% | Reduce -29.8% | 16,717 | $848K |
| WESCAP Management Group, Inc. | 0.21% | Reduce -15.2% | 16,405 | $832K |
| Shira Ridge Wealth Management | 0.42% | Reduce -64.8% | 16,269 | $825K |
| Wick Capital Partners, LLC | 0.27% | Reduce -1.9% | 16,205 | $822K |
| Canandaigua National Bank & Trust Co. | 0.08% | New | 16,200 | $822K |
| Clayton Financial Group LLC | 0.31% | Reduce -28.5% | 16,096 | $817K |
| Tsfg, LLC | 0.18% | Reduce -10.2% | 16,041 | $814K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 15,453 | $784K |
| Courage Miller Partners, LLC | 0.26% | No change | 15,200 | $771K |
| Verum Partners LLC | 0.23% | Reduce -13.0% | 15,188 | $771K |
| Hexagon Capital Partners LLC | 0.15% | Reduce -4.4% | 14,976 | $760K |
| Wells Financial Advisors INC | 1.01% | Reduce -16.1% | 14,711 | $746K |
| Wealthfront Advisers LLC | 0.00% | Reduce -5.0% | 14,694 | $746K |
| RFG Advisory, LLC | 0.02% | Reduce -85.3% | 14,323 | $727K |
| Atwood & Palmer Inc. | 0.05% | Reduce -1.0% | 14,277 | $724K |
| Jacobi Capital Management LLC | 0.05% | Reduce -4.2% | 14,054 | $713K |
| TAGStone Capital, Inc. | 0.36% | Reduce -33.7% | 13,899 | $705K |
| Red Wave Investments LLC | 0.24% | Reduce -2.8% | 13,832 | $702K |
| Octavia Wealth Advisors, LLC | 0.09% | Reduce -0.2% | 13,720 | $696K |
| Certified Advisory Corp | 0.08% | Reduce -10.5% | 13,659 | $693K |
| Wealthspire Advisors, LLC | 0.01% | Add +3.9% | 13,207 | $670K |
| REDW Wealth LLC | 0.17% | Add +3.9% | 13,133 | $666K |
| Elevate Wealth Advisory, Inc. | 0.49% | Add +26.9% | 13,064 | $663K |
| Leading Edge Financial Planning LLC | 0.22% | Add +7.7% | 13,039 | $662K |
| CGC Financial Services, LLC | 0.26% | Reduce -7.7% | 12,734 | $646K |
| Evanson Asset Management, LLC | 0.05% | No change | 12,685 | $644K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -79.5% | 12,615 | $640K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 12,405 | $629K |
| Southland Equity Partners LLC | 0.15% | Reduce -2.0% | 12,339 | $626K |
| Old North State Wealth Management, LLC | 0.35% | Add +133.6% | 12,257 | $622K |
| B & T Capital Management DBA Alpha Capital Management | 0.12% | Reduce -57.9% | 12,251 | $622K |
| Maryland Capital Advisors Inc. | 0.30% | Reduce -0.1% | 12,213 | $620K |
| SevenBridge Financial Group, LLC | 0.12% | No change | 11,932 | $603K |
| Sandy Cove Advisors, LLC | 0.24% | Reduce -54.1% | 11,760 | $597K |
| Arkos Global Advisors | 0.09% | No change | 11,724 | $595K |
| Bell Investment Advisors, Inc | 0.11% | Reduce -46.9% | 11,554 | $586K |
| New Capital Management LP | 0.17% | Add +0.1% | 11,525 | $585K |
| Regatta Capital Group, LLC | 0.11% | Add +129.0% | 11,495 | $583K |
| WNY Asset Management, LLC | 0.07% | Reduce -34.2% | 11,381 | $577K |
| Investment Planning Advisors, Inc. | 0.29% | No change | 11,420 | $577K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +1.4% | 11,344 | $576K |
| Prossimo Advisors, LLC | 0.42% | No change | 11,329 | $575K |
| Tilson Financial Group, Inc. | 0.25% | No change | 11,259 | $571K |
| YHB Investment Advisors, Inc. | 0.05% | Add +1.4% | 11,210 | $569K |
| Mascoma Wealth Management LLC | 0.14% | Reduce -26.1% | 10,995 | $558K |
| Seeds Investor LLC | 0.21% | New | 10,980 | $557K |
| Pine Haven Investment Counsel, Inc | 0.44% | Add +10.8% | 10,800 | $548K |
