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 |
| Founders Financial Securities LLC | 0.36% | New | 84,596 | $4.3M |
| WealthBridge Capital Management, LLC | 1.19% | Add +0.4% | 83,142 | $4.2M |
| Virtue Capital Management, LLC | 0.49% | Add +14.4% | 82,650 | $4.2M |
| SVB Wealth LLC | 0.17% | Reduce -6.1% | 82,501 | $4.2M |
| RHS Financial, LLC | 2.31% | Reduce -11.9% | 81,259 | $4.1M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Reduce -33.8% | 81,220 | $4.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.5% | 81,090 | $4.1M |
| RFP Financial Group LLC | 1.65% | Reduce -12.1% | 80,628 | $4.1M |
| Cerro Pacific Wealth Advisors LLC | 1.32% | Add +6.6% | 80,531 | $4.1M |
| Ameritas Advisory Services, LLC | 0.16% | Add +15.3% | 79,534 | $4.0M |
| Galvin, Gaustad & Stein, LLC | 0.37% | Reduce -2.5% | 79,510 | $4.0M |
| Financial Gravity Asset Management, Inc. | 0.88% | — | 79,397 | $4.0M |
| Tempus Wealth Planning, LLC | 1.20% | Add +6.7% | 79,365 | $4.0M |
| Kingsview Wealth Management, LLC | 0.08% | Add +2.2% | 79,113 | $4.0M |
| GWN Securities Inc. | 0.23% | Add +117.2% | 78,939 | $4.0M |
| Acute Investment Advisory, LLC | 20.10% | Reduce -79.6% | 78,809 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -1.1% | 78,125 | $4.0M |
| Waverly Advisors, LLC | 0.05% | Reduce -3.2% | 76,639 | $3.9M |
| Mullaney, Keating & Wright, Inc. | 2.61% | Add +66.1% | 76,307 | $3.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +1.4% | 73,467 | $3.7M |
| Princeton Global Asset Management LLC | 0.73% | Reduce -2.6% | 72,913 | $3.7M |
| BCR Wealth Strategies, LLC | 1.59% | Add +56.7% | 71,348 | $3.6M |
| Plum Street Advisors, LLC | 1.73% | Add +15.4% | 70,717 | $3.6M |
| Watts Gwilliam & Co., LLC | 0.77% | Add +9.7% | 69,666 | $3.5M |
| Howland Capital Management LLC | 0.16% | Reduce -5.5% | 68,735 | $3.5M |
| WT Wealth Management | 1.12% | Add +97.9% | 68,144 | $3.5M |
| Avidian Wealth Enterprises, LLC | 0.14% | Reduce -7.8% | 60,165 | $3.1M |
| Ceera Investments, LLC | 1.04% | New | 59,330 | $3.0M |
| Morgan Stanley | 0.00% | Reduce -74.7% | 59,046 | $3.0M |
| Parkworth Wealth Management, Inc. | 2.33% | New | 57,666 | $2.9M |
| MSH Capital Advisors LLC | 0.88% | Reduce -0.9% | 56,178 | $2.8M |
| Townsquare Capital LLC | 0.03% | Reduce -4.3% | 55,192 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Add +21.2% | 54,840 | $2.8M |
| Creative Planning | 0.00% | Add +5.2% | 54,235 | $2.7M |
| Integral Investment Advisors, Inc. | 0.88% | Add +10.7% | 54,092 | $2.7M |
| Pension & Wealth Management Advisors, Inc. | 0.99% | Reduce -31.6% | 52,453 | $2.7M |
| Texas Yale Capital Corp. | 0.11% | Reduce -0.2% | 51,400 | $2.6M |
| Peterson Wealth Advisors, LLC | 0.50% | Reduce -4.4% | 51,165 | $2.6M |
| Realta Investment Advisors | 1.18% | Reduce -3.4% | 50,956 | $2.6M |
| Wealth Architects, LLC | 0.28% | Add +17.6% | 50,929 | $2.6M |
| Zacks Investment Management | 0.02% | Reduce -0.8% | 49,817 | $2.5M |
| Comprehensive Money Management Services LLC | 2.00% | Add +29.2% | 48,794 | $2.5M |
| Belpointe Asset Management LLC | 0.13% | Reduce -4.8% | 48,703 | $2.5M |
| Panoramic Investment Advisors, LLC | 1.66% | Add +3.6% | 48,460 | $2.5M |
| Michels Family Financial, LLC | 2.22% | Reduce -3.1% | 48,387 | $2.5M |
| Beacon Investment Advisory Services, Inc. | 0.11% | Reduce -8.9% | 48,080 | $2.4M |
| Sigma Planning Corp | 0.08% | Add +9.3% | 47,323 | $2.4M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -11.8% | 46,651 | $2.4M |
