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 |
| Legacy Investment Solutions, LLC | 2.65% | — | 98,888 | $5.0M |
| Legacy Wealth Managment, LLC | 2.65% | Reduce -39.7% | 98,888 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -45.6% | 94,309 | $4.8M |
| HighTower Advisors, LLC | 0.01% | Add +10.4% | 89,540 | $4.5M |
| Wealth Architects, LLC | 0.46% | Add +75.7% | 89,495 | $4.5M |
| WT Wealth Management | 1.34% | Add +31.3% | 89,453 | $4.5M |
| Capital Advantage, Inc. | 0.71% | Reduce -19.3% | 88,496 | $4.5M |
| Ameritas Advisory Services, LLC | 0.23% | Add +10.3% | 87,683 | $4.4M |
| WealthBridge Capital Management, LLC | 1.11% | Add +4.3% | 86,707 | $4.4M |
| Financial Gravity Companies, Inc. | 0.86% | — | 86,232 | $4.4M |
| BOK Financial Private Wealth, Inc. | 0.29% | Reduce -1.9% | 86,076 | $4.4M |
| RFP Financial Group LLC | 1.78% | Add +5.2% | 84,807 | $4.3M |
| Semitam Bonam LLC | 4.01% | — | 84,034 | $4.3M |
| Family Manage LLC | 0.65% | Reduce -26.9% | 83,753 | $4.2M |
| Mullaney, Keating & Wright, Inc. | 2.75% | Add +8.5% | 82,806 | $4.2M |
| Phillips Financial Management, LLC | 0.30% | Reduce -35.5% | 81,918 | $4.2M |
| Kingsview Wealth Management, LLC | 0.07% | Add +3.3% | 81,758 | $4.1M |
| Ofc Financial Planning, LLC | 4.38% | Reduce -6.7% | 81,274 | $4.1M |
| Tempus Wealth Planning, LLC | 1.02% | Add +1.6% | 80,611 | $4.1M |
| Jane Street Group, LLC | 0.01% | Reduce -60.9% | 80,528 | $4.1M |
| Panoramic Investment Advisors, LLC | 2.46% | Add +63.2% | 79,084 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.1% | 79,027 | $4.0M |
| Waverly Advisors, LLC | 0.04% | Add +2.0% | 78,209 | $4.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +294.1% | 75,854 | $3.8M |
| Virtue Capital Management, LLC | 0.70% | Reduce -8.6% | 75,554 | $3.8M |
| Plum Street Advisors, LLC | 1.69% | Add +6.5% | 75,338 | $3.8M |
| Princeton Global Asset Management LLC | 0.68% | Add +1.7% | 74,145 | $3.8M |
| IFP Advisors, Inc | 0.11% | Add +114.7% | 73,721 | $3.7M |
| Zhang Financial LLC | 0.17% | Add +61.2% | 73,512 | $3.7M |
| BCR Wealth Strategies, LLC | 1.44% | Add +2.5% | 73,142 | $3.7M |
| Prime Capital Investment Advisors, LLC | 0.05% | Reduce -21.5% | 70,488 | $3.6M |
| Howland Capital Management LLC | 0.15% | Add +2.3% | 70,298 | $3.6M |
| Parkworth Wealth Management, Inc. | 2.50% | Add +18.6% | 68,411 | $3.5M |
| Slow Capital, Inc. | 0.41% | Reduce -74.6% | 66,501 | $3.4M |
| Sigma Planning Corp | 0.10% | Add +31.7% | 62,337 | $3.2M |
| Realta Investment Advisors | 1.21% | Add +18.2% | 60,251 | $3.1M |
| Integral Investment Advisors, Inc. | 0.86% | Add +10.3% | 59,657 | $3.0M |
| SVB Wealth LLC | 0.16% | Reduce -27.9% | 59,466 | $3.0M |
| MSH Capital Advisors LLC | 0.85% | Add +3.5% | 58,158 | $2.9M |
| Morgan Stanley | 0.00% | Reduce -2.8% | 57,409 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Add +408.1% | 55,951 | $2.8M |
| Baird Financial Group, Inc. | 0.00% | Add +0.9% | 55,346 | $2.8M |
| Principal Securities, Inc. | 0.05% | Add +32.0% | 54,903 | $2.8M |
