iShares Ultra Short DurationICSHETF
13F holders, Q3 2025 (September 30)472holders +19
54new positions
35sold out
2famous investors
$50.74avg. 13F price*
At the end of Q3 2025, 472 institutions reported holding iShares Ultra Short Duration (ICSH) in their 13F filings, up 19 from Q2 2025. 54 opened new positions and 35 sold out. The largest holders were Bank of America Corp. ($230.0M), FMR LLC ($230.0M) and UBS Group AG ($191.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Ultra Short Duration
- CUSIP
- 46434V878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $230.8M |
| Exits | 35 | $55.3M |
All 13F filers, Q2 2025 → Q3 2025: 9,475,236 shares bought and 5,624,601 shares sold, net +3,850,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 472 holders
| Bank of America Corp. | 0.02% | Add +13.5% | 4,532,294 | $230.0M |
| FMR LLC | 0.01% | Reduce -19.7% | 4,532,036 | $230.0M |
| UBS Group AG | 0.04% | Add +6.2% | 3,771,422 | $191.4M |
| Wealth Enhancement Advisory Services, LLC | 0.21% | Add +2.7% | 2,714,808 | $137.4M |
| LPL Financial LLC | 0.04% | Add +2.4% | 2,487,387 | $126.2M |
| Foster Dykema Cabot & Partners, LLC | 7.26% | Reduce -1.9% | 2,179,609 | $110.6M |
| Donaldson Capital Management, LLC | 3.35% | Reduce -4.5% | 2,087,886 | $106.0M |
| Focus Partners Wealth | 0.17% | Add +28.4% | 2,075,233 | $105.3M |
| Temasek Holdings (Private) Ltd | 0.35% | New | 1,973,943 | $100.2M |
| Royal Bank of Canada | 0.02% | Reduce -13.6% | 1,797,747 | $91.2M |
| Raymond James Financial Inc. | 0.02% | Add +24.1% | 1,245,268 | $63.2M |
| Winthrop Advisory Group LLC | 5.40% | Add +1.6% | 1,216,639 | $61.7M |
| Mariner, LLC | 0.08% | Add +4.4% | 1,184,421 | $60.1M |
| Diversified Portfolios, Inc. | 5.08% | Add +2.8% | 1,134,932 | $57.6M |
| BlackRock, Inc. | 0.00% | Add +1.1% | 1,063,252 | $54.0M |
| Acorns Advisers, LLC | 0.39% | Add +1.3% | 988,139 | $50.1M |
| Foster Group, Inc. | 1.54% | Add +5.0% | 968,631 | $49.2M |
| Iron Gate Global Advisors LLC | 4.45% | Add +3.1% | 843,178 | $42.8M |
| Exchange Traded Concepts, LLC | 0.38% | Add +1.5% | 782,174 | $39.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.4% | 681,067 | $34.6M |
| Valtinson Bruner Financial Planning LLC | 10.09% | Reduce -12.6% | 671,175 | $34.1M |
| Prosperity Consulting Group, LLC | 1.61% | New | 645,367 | $32.8M |
| Cary Street Partners Financial LLC | 0.77% | Add +22.9% | 585,614 | $29.7M |
| Bogart Wealth, LLC | 1.14% | Add +2.4% | 551,599 | $28.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +36.3% | 542,338 | $27.5M |
| Osborne Partners Capital Management, LLC | 1.38% | Reduce -4.7% | 534,890 | $27.1M |
| MML Investors Services, LLC | 0.07% | Add +6.0% | 533,147 | $27.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -18.5% | 523,317 | $26.6M |
| Cetera Investment Advisers | 0.03% | Add +6.2% | 485,946 | $24.7M |
| Hollencrest Capital Management | 0.85% | New | 464,958 | $23.6M |
| Cynosure Group, LLC | 2.42% | Reduce -1.9% | 438,824 | $22.3M |
| Steele Capital Management, Inc. | 0.91% | Add +64.5% | 405,431 | $20.6M |
| Global Strategic Investment Solutions, LLC | 2.01% | Add +13.3% | 397,644 | $20.2M |
| Roble, Belko & Company, Inc | 2.70% | Add +5.3% | 392,899 | $19.9M |
| Stifel Financial Corp. | 0.02% | Add +28.1% | 389,688 | $19.8M |
| Mainsail Asset Management, LLC | 8.49% | New | 381,440 | $19.4M |
| Cwm, LLC | 0.06% | Add +8.9% | 374,161 | $19.0M |
| Citadel Advisors | 0.02% | Add +112.2% | 364,879 | $18.5M |
| Avestar Capital, LLC | 1.27% | Reduce -14.0% | 350,419 | $17.8M |
| Advisory Services Network, LLC | 0.26% | Add +6.1% | 345,149 | $17.5M |
| Signaturefd, LLC | 0.27% | Add +27.8% | 339,714 | $17.2M |
| J.W. Cole Advisors, Inc. | 0.32% | Add +10.3% | 331,086 | $16.8M |
| Sand Hill Global Advisors, LLC | 0.56% | Reduce -68.4% | 314,561 | $16.0M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +19.0% | 307,722 | $15.6M |
| Bokf, NA | 0.23% | Add +2.1% | 302,174 | $15.3M |
| Corient Private Wealth LP | 0.02% | Add +18.4% | 300,307 | $15.2M |