| Moloney Securities Asset Management, LLC | 0.32% | New | 46,504 | $2.4M |
| Zhang Financial LLC | 0.12% | Add +21.6% | 45,607 | $2.3M |
| Vista Investment Management | 0.90% | Add +3.8% | 45,486 | $2.3M |
| Vertex Planning Partners, LLC | 0.49% | New | 44,568 | $2.3M |
| Bank of Hawaii | 0.13% | Reduce -23.2% | 43,427 | $2.2M |
| Sheets Smith Wealth Management | 0.26% | Reduce -2.9% | 41,763 | $2.1M |
| Composition Wealth, LLC | 0.04% | Add +45.7% | 41,522 | $2.1M |
| Principal Securities, Inc. | 0.05% | Add +5.6% | 41,596 | $2.1M |
| True Link Financial Advisors, LLC | 0.15% | No change | 40,969 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +1.4% | 40,219 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.18% | Add +4.1% | 40,124 | $2.0M |
| StoneCrest Wealth Management, Inc. | 1.27% | Reduce -0.8% | 39,510 | $2.0M |
| Guardian Wealth Advisors, LLC | 1.28% | Reduce -1.3% | 39,372 | $2.0M |
| Ifrah Financial Services, Inc. | 0.56% | Add +3.0% | 38,652 | $2.0M |
| Brookstone Capital Management | 0.03% | Reduce -16.1% | 38,581 | $2.0M |
| Chesley Taft & Associates LLC | 0.09% | Add +7.8% | 37,868 | $1.9M |
| Valmark Advisers, Inc. | 0.03% | Add +10.9% | 37,627 | $1.9M |
| Bank of Montreal | 0.00% | Add +19.3% | 37,365 | $1.9M |
| Seizert Capital Partners, LLC | 0.08% | No change | 36,356 | $1.8M |
| Vista Cima Wealth Management LLC | 1.97% | Add +11.8% | 36,013 | $1.8M |
| Citigroup Inc. | 0.00% | Add +15.5% | 35,814 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Reduce -32.8% | 35,275 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -51.0% | 35,156 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +42.7% | 34,797 | $1.8M |
| Lionsbridge Wealth Management LLC | 1.56% | Reduce -40.5% | 34,564 | $1.8M |
| Greenup Street Wealth Management LLC | 0.35% | Add +18.5% | 34,464 | $1.7M |
| IFP Advisors, Inc | 0.05% | Add +25.1% | 34,335 | $1.7M |
| TAGStone Capital, Inc. | 0.86% | Reduce -27.0% | 34,321 | $1.7M |
| Proficio Capital Partners LLC | 0.13% | Reduce -34.2% | 34,179 | $1.7M |
| Aviance Capital Partners, LLC | 0.24% | Add +15.1% | 33,768 | $1.7M |
| Jacobi Capital Management LLC | 0.13% | Add +14.7% | 33,494 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.08% | Reduce -22.7% | 33,446 | $1.7M |
| 49 Wealth Management, LLC | 0.20% | Reduce -19.6% | 33,121 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +17.4% | 32,624 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +8.5% | 30,658 | $1.6M |
| BCGM Wealth Management, LLC | 0.47% | Add +7.0% | 29,853 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.26% | Add +4.1% | 29,852 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +50.0% | 29,775 | $1.5M |
| Fusion Capital, LLC | 0.57% | Reduce -4.2% | 29,688 | $1.5M |
| Base Wealth Management LLC | 1.14% | — | 29,565 | $1.5M |
| Vista Finance, LLC | 1.27% | Reduce -2.0% | 28,931 | $1.5M |
| WealthShield Partners, LLC | 0.18% | Reduce -1.5% | 27,633 | $1.4M |
| Long Run Wealth Advisors, LLC | 0.32% | Add +17.2% | 27,396 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -14.6% | 26,973 | $1.4M |
| Emerald Advisors, LLC | 0.18% | Add +6.8% | 26,257 | $1.3M |
| Capital Wealth Alliance, LLC | 0.79% | Reduce -6.6% | 26,200 | $1.3M |
| Financial Advocates Investment Management | 0.09% | Reduce -0.0% | 24,595 | $1.2M |
