iShares Ultra Short DurationICSHETF
13F holders, Q4 2025 (December 31)497holders +25
35new positions
35sold out
1famous investor
$50.53avg. 13F price*
At the end of Q4 2025, 497 institutions reported holding iShares Ultra Short Duration (ICSH) in their 13F filings, up 25 from Q3 2025. 35 opened new positions and 35 sold out. The largest holders were Bank of America Corp. ($204.8M), Foster Dykema Cabot & Partners, LLC ($203.6M) and UBS Group AG ($203.5M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $48.1M |
| Exits | 35 | $43.3M |
All 13F filers, Q3 2025 → Q4 2025: 10,352,556 shares bought and 4,998,712 shares sold, net +5,353,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 497 holders
| Bank of America Corp. | 0.01% | Reduce -10.7% | 4,049,546 | $204.8M |
| Foster Dykema Cabot & Partners, LLC | 12.51% | Add +84.7% | 4,025,851 | $203.6M |
| UBS Group AG | 0.04% | Add +6.7% | 4,022,450 | $203.5M |
| FMR LLC | 0.01% | Reduce -21.4% | 3,560,522 | $180.1M |
| Wealth Enhancement Advisory Services, LLC | 0.20% | Add +6.5% | 2,892,552 | $146.4M |
| LPL Financial LLC | 0.04% | Add +16.1% | 2,887,396 | $146.0M |
| BlackRock, Inc. | 0.00% | Add +120.6% | 2,345,768 | $118.6M |
| Focus Partners Wealth | 0.13% | Add +5.9% | 2,198,208 | $111.5M |
| Donaldson Capital Management, LLC | 3.46% | Add +3.0% | 2,150,661 | $108.8M |
| Temasek Holdings (Private) Ltd | 0.32% | No change | 1,973,943 | $99.8M |
| Royal Bank of Canada | 0.01% | Reduce -7.3% | 1,666,695 | $84.3M |
| Mariner, LLC | 0.08% | Add +7.4% | 1,272,504 | $64.4M |
| Winthrop Advisory Group LLC | 5.05% | Reduce -3.2% | 1,177,437 | $59.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -11.8% | 1,098,798 | $55.6M |
| Diversified Portfolios, Inc. | 4.54% | Reduce -5.0% | 1,078,140 | $54.5M |
| Foster Group, Inc. | 1.60% | Add +8.3% | 1,049,330 | $53.1M |
| Acorns Advisers, LLC | 0.39% | Add +2.8% | 1,016,000 | $51.4M |
| Iron Gate Global Advisors LLC | 5.26% | Add +20.4% | 1,014,919 | $51.3M |
| Prosperity Consulting Group, LLC | 1.81% | Add +23.3% | 795,433 | $40.2M |
| Valtinson Bruner Financial Planning LLC | 10.64% | Add +8.9% | 731,069 | $37.0M |
| Capital Advantage, Inc. | 4.90% | Add +737.4% | 718,302 | $36.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.4% | 711,243 | $36.0M |
| Exchange Traded Concepts, LLC | 0.30% | Reduce -9.6% | 707,334 | $35.8M |
| Cary Street Partners Financial LLC | 0.75% | Add +1.8% | 596,354 | $30.2M |
| Osborne Partners Capital Management, LLC | 1.47% | Add +5.7% | 565,427 | $28.6M |
| Corient Private Wealth LP | 0.04% | Add +79.9% | 540,373 | $27.3M |
| Osaic Holdings, Inc. | 0.04% | Add +1.3% | 530,086 | $26.8M |
| Stifel Financial Corp. | 0.02% | Add +30.2% | 507,284 | $25.7M |
| Cetera Investment Advisers | 0.03% | Add +0.5% | 488,275 | $24.7M |
| Advisory Services Network, LLC | 0.33% | Add +35.2% | 466,651 | $23.6M |
| Resonant Capital Advisors, LLC | 1.27% | Add +132.1% | 455,775 | $23.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -16.1% | 455,284 | $23.0M |
| Steele Capital Management, Inc. | 0.96% | Add +8.7% | 440,652 | $22.3M |
| Elwood & Goetz Wealth Advisory Group, LLC | 3.91% | Add +4355.6% | 439,815 | $22.2M |
| Cwm, LLC | 0.06% | Add +17.4% | 439,455 | $22.2M |
| MML Investors Services, LLC | 0.05% | Reduce -20.2% | 425,454 | $21.5M |
| Signaturefd, LLC | 0.33% | Add +23.9% | 420,843 | $21.3M |
| Cynosure Group, LLC | 2.14% | Reduce -5.1% | 416,471 | $21.1M |
| Mainsail Asset Management, LLC | 8.85% | Add +7.1% | 408,645 | $20.7M |
| Bison Wealth, LLC | 2.30% | Add +103.3% | 405,329 | $20.5M |
| Roble, Belko & Company, Inc | 2.68% | Add +2.7% | 403,664 | $20.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +28.1% | 355,896 | $18.0M |
| Avestar Capital, LLC | 1.20% | Reduce -1.3% | 345,751 | $17.5M |
| Private Advisor Group, LLC | 0.08% | Add +16.7% | 335,389 | $17.0M |
| Sand Hill Global Advisors, LLC | 0.59% | Add +5.8% | 332,746 | $16.8M |
