iShares Ultra Short DurationICSHETF
13F holders, Q4 2024 (December 31)465holders +49
41new positions
22sold out
2famous investors
$50.40avg. 13F price*
At the end of Q4 2024, 465 institutions reported holding iShares Ultra Short Duration (ICSH) in their 13F filings, up 49 from Q3 2024. 41 opened new positions and 22 sold out. The largest holders were FMR LLC ($203.5M), Bank of America Corp. ($183.7M) and Royal Bank of Canada ($161.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $43.4M |
| Exits | 22 | $46.8M |
All 13F filers, Q3 2024 → Q4 2024: 6,462,185 shares bought and 15,343,307 shares sold, net −8,881,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 465 holders
| FMR LLC | 0.01% | Reduce -54.9% | 4,034,877 | $203.5M |
| Bank of America Corp. | 0.02% | Add +12.7% | 3,642,090 | $183.7M |
| Royal Bank of Canada | 0.04% | Reduce -22.1% | 3,211,056 | $161.9M |
| UBS Group AG | 0.04% | Add +5.2% | 3,203,295 | $161.5M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +6.4% | 2,440,637 | $123.1M |
| Donaldson Capital Management, LLC | 4.31% | Add +1.7% | 2,239,192 | $112.9M |
| Foster Dykema Cabot & Partners, LLC | 8.57% | Add +161.4% | 2,180,482 | $110.0M |
| Renaissance Technologies | 0.13% | Add +15.0% | 1,803,400 | $90.9M |
| LPL Financial LLC | 0.04% | Add +3.3% | 1,714,833 | $86.5M |
| Raymond James Financial Inc. | 0.03% | — | 1,487,614 | $75.0M |
| Constellation Investments, Inc. | 2.64% | — | 1,149,470 | $58.0M |
| Mariner, LLC | 0.09% | Reduce -27.2% | 1,104,542 | $55.7M |
| Diversified Portfolios, Inc. | 6.01% | Reduce -5.3% | 1,092,489 | $55.1M |
| BlackRock, Inc. | 0.00% | Reduce -71.7% | 1,025,301 | $51.7M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.5% | 1,020,365 | $51.5M |
| Acorns Advisers, LLC | 0.45% | Add +1.8% | 919,480 | $46.4M |
| Foster Group, Inc. | 1.59% | Add +4.5% | 826,044 | $41.7M |
| Corient Private Wealth LP | 0.07% | Reduce -24.5% | 806,779 | $39.6M |
| Cerity Partners LLC | 0.07% | Reduce -70.2% | 657,958 | $33.2M |
| MML Investors Services, LLC | 0.11% | Add +38.7% | 650,030 | $32.8M |
| Iron Gate Global Advisors LLC | 4.17% | Add +9125.7% | 586,476 | $29.6M |
| Osborne Partners Capital Management, LLC | 1.68% | Reduce -10.1% | 574,078 | $29.0M |
| Cynosure Group, LLC | 3.36% | Reduce -0.2% | 445,845 | $22.5M |
| Cetera Investment Advisers | 0.05% | Reduce -2.7% | 435,699 | $22.0M |
| Cary Street Partners Financial LLC | 0.66% | — | 404,170 | $20.4M |
| Roble, Belko & Company, Inc | 3.24% | Add +3.7% | 403,844 | $20.4M |
| Acute Investment Advisory, LLC | 21.41% | Reduce -46.4% | 386,848 | $19.5M |
| Transce3nd, LLC | 5.71% | — | 334,546 | $16.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -0.8% | 331,381 | $16.7M |
| Signaturefd, LLC | 0.30% | Add +8.4% | 314,683 | $15.9M |
| Avestar Capital, LLC | 1.44% | Reduce -8.9% | 314,483 | $15.9M |
| Sand Hill Global Advisors, LLC | 0.65% | Reduce -10.6% | 303,882 | $15.3M |
| Slow Capital, Inc. | 2.13% | Add +124.3% | 298,028 | $15.0M |
| Global Strategic Investment Solutions, LLC | 1.70% | Reduce -38.1% | 288,132 | $14.5M |
| Simon Quick Advisors, LLC | 0.87% | Add +0.0% | 287,857 | $14.5M |
| Valtinson Bruner Financial Planning LLC | 4.91% | Add +29.1% | 278,626 | $14.1M |
| Cwm, LLC | 0.05% | Reduce -2.1% | 252,637 | $12.7M |
| Stifel Financial Corp. | 0.01% | Add +22.3% | 251,790 | $12.7M |
| Ariadne Wealth Management, LP | 5.75% | Add +421.8% | 248,889 | $12.6M |
| Private Advisor Group, LLC | 0.07% | Reduce -2.4% | 246,091 | $12.4M |
| Morgan Stanley | 0.00% | Add +156.8% | 233,282 | $11.8M |
| Glassy Mountain Advisors, Inc. | 3.93% | Reduce -5.0% | 227,853 | $11.5M |
| Savant Capital, LLC | 0.09% | Reduce -7.6% | 224,478 | $11.3M |
| Edgemoor Investment Advisors, Inc. | 1.00% | Add +7.4% | 223,037 | $11.2M |
| Steele Capital Management, Inc. | 0.59% | Add +41.7% | 223,021 | $11.2M |