| Bailard, Inc. | 0.06% | New | 54,660 | $2.8M |
| RHS Financial, LLC | 1.53% | Reduce -34.5% | 53,203 | $2.7M |
| Moloney Securities Asset Management, LLC | 0.33% | Add +14.1% | 53,038 | $2.7M |
| Comprehensive Money Management Services LLC | 2.00% | Add +6.6% | 52,004 | $2.6M |
| Brookstone Capital Management | 0.03% | Add +33.1% | 51,366 | $2.6M |
| Creative Planning | 0.00% | Reduce -6.4% | 50,772 | $2.6M |
| Robertson Stephens Wealth Management, LLC | 0.09% | Reduce -38.0% | 50,343 | $2.6M |
| Retirement Capital Strategies | 0.97% | New | 48,350 | $2.5M |
| Peterson Wealth Advisors, LLC | 0.40% | Reduce -5.8% | 48,187 | $2.4M |
| Beacon Investment Advisory Services, Inc. | 0.11% | No change | 48,080 | $2.4M |
| Michels Family Financial, LLC | 2.06% | Reduce -1.4% | 47,717 | $2.4M |
| Vista Investment Management | 0.90% | Add +4.7% | 47,603 | $2.4M |
| StoneCrest Wealth Management, Inc. | 1.13% | Add +18.4% | 46,782 | $2.4M |
| Vertex Planning Partners, LLC | 0.49% | Add +4.6% | 46,633 | $2.4M |
| Belpointe Asset Management LLC | 0.10% | Reduce -4.3% | 46,612 | $2.4M |
| Avidian Wealth Enterprises, LLC | 0.10% | Reduce -22.7% | 46,513 | $2.4M |
| Acute Investment Advisory, LLC | 19.01% | Reduce -41.6% | 45,986 | $2.3M |
| Zacks Investment Management | 0.02% | Reduce -11.9% | 43,879 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +46.2% | 43,535 | $2.2M |
| RPS Advisory Solutions LLC | 1.20% | New | 43,135 | $2.2M |
| Watts Gwilliam & Co., LLC | 0.35% | Reduce -38.8% | 42,661 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +57.5% | 42,470 | $2.2M |
| Sheets Smith Wealth Management | 0.25% | Add +1.5% | 42,406 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.3% | 42,370 | $2.1M |
| CFS Investment Advisory Services, LLC | 0.18% | Add +5.3% | 42,236 | $2.1M |
| Jacobi Capital Management LLC | 0.14% | Add +24.3% | 41,635 | $2.1M |
| Composition Wealth, LLC | 0.04% | Add +0.1% | 41,586 | $2.1M |
| Assetmark, Inc. | 0.01% | Add +729.8% | 41,434 | $2.1M |
| Citigroup Inc. | 0.00% | Add +14.4% | 40,986 | $2.1M |
| True Link Financial Advisors, LLC | 0.14% | No change | 40,969 | $2.1M |
| Vise Technologies, Inc. | 0.08% | — | 40,114 | $2.0M |
| HRT Financial LP | 0.01% | New | 40,011 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.3% | 39,818 | $2.0M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -14.7% | 39,783 | $2.0M |
| Ifrah Financial Services, Inc. | 0.54% | Add +0.5% | 38,862 | $2.0M |
| Kane Investment Management, Inc. | 1.03% | Add +665.2% | 38,833 | $2.0M |
| Able Wealth Management LLC | 0.99% | Add +76.3% | 38,714 | $2.0M |
| Valmark Advisers, Inc. | 0.03% | Add +2.2% | 38,441 | $1.9M |
| Krilogy Financial LLC | 0.11% | New | 37,645 | $1.9M |
| Guardian Wealth Advisors, LLC | 1.13% | Reduce -4.7% | 37,521 | $1.9M |
| Seizert Capital Partners, LLC | 0.08% | No change | 36,356 | $1.8M |
| Cannon Financial Strategists, Inc. | 0.29% | Add +20.3% | 35,917 | $1.8M |
| Vista Cima Wealth Management LLC | 1.69% | Reduce -1.3% | 35,554 | $1.8M |
| Chesley Taft & Associates LLC | 0.08% | Reduce -7.5% | 35,046 | $1.8M |