| Market Street Wealth Management Advisors LLC | 0.09% | Add +12.9% | 10,701 | $543K |
| Bank of Marin | 0.44% | Add +1.7% | 10,670 | $541K |
| Violich Capital Management, Inc. | 0.07% | No change | 10,560 | $536K |
| Coyle Financial Counsel LLC | 0.19% | Add +4.7% | 10,556 | $533K |
| FinTrust Capital Advisors, LLC | 0.09% | No change | 10,420 | $529K |
| Searcy Financial Services Inc. | 0.24% | Add +1.7% | 10,027 | $509K |
| Franklin Resources Inc. | 0.00% | No change | 10,000 | $506K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -3.4% | 9,822 | $498K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.8% | 9,791 | $497K |
| Probity Advisors, Inc. | 0.09% | New | 9,750 | $495K |
| Everstar Asset Management, LLC | 0.33% | — | 9,575 | $486K |
| Strategic Blueprint, LLC | 0.03% | Reduce -31.6% | 9,434 | $479K |
| Choreo, LLC | 0.01% | Reduce -17.8% | 9,365 | $473K |
| Old Second National Bank of Aurora | 0.11% | No change | 9,274 | $471K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -20.1% | 9,186 | $466K |
| Quadrant Private Wealth Management, LLC | 0.12% | Reduce -3.3% | 9,154 | $464K |
| Talon Private Wealth, LLC | 0.10% | — | 9,105 | $462K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -2.4% | 9,030 | $458K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -2.4% | 9,030 | $458K |
| Jones Financial Companies LLLP | 0.00% | Add +2687.3% | 9,003 | $457K |
| Pathstone Holdings, LLC | 0.00% | No change | 8,974 | $455K |
| Nia Impact Advisors, LLC | 0.15% | No change | 8,935 | $453K |
| Advisors Asset Management, Inc. | 0.01% | Add +5.7% | 8,869 | $450K |
| Alterna Wealth Management, Inc. | 0.39% | No change | 8,667 | $440K |
| Blair William & Co. | 0.00% | Reduce -15.7% | 8,542 | $433K |
| TrueMark Investments, LLC | 0.14% | Add +11.1% | 8,497 | $431K |
| Fortis Advisors, LLC | 0.27% | Add +1.3% | 8,325 | $422K |
| HB Wealth Management, LLC | 0.00% | New | 8,219 | $417K |
| Koshinski Asset Management, Inc. | 0.04% | Add +12.8% | 8,129 | $412K |
| Thrive Capital Management, LLC | 0.19% | New | 8,122 | $412K |
| Richard P Slaughter Associates Inc | 0.10% | New | 8,097 | $411K |
| Emerald Advisors, LLC | 0.06% | Reduce -60.6% | 8,067 | $408K |
| NorthCoast Asset Management LLC | 0.00% | No change | 7,790 | $395K |
| CIBC Private Wealth Group LLC | 0.00% | Add +71.6% | 7,662 | $389K |
| Alley Investment Management Company, LLC | 0.05% | No change | 7,615 | $386K |
| Spire Wealth Management | 0.01% | Add +1.2% | 7,598 | $386K |
| Harbour Investments, Inc. | 0.01% | Add +4.0% | 7,554 | $383K |
| Flynn Zito Capital Management, LLC | 0.19% | Add +46.3% | 7,537 | $382K |
| Flputnam Investment Management Co. | 0.01% | Reduce -36.6% | 7,389 | $375K |
| Pinnacle Associates Ltd. | 0.01% | New | 7,273 | $366K |
| FOCUS Wealth Advisors, LLC | 0.18% | No change | 7,137 | $362K |
| Round Rock Advisors LLC | 0.08% | No change | 7,130 | $362K |
| Equitable Holdings, Inc. | 0.00% | Reduce -41.6% | 7,024 | $356K |
| White Lighthouse Investment Management Inc. | 0.06% | No change | 7,000 | $355K |
| Condor Capital Management | 0.03% | Add +1.5% | 6,968 | $354K |
| Accelerate Investment Advisors LLC | 0.34% | — | 6,874 | $349K |
| Charter Oak Capital Management, LLC | 0.03% | No change | 6,851 | $348K |