| Atria Investments, Inc | 0.14% | Add +27.4% | 222,720 | $11.2M |
| J.W. Cole Advisors, Inc. | 0.45% | Add +23.1% | 219,931 | $11.1M |
| Bokf, NA | 0.18% | Add +29.1% | 212,371 | $10.7M |
| Resonant Capital Advisors, LLC | 0.76% | Add +3.7% | 207,541 | $10.5M |
| Osaic Holdings, Inc. | 0.02% | Reduce -10.1% | 201,121 | $10.1M |
| Alkeme Wealth, LLC | 4.47% | Add +4.2% | 193,691 | $9.8M |
| Hanseatic Management Services Inc. | 12.19% | Add +8.1% | 190,364 | $9.6M |
| Hengehold Capital Management LLC | 0.84% | Add +9.7% | 177,402 | $8.9M |
| CreativeOne Wealth, LLC | 0.27% | Reduce -9.8% | 176,536 | $8.9M |
| Parallel Advisors, LLC | 0.20% | Reduce -4.3% | 175,521 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +24.3% | 170,646 | $8.6M |
| Guidance Capital, Inc. | 2.58% | Add +8.8% | 166,714 | $8.4M |
| Pinnacle Financial Partners Inc | 0.17% | Reduce -3.4% | 163,416 | $8.2M |
| Congress Park Capital LLC | 2.93% | Add +81.4% | 160,110 | $8.1M |
| Family Manage LLC | 1.31% | Reduce -10.2% | 159,975 | $8.1M |
| Focus Partners Wealth | 0.02% | Reduce -81.8% | 156,553 | $7.9M |
| Mgo One Seven LLC | 0.29% | Add +13.1% | 150,110 | $7.6M |
| Merit Financial Group, LLC | 0.14% | Add +380.1% | 149,733 | $7.6M |
| Allworth Financial LP | 0.04% | Add +33.5% | 146,863 | $7.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +34.3% | 140,795 | $7.1M |
| Haverford Trust Co | 0.07% | Reduce -12.2% | 137,446 | $6.9M |
| Global Retirement Partners, LLC | 0.19% | Add +6.8% | 134,577 | $6.8M |
| Legacy Investment Solutions, LLC | 4.45% | Add +21.6% | 134,153 | $6.8M |
| Legacy Wealth Managment, LLC | 4.45% | Add +21.6% | 134,153 | $6.8M |
| Boulder Wealth Advisors, LLC | 3.46% | Reduce -10.1% | 132,984 | $6.7M |
| Farrow Financial, Inc. | 4.30% | Add +19.1% | 131,258 | $6.6M |
| SP Asset Management LLC | 0.55% | Reduce -3.4% | 128,892 | $6.5M |
| Captrust Financial Advisors | 0.02% | Add +8.0% | 128,713 | $6.5M |
| Advisor OS, LLC | 0.73% | Reduce -48.7% | 125,209 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.4% | 124,562 | $6.3M |
| Robertson Stephens Wealth Management, LLC | 0.22% | Add +7.3% | 122,685 | $6.2M |
| Kintayl Capital LP | 5.71% | — | 122,200 | $6.2M |
| Snider Financial Group | 1.90% | Reduce -2.1% | 121,916 | $6.1M |
| LongView Wealth Management | 1.80% | Add +1.3% | 117,409 | $5.9M |
| Fairview Capital Investment Management, LLC | 0.31% | Reduce -7.9% | 117,088 | $5.9M |
| First International Bank & Trust | 1.90% | Reduce -6.4% | 116,580 | $5.9M |
| Summit Wealth Group, LLC | 1.62% | Add +4.3% | 111,121 | $5.6M |
| Chicago Partners Investment Group LLC | 0.19% | Reduce -3.3% | 110,758 | $5.6M |
| Shufro Rose & Co. LLC | 0.44% | Add +339.9% | 110,592 | $5.6M |
| Capital Advantage, Inc. | 1.01% | Add +167.9% | 109,649 | $5.5M |
| Phillips Financial Management, LLC | 0.42% | Reduce -6.6% | 106,454 | $5.4M |
| Sowell Financial Services LLC | 0.27% | Add +24.8% | 102,800 | $5.2M |
| BOK Financial Private Wealth, Inc. | 0.37% | Reduce -42.8% | 100,453 | $5.1M |
| Agate Pass Investment Management, LLC | 2.28% | Add +4.6% | 100,124 | $5.0M |
| Essential Planning, LLC. | 0.03% | New | 99,727 | $5.0M |
| Ofc Financial Planning, LLC | 5.25% | — | 98,710 | $5.0M |
| Avaii Wealth Management, LLC | 2.43% | Add +16.9% | 97,979 | $4.9M |
| Goldstein Advisors, LLC | 0.71% | New | 96,615 | $4.9M |
| Independent Advisor Alliance | 0.06% | New | 94,894 | $4.8M |
| RHS Financial, LLC | 2.41% | Reduce -7.5% | 92,260 | $4.7M |
| RFP Financial Group LLC | 1.80% | Add +15.5% | 91,690 | $4.6M |
| Advocacy Wealth Management, LLC | 0.35% | Reduce -7.8% | 91,485 | $4.6M |
| Jane Street Group, LLC | 0.01% | Add +44.4% | 90,870 | $4.6M |
| Bison Wealth, LLC | 1.00% | Add +32.1% | 90,281 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +162.5% | 87,949 | $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.