| Bokf, NA | 0.25% | Add +6.6% | 322,036 | $16.3M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +1.9% | 313,662 | $15.9M |
| Parallel Advisors, LLC | 0.29% | Add +37.8% | 311,906 | $15.8M |
| Landing Point Financial Group, LLC | 7.56% | Add +2.0% | 299,685 | $15.2M |
| Simon Quick Advisors, LLC | 0.65% | Add +1.1% | 292,337 | $14.8M |
| Congress Park Capital LLC | 4.36% | Add +18.9% | 288,640 | $14.6M |
| J.W. Cole Advisors, Inc. | 0.35% | Add +7.1% | 354,460 | $14.5M |
| Edgemoor Investment Advisors, Inc. | 1.12% | Reduce -2.9% | 283,353 | $14.3M |
| Morningstar Investment Management LLC | 0.84% | Add +2.3% | 282,957 | $14.3M |
| Wellington Grp LLC | 4.38% | — | 260,099 | $13.2M |
| Alkeme Wealth, LLC | 5.58% | Add +21.0% | 259,538 | $13.1M |
| Global Strategic Investment Solutions, LLC | 1.27% | Reduce -35.5% | 256,525 | $13.0M |
| Galvin, Gaustad & Stein, LLC | 1.02% | Add +22.1% | 254,067 | $12.9M |
| Mutual Advisors, LLC | 0.27% | Reduce -15.3% | 250,807 | $12.7M |
| Sherry Group, Inc. | 12.78% | — | 241,206 | $12.2M |
| Cerity Partners LLC | 0.02% | Add +2.0% | 238,815 | $12.1M |
| Atria Investments, Inc | 0.13% | Add +2.3% | 231,732 | $11.7M |
| Mgo One Seven LLC | 0.24% | Add +13.1% | 229,234 | $11.6M |
| Global Retirement Partners, LLC | 0.20% | Add +1.5% | 219,994 | $11.1M |
| Savant Capital, LLC | 0.06% | Add +24.6% | 218,374 | $11.0M |
| CreativeOne Wealth, LLC | 0.27% | Add +59.1% | 218,088 | $11.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 216,513 | $11.0M |
| Cannon Financial Strategists, Inc. | 1.50% | Add +22.6% | 213,006 | $10.8M |
| Guidance Capital, Inc. | 2.58% | Add +13.6% | 208,358 | $10.6M |
| Bay Capital Advisors, LLC | 6.41% | Add +3.2% | 207,569 | $10.5M |
| Snider Financial Group | 2.76% | Add +27.4% | 204,604 | $10.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.0% | 201,425 | $10.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -6.2% | 200,736 | $10.2M |
| Summit Financial, LLC | 0.15% | Add +114.6% | 195,202 | $9.9M |
| Pinnacle Financial Partners, Inc. | 0.07% | — | 193,188 | $9.8M |
| Summit Wealth Group, LLC | 2.28% | Add +8.9% | 193,187 | $9.8M |
| Legacy Wealth Managment, LLC | 4.60% | Add +80.4% | 189,695 | $9.6M |
| Hengehold Capital Management LLC | 0.80% | Reduce -1.0% | 187,695 | $9.5M |
| Merit Financial Group, LLC | 0.08% | Add +20.9% | 185,920 | $9.4M |
| MY Wealth Management Inc. | 8.13% | Reduce -0.5% | 184,351 | $9.3M |
| Glassy Mountain Advisors, Inc. | 2.52% | Reduce -15.6% | 164,894 | $8.3M |
| GWN Securities Inc. | 1.63% | Reduce -3.0% | 158,966 | $8.0M |
| Advisor OS, LLC | 0.65% | Add +0.1% | 158,622 | $8.0M |
| Farrow Financial, Inc. | 4.36% | Add +4.3% | 150,127 | $7.6M |
| Plum Street Advisors, LLC | 2.70% | Add +28.4% | 149,896 | $7.6M |
| Virtue Capital Management, LLC | 1.16% | Add +4661.7% | 148,469 | $7.5M |
| Creative Planning | 0.01% | Add +233.1% | 144,704 | $7.3M |
| Flagship Harbor Advisors, LLC | 0.34% | Reduce -10.3% | 142,631 | $7.2M |
| Allworth Financial LP | 0.03% | Reduce -4.4% | 141,873 | $7.2M |
| Hollencrest Capital Management | 0.25% | Reduce -69.8% | 140,343 | $7.1M |
| Rochester Wealth Strategies, LLC | 4.41% | Add +3.3% | 138,774 | $7.0M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +6.1% | 129,706 | $6.6M |
| LongView Wealth Management | 1.58% | Add +3.9% | 129,029 | $6.5M |
| Shufro Rose & Co. LLC | 0.43% | Add +20.2% | 126,270 | $6.4M |
| Haverford Trust Co | 0.06% | Reduce -5.5% | 125,153 | $6.3M |
| Sowell Financial Services LLC | 0.23% | Add +6.0% | 124,538 | $6.3M |
| Able Wealth Management LLC | 1.98% | Reduce -13.8% | 123,673 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Add +27.8% | 122,306 | $6.2M |
| Wealth Enhancement Trust Services, Inc. | 0.78% | — | 122,111 | $6.2M |
| Cerro Pacific Wealth Advisors LLC | 1.63% | Add +4.9% | 119,703 | $6.1M |
"% of holder's portfolio" is ICSH's weight in each manager's 13F, not the share of iShares Ultra Short Duration the manager owns.