iShares Ultra Short DurationICSHETF
13F holders, Q1 2025 (March 31)444holders −21
33new positions
45sold out
2famous investors
$50.68avg. 13F price*
At the end of Q1 2025, 444 institutions reported holding iShares Ultra Short Duration (ICSH) in their 13F filings, down 21 from Q4 2024. 33 opened new positions and 45 sold out. The largest holders were FMR LLC ($191.0M), Bank of America Corp. ($174.0M) and UBS Group AG ($170.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.2% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $158.4M |
| Exits | 45 | $38.6M |
All 13F filers, Q4 2024 → Q1 2025: 10,606,159 shares bought and 5,638,521 shares sold, net +4,967,638 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 444 holders
| FMR LLC | 0.01% | Reduce -6.6% | 3,767,271 | $191.0M |
| Bank of America Corp. | 0.02% | Reduce -5.8% | 3,432,473 | $174.0M |
| UBS Group AG | 0.04% | Add +5.2% | 3,368,485 | $170.8M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Add +22.3% | 2,985,587 | $151.4M |
| Royal Bank of Canada | 0.03% | Reduce -21.7% | 2,515,423 | $127.5M |
| Donaldson Capital Management, LLC | 4.69% | Add +9.4% | 2,449,581 | $124.2M |
| Renaissance Technologies | 0.17% | Add +25.2% | 2,257,100 | $114.4M |
| Foster Dykema Cabot & Partners, LLC | 9.16% | Add +3.3% | 2,251,651 | $114.2M |
| LPL Financial LLC | 0.04% | Add +18.2% | 2,026,708 | $102.8M |
| Exchange Traded Concepts, LLC | 1.39% | New | 1,532,455 | $77.7M |
| BlackRock, Inc. | 0.00% | Add +29.3% | 1,325,180 | $67.2M |
| Mariner, LLC | 0.10% | Add +3.0% | 1,137,652 | $57.7M |
| Winthrop Advisory Group LLC | 6.91% | New | 1,134,105 | $57.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +10.9% | 1,131,467 | $57.4M |
| Diversified Portfolios, Inc. | 6.03% | Add +3.5% | 1,130,322 | $57.3M |
| Acorns Advisers, LLC | 0.47% | Add +5.6% | 971,050 | $49.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -42.9% | 849,717 | $43.1M |
| Constellation Investments, Inc. | 2.04% | Reduce -26.3% | 846,691 | $42.9M |
| Foster Group, Inc. | 1.58% | Add +1.1% | 835,272 | $42.3M |
| Focus Partners Wealth | 0.10% | Add +422.2% | 817,584 | $41.5M |
| Valtinson Bruner Financial Planning LLC | 12.01% | Add +151.4% | 700,551 | $35.5M |
| Iron Gate Global Advisors LLC | 4.79% | Add +16.8% | 685,227 | $34.7M |
| Osborne Partners Capital Management, LLC | 1.96% | Add +16.6% | 669,485 | $33.9M |
| Osaic Holdings, Inc. | 0.07% | Add +211.4% | 626,271 | $31.8M |
| MML Investors Services, LLC | 0.10% | Reduce -11.0% | 578,681 | $29.3M |
| Advisory Services Network, LLC | 0.53% | Add +598.4% | 547,478 | $27.8M |
| Cetera Investment Advisers | 0.05% | Add +10.2% | 480,070 | $24.3M |
| Cynosure Group, LLC | 3.07% | Reduce -1.4% | 439,492 | $22.3M |
| Mutual Advisors, LLC | 0.63% | Add +1080.3% | 435,287 | $22.0M |
| Cary Street Partners Financial LLC | 0.67% | Add +3.1% | 416,658 | $21.1M |
| Arax Advisory Partners | 1.26% | Add +10185.5% | 387,351 | $19.6M |
| Sand Hill Global Advisors, LLC | 0.81% | Add +27.4% | 387,149 | $19.6M |
| Avestar Capital, LLC | 1.82% | Add +19.7% | 376,428 | $19.1M |
| Roble, Belko & Company, Inc | 2.80% | Reduce -14.2% | 346,331 | $17.6M |
| Transce3nd, LLC | 7.53% | Reduce -0.6% | 332,579 | $16.9M |
| Congress Park Capital LLC | 6.15% | Add +100.2% | 320,461 | $16.2M |
| Global Strategic Investment Solutions, LLC | 1.87% | Add +10.4% | 318,082 | $16.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -6.9% | 308,550 | $15.6M |
| Cwm, LLC | 0.06% | Add +20.4% | 304,155 | $15.4M |
| Stifel Financial Corp. | 0.02% | Add +20.7% | 303,861 | $15.4M |
| Simon Quick Advisors, LLC | 0.84% | Add +1.3% | 291,605 | $14.8M |
| Private Advisor Group, LLC | 0.09% | Add +14.8% | 282,383 | $14.3M |
| Slow Capital, Inc. | 1.78% | Reduce -12.3% | 261,507 | $13.3M |
| Signaturefd, LLC | 0.25% | Reduce -17.3% | 260,108 | $13.2M |
| Corient Private Wealth LP | 0.02% | Reduce -68.1% | 257,342 | $13.0M |
| Bokf, NA | 0.23% | Add +20.8% | 256,615 | $13.0M |
