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 |
| SVB Wealth LLC | 0.08% | New | 87,892 | $4.4M |
| HighTower Advisors, LLC | 0.01% | Add +8.5% | 87,671 | $4.4M |
| Flagship Harbor Advisors, LLC | 0.23% | Add +63.7% | 86,693 | $4.4M |
| Synovus Financial Corp. | 0.05% | Reduce -54.6% | 85,372 | $4.3M |
| Wellington Wealth Strategies, LLC. | 3.89% | Reduce -22.6% | 84,428 | $4.3M |
| WealthBridge Capital Management, LLC | 1.16% | Add +5.5% | 82,798 | $4.2M |
| Galvin, Gaustad & Stein, LLC | 0.37% | Add +273.8% | 81,513 | $4.1M |
| Waverly Advisors, LLC | 0.06% | Reduce -10.6% | 79,194 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +21.8% | 79,003 | $4.0M |
| Advisory Services Network, LLC | 0.07% | Add +116.8% | 78,396 | $4.0M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -6.3% | 77,621 | $3.9M |
| Kingsview Wealth Management, LLC | 0.08% | Add +127.5% | 77,401 | $3.9M |
| Pension & Wealth Management Advisors, Inc. | 1.54% | Reduce -11.0% | 76,687 | $3.9M |
| HTLF Bank | 0.44% | Reduce -5.0% | 76,633 | $3.9M |
| Financial Gravity Companies, Inc. | 0.88% | Add +6.9% | 76,618 | $3.9M |
| Cerro Pacific Wealth Advisors LLC | 1.27% | Add +49.1% | 75,515 | $3.8M |
| Princeton Global Asset Management LLC | 0.71% | Add +0.2% | 74,853 | $3.8M |
| Tempus Wealth Planning, LLC | 1.15% | Reduce -24.1% | 74,406 | $3.8M |
| Howland Capital Management LLC | 0.16% | Reduce -16.8% | 72,753 | $3.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.9% | 72,466 | $3.7M |
| Virtue Capital Management, LLC | 0.73% | Reduce -2.0% | 72,238 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 71,713 | $3.6M |
| Ameritas Advisory Services, LLC | 0.12% | Add +9.1% | 68,984 | $3.5M |
| WJ Wealth Management, LLC | 1.15% | New | 66,077 | $3.3M |
| Avidian Wealth Enterprises, LLC | 0.15% | Add +81.8% | 65,250 | $3.3M |
| Watts Gwilliam & Co., LLC | 0.68% | Add +8.3% | 63,532 | $3.2M |
| Plum Street Advisors, LLC | 1.53% | Add +21.0% | 61,287 | $3.1M |
| Forte Asset Management LLC | 1.60% | Add +3.1% | 59,725 | $3.0M |
| Lionsbridge Wealth Management LLC | 2.46% | Add +247.2% | 58,041 | $2.9M |
| Townsquare Capital LLC | 0.03% | Add +12.0% | 57,671 | $2.9M |
| MSH Capital Advisors LLC | 0.90% | No change | 56,674 | $2.9M |
| Bank of Hawaii | 0.16% | Add +37.1% | 56,530 | $2.9M |
| General Partner, Inc. | 1.70% | New | 56,000 | $2.8M |
| Peterson Wealth Advisors, LLC | 0.49% | Add +17.9% | 53,544 | $2.7M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -25.8% | 52,892 | $2.7M |
| Realta Investment Advisors | 1.09% | Add +2.5% | 52,743 | $2.7M |
| Beacon Investment Advisory Services, Inc. | 0.12% | Reduce -3.2% | 52,780 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Add +48.8% | 52,468 | $2.6M |
| Proficio Capital Partners LLC | 0.21% | Reduce -5.3% | 51,920 | $2.6M |
| Warberg Asset Management LLC | 10.31% | New | 51,864 | $2.6M |
| Creative Planning | 0.00% | Add +2.5% | 51,563 | $2.6M |
| Texas Yale Capital Corp. | 0.10% | No change | 51,525 | $2.6M |
| Belpointe Asset Management LLC | 0.16% | Add +0.3% | 51,186 | $2.6M |
| Cahaba Wealth Management, Inc. | 0.21% | Reduce -0.3% | 50,819 | $2.6M |