| Mutual Advisors, LLC | 0.33% | Reduce -51.1% | 296,226 | $15.0M |
| Landing Point Financial Group, LLC | 7.77% | Add +9.2% | 293,679 | $14.9M |
| Edgemoor Investment Advisors, Inc. | 1.15% | Add +24.4% | 291,680 | $14.8M |
| Simon Quick Advisors, LLC | 0.66% | Reduce -0.9% | 289,069 | $14.7M |
| Private Advisor Group, LLC | 0.07% | Add +9.8% | 287,400 | $14.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +47.3% | 277,837 | $14.1M |
| Morningstar Investment Management LLC | 0.52% | New | 276,624 | $14.0M |
| Congress Park Capital LLC | 3.83% | Add +6.9% | 242,676 | $12.3M |
| Cerity Partners LLC | 0.02% | Reduce -0.2% | 234,195 | $11.9M |
| Atria Investments, Inc | 0.13% | Add +5.0% | 226,576 | $11.5M |
| Parallel Advisors, LLC | 0.21% | Add +0.2% | 226,348 | $11.5M |
| JPMorgan Chase & Co. | 0.00% | Add +134.6% | 221,254 | $11.2M |
| Global Retirement Partners, LLC | 0.25% | Add +6.0% | 216,777 | $11.0M |
| Alkeme Wealth, LLC | 4.70% | Add +18.3% | 214,435 | $10.9M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -0.3% | 214,074 | $10.9M |
| Galvin, Gaustad & Stein, LLC | 0.87% | Add +57.9% | 208,069 | $10.6M |
| Mgo One Seven LLC | 0.24% | Add +76.8% | 202,618 | $10.3M |
| Bay Capital Advisors, LLC | 6.65% | New | 201,130 | $10.2M |
| Bison Wealth, LLC | 0.93% | Add +21.0% | 199,418 | $10.1M |
| Resonant Capital Advisors, LLC | 0.58% | Add +6.4% | 196,363 | $10.0M |
| Glassy Mountain Advisors, Inc. | 2.99% | Reduce -7.5% | 195,454 | $9.9M |
| Hengehold Capital Management LLC | 0.82% | Reduce -2.7% | 189,593 | $9.6M |
| MY Wealth Management Inc. | 8.25% | Add +1.2% | 185,333 | $9.4M |
| Guidance Capital, Inc. | 2.43% | Add +3.3% | 183,391 | $9.3M |
| Summit Wealth Group, LLC | 2.18% | Add +39.0% | 177,383 | $9.0M |
| Savant Capital, LLC | 0.05% | Reduce -4.6% | 175,244 | $8.9M |
| Cannon Financial Strategists, Inc. | 1.26% | Add +383.9% | 173,807 | $8.8M |
| General Partner, Inc. | 4.83% | Add +9.9% | 172,775 | $8.8M |
| GWN Securities Inc. | 1.93% | Reduce -15.9% | 163,858 | $8.3M |
| Snider Financial Group | 2.22% | Add +0.6% | 160,611 | $8.2M |
| Flagship Harbor Advisors, LLC | 0.35% | Add +15.0% | 159,081 | $8.1M |
| Advisor OS, LLC | 0.69% | Add +9.5% | 158,442 | $8.0M |
| Merit Financial Group, LLC | 0.07% | Reduce -3.5% | 153,737 | $7.8M |
| Pinnacle Financial Partners Inc | 0.18% | Reduce -8.2% | 151,209 | $7.7M |
| Allworth Financial LP | 0.03% | Add +1.3% | 148,407 | $7.5M |
| Farrow Financial, Inc. | 4.24% | Add +5.0% | 143,940 | $7.3M |
| Able Wealth Management LLC | 2.74% | Add +270.7% | 143,515 | $7.3M |
| CreativeOne Wealth, LLC | 0.17% | Reduce -18.6% | 137,058 | $7.0M |
| Rochester Wealth Strategies, LLC | 4.46% | Add +17.5% | 134,298 | $6.8M |
| Bulltick Wealth Management, LLC | 1.60% | Add +0.1% | 133,835 | $6.8M |
| Haverford Trust Co | 0.06% | Reduce -1.0% | 132,471 | $6.7M |
| AlphaCore Capital LLC | 0.23% | Add +832.1% | 132,402 | $6.7M |
| LongView Wealth Management | 1.71% | Add +4.2% | 124,200 | $6.3M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +180.8% | 122,234 | $6.2M |
| Founders Financial Securities LLC | 0.41% | Reduce -3.1% | 118,273 | $6.0M |
| Sowell Financial Services LLC | 0.23% | Add +0.7% | 117,514 | $6.0M |
| Fairview Capital Investment Management, LLC | 0.30% | No change | 116,788 | $5.9M |
| Plum Street Advisors, LLC | 2.29% | Add +55.0% | 116,779 | $5.9M |
| Cerro Pacific Wealth Advisors LLC | 1.59% | Add +9.1% | 114,080 | $5.8M |
| Captrust Financial Advisors | 0.01% | Add +0.0% | 113,034 | $5.7M |
| First International Bank & Trust | 1.96% | No change | 111,382 | $5.7M |
| Chicago Partners Investment Group LLC | 0.14% | Reduce -7.9% | 105,844 | $5.4M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +6.4% | 105,435 | $5.4M |
| Legacy Wealth Managment, LLC | 2.42% | Add +6.3% | 105,164 | $5.3M |
"% of holder's portfolio" is ICSH's weight in each manager's 13F, not the share of iShares Ultra Short Duration the manager owns.