| WJ Wealth Management, LLC | 0.43% | Reduce -63.4% | 24,157 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.38% | Add +93.8% | 23,527 | $1.2M |
| Cahaba Wealth Management, Inc. | 0.10% | Reduce -54.1% | 23,325 | $1.2M |
| ZEGA Investments, LLC | 0.34% | Add +249.6% | 23,083 | $1.2M |
| Noble Wealth Management PBC | 0.80% | Reduce -44.8% | 23,028 | $1.2M |
| Gries Financial LLC | 0.23% | No change | 23,027 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +31.3% | 22,888 | $1.2M |
| Tradewinds Capital Management, LLC | 0.31% | Add +0.8% | 22,487 | $1.1M |
| Whittier Trust Co. | 0.02% | Reduce -3.3% | 22,471 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +123.0% | 21,964 | $1.1M |
| Able Wealth Management LLC | 0.66% | Add +15.1% | 21,956 | $1.1M |
| Davis Wealth Advisors, LLC | 1.24% | Add +138.1% | 21,677 | $1.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -18.3% | 21,639 | $1.1M |
| Johnson Bixby & Associates, LLC | 0.16% | Add +24.7% | 21,620 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Add +6.6% | 20,808 | $1.1M |
| Boltwood Capital Management | 0.31% | Add +2.0% | 20,300 | $1.0M |
| CGN Advisors LLC | 0.10% | Add +7.4% | 20,279 | $1.0M |
| RFG Advisory, LLC | 0.03% | Reduce -1.2% | 20,087 | $1.0M |
| Talon Private Wealth, LLC | 0.14% | Add +3.4% | 19,970 | $1.0M |
| Heritage Trust Co | 0.12% | No change | 19,837 | $1.0M |
| CWA Asset Management Group, LLC | 0.05% | Add +334.3% | 19,761 | $1.0M |
| Old North State Wealth Management, LLC | 0.54% | Add +46.9% | 19,256 | $977K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -78.1% | 19,248 | $976K |
| Glass Jacobson Investment Advisors llc | 0.32% | No change | 19,243 | $970K |
| Country Club Bank | 0.07% | Add +7.3% | 19,127 | $969K |
| Capital Advisors, Ltd. LLC | 0.13% | Reduce -2.1% | 18,789 | $953K |
| Wick Capital Partners, LLC | 0.28% | No change | 18,537 | $940K |
| B & T Capital Management DBA Alpha Capital Management | 0.18% | Add +4.1% | 18,356 | $931K |
| Bristlecone Advisors, LLC | 0.08% | Add +5.8% | 18,330 | $929K |
| Jaffetilchin Investment Partners, LLC | 0.07% | Reduce -0.6% | 17,948 | $910K |
| KM Capital Management Ltd. | 0.48% | Reduce -13.9% | 17,525 | $889K |
| Betterment LLC | 0.00% | Add +24.3% | 17,064 | $865K |
| Wealthfront Advisers LLC | 0.00% | Add +1.8% | 16,652 | $844K |
| Shepherd Financial Partners LLC | 0.10% | Reduce -31.0% | 16,261 | $824K |
| Regal Investment Advisors LLC | 0.07% | Reduce -3.6% | 16,219 | $822K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -17.3% | 16,268 | $822K |
| WESCAP Management Group, Inc. | 0.20% | Reduce -0.3% | 16,067 | $815K |
| AlphaCore Capital LLC | 0.07% | New | 15,980 | $810K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.8% | 15,900 | $806K |
| Clayton Financial Group LLC | 0.28% | Reduce -8.6% | 15,228 | $772K |
| Round Rock Advisors LLC | 0.14% | Add +29.6% | 15,057 | $763K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.2% | 14,893 | $755K |
| Factor Wealth Management LTD | 0.23% | Add +0.6% | 14,870 | $754K |
| NewEdge Wealth, LLC | 0.01% | Reduce -10.6% | 14,832 | $752K |
| Bank of Marin | 0.95% | Add +31.2% | 14,778 | $749K |
| Hexagon Capital Partners LLC | 0.14% | Reduce -0.6% | 14,470 | $734K |
| Tsfg, LLC | 0.15% | Reduce -5.7% | 14,432 | $732K |
| Foundations Investment Advisors, LLC | 0.01% | Add +32.2% | 14,348 | $727K |
| Landing Point Financial Group, LLC | 0.55% | Add +185.5% | 14,338 | $727K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 14,267 | $723K |