| Zacks Investment Management | 0.02% | Reduce -1.4% | 50,204 | $2.5M |
| Michels Family Financial, LLC | 2.31% | — | 49,961 | $2.5M |
| Integral Investment Advisors, Inc. | 0.80% | Add +14.4% | 48,881 | $2.5M |
| Syon Capital LLC | 0.22% | Add +186.8% | 48,220 | $2.4M |
| TAGStone Capital, Inc. | 1.17% | Add +238.3% | 47,026 | $2.4M |
| Panoramic Investment Advisors, LLC | 1.54% | Add +6.5% | 46,793 | $2.4M |
| Flow Traders U.S. LLC | 0.09% | Reduce -65.8% | 46,543 | $2.3M |
| Brookstone Capital Management | 0.03% | Reduce -21.1% | 45,977 | $2.3M |
| Mullaney, Keating & Wright, Inc. | 1.56% | Add +38.8% | 45,930 | $2.3M |
| BCR Wealth Strategies, LLC | 1.07% | Reduce -4.7% | 45,519 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -21.0% | 45,248 | $2.3M |
| Vista Investment Management | 0.84% | Reduce -13.0% | 43,814 | $2.2M |
| Wealth Architects, LLC | 0.25% | Add +6.2% | 43,296 | $2.2M |
| Sigma Planning Corp | 0.07% | Reduce -45.8% | 43,292 | $2.2M |
| Hennion & Walsh Asset Management, Inc. | 0.10% | Reduce -0.0% | 43,270 | $2.2M |
| Sheets Smith Wealth Management | 0.26% | Add +3.1% | 43,007 | $2.2M |
| Noble Wealth Management PBC | 1.46% | — | 41,751 | $2.1M |
| 49 Wealth Management, LLC | 0.30% | Reduce -21.3% | 41,168 | $2.1M |
| True Link Financial Advisors, LLC | 0.17% | No change | 40,969 | $2.1M |
| Guardian Wealth Advisors, LLC | 1.29% | Reduce -3.4% | 39,903 | $2.0M |
| StoneCrest Wealth Management, Inc. | 1.31% | Add +13.9% | 39,814 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +33.8% | 39,680 | $2.0M |
| Principal Securities, Inc. | 0.04% | Add +80.4% | 39,379 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.17% | Add +15.7% | 38,552 | $1.9M |
| Comprehensive Money Management Services LLC | 1.57% | — | 37,769 | $1.9M |
| Ifrah Financial Services, Inc. | 0.52% | Add +1.2% | 37,522 | $1.9M |
| Zhang Financial LLC | 0.11% | Add +32.8% | 37,497 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Add +15.1% | 36,880 | $1.9M |
| Seizert Capital Partners, LLC | 0.08% | No change | 36,356 | $1.8M |
| GWN Securities Inc. | 0.49% | — | 36,344 | $1.8M |
| Eight 31 Financial, LLC | 1.38% | Add +2.8% | 36,109 | $1.8M |
| Winnacle Wealth LLC | 1.76% | — | 35,255 | $1.8M |
| Chesley Taft & Associates LLC | 0.08% | Add +48.5% | 35,144 | $1.8M |
| WT Wealth Management | 0.55% | Add +4.6% | 34,436 | $1.7M |
| Valmark Advisers, Inc. | 0.03% | Add +20.8% | 33,938 | $1.7M |
| Intrepid Family Office LLC | 1.73% | — | 32,500 | $1.6M |
| Vista Cima Wealth Management LLC | 1.69% | — | 32,224 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +53.5% | 31,566 | $1.6M |
| Bank of Montreal | 0.00% | Reduce -50.9% | 31,311 | $1.6M |
| Citigroup Inc. | 0.00% | Add +5.3% | 31,003 | $1.6M |
| Fusion Capital, LLC | 0.63% | Reduce -0.2% | 31,001 | $1.6M |
| Prudent Man Advisors, LLC | 0.54% | No change | 29,655 | $1.5M |
| Vista Finance, LLC | 1.53% | Reduce -51.8% | 29,526 | $1.5M |
| Aviance Capital Partners, LLC | 0.20% | Add +13.0% | 29,348 | $1.5M |
| Jacobi Capital Management LLC | 0.11% | Add +107.7% | 29,194 | $1.5M |