| Heck Capital Advisors, LLC | 0.04% | Add +38.4% | 6,796 | $345K |
| Consolidated Portfolio Review Corp | 0.08% | Reduce -30.5% | 6,740 | $342K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -4.6% | 6,728 | $340K |
| EWG Elevate Inc. | 0.14% | Add +0.6% | 6,659 | $338K |
| Legacy Capital Group California, Inc. | 0.11% | Add +29.5% | 6,595 | $335K |
| NFSG Corp | 0.12% | Add +8.1% | 6,590 | $334K |
| SageView Advisory Group, LLC | 0.02% | New | 6,388 | $324K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -3.0% | 6,380 | $324K |
| Iron Gate Global Advisors LLC | 0.05% | Reduce -2.6% | 6,357 | $323K |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 6,212 | $315K |
| Vise Technologies, Inc. | 0.04% | Reduce -35.8% | 6,212 | $315K |
| Guardian Capital Advisors LP | 0.03% | Add +14.8% | 6,200 | $313K |
| Allie Family Office LLC | 0.16% | New | 6,000 | $304K |
| TCTC Holdings, LLC | 0.01% | New | 5,874 | $298K |
| Aspen Wealth Strategies, LLC | 0.19% | Add +7.5% | 5,852 | $297K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +37.4% | 5,832 | $296K |
| Norden Group LLC | 0.03% | New | 5,814 | $295K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -79.8% | 5,795 | $294K |
| Encompass Wealth Advisors, LLC | 0.07% | Reduce -37.3% | 5,780 | $293K |
| Sage Rhino Capital LLC | 0.06% | Reduce -22.3% | 5,769 | $293K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -15.2% | 5,706 | $290K |
| Sugarloaf Wealth Management, LLC | 0.05% | Reduce -34.6% | 5,647 | $287K |
| Argent Advisors, Inc. | 0.11% | Reduce -4.2% | 5,645 | $286K |
| Proffitt & Goodson Inc. | 0.05% | Add +17.2% | 5,509 | $280K |
| Comerica Bank | 0.00% | Reduce -11.6% | 5,503 | $279K |
| HF Advisory Group, LLC | 0.13% | Reduce -16.6% | 5,495 | $279K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | Reduce -37.9% | 5,221 | $265K |
| Keystone Financial Group | 0.03% | New | 5,196 | $264K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -70.9% | 5,142 | $261K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 5,024 | $255K |
| Optas, LLC | 0.06% | Add +25.0% | 5,000 | $254K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 5,000 | $254K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,000 | $253K |
| Zega Financial, LLC | 0.08% | New | 4,972 | $252K |
| Spectrum Planning & Advisory Services Inc. | 0.24% | Add +17.4% | 4,906 | $249K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -62.5% | 4,710 | $239K |
| Eagle Bay Advisors LLC | 0.09% | Reduce -2.0% | 4,669 | $237K |
| Scotia Capital Inc. | 0.00% | No change | 4,600 | $233K |
| Clarius Group, LLC | 0.02% | Reduce -4.4% | 4,327 | $220K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 4,319 | $219K |
| Blankinship & Foster, LLC | 0.05% | No change | 4,319 | $219K |
| Dopkins Wealth Management, LLC | 0.18% | No change | 4,305 | $218K |
| Peregrine Asset Advisers, Inc. | 0.07% | No change | 4,277 | $217K |
| Nwam LLC | 0.01% | New | 4,246 | $215K |
| Empower Advisory Group, LLC | 0.00% | Reduce -34.2% | 4,114 | $209K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -7.7% | 4,021 | $204K |
| BLB&B Advisors, LLC | 0.01% | No change | 3,999 | $203K |
| Snowden Capital Advisors LLC | 0.01% | New | 3,990 | $202K |
| Stephens Inc. | 0.00% | No change | 3,961 | $201K |