| Morningstar Investment Services LLC | 0.13% | Reduce -10.9% | 14,059 | $713K |
| Aprio Wealth Management, LLC | 0.09% | Reduce -10.2% | 14,045 | $712K |
| Red Wave Investments LLC | 0.25% | No change | 13,832 | $701K |
| Sandy Cove Advisors, LLC | 0.28% | Add +15.5% | 13,739 | $697K |
| Alpha Financial Partners LLC | 0.55% | Reduce -24.5% | 13,492 | $684K |
| Octavia Wealth Advisors, LLC | 0.08% | No change | 13,462 | $683K |
| Roger Wittlin Investment Advisory, LLC | 0.39% | Reduce -7.0% | 13,242 | $671K |
| Avaii Wealth Management, LLC | 0.35% | Reduce -86.6% | 13,086 | $663K |
| Elevate Wealth Advisory, Inc. | 0.47% | Reduce -5.7% | 13,017 | $660K |
| Grey Ledge Advisors, LLC | 0.17% | New | 12,765 | $647K |
| Pacific Center for Financial Services | 0.17% | Reduce -0.3% | 12,644 | $641K |
| Physician Wealth Advisors, Inc. | 0.11% | Add +1155.3% | 12,553 | $636K |
| Regatta Capital Group, LLC | 0.12% | Add +8.9% | 12,436 | $631K |
| Maryland Capital Advisors Inc. | 0.27% | No change | 12,213 | $619K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 12,104 | $614K |
| CVA Family Office, LLC | 0.09% | Add +13.0% | 12,015 | $609K |
| Canandaigua National Bank & Trust Co. | 0.06% | Reduce -21.6% | 11,922 | $604K |
| SevenBridge Financial Group, LLC | 0.12% | No change | 11,932 | $603K |
| Southland Equity Partners LLC | 0.14% | Reduce -8.2% | 11,790 | $598K |
| New Capital Management LP | 0.17% | Add +2.3% | 11,737 | $595K |
| Park Avenue Securities LLC | 0.01% | Reduce -36.2% | 11,550 | $586K |
| Capstone Financial Advisors, Inc. | 0.04% | Add +0.7% | 11,503 | $583K |
| M Holdings Securities, Inc. | 0.10% | Add +0.0% | 11,500 | $583K |
| Coyle Financial Counsel LLC | 0.18% | Add +0.1% | 11,433 | $580K |
| Prossimo Advisors, LLC | 0.43% | No change | 11,329 | $574K |
| Tilson Financial Group, Inc. | 0.23% | Add +0.4% | 11,299 | $573K |
| Verum Partners LLC | 0.15% | Reduce -4.8% | 11,223 | $569K |
| Market Street Wealth Management Advisors LLC | 0.10% | Add +2.3% | 11,223 | $569K |
| CGC Financial Services, LLC | 0.22% | Reduce -13.7% | 11,197 | $568K |
| Pathstone Holdings, LLC | 0.00% | Add +116.3% | 11,012 | $558K |
| Mascoma Wealth Management LLC | 0.14% | Add +2.2% | 10,949 | $555K |
| First Citizens Bank & Trust Co. | 0.01% | New | 10,874 | $551K |
| Harbour Investments, Inc. | 0.02% | Add +43.4% | 10,861 | $551K |
| Investment Planning Advisors, Inc. | 0.22% | Add +4.0% | 10,800 | $548K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +81.5% | 10,746 | $545K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +81.5% | 10,746 | $545K |
| Certified Advisory Corp | 0.06% | Reduce -13.6% | 10,603 | $538K |
| Madison Park Capital Advisors, LLC | 0.45% | New | 10,191 | $517K |
| Equitable Holdings, Inc. | 0.00% | Add +27.3% | 10,093 | $512K |
| Franklin Resources Inc. | 0.00% | Reduce -6.9% | 10,000 | $507K |
| Matrix Trust Co | 0.08% | Reduce -48.4% | 9,775 | $496K |
| Probity Advisors, Inc. | 0.09% | No change | 9,750 | $494K |
| REDW Wealth LLC | 0.18% | Reduce -10.2% | 9,721 | $493K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -5.5% | 9,513 | $482K |
| Pine Haven Investment Counsel, Inc | 0.40% | Reduce -18.9% | 9,425 | $478K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +0.2% | 9,408 | $477K |
| Applied Capital LLC | 0.23% | New | 9,293 | $471K |