| Greenup Street Wealth Management LLC | 0.29% | Add +12.6% | 29,081 | $1.5M |
| Seed Wealth Management, Inc. | 1.18% | No change | 29,000 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.25% | Add +0.9% | 28,679 | $1.4M |
| Composition Wealth, LLC | 0.03% | Reduce -17.2% | 28,493 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +3.2% | 28,265 | $1.4M |
| Capital Wealth Alliance, LLC | 0.80% | Reduce -29.0% | 28,055 | $1.4M |
| WealthShield Partners, LLC | 0.20% | Reduce -1.3% | 28,055 | $1.4M |
| BCGM Wealth Management, LLC | 0.45% | Add +42.4% | 27,891 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +1.5% | 27,794 | $1.4M |
| IFP Advisors, Inc | 0.05% | Reduce -12.4% | 27,456 | $1.4M |
| Scotia Capital Inc. | 0.01% | Add +481.3% | 26,740 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | New | 26,500 | $1.3M |
| Coppell Advisory Solutions LLC | 0.17% | Reduce -10.2% | 24,765 | $1.2M |
| Financial Advocates Investment Management | 0.07% | New | 24,605 | $1.2M |
| Emerald Advisors, LLC | 0.17% | Add +204.8% | 24,590 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +417.6% | 24,379 | $1.2M |
| Shepherd Financial Partners LLC | 0.14% | Add +23.6% | 23,567 | $1.2M |
| Long Run Wealth Advisors, LLC | 0.28% | Reduce -48.2% | 23,375 | $1.2M |
| Whittier Trust Co. | 0.02% | Reduce -6.3% | 23,243 | $1.2M |
| Gries Financial LLC | 0.21% | No change | 23,027 | $1.2M |
| Tradewinds Capital Management, LLC | 0.30% | Add +1.7% | 22,320 | $1.1M |
| Ridgeline Wealth, LLC | 0.90% | — | 21,932 | $1.1M |
| Krilogy Financial LLC | 0.07% | New | 21,095 | $1.1M |
| Riggs Capital Management LLC | 1.01% | — | 20,455 | $1.0M |
| KM Capital Management Ltd. | 0.53% | Reduce -15.1% | 20,352 | $1.0M |
| RFG Advisory, LLC | 0.03% | Add +41.9% | 20,327 | $1.0M |
| Boltwood Capital Management | 0.31% | Add +2.6% | 19,900 | $1.0M |
| Bray Capital Advisors | 0.27% | No change | 19,860 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +60.1% | 19,856 | $1.0M |
| Heritage Trust Co | 0.12% | — | 19,837 | $1.0M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -10.6% | 19,662 | $992K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.4% | 19,518 | $986K |
| Talon Private Wealth, LLC | 0.20% | Add +112.1% | 19,311 | $974K |
| Glass Jacobson Investment Advisors llc | 0.32% | No change | 19,243 | $970K |
| Capital Advisors, Ltd. LLC | 0.12% | Reduce -7.8% | 19,199 | $968K |
| Able Wealth Management LLC | 0.63% | New | 19,078 | $962K |
| Matrix Trust Co | 0.17% | Reduce -14.0% | 18,955 | $956K |
| CGN Advisors LLC | 0.09% | Add +7.8% | 18,889 | $953K |
| Wick Capital Partners, LLC | 0.28% | Add +14.4% | 18,537 | $935K |
| Park Avenue Securities LLC | 0.01% | Reduce -23.7% | 18,092 | $912K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Reduce -11.7% | 18,064 | $911K |
| Alpha Financial Partners LLC | 0.71% | New | 17,871 | $901K |
| Country Club Bank | 0.06% | Reduce -75.7% | 17,832 | $899K |
| B & T Capital Management DBA Alpha Capital Management | 0.16% | Add +43.9% | 17,626 | $889K |
| Jones Financial Companies LLLP | 0.00% | Add +93.6% | 17,428 | $879K |
| Johnson Bixby & Associates, LLC | 0.13% | New | 17,337 | $874K |
