iShares Ultra Short DurationICSHETF
13F holders, Q2 2025 (June 30)453holders +9
37new positions
31sold out
1famous investor
$50.70avg. 13F price*
At the end of Q2 2025, 453 institutions reported holding iShares Ultra Short Duration (ICSH) in their 13F filings, up 9 from Q1 2025. 37 opened new positions and 31 sold out. The largest holders were FMR LLC ($286.0M), Bank of America Corp. ($202.5M) and UBS Group AG ($180.1M). One famous investor held it 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $69.5M |
| Exits | 31 | $126.5M |
All 13F filers, Q1 2025 → Q2 2025: 9,521,756 shares bought and 8,294,941 shares sold, net +1,226,815 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 453 holders
| FMR LLC | 0.02% | Add +49.7% | 5,640,733 | $286.0M |
| Bank of America Corp. | 0.02% | Add +16.4% | 3,994,163 | $202.5M |
| UBS Group AG | 0.04% | Add +5.5% | 3,552,462 | $180.1M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Reduce -11.4% | 2,644,271 | $133.6M |
| LPL Financial LLC | 0.04% | Add +19.9% | 2,429,384 | $123.2M |
| Foster Dykema Cabot & Partners, LLC | 7.92% | Reduce -1.4% | 2,220,761 | $112.6M |
| Donaldson Capital Management, LLC | 4.07% | Reduce -10.7% | 2,186,562 | $110.9M |
| Royal Bank of Canada | 0.02% | Reduce -17.3% | 2,081,085 | $105.5M |
| Focus Partners Wealth | 0.18% | Add +97.6% | 1,615,686 | $81.9M |
| Winthrop Advisory Group LLC | 5.86% | Add +5.6% | 1,198,040 | $60.8M |
| Mariner, LLC | 0.08% | Reduce -0.3% | 1,134,217 | $57.5M |
| Diversified Portfolios, Inc. | 5.34% | Reduce -2.4% | 1,103,609 | $56.0M |
| BlackRock, Inc. | 0.00% | Reduce -20.6% | 1,051,596 | $53.3M |
| Raymond James Financial Inc. | 0.02% | Add +18.1% | 1,003,443 | $50.9M |
| Sand Hill Global Advisors, LLC | 1.87% | Add +157.2% | 995,869 | $50.5M |
| Acorns Advisers, LLC | 0.42% | Add +0.4% | 975,055 | $49.4M |
| Foster Group, Inc. | 1.60% | Add +10.4% | 922,202 | $46.8M |
| Iron Gate Global Advisors LLC | 4.62% | Add +19.3% | 817,442 | $41.5M |
| Exchange Traded Concepts, LLC | 0.50% | Reduce -49.7% | 770,716 | $39.1M |
| Valtinson Bruner Financial Planning LLC | 12.22% | Add +9.6% | 767,895 | $38.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -34.3% | 743,773 | $37.7M |
| Osaic Holdings, Inc. | 0.06% | Add +2.6% | 642,447 | $32.6M |
| Mutual Advisors, LLC | 0.77% | Add +39.0% | 605,224 | $30.7M |
| Osborne Partners Capital Management, LLC | 1.51% | Reduce -16.2% | 561,281 | $28.5M |
| Bogart Wealth, LLC | 1.17% | Add +35223.9% | 538,689 | $27.3M |
| MML Investors Services, LLC | 0.07% | Reduce -13.1% | 503,179 | $25.5M |
| Cary Street Partners Financial LLC | 0.68% | Add +14.3% | 476,468 | $24.2M |
| Cetera Investment Advisers | 0.04% | Reduce -4.7% | 457,674 | $23.2M |
| Cynosure Group, LLC | 2.57% | Add +1.8% | 447,247 | $22.7M |
| Goldman Sachs Group Inc. | 0.00% | New | 417,592 | $21.2M |
| Avestar Capital, LLC | 1.51% | Add +8.2% | 407,352 | $20.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +29.0% | 397,918 | $20.2M |
| Roble, Belko & Company, Inc | 2.75% | Add +7.7% | 372,968 | $18.9M |
| Global Strategic Investment Solutions, LLC | 1.90% | Add +10.3% | 350,836 | $17.8M |
| Cwm, LLC | 0.06% | Add +13.0% | 343,561 | $17.4M |
| Advisory Services Network, LLC | 0.27% | Reduce -40.6% | 325,337 | $16.5M |
| Transce3nd, LLC | 6.87% | Reduce -3.5% | 321,100 | $16.3M |
| Stifel Financial Corp. | 0.01% | Add +0.1% | 304,095 | $15.4M |
| J.W. Cole Advisors, Inc. | 0.32% | Add +47.2% | 300,046 | $15.2M |
| Bokf, NA | 0.24% | Add +15.3% | 295,935 | $15.0M |
| Simon Quick Advisors, LLC | 0.75% | No change | 291,605 | $14.8M |
| Landing Point Financial Group, LLC | 8.60% | Add +1776.5% | 269,060 | $13.6M |
| Signaturefd, LLC | 0.23% | Add +2.2% | 265,926 | $13.5M |
| Private Advisor Group, LLC | 0.07% | Reduce -7.3% | 261,730 | $13.3M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +251.9% | 258,528 | $13.1M |
| Corient Private Wealth LP | 0.02% | Reduce -1.5% | 253,571 | $12.9M |