| Searcy Financial Services Inc. | 0.20% | Reduce -4.9% | 9,241 | $469K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -0.8% | 9,170 | $465K |
| Quadrant Private Wealth Management, LLC | 0.11% | Reduce -0.6% | 9,040 | $458K |
| Susquehanna International Group, LLP | 0.00% | New | 9,028 | $458K |
| Seed Wealth Management, Inc. | 0.37% | Reduce -69.0% | 9,000 | $456K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -6.8% | 8,991 | $456K |
| Copia Wealth Management | 0.42% | No change | 8,935 | $453K |
| Nvest Financial, LLC | 0.24% | No change | 8,900 | $451K |
| EWG Elevate Inc. | 0.17% | Add +13.7% | 8,761 | $444K |
| Leading Edge Financial Planning LLC | 0.14% | Reduce -2.8% | 8,704 | $441K |
| Alterna Wealth Management, Inc. | 0.33% | No change | 8,667 | $439K |
| Courage Miller Partners, LLC | 0.15% | Reduce -43.1% | 8,645 | $438K |
| Fortis Advisors, LLC | 0.28% | Add +0.8% | 8,530 | $432K |
| Blair William & Co. | 0.00% | Add +0.0% | 8,345 | $423K |
| MAI Capital Management | 0.00% | Reduce -7.9% | 8,242 | $418K |
| Scotia Capital Inc. | 0.00% | Reduce -69.3% | 8,197 | $416K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -34.8% | 8,162 | $414K |
| Strategic Blueprint, LLC | 0.02% | Reduce -9.1% | 7,984 | $405K |
| WNY Asset Management, LLC | 0.05% | No change | 7,932 | $402K |
| NorthCoast Asset Management LLC | 0.00% | No change | 7,790 | $395K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -13.7% | 7,709 | $391K |
| Spire Wealth Management | 0.01% | Add +0.3% | 7,668 | $389K |
| NWF Advisory Services Inc. | 0.05% | Reduce -5.2% | 7,631 | $387K |
| Ameriprise Financial Inc. | 0.00% | Add +8.8% | 7,595 | $385K |
| Alley Investment Management Company, LLC | 0.05% | No change | 7,593 | $385K |
| Everstar Asset Management, LLC | 0.25% | Reduce -16.5% | 7,575 | $384K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 7,420 | $376K |
| Nicolet Advisory Services, LLC | 0.04% | Add +27.5% | 7,383 | $373K |
| Smartleaf Asset Management LLC | 0.04% | New | 7,302 | $370K |
| Condor Capital Management | 0.03% | Add +0.7% | 7,210 | $366K |
| Violich Capital Management, Inc. | 0.05% | No change | 7,060 | $358K |
| White Lighthouse Investment Management Inc. | 0.06% | No change | 7,000 | $355K |
| Charter Oak Capital Management, LLC | 0.03% | No change | 6,851 | $347K |
| Fifth Third Securities, Inc. | 0.03% | No change | 6,791 | $344K |
| Argent Advisors, Inc. | 0.12% | Add +10.3% | 6,778 | $344K |
| Capital Insight Partners, LLC | 0.06% | New | 6,775 | $343K |
| Consolidated Portfolio Review Corp | 0.05% | Add +0.2% | 6,753 | $342K |
| Klingman & Associates, LLC | 0.02% | New | 6,723 | $341K |
| Hopwood Financial Services, Inc. | 0.26% | No change | 6,640 | $337K |
| Legacy Capital Group California, Inc. | 0.12% | Reduce -0.3% | 6,582 | $334K |
| Guardian Partners Inc. | 0.03% | No change | 6,595 | $334K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -3.0% | 6,471 | $327K |
| Flputnam Investment Management Co. | 0.01% | No change | 6,401 | $325K |
| Dunhill Financial, LLC | 0.15% | New | 6,399 | $324K |
| Turning Point Benefit Group, Inc. | 0.30% | Reduce -43.1% | 6,345 | $321K |
| Ridgeline Wealth, LLC | 0.27% | Reduce -71.3% | 6,283 | $319K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -25.9% | 6,170 | $313K |
| YHB Investment Advisors, Inc. | 0.03% | Add +14.4% | 6,152 | $312K |
| Perennial Investment Advisors, LLC | 0.03% | New | 6,000 | $304K |