| Talon Private Wealth, LLC | 0.24% | Add +74.0% | 34,758 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Reduce -2.3% | 34,461 | $1.7M |
| Thrive Capital Management, LLC | 0.54% | New | 34,087 | $1.7M |
| Capital Wealth Alliance, LLC | 0.90% | Add +25.3% | 32,840 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Reduce -1.9% | 32,794 | $1.7M |
| ZEGA Investments, LLC | 0.42% | Add +41.5% | 32,653 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +6.4% | 32,626 | $1.7M |
| Lionsbridge Wealth Management LLC | 1.63% | Reduce -6.3% | 32,379 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.6% | 31,764 | $1.6M |
| Two Sigma Securities, LLC | 0.20% | New | 31,738 | $1.6M |
| CGN Advisors LLC | 0.14% | Add +55.6% | 31,545 | $1.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.30% | New | 31,378 | $1.6M |
| Synovus Financial Corp. | 0.02% | Reduce -69.7% | 31,353 | $1.6M |
| Vista Finance, LLC | 1.27% | Add +0.3% | 29,026 | $1.5M |
| Fusion Capital, LLC | 0.50% | Reduce -2.2% | 29,026 | $1.5M |
| Greenup Street Wealth Management LLC | 0.25% | Reduce -16.4% | 28,807 | $1.5M |
| BCGM Wealth Management, LLC | 0.41% | Reduce -3.9% | 28,684 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +21.5% | 27,815 | $1.4M |
| WealthShield Partners, LLC | 0.17% | Reduce -2.3% | 27,004 | $1.4M |
| Long Run Wealth Advisors, LLC | 0.28% | Reduce -3.9% | 26,331 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -35.0% | 24,281 | $1.2M |
| Gries Financial LLC | 0.21% | No change | 23,027 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +98.7% | 22,955 | $1.2M |
| Tradewinds Capital Management, LLC | 0.29% | Add +1.2% | 22,748 | $1.2M |
| Bank of Hawaii | 0.06% | Reduce -49.1% | 22,121 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.6% | 22,103 | $1.1M |
| Arista Wealth Management, LLC | 0.15% | New | 21,801 | $1.1M |
| NWF Advisory Services Inc. | 0.13% | Add +183.5% | 21,633 | $1.1M |
| Factor Wealth Management LTD | 0.30% | Add +44.1% | 21,432 | $1.1M |
| Cahaba Wealth Management, Inc. | 0.08% | Reduce -8.5% | 21,350 | $1.1M |
| Proficio Capital Partners LLC | 0.07% | Reduce -37.7% | 21,284 | $1.1M |
| Davis Wealth Advisors, LLC | 1.14% | Reduce -2.7% | 21,101 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Add +0.1% | 20,827 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +130.5% | 20,812 | $1.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +27.5% | 20,739 | $1.1M |
| Country Club Bank | 0.06% | Add +6.5% | 20,367 | $1.0M |
| Boltwood Capital Management | 0.29% | No change | 20,300 | $1.0M |
| Emerald Advisors, LLC | 0.13% | Reduce -22.7% | 20,297 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | New | 20,077 | $1.0M |
| Everett Harris & Co. | 0.01% | New | 20,000 | $1.0M |
| Heritage Trust Co | 0.12% | No change | 19,837 | $1.0M |
| CWA Asset Management Group, LLC | 0.04% | Reduce -0.6% | 19,652 | $997K |
| Rockefeller Capital Management L.P. | 0.00% | Add +21.7% | 19,355 | $982K |
| Glass Jacobson Investment Advisors llc | 0.38% | No change | 19,243 | $976K |