| Cerity Partners LLC | 0.03% | Reduce -61.3% | 254,439 | $12.9M |
| Steele Capital Management, Inc. | 0.65% | Add +10.9% | 247,380 | $12.5M |
| Edgemoor Investment Advisors, Inc. | 1.08% | Add +3.3% | 230,343 | $11.7M |
| Glassy Mountain Advisors, Inc. | 4.01% | Reduce -2.0% | 223,365 | $11.3M |
| Atria Investments, Inc | 0.14% | Reduce 0.0% | 222,714 | $11.3M |
| Resonant Capital Advisors, LLC | 0.78% | Add +5.9% | 219,783 | $11.1M |
| Savant Capital, LLC | 0.09% | Reduce -3.1% | 217,434 | $11.0M |
| Hengehold Capital Management LLC | 1.03% | Add +20.4% | 213,634 | $10.8M |
| Boulder Wealth Advisors, LLC | 6.20% | Add +58.1% | 210,213 | $10.7M |
| Jane Street Group, LLC | 0.02% | Add +126.8% | 206,046 | $10.4M |
| J.W. Cole Advisors, Inc. | 0.32% | Reduce -7.3% | 203,878 | $10.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +16.3% | 198,508 | $10.1M |
| Bulltick Wealth Management, LLC | 2.66% | Add +1165.9% | 198,113 | $10.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +31.5% | 185,207 | $9.4M |
| CreativeOne Wealth, LLC | 0.28% | Add +4.0% | 183,564 | $9.3M |
| Alkeme Wealth, LLC | 4.01% | Reduce -8.9% | 176,357 | $8.9M |
| Parallel Advisors, LLC | 0.20% | Add +0.1% | 175,770 | $8.9M |
| Guidance Capital, Inc. | 2.70% | Add +5.1% | 175,184 | $8.8M |
| JPMorgan Chase & Co. | 0.00% | Add +39.3% | 173,511 | $8.8M |
| Pinnacle Financial Partners Inc | 0.17% | Add +1.4% | 165,722 | $8.4M |
| Legacy Wealth Managment, LLC | 6.04% | Add +22.2% | 163,974 | $8.3M |
| Citadel Advisors | 0.01% | Add +1522.8% | 163,641 | $8.3M |
| Snider Financial Group | 2.61% | Add +29.8% | 158,211 | $8.0M |
| Allworth Financial LP | 0.04% | Add +1.4% | 148,890 | $7.5M |
| Haverford Trust Co | 0.07% | Add +3.1% | 141,709 | $7.2M |
| Farrow Financial, Inc. | 4.69% | Add +4.8% | 137,501 | $7.0M |
| Agate Pass Investment Management, LLC | 2.85% | Add +31.1% | 131,314 | $6.7M |
| Mgo One Seven LLC | 0.26% | Reduce -12.8% | 130,903 | $6.6M |
| Rochester Wealth Strategies, LLC | 5.22% | — | 129,549 | $6.6M |
| Ariadne Wealth Management, LP | 3.42% | Reduce -47.9% | 129,668 | $6.6M |
| Merit Financial Group, LLC | 0.10% | Reduce -13.8% | 129,001 | $6.5M |
| Advisor OS, LLC | 0.74% | Add +2.9% | 128,856 | $6.5M |
| Phillips Financial Management, LLC | 0.50% | Add +19.3% | 127,040 | $6.4M |
| First International Bank & Trust | 2.00% | Add +7.3% | 125,028 | $6.3M |
| Kintayl Capital LP | 4.46% | No change | 122,200 | $6.2M |
| SP Asset Management LLC | 0.53% | Reduce -7.7% | 118,928 | $6.0M |
| LongView Wealth Management | 1.81% | Add +1.2% | 118,852 | $6.0M |
| Flagship Harbor Advisors, LLC | 0.31% | Add +36.1% | 117,985 | $6.0M |
| Fairview Capital Investment Management, LLC | 0.31% | Reduce -0.3% | 116,788 | $5.9M |
| Family Manage LLC | 0.96% | Reduce -28.4% | 114,543 | $5.8M |
| Captrust Financial Advisors | 0.01% | Reduce -12.0% | 113,273 | $5.7M |
| Summit Wealth Group, LLC | 1.66% | Add +0.9% | 112,132 | $5.7M |
| Shufro Rose & Co. LLC | 0.45% | Add +0.7% | 111,414 | $5.6M |
| Capital Advantage, Inc. | 1.01% | No change | 109,649 | $5.5M |
| Chicago Partners Investment Group LLC | 0.18% | Reduce -1.3% | 109,336 | $5.5M |
| Bison Wealth, LLC | 0.51% | Add +2479.8% | 106,805 | $5.4M |
| Synovus Financial Corp. | 0.07% | Add +21.1% | 103,363 | $5.2M |
| Advocacy Wealth Management, LLC | 0.35% | Add +11.6% | 102,055 | $5.2M |
| General Partner, Inc. | 3.30% | Add +78.7% | 100,060 | $5.1M |
| Sowell Financial Services LLC | 0.22% | Reduce -5.4% | 97,248 | $4.9M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +15.7% | 89,779 | $4.6M |
| BOK Financial Private Wealth, Inc. | 0.33% | Reduce -12.7% | 87,707 | $4.4M |
| Ofc Financial Planning, LLC | 4.99% | Reduce -11.8% | 87,064 | $4.4M |
| Forte Asset Management LLC | 2.16% | Add +41.8% | 84,660 | $4.3M |
"% of holder's portfolio" is ICSH's weight in each manager's 13F, not the share of iShares Ultra Short Duration the manager owns.