| Bristlecone Advisors, LLC | 0.07% | No change | 17,330 | $874K |
| GTS Securities LLC | 0.04% | New | 17,023 | $858K |
| Regal Investment Advisors LLC | 0.06% | Reduce -1.3% | 16,825 | $848K |
| Clayton Financial Group LLC | 0.30% | Add +3.5% | 16,662 | $840K |
| NewEdge Wealth, LLC | 0.01% | Reduce -36.6% | 16,597 | $837K |
| Wealthfront Advisers LLC | 0.00% | Add +11.4% | 16,365 | $825K |
| WESCAP Management Group, Inc. | 0.20% | Reduce -1.8% | 16,107 | $812K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.9% | 16,022 | $808K |
| TD Waterhouse Canada Inc. | 0.01% | Add +220.0% | 16,000 | $807K |
| Morningstar Investment Services LLC | 0.07% | Reduce -95.0% | 15,783 | $796K |
| Bulltick Wealth Management, LLC | 0.19% | Reduce -92.3% | 15,650 | $789K |
| Aprio Wealth Management, LLC | 0.12% | Reduce -15.7% | 15,632 | $788K |
| Tsfg, LLC | 0.16% | Reduce -4.6% | 15,306 | $772K |
| Canandaigua National Bank & Trust Co. | 0.08% | Reduce -6.1% | 15,210 | $767K |
| Courage Miller Partners, LLC | 0.26% | No change | 15,200 | $767K |
| Factor Wealth Management LTD | 0.25% | — | 14,780 | $745K |
| Integrated Wealth Concepts LLC | 0.01% | New | 14,722 | $742K |
| Hexagon Capital Partners LLC | 0.13% | Reduce -2.8% | 14,556 | $734K |
| Wells Financial Advisors INC | 0.99% | Reduce -2.6% | 14,335 | $723K |
| Roger Wittlin Investment Advisory, LLC | 0.40% | Reduce -44.4% | 14,233 | $718K |
| Red Wave Investments LLC | 0.24% | No change | 13,832 | $698K |
| Elevate Wealth Advisory, Inc. | 0.52% | Add +5.7% | 13,802 | $696K |
| Atwood & Palmer Inc. | 0.05% | Reduce -3.5% | 13,777 | $695K |
| Betterment LLC | 0.00% | Reduce -40.8% | 13,730 | $692K |
| Octavia Wealth Advisors, LLC | 0.08% | Reduce -1.9% | 13,462 | $679K |
| Old North State Wealth Management, LLC | 0.37% | Add +6.9% | 13,105 | $661K |
| CGC Financial Services, LLC | 0.26% | Add +1.9% | 12,980 | $655K |
| Southland Equity Partners LLC | 0.15% | Add +4.0% | 12,839 | $647K |
| Evanson Asset Management, LLC | 0.04% | No change | 12,685 | $640K |
| Pacific Center for Financial Services | 0.16% | Reduce -27.3% | 12,676 | $639K |
| HRT Financial LP | 0.00% | Reduce -56.1% | 12,541 | $632K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -5.2% | 12,518 | $631K |
| Certified Advisory Corp | 0.07% | Reduce -10.1% | 12,276 | $619K |
| Maryland Capital Advisors Inc. | 0.29% | No change | 12,213 | $616K |
| Jackson Creek Investment Advisors LLC | 0.18% | New | 12,139 | $612K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +140.9% | 12,104 | $610K |
| SevenBridge Financial Group, LLC | 0.11% | No change | 11,932 | $603K |
| Sandy Cove Advisors, LLC | 0.24% | Add +1.1% | 11,894 | $600K |
| Verum Partners LLC | 0.17% | Reduce -22.4% | 11,792 | $595K |
| Arkos Global Advisors | 0.09% | No change | 11,724 | $591K |
| Pine Haven Investment Counsel, Inc | 0.48% | Add +7.6% | 11,620 | $586K |
| Round Rock Advisors LLC | 0.12% | Add +63.0% | 11,620 | $586K |
| M Holdings Securities, Inc. | 0.09% | New | 11,497 | $580K |
| New Capital Management LP | 0.17% | Reduce -0.5% | 11,473 | $579K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +0.7% | 11,419 | $576K |