| NewEdge Wealth, LLC | 0.01% | Add +27.2% | 18,862 | $954K |
| Burt Wealth Advisors | 0.21% | New | 18,358 | $931K |
| Bristlecone Advisors, LLC | 0.08% | No change | 18,330 | $930K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Reduce -1.2% | 17,734 | $899K |
| Wick Capital Partners, LLC | 0.23% | Reduce -65.3% | 6,427 | $897K |
| J.Safra Asset Management Corp | 0.06% | New | 17,648 | $895K |
| Whittier Trust Co. | 0.01% | Reduce -22.0% | 17,521 | $888K |
| Jackson Creek Investment Advisors LLC | 0.23% | Reduce -27.0% | 17,179 | $871K |
| Wealthfront Advisers LLC | 0.00% | Add +2.0% | 16,983 | $861K |
| Capital Advisors, Ltd. LLC | 0.11% | Reduce -10.0% | 16,914 | $858K |
| Regal Investment Advisors LLC | 0.06% | Reduce -1.3% | 16,013 | $812K |
| Sandy Cove Advisors, LLC | 0.29% | Add +16.3% | 15,983 | $810K |
| Madison Park Capital Advisors, LLC | 0.68% | Add +56.7% | 15,969 | $810K |
| Shepherd Financial Partners LLC | 0.09% | Reduce -2.0% | 15,929 | $808K |
| Park Place Capital Corp | 0.18% | New | 15,983 | $807K |
| Round Rock Advisors LLC | 0.14% | Add +4.9% | 15,800 | $801K |
| WESCAP Management Group, Inc. | 0.18% | Reduce -2.5% | 15,670 | $795K |
| Old North State Wealth Management, LLC | 0.41% | Reduce -19.4% | 15,513 | $787K |
| Elevate Wealth Advisory, Inc. | 0.56% | Add +18.4% | 15,418 | $782K |
| KM Capital Management Ltd. | 0.38% | Reduce -14.4% | 14,992 | $760K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.6% | 14,802 | $751K |
| Bank of Marin | 0.56% | Reduce -2.0% | 14,476 | $734K |
| Equitable Holdings, Inc. | 0.01% | Add +42.1% | 14,342 | $727K |
| AlphaCore Capital LLC | 0.03% | Reduce -11.1% | 14,204 | $720K |
| Regatta Capital Group, LLC | 0.12% | Add +13.4% | 14,107 | $715K |
| TAGStone Capital, Inc. | 0.29% | Reduce -59.0% | 14,073 | $712K |
| Tsfg, LLC | 0.13% | Reduce -3.2% | 13,972 | $709K |
| Arkadios Wealth Advisors | 0.02% | New | 13,929 | $706K |
| Harbour Investments, Inc. | 0.02% | Add +26.8% | 13,774 | $698K |
| Red Wave Investments LLC | 0.23% | Reduce -0.7% | 13,734 | $696K |
| Aprio Wealth Management, LLC | 0.08% | Reduce -3.2% | 13,596 | $689K |
| Coppell Advisory Solutions LLC | 0.08% | New | 13,571 | $688K |
| Grey Ledge Advisors, LLC | 0.16% | No change | 12,765 | $647K |
| Pacific Center for Financial Services | 0.17% | Reduce -0.2% | 12,624 | $640K |
| Cresset Asset Management, LLC | 0.00% | Reduce -42.2% | 12,499 | $634K |
| Schmidt P J Investment Management Inc. | 0.11% | Add +31.3% | 12,494 | $634K |
| Coyle Financial Counsel LLC | 0.17% | Add +8.1% | 12,361 | $627K |
| RFG Advisory, LLC | 0.01% | Reduce -38.8% | 12,299 | $624K |
| CVA Family Office, LLC | 0.09% | Add +1.8% | 12,227 | $620K |
| Physician Wealth Advisors, Inc. | 0.10% | Reduce -2.7% | 12,219 | $620K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 12,104 | $614K |
| Impact Partnership Wealth, LLC | 0.11% | New | 11,953 | $606K |
| SevenBridge Financial Group, LLC | 0.11% | No change | 11,932 | $604K |
| Southland Equity Partners LLC | 0.13% | Add +0.0% | 11,793 | $598K |