| Thrivent Financial for Lutherans | 0.00% | No change | 5,873 | $297K |
| Flynn Zito Capital Management, LLC | 0.14% | Add +0.1% | 5,856 | $297K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +7.3% | 5,821 | $295K |
| Old Second National Bank of Aurora | 0.07% | No change | 5,800 | $294K |
| Heck Capital Advisors, LLC | 0.03% | Reduce -8.3% | 5,781 | $293K |
| Atwood & Palmer Inc. | 0.02% | Reduce -58.1% | 5,777 | $293K |
| Spectrum Planning & Advisory Services Inc. | 0.24% | Reduce -0.5% | 5,683 | $288K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,582 | $283K |
| Proffitt & Goodson Inc. | 0.04% | Add +88.2% | 5,383 | $273K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 5,360 | $272K |
| Lifelong Wealth Advisors, Inc. | 0.13% | Reduce -0.5% | 5,353 | $271K |
| Sage Rhino Capital LLC | 0.06% | Add +0.1% | 5,348 | $271K |
| Avior Wealth Management, LLC | 0.01% | Add +58.8% | 5,335 | $270K |
| Encompass Wealth Advisors, LLC | 0.11% | No change | 5,180 | $263K |
| Aspen Wealth Strategies, LLC | 0.17% | Reduce -10.0% | 5,125 | $260K |
| Spinnaker Investment Group, LLC | 0.06% | New | 5,098 | $258K |
| Kane Investment Management, Inc. | 0.12% | New | 5,075 | $257K |
| Norden Group LLC | 0.03% | No change | 5,060 | $257K |
| Armstrong, Fleming & Moore, Inc | 0.31% | New | 5,000 | $254K |
| Assetmark, Inc. | 0.00% | Add +14.1% | 4,993 | $253K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -68.8% | 5,000 | $253K |
| Aerodigm Wealth, LLC | 0.14% | New | 4,947 | $251K |
| SageView Advisory Group, LLC | 0.01% | Reduce -8.2% | 4,814 | $244K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -28.0% | 4,770 | $242K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -42.5% | 4,756 | $241K |
| M1 Capital Management LLC | 0.15% | No change | 4,729 | $240K |
| Eagle Bay Advisors LLC | 0.20% | Reduce -0.6% | 4,643 | $235K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | Reduce -0.0% | 4,526 | $229K |
| HB Wealth Management, LLC | 0.00% | No change | 4,524 | $229K |
| HF Advisory Group, LLC | 0.10% | Reduce -15.4% | 4,353 | $221K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,358 | $220K |
| Clarius Group, LLC | 0.01% | No change | 4,327 | $219K |
| Stephens Inc. | 0.00% | New | 4,326 | $219K |
| Carl P. Sherr & Co., LLC | 0.12% | New | 4,324 | $219K |
| Peregrine Asset Advisers, Inc. | 0.08% | No change | 4,277 | $217K |
| Nwam LLC | 0.02% | Reduce -2.0% | 4,274 | $217K |
| Comerica Bank | 0.00% | Reduce -15.9% | 4,266 | $216K |
| Empower Advisory Group, LLC | 0.00% | Reduce -24.1% | 4,114 | $209K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +203.9% | 14,945 | $206K |
| Flavin Financial Services, Inc. | 0.19% | No change | 4,042 | $205K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 4,021 | $204K |
| Galilei Investment Office LLP | 0.11% | No change | 4,000 | $203K |
| BLB&B Advisors, LLC | 0.01% | No change | 3,999 | $203K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.09% | No change | 3,966 | $201K |
| Financial Perspectives, Inc | 0.07% | Add +0.6% | 3,961 | $201K |
| Winnacle Wealth LLC | 0.18% | Reduce -89.2% | 3,825 | $194K |
| Ameriflex Group, Inc. | 0.07% | Reduce -20.9% | 3,600 | $183K |
| Wells Fargo & Company | 0.00% | Add +10.2% | 3,308 | $168K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,166 | $161K |
| Blue Trust, Inc. | 0.00% | Reduce -11.2% | 3,111 | $158K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -6.2% | 3,026 | $153K |