| Coyle Financial Counsel LLC | 0.18% | Add +8.2% | 11,418 | $576K |
| Regatta Capital Group, LLC | 0.11% | Reduce -0.7% | 11,415 | $576K |
| Prossimo Advisors, LLC | 0.41% | No change | 11,329 | $571K |
| Bank of Marin | 0.45% | Add +5.6% | 11,266 | $568K |
| Tilson Financial Group, Inc. | 0.23% | No change | 11,259 | $568K |
| Turning Point Benefit Group, Inc. | 0.53% | — | 11,143 | $562K |
| Market Street Wealth Management Advisors LLC | 0.09% | Add +2.5% | 10,973 | $553K |
| Foundations Investment Advisors, LLC | 0.01% | New | 10,856 | $547K |
| REDW Wealth LLC | 0.19% | Reduce -17.6% | 10,825 | $546K |
| Franklin Resources Inc. | 0.00% | Add +7.5% | 10,745 | $542K |
| Mascoma Wealth Management LLC | 0.14% | Reduce -2.6% | 10,714 | $540K |
| CVA Family Office, LLC | 0.08% | New | 10,631 | $536K |
| Investment Planning Advisors, Inc. | 0.23% | Reduce -9.1% | 10,385 | $524K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 10,114 | $510K |
| Citadel Advisors | 0.00% | Reduce -95.5% | 10,084 | $509K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +2.5% | 10,063 | $507K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.6% | 9,851 | $497K |
| Probity Advisors, Inc. | 0.09% | No change | 9,750 | $492K |
| Searcy Financial Services Inc. | 0.23% | Reduce -3.1% | 9,717 | $490K |
| Clearwater Capital Advisors, LLC | 0.05% | New | 9,644 | $486K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -25.6% | 9,391 | $474K |
| Leavell Investment Management, Inc. | 0.02% | Add +0.6% | 9,245 | $466K |
| Choreo, LLC | 0.01% | Reduce -1.9% | 9,188 | $463K |
| Davis Wealth Advisors, LLC | 0.50% | — | 9,104 | $459K |
| Quadrant Private Wealth Management, LLC | 0.11% | Reduce -0.7% | 9,090 | $458K |
| Everstar Asset Management, LLC | 0.32% | Reduce -5.2% | 9,075 | $458K |
| MAI Capital Management | 0.00% | New | 8,953 | $451K |
| Leading Edge Financial Planning LLC | 0.15% | Reduce -31.4% | 8,950 | $451K |
| Copia Wealth Management | 0.43% | — | 8,935 | $451K |
| Nia Impact Advisors, LLC | 0.15% | No change | 8,935 | $451K |
| Baker Avenue Asset Management, LP | 0.01% | New | 8,935 | $451K |
| Nvest Financial, LLC | 0.23% | New | 8,900 | $449K |
| Strategic Blueprint, LLC | 0.03% | Reduce -6.9% | 8,787 | $443K |
| Alterna Wealth Management, Inc. | 0.37% | No change | 8,667 | $437K |
| Sugarloaf Wealth Management, LLC | 0.08% | Add +52.9% | 8,636 | $436K |
| Fortis Advisors, LLC | 0.28% | Add +1.7% | 8,466 | $427K |
| Blair William & Co. | 0.00% | Reduce -2.3% | 8,344 | $421K |
| Koshinski Asset Management, Inc. | 0.04% | Add +2.5% | 8,332 | $420K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -92.6% | 8,270 | $417K |
| NWF Advisory Services Inc. | 0.06% | New | 8,053 | $406K |
| Accelerate Investment Advisors LLC | 0.36% | Add +16.9% | 8,032 | $405K |
| WNY Asset Management, LLC | 0.05% | Reduce -30.3% | 7,932 | $400K |
| Equitable Holdings, Inc. | 0.00% | Add +12.9% | 7,928 | $400K |
| NorthCoast Asset Management LLC | 0.00% | No change | 7,790 | $393K |
| EWG Elevate Inc. | 0.12% | Add +15.7% | 7,703 | $388K |