| Financial Perspectives, Inc | 0.07% | Add +1.0% | 3,890 | $197K |
| Avior Wealth Management, LLC | 0.01% | Reduce -11.8% | 3,868 | $196K |
| Arax Advisory Partners | 0.02% | Reduce -53.3% | 3,766 | $191K |
| Blue Trust, Inc. | 0.00% | Add +81.8% | 3,723 | $188K |
| BNP Paribas Financial Markets | 0.00% | Reduce -94.8% | 3,700 | $188K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -3.7% | 3,226 | $164K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,186 | $162K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -5.6% | 3,093 | $157K |
| Assetmark, Inc. | 0.00% | Add +48.7% | 2,210 | $112K |
| Castleview Partners, LLC | 0.05% | New | 1,698 | $86K |
| Creekmur Asset Management LLC | 0.02% | No change | 1,549 | $79K |
| CKW Financial Group | 0.01% | No change | 1,544 | $78K |
| MV Capital Management, Inc. | 0.01% | Reduce -61.4% | 1,468 | $74K |
| Mather Group, Llc. | 0.00% | Reduce -43.7% | 1,225 | $62K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.2% | 1,158 | $59K |
| Private Trust Co. NA | 0.01% | No change | 1,072 | $54K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,014 | $51K |
| Western Pacific Wealth Management, LP | 0.03% | New | 1,000 | $51K |
| WASHINGTON TRUST Co | 0.00% | New | 1,000 | $51K |
| Bogart Wealth, LLC | 0.00% | Reduce -3.5% | 990 | $50K |
| Avalon Trust Co | 0.00% | No change | 927 | $47K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -74.6% | 887 | $45K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 877 | $44K |
| Capital Analysts, LLC | 0.00% | Reduce -48.0% | 856 | $43K |
| Sunbelt Securities, Inc. | 0.00% | No change | 759 | $39K |
| Rosenberg Matthew Hamilton | 0.01% | Add +159.0% | 650 | $33K |
| CoreCap Advisors, LLC | 0.00% | Reduce -30.6% | 629 | $32K |
| TD Capital Management LLC | 0.00% | Add +1.3% | 626 | $32K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.4% | 598 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 550 | $28K |
| Lanark Financial, Inc. | 0.00% | No change | 550 | $27K |
| Ridgewood Investments LLC | 0.01% | Reduce -0.2% | 524 | $27K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 397 | $20K |
| LGT Financial Advisors LLC | 0.05% | Reduce -90.4% | 393 | $20K |
| Avion Wealth | 0.00% | New | 306 | $15K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -61.8% | 261 | $13K |
| Wells Fargo & Company | 0.00% | Reduce -88.5% | 241 | $12K |
| Clearstead Trust, LLC | 0.00% | No change | 198 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 188 | $10K |
| Horizon Financial Services, LLC | 0.00% | No change | 129 | $7K |
| Oarsman Capital, Inc. | 0.00% | New | 125 | $6K |
| Future Financial Wealth Managment LLC | 0.00% | New | 120 | $6K |
| Alpine Bank Wealth Management | 0.00% | — | 101 | $5K |
| FPC Investment Advisory, Inc. | 0.00% | Reduce -100.0% | 60 | $3K |
| Eastern Bank | 0.00% | New | 45 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 34 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 26 | $1K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 2 | $87 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 1 | $40 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is ICSH's weight in each manager's 13F, not the share of iShares Ultra Short Duration the manager owns.