| Hexagon Capital Partners LLC | 0.13% | Reduce -18.6% | 11,774 | $597K |
| Avaii Wealth Management, LLC | 0.26% | Reduce -10.5% | 11,715 | $594K |
| Matrix Trust Co | 0.09% | Add +17.5% | 11,485 | $582K |
| Tilson Financial Group, Inc. | 0.22% | Add +1.2% | 11,430 | $580K |
| Base Wealth Management LLC | 0.37% | Reduce -61.4% | 11,424 | $579K |
| Texas Yale Capital Corp. | 0.02% | Reduce -77.8% | 11,400 | $578K |
| Market Street Wealth Management Advisors LLC | 0.09% | Add +1.1% | 11,349 | $576K |
| Prossimo Advisors, LLC | 0.46% | No change | 11,329 | $574K |
| Maryland Capital Advisors Inc. | 0.22% | Reduce -7.9% | 11,250 | $570K |
| 49 Wealth Management, LLC | 0.06% | Reduce -66.1% | 11,220 | $569K |
| CGC Financial Services, LLC | 0.19% | Add +0.1% | 11,211 | $569K |
| Applied Capital LLC | 0.25% | Add +20.0% | 11,153 | $566K |
| Capstone Financial Advisors, Inc. | 0.03% | Reduce -4.7% | 10,967 | $556K |
| Mascoma Wealth Management LLC | 0.13% | Add +0.0% | 10,952 | $555K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +0.6% | 10,811 | $548K |
| Old Mission Capital LLC | 0.01% | New | 10,747 | $545K |
| Roger Wittlin Investment Advisory, LLC | 0.30% | Reduce -19.0% | 10,727 | $544K |
| Sovran Advisors, LLC | 0.06% | New | 10,709 | $541K |
| Ceera Investments, LLC | 0.16% | Reduce -82.2% | 10,570 | $536K |
| Certified Advisory Corp | 0.06% | Reduce -0.6% | 10,544 | $535K |
| REDW Wealth LLC | 0.21% | Add +8.3% | 10,529 | $534K |
| Johnson Bixby & Associates, LLC | 0.07% | Reduce -52.6% | 10,243 | $519K |
| Franklin Resources Inc. | 0.00% | No change | 10,000 | $507K |
| New Capital Management LP | 0.14% | Reduce -14.8% | 9,995 | $507K |
| Verum Partners LLC | 0.12% | Reduce -11.6% | 9,925 | $503K |
| MBE Wealth Management, LLC | 0.22% | New | 9,841 | $499K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -28.4% | 9,633 | $488K |
| Canandaigua National Bank & Trust Co. | 0.05% | Reduce -19.5% | 9,596 | $487K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.3% | 9,435 | $478K |
| Searcy Financial Services Inc. | 0.19% | Add +0.6% | 9,297 | $471K |
| AE Wealth Management LLC | 0.00% | Add +1664.6% | 9,176 | $465K |
| Oppenheimer & Co. Inc. | 0.01% | Add +63.8% | 9,142 | $464K |
| Copia Wealth Management | 0.38% | No change | 8,935 | $453K |
| WNY Asset Management, LLC | 0.05% | Add +12.6% | 8,929 | $453K |
| Nvest Financial, LLC | 0.24% | No change | 8,900 | $451K |
| Spire Wealth Management | 0.02% | Add +13.8% | 8,723 | $442K |
| EWG Elevate Inc. | 0.14% | Reduce -0.8% | 8,693 | $441K |
| Alterna Wealth Management, Inc. | 0.35% | No change | 8,667 | $440K |
| Fortis Advisors, LLC | 0.28% | Add +1.1% | 8,628 | $438K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -7.2% | 8,513 | $432K |
| Scotia Capital Inc. | 0.00% | Add +2.7% | 8,422 | $427K |
| PFG Advisors | 0.02% | New | 8,400 | $426K |
| Argent Advisors, Inc. | 0.13% | Add +23.4% | 8,367 | $424K |
| Pine Haven Investment Counsel, Inc | 0.32% | Reduce -13.8% | 8,129 | $412K |