| Spire Wealth Management | 0.01% | Add +0.7% | 7,649 | $386K |
| Alley Investment Management Company, LLC | 0.05% | Reduce -0.3% | 7,593 | $383K |
| Harbour Investments, Inc. | 0.01% | Add +0.2% | 7,572 | $382K |
| Optas, LLC | 0.08% | Add +46.0% | 7,300 | $368K |
| Condor Capital Management | 0.03% | Add +2.7% | 7,158 | $361K |
| Violich Capital Management, Inc. | 0.05% | Reduce -33.1% | 7,060 | $356K |
| White Lighthouse Investment Management Inc. | 0.06% | No change | 7,000 | $353K |
| Ameriprise Financial Inc. | 0.00% | Add +12.4% | 6,980 | $352K |
| Charter Oak Capital Management, LLC | 0.03% | No change | 6,851 | $345K |
| Fifth Third Securities, Inc. | 0.03% | New | 6,791 | $342K |
| Consolidated Portfolio Review Corp | 0.05% | No change | 6,740 | $340K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,702 | $338K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -0.8% | 6,674 | $337K |
| Hopwood Financial Services, Inc. | 0.25% | — | 6,640 | $335K |
| Thompson David Blair | 0.24% | — | 6,640 | $335K |
| ZEGA Investments, LLC | 0.10% | — | 6,602 | $334K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -25.3% | 6,625 | $334K |
| Guardian Partners Inc. | 0.03% | — | 6,595 | $333K |
| Legacy Capital Group California, Inc. | 0.10% | Add +0.1% | 6,600 | $333K |
| Flputnam Investment Management Co. | 0.01% | Reduce -13.4% | 6,401 | $323K |
| Heck Capital Advisors, LLC | 0.04% | Reduce -7.2% | 6,306 | $318K |
| Argent Advisors, Inc. | 0.11% | Add +8.9% | 6,146 | $310K |
| Allie Family Office LLC | 0.17% | No change | 6,000 | $303K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -34.4% | 5,922 | $299K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -34.4% | 5,922 | $299K |
| Thrivent Financial for Lutherans | 0.00% | Add +2.9% | 5,873 | $297K |
| TCTC Holdings, LLC | 0.01% | No change | 5,874 | $296K |
| Flynn Zito Capital Management, LLC | 0.14% | Reduce -22.4% | 5,850 | $295K |
| Old Second National Bank of Aurora | 0.07% | Reduce -37.5% | 5,800 | $292K |
| Nicolet Advisory Services, LLC | 0.03% | New | 5,791 | $292K |
| Vise Technologies, Inc. | 0.02% | Reduce -6.8% | 5,789 | $292K |
| Spectrum Planning & Advisory Services Inc. | 0.25% | Add +16.4% | 5,712 | $288K |
| Aspen Wealth Strategies, LLC | 0.18% | Reduce -2.7% | 5,695 | $287K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -93.7% | 5,669 | $286K |
| NFSG Corp | 0.07% | Reduce -14.6% | 5,630 | $284K |
| Independent Solutions Wealth Management, LLC | 0.06% | Reduce -84.8% | 5,459 | $275K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -6.4% | 5,425 | $274K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 5,423 | $273K |
| Empower Advisory Group, LLC | 0.00% | Add +31.8% | 5,420 | $273K |
| Cornerstone Management, Inc. | 0.05% | Reduce -93.4% | 5,398 | $272K |
| Lifelong Wealth Advisors, Inc. | 0.12% | — | 5,380 | $271K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -52.0% | 5,377 | $271K |
| Sage Rhino Capital LLC | 0.06% | Reduce -7.3% | 5,345 | $270K |
| SageView Advisory Group, LLC | 0.01% | Reduce -17.9% | 5,245 | $265K |
| Encompass Wealth Advisors, LLC | 0.11% | Reduce -10.4% | 5,180 | $261K |