| Avalon Trust Co | 0.01% | Add +215.8% | 2,927 | $148K |
| PNC Financial Services Group, Inc. | 0.00% | Add +185.5% | 2,544 | $129K |
| NFSG Corp | 0.03% | Reduce -55.6% | 2,500 | $127K |
| Wells Financial Advisors INC | 0.17% | Reduce -82.6% | 2,495 | $126K |
| Pilgrim Partners Asia Pte Ltd | 0.11% | No change | 2,320 | $118K |
| Creekmur Asset Management LLC | 0.02% | No change | 1,549 | $79K |
| Bogart Wealth, LLC | 0.00% | Add +54.0% | 1,525 | $77K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,500 | $76K |
| AdvisorNet Financial, Inc | 0.01% | Add +45.0% | 1,450 | $74K |
| CKW Financial Group | 0.01% | No change | 1,282 | $65K |
| Private Trust Co. NA | 0.01% | Reduce -2.0% | 1,276 | $65K |
| Mather Group, Llc. | 0.00% | No change | 1,225 | $62K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.1% | 1,131 | $57K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,014 | $51K |
| Golden State Wealth Management, LLC | 0.01% | New | 1,008 | $51K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 877 | $44K |
| Hoese & Co LLP | 0.04% | No change | 850 | $43K |
| Capital Analysts, LLC | 0.00% | No change | 856 | $43K |
| Rossby Financial, LCC | 0.02% | Reduce -84.3% | 810 | $41K |
| Sunbelt Securities, Inc. | 0.00% | No change | 759 | $38K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.2% | 612 | $31K |
| TD Capital Management LLC | 0.00% | Add +0.7% | 609 | $31K |
| Front Row Advisors LLC | 0.01% | No change | 550 | $28K |
| Lanark Financial, Inc. | 0.00% | — | 550 | $27K |
| Ridgewood Investments LLC | 0.01% | Reduce -0.2% | 523 | $27K |
| AE Wealth Management LLC | 0.00% | Add +11.8% | 520 | $26K |
| Costello Asset Management, INC | 0.01% | New | 509 | $26K |
| Crews Bank & Trust | 0.00% | No change | 404 | $20K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 397 | $20K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -93.0% | 324 | $16K |
| LGT Financial Advisors LLC | 0.05% | Add +0.7% | 307 | $16K |
| CENTRAL TRUST Co | 0.00% | New | 296 | $15K |
| Roehl & Yi Investment Advisors, LLC | 0.01% | No change | 14,148 | $14K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | — | 259 | $13K |
| Avion Wealth | 0.00% | No change | 266 | $13K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 251 | $13K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 229 | $12K |
| Clearstead Trust, LLC | 0.00% | No change | 198 | $10K |
| CoreCap Advisors, LLC | 0.00% | Reduce -70.0% | 189 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 188 | $10K |
| Horizon Financial Services, LLC | 0.00% | No change | 129 | $7K |
| Future Financial Wealth Managment LLC | 0.00% | No change | 120 | $6K |
| Bernard Wealth Management Corp. | 0.00% | No change | 90 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +28.6% | 90 | $5K |
| Pandora Wealth, Inc. | 0.00% | — | 43 | $2K |
| MV Capital Management, Inc. | 0.00% | Reduce -97.0% | 38 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 35 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 26 | $1K |
| Synergy Investment Management, LLC | 0.00% | No change | 20 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -95.8% | 11 | $582 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2 | $101 |
| Mb, Levis & Associates, LLC | 0.00% | No change | 2 | $89 |
"% of holder's portfolio" is ICSH's weight in each manager's 13F, not the share of iShares Ultra Short Duration the manager owns.