| Seed Wealth Management, Inc. | 0.30% | Reduce -11.1% | 8,000 | $406K |
| Investment Planning Advisors, Inc. | 0.14% | Reduce -26.1% | 7,976 | $404K |
| Arax Advisory Partners | 0.02% | Reduce -98.0% | 7,881 | $400K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -13.3% | 7,797 | $395K |
| NorthCoast Asset Management LLC | 0.00% | No change | 7,790 | $395K |
| Leading Edge Financial Planning LLC | 0.11% | Reduce -11.6% | 7,692 | $390K |
| Heck Capital Advisors, LLC | 0.03% | Add +31.9% | 7,627 | $387K |
| Everstar Asset Management, LLC | 0.23% | No change | 7,575 | $384K |
| Strategic Blueprint, LLC | 0.02% | Reduce -7.3% | 7,405 | $376K |
| BlueChip Wealth Advisors LLC | 0.15% | New | 7,400 | $375K |
| Alley Investment Management Company, LLC | 0.05% | Reduce -2.6% | 7,393 | $375K |
| Courage Miller Partners, LLC | 0.12% | Reduce -15.0% | 7,348 | $373K |
| Blair William & Co. | 0.00% | Reduce -12.0% | 7,344 | $372K |
| Charter Oak Capital Management, LLC | 0.03% | Add +7.1% | 7,340 | $372K |
| Condor Capital Management | 0.03% | Add +1.1% | 7,286 | $369K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +31.7% | 7,060 | $358K |
| XTX Topco Ltd | 0.01% | New | 7,058 | $358K |
| White Lighthouse Investment Management Inc. | 0.06% | No change | 7,000 | $355K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.2% | 6,971 | $354K |
| MAI Capital Management | 0.00% | Reduce -16.4% | 6,893 | $350K |
| Fifth Third Securities, Inc. | 0.03% | No change | 6,791 | $344K |
| BridgePort Financial Solutions, LLC | 0.11% | New | 6,772 | $343K |
| Consolidated Portfolio Review Corp | 0.05% | Reduce -0.2% | 6,740 | $342K |
| Guardian Partners Inc. | 0.03% | Add +2.3% | 6,745 | $341K |
| Klingman & Associates, LLC | 0.02% | No change | 6,723 | $341K |
| Comerica Bank | 0.00% | Add +57.3% | 6,709 | $340K |
| Hopwood Financial Services, Inc. | 0.26% | No change | 6,640 | $337K |
| Legacy Capital Group California, Inc. | 0.09% | Add +0.7% | 6,629 | $336K |
| Quadrant Private Wealth Management, LLC | 0.07% | Reduce -28.3% | 6,482 | $329K |
| Flputnam Investment Management Co. | 0.01% | No change | 6,401 | $325K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -1.8% | 6,353 | $321K |
| Koshinski Asset Management, Inc. | 0.02% | Add +1.1% | 6,238 | $316K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -18.5% | 6,017 | $304K |
| Old Second National Bank of Aurora | 0.06% | No change | 5,800 | $294K |
| Betterment LLC | 0.00% | Reduce -66.4% | 5,733 | $291K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -6.9% | 5,727 | $290K |
| Capital Insight Partners, LLC | 0.05% | Reduce -16.4% | 5,665 | $287K |
| Wealthspan Partners, LLC | 0.12% | New | 5,594 | $284K |
| Dunhill Financial, LLC | 0.08% | Reduce -13.0% | 5,569 | $282K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -5.2% | 5,517 | $280K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -8.9% | 5,468 | $277K |
| TD Waterhouse Canada Inc. | 0.00% | Add +8.0% | 5,401 | $273K |
| Sage Rhino Capital LLC | 0.06% | Add +0.1% | 5,353 | $271K |
| Lifelong Wealth Advisors, Inc. | 0.09% | No change | 5,353 | $271K |