| Rossby Financial, LCC | 0.17% | — | 5,171 | $261K |
| HF Advisory Group, LLC | 0.12% | Reduce -6.3% | 5,147 | $260K |
| Pathstone Holdings, LLC | 0.00% | Reduce -43.3% | 5,091 | $257K |
| Comerica Bank | 0.00% | Reduce -7.8% | 5,073 | $256K |
| Norden Group LLC | 0.03% | Reduce -13.0% | 5,060 | $255K |
| Landing Point Financial Group, LLC | 0.19% | — | 5,022 | $254K |
| LMCG Investments, LLC | 0.02% | New | 5,000 | $252K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | No change | 5,000 | $252K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -15.7% | 4,918 | $248K |
| M1 Capital Management LLC | 0.13% | — | 4,729 | $238K |
| Causey Wealth LLC | 0.14% | — | 4,725 | $238K |
| Heritage Investors Management Corp. | 0.01% | New | 4,699 | $237K |
| Eagle Bay Advisors LLC | 0.15% | No change | 4,669 | $235K |
| Bell Investment Advisors, Inc | 0.04% | Reduce -59.9% | 4,635 | $234K |
| Ameriflex Group, Inc. | 0.11% | — | 4,550 | $230K |
| CWA Asset Management Group, LLC | 0.01% | New | 4,550 | $229K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Reduce -13.3% | 4,527 | $228K |
| HB Wealth Management, LLC | 0.00% | Reduce -45.0% | 4,524 | $228K |
| United Advisor Group, LLC | 0.04% | New | 4,407 | $222K |
| Assetmark, Inc. | 0.00% | Add +98.0% | 4,377 | $221K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -43.1% | 4,358 | $220K |
| Nwam LLC | 0.01% | Add +2.7% | 4,360 | $220K |
| Clarius Group, LLC | 0.01% | No change | 4,327 | $218K |
| Blankinship & Foster, LLC | 0.05% | No change | 4,319 | $218K |
| Dopkins Wealth Management, LLC | 0.11% | No change | 4,305 | $217K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -0.3% | 4,305 | $217K |
| Peregrine Asset Advisers, Inc. | 0.08% | No change | 4,277 | $216K |
| Bison Wealth, LLC | 0.03% | — | 4,140 | $209K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.6% | 4,056 | $205K |
| Flavin Financial Services, Inc. | 0.19% | — | 4,042 | $204K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 4,021 | $203K |
| Keystone Financial Group | 0.02% | Reduce -22.9% | 4,006 | $202K |
| Galilei Investment Office LLP | 0.10% | — | 4,000 | $202K |
| BLB&B Advisors, LLC | 0.01% | No change | 3,999 | $202K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.09% | — | 3,966 | $200K |
| Financial Perspectives, Inc | 0.07% | Add +1.3% | 3,939 | $199K |
| Arax Advisory Partners | 0.01% | No change | 3,766 | $190K |
| Blue Trust, Inc. | 0.00% | Reduce -5.9% | 3,504 | $177K |
| Avior Wealth Management, LLC | 0.01% | Reduce -13.1% | 3,360 | $169K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 3,226 | $163K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Reduce -0.6% | 3,166 | $160K |
| Wells Fargo & Company | 0.00% | Add +1145.6% | 3,002 | $151K |
| Missouri Trust & Investment Co | 0.05% | New | 2,990 | $151K |
| Proffitt & Goodson Inc. | 0.02% | Reduce -48.1% | 2,860 | $144K |
| Pilgrim Partners Asia Pte Ltd | 0.10% | — | 2,320 | $117K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -38.1% | 1,915 | $97K |
| Creekmur Asset Management LLC | 0.02% | No change | 1,549 | $78K |