| Steele Capital Management, Inc. | 0.60% | Reduce -0.3% | 246,515 | $12.5M |
| Cerity Partners LLC | 0.02% | Reduce -7.8% | 234,646 | $11.9M |
| Edgemoor Investment Advisors, Inc. | 1.03% | Add +1.8% | 234,465 | $11.9M |
| Congress Park Capital LLC | 3.77% | Reduce -29.1% | 227,048 | $11.5M |
| Parallel Advisors, LLC | 0.23% | Add +28.5% | 225,920 | $11.5M |
| WJ Wealth Management, LLC | 3.50% | Add +804.2% | 218,419 | $11.1M |
| Atria Investments, Inc | 0.13% | Reduce -3.1% | 215,748 | $10.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +15.9% | 214,653 | $10.9M |
| Glassy Mountain Advisors, Inc. | 3.45% | Reduce -5.4% | 211,327 | $10.7M |
| BNP Paribas Financial Markets | 0.01% | New | 206,068 | $10.4M |
| Global Retirement Partners, LLC | 0.26% | — | 204,602 | $10.4M |
| Hengehold Capital Management LLC | 0.90% | Reduce -8.8% | 194,939 | $9.9M |
| GWN Securities Inc. | 1.83% | Add +146.7% | 194,733 | $9.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.0% | 188,668 | $9.6M |
| Resonant Capital Advisors, LLC | 0.60% | Reduce -16.0% | 184,542 | $9.4M |
| Savant Capital, LLC | 0.07% | Reduce -15.5% | 183,769 | $9.3M |
| MY Wealth Management Inc. | 8.90% | New | 183,200 | $9.3M |
| Alkeme Wealth, LLC | 4.09% | Add +2.8% | 181,336 | $9.2M |
| Guidance Capital, Inc. | 2.56% | Add +1.4% | 177,556 | $9.0M |
| Citadel Advisors | 0.01% | Add +5.1% | 171,935 | $8.7M |
| CreativeOne Wealth, LLC | 0.22% | Reduce -8.3% | 168,396 | $8.5M |
| Pinnacle Financial Partners Inc | 0.18% | Reduce -0.6% | 164,712 | $8.4M |
| Bison Wealth, LLC | 0.66% | Add +54.3% | 164,824 | $8.3M |
| Snider Financial Group | 2.33% | Add +0.9% | 159,612 | $8.1M |
| Merit Financial Group, LLC | 0.09% | Add +23.5% | 159,354 | $8.1M |
| General Partner, Inc. | 4.67% | Add +57.2% | 157,260 | $8.0M |
| Allworth Financial LP | 0.04% | Reduce -1.6% | 146,473 | $7.4M |
| Advisor OS, LLC | 0.72% | Add +12.3% | 144,692 | $7.3M |
| Flagship Harbor Advisors, LLC | 0.33% | Add +17.3% | 138,336 | $7.0M |
| Farrow Financial, Inc. | 4.22% | Reduce -0.3% | 137,094 | $7.0M |
| Haverford Trust Co | 0.06% | Reduce -5.6% | 133,778 | $6.8M |
| Bulltick Wealth Management, LLC | 1.67% | Reduce -32.5% | 133,739 | $6.8M |
| Galvin, Gaustad & Stein, LLC | 0.58% | Add +65.8% | 131,784 | $6.7M |
| Summit Wealth Group, LLC | 1.66% | Add +13.8% | 127,579 | $6.5M |
| Kintayl Capital LP | 3.88% | No change | 122,200 | $6.2M |
| Ariadne Wealth Management, LP | 2.96% | Reduce -5.6% | 122,394 | $6.2M |
| Founders Financial Securities LLC | 0.47% | Add +44.3% | 122,088 | $6.2M |
| Constellation Investments, Inc. | 0.28% | Reduce -85.8% | 120,000 | $6.1M |
| Agate Pass Investment Management, LLC | 2.49% | Reduce -8.8% | 119,699 | $6.1M |
| LongView Wealth Management | 1.83% | Add +0.3% | 119,221 | $6.0M |
| Fairview Capital Investment Management, LLC | 0.31% | No change | 116,788 | $5.9M |
| Sowell Financial Services LLC | 0.24% | Add +20.1% | 116,752 | $5.9M |
| Chicago Partners Investment Group LLC | 0.17% | Add +5.1% | 114,896 | $5.8M |
| Mgo One Seven LLC | 0.19% | Reduce -12.4% | 114,636 | $5.8M |
| Rochester Wealth Strategies, LLC | 4.16% | Reduce -11.8% | 114,317 | $5.8M |
| Captrust Financial Advisors | 0.01% | Reduce -0.3% | 112,990 | $5.7M |
| First International Bank & Trust | 1.96% | Reduce -10.9% | 111,382 | $5.6M |
| Shufro Rose & Co. LLC | 0.46% | Reduce -0.6% | 110,790 | $5.6M |
| Advocacy Wealth Management, LLC | 0.34% | Add +7.8% | 110,032 | $5.6M |
| Cerro Pacific Wealth Advisors LLC | 1.47% | Add +29.9% | 104,609 | $5.3M |
| Pension & Wealth Management Advisors, Inc. | 1.74% | Add +95.7% | 102,631 | $5.2M |
| Forte Asset Management LLC | 2.63% | Add +20.1% | 101,665 | $5.2M |
| SP Asset Management LLC | 0.42% | Reduce -16.5% | 99,297 | $5.0M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +1236.0% | 99,128 | $5.0M |
"% of holder's portfolio" is ICSH's weight in each manager's 13F, not the share of iShares Ultra Short Duration the manager owns.