| Avior Wealth Management, LLC | 0.01% | No change | 5,335 | $271K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -35.5% | 5,265 | $267K |
| Encompass Wealth Advisors, LLC | 0.10% | No change | 5,180 | $263K |
| Aviance Capital Partners, LLC | 0.03% | Reduce -85.0% | 5,079 | $258K |
| Norden Group LLC | 0.03% | No change | 5,060 | $257K |
| Traub Capital Management LLC | 0.24% | — | 5,059 | $257K |
| Financial Advocates Investment Management | 0.02% | Reduce -79.5% | 5,038 | $255K |
| Spinnaker Investment Group, LLC | 0.06% | Reduce -2.4% | 4,976 | $252K |
| Alpha Financial Partners LLC | 0.18% | Reduce -63.6% | 4,913 | $249K |
| PNC Financial Services Group, Inc. | 0.00% | Add +91.2% | 4,864 | $247K |
| Probity Advisors, Inc. | 0.04% | Reduce -50.3% | 4,850 | $246K |
| SageView Advisory Group, LLC | 0.01% | No change | 4,814 | $244K |
| Aspen Wealth Strategies, LLC | 0.15% | Reduce -6.4% | 4,795 | $243K |
| M1 Capital Management LLC | 0.12% | No change | 4,729 | $240K |
| Turning Point Benefit Group, Inc. | 0.18% | Reduce -26.0% | 4,694 | $238K |
| Investor's Fiduciary Advisor Network, LLC | 0.09% | New | 4,677 | $237K |
| Flynn Zito Capital Management, LLC | 0.10% | Reduce -22.1% | 4,565 | $231K |
| B & T Capital Management DBA Alpha Capital Management | 0.04% | Reduce -75.2% | 4,556 | $231K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | Add +0.0% | 4,527 | $230K |
| Kraft, Davis & Associates, LLC | 0.06% | New | 4,525 | $229K |
| Wetzel Investment Advisors, Inc. | 0.10% | New | 4,440 | $225K |
| HF Advisory Group, LLC | 0.09% | Add +1.1% | 4,401 | $223K |
| Empower Advisory Group, LLC | 0.00% | Add +5.6% | 4,344 | $220K |
| Clarius Group, LLC | 0.01% | No change | 4,327 | $219K |
| Nwam LLC | 0.01% | Add +0.4% | 4,293 | $218K |
| Eagle Bay Advisors LLC | 0.18% | Reduce -9.9% | 4,183 | $212K |
| Avalon Trust Co | 0.02% | Add +40.0% | 4,097 | $208K |
| Crabel Capital Management, LLC | 0.13% | New | 4,087 | $207K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 4,021 | $204K |
| Galilei Investment Office LLP | 0.10% | No change | 4,000 | $203K |
| BLB&B Advisors, LLC | 0.01% | No change | 3,999 | $203K |
| Financial Perspectives, Inc | 0.06% | Add +0.9% | 3,995 | $203K |
| Stephens Inc. | 0.00% | Reduce -8.4% | 3,961 | $201K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.08% | No change | 3,966 | $201K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 3,623 | $184K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,166 | $161K |
| Blue Trust, Inc. | 0.00% | Add +0.6% | 3,128 | $159K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 3,026 | $153K |
| Proffitt & Goodson Inc. | 0.02% | Reduce -45.2% | 2,951 | $150K |
| NFSG Corp | 0.02% | Add +11.8% | 2,795 | $142K |
| Bulwark Capital Corp | 0.11% | — | 2,605 | $132K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -47.8% | 2,489 | $126K |
| Geneos Wealth Management Inc. | 0.00% | Add +114.8% | 2,429 | $123K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,427 | $123K |