| WASHINGTON TRUST Co | 0.00% | Add +50.0% | 1,500 | $76K |
| Private Trust Co. NA | 0.01% | Add +21.5% | 1,302 | $66K |
| CKW Financial Group | 0.01% | Reduce -17.0% | 1,282 | $65K |
| MV Capital Management, Inc. | 0.01% | Reduce -12.5% | 1,285 | $65K |
| Mather Group, Llc. | 0.00% | No change | 1,225 | $62K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.2% | 1,144 | $58K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,014 | $51K |
| Western Pacific Wealth Management, LP | 0.04% | No change | 1,000 | $50K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 1,000 | $50K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -84.3% | 1,000 | $50K |
| Bogart Wealth, LLC | 0.00% | No change | 990 | $50K |
| Avalon Trust Co | 0.00% | No change | 927 | $47K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.5% | 891 | $45K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 877 | $44K |
| Capital Analysts, LLC | 0.00% | No change | 856 | $43K |
| Hoese & Co LLP | 0.04% | New | 850 | $43K |
| Castleview Partners, LLC | 0.02% | Reduce -55.1% | 763 | $38K |
| BNP Paribas Financial Markets | 0.00% | Reduce -79.4% | 763 | $38K |
| Sunbelt Securities, Inc. | 0.00% | No change | 759 | $38K |
| CoreCap Advisors, LLC | 0.00% | No change | 629 | $32K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.2% | 605 | $31K |
| TD Capital Management LLC | 0.00% | Reduce -3.4% | 605 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 550 | $28K |
| Providence First Trust Co | 0.01% | New | 535 | $27K |
| Ridgewood Investments LLC | 0.01% | No change | 524 | $26K |
| AE Wealth Management LLC | 0.00% | New | 465 | $23K |
| Crews Bank & Trust | 0.00% | — | 404 | $20K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 397 | $20K |
| LGT Financial Advisors LLC | 0.03% | Reduce -22.4% | 305 | $15K |
| Roehl & Yi Investment Advisors, LLC | 0.01% | — | 14,148 | $14K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +0.4% | 262 | $13K |
| Avion Wealth | 0.00% | Reduce -13.1% | 266 | $13K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -61.4% | 251 | $13K |
| Clearstead Trust, LLC | 0.00% | No change | 198 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 188 | $9K |
| Horizon Financial Services, LLC | 0.00% | No change | 129 | $7K |
| Future Financial Wealth Managment LLC | 0.00% | No change | 120 | $6K |
| Transcendent Capital Group LLC | 0.00% | Reduce -99.9% | 115 | $6K |
| Bernard Wealth Management Corp. | 0.00% | — | 90 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 70 | $4K |
| Synergy Asset Management, LLC | 0.00% | New | 58 | $3K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 53 | $3K |
| Bellevue Asset Management, LLC | 0.00% | Add +2.9% | 35 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 32 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 26 | $1K |
| Synergy Investment Management, LLC | 0.00% | — | 20 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 2 | $101 |
| Mb, Levis & Associates, LLC | 0.00% | No change | 2 | $88 |
"% of holder's portfolio" is ICSH's weight in each manager's 13F, not the share of iShares Ultra Short Duration the manager owns.