| MPWM Advisory Solutions, LLC | 0.07% | New | 2,197 | $111K |
| AdvisorNet Financial, Inc | 0.01% | Add +40.9% | 2,043 | $104K |
| Wells Fargo & Company | 0.00% | Reduce -41.6% | 1,932 | $98K |
| Creekmur Asset Management LLC | 0.01% | Add +2.6% | 1,589 | $81K |
| Atwood & Palmer Inc. | 0.00% | Reduce -73.6% | 1,525 | $77K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -69.6% | 1,323 | $67K |
| CKW Financial Group | 0.01% | No change | 1,282 | $65K |
| Private Trust Co. NA | 0.01% | Reduce -4.2% | 1,222 | $62K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 1,107 | $56K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,014 | $51K |
| Golden State Wealth Management, LLC | 0.01% | No change | 1,008 | $51K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 877 | $44K |
| Capital Analysts, LLC | 0.00% | No change | 856 | $43K |
| Wells Financial Advisors INC | 0.06% | Reduce -66.5% | 835 | $42K |
| Harbor Asset Planning, Inc. | 0.04% | — | 813 | $41K |
| Sunbelt Securities, Inc. | 0.00% | No change | 759 | $38K |
| Rossby Financial, LCC | 0.01% | Reduce -22.5% | 628 | $32K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.1% | 619 | $31K |
| MJT & Associates Financial Advisory Group, Inc. | 0.04% | Add +136.7% | 613 | $31K |
| Essential Partners LLC | 0.01% | — | 609 | $31K |
| Front Row Advisors LLC | 0.01% | No change | 550 | $28K |
| Ridgewood Investments LLC | 0.01% | No change | 523 | $27K |
| Costello Asset Management, INC | 0.01% | Add +1.0% | 514 | $26K |
| Crews Bank & Trust | 0.00% | No change | 404 | $20K |
| Bell Investment Advisors, Inc | 0.00% | Add +1.2% | 328 | $17K |
| Roehl & Yi Investment Advisors, LLC | 0.01% | No change | 14,148 | $14K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 251 | $13K |
| Clearstead Trust, LLC | 0.00% | No change | 198 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 188 | $10K |
| Avion Wealth | 0.00% | Reduce -33.5% | 177 | $8K |
| LRI Investments, LLC | 0.00% | New | 151 | $8K |
| CoreCap Advisors, LLC | 0.00% | Reduce -21.2% | 149 | $8K |
| Horizon Financial Services, LLC | 0.00% | No change | 129 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 123 | $6K |
| Future Financial Wealth Managment LLC | 0.00% | No change | 120 | $6K |
| Lanark Financial, Inc. | 0.00% | Reduce -81.8% | 100 | $5K |
| Bernard Wealth Management Corp. | 0.00% | No change | 90 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 90 | $5K |
| Pandora Wealth, Inc. | 0.00% | No change | 43 | $2K |
| MV Capital Management, Inc. | 0.00% | No change | 38 | $2K |
| Bellevue Asset Management, LLC | 0.00% | Add +2.9% | 36 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 26 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -100.0% | 3 | $179 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2 | $101 |
| Mb, Levis & Associates, LLC | 0.00% | No change | 2 | $90 |
| LGT Financial Advisors LLC | 0.00% | Reduce -99.7% | 1 | $46 |
"% of holder's portfolio" is ICSH's weight in each manager's 13F, not the share of iShares Ultra Short Duration the manager owns.