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 |
| Fairview Capital Investment Management, LLC | 0.30% | Reduce -0.3% | 116,388 | $5.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +19.7% | 114,274 | $5.8M |
| Dynamic Advisor Solutions LLC | 0.18% | Add +6.3% | 112,044 | $5.7M |
| Captrust Financial Advisors | 0.01% | Reduce -1.1% | 111,805 | $5.7M |
| Prevail Innovative Wealth Advisors, LLC | 1.00% | Add +85.8% | 110,771 | $5.6M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +62.4% | 110,640 | $5.6M |
| MJT & Associates Financial Advisory Group, Inc. | 3.91% | Add +32.0% | 103,630 | $5.2M |
| SP Asset Management LLC | 0.39% | Reduce -1.5% | 98,663 | $5.0M |
| Powerhouse Assets LLC | 4.36% | — | 97,943 | $5.0M |
| Maimon Wealth Management LTD. | 4.59% | — | 97,575 | $4.9M |
| Wealth Architects, LLC | 0.44% | Add +4.8% | 97,377 | $4.9M |
| WealthBridge Capital Management, LLC | 1.11% | Add +4.0% | 95,999 | $4.9M |
| Financial Gravity Asset Management, Inc. | 0.94% | Add +2.3% | 95,990 | $4.9M |
| Panoramic Investment Advisors, LLC | 2.63% | Add +15.0% | 95,720 | $4.8M |
| Sigma Planning Corp | 0.13% | Add +17.5% | 95,018 | $4.8M |
| IRON Financial LLC | 2.21% | Add +539.3% | 94,932 | $4.8M |
| Advocacy Wealth Management, LLC | 0.20% | Reduce -4.1% | 93,338 | $4.7M |
| J Hagan Capital, Inc. | 2.54% | New | 90,634 | $4.6M |
| Chicago Partners Investment Group LLC | 0.11% | Reduce -16.8% | 88,105 | $4.5M |
| Jacobi Capital Management LLC | 0.26% | Add +93.4% | 87,944 | $4.4M |
| Krilogy Financial LLC | 0.15% | Add +40.4% | 87,497 | $4.4M |
| WT Wealth Management | 1.26% | Add +3.1% | 86,846 | $4.4M |
| Semitam Bonam LLC | 3.65% | Add +6.4% | 86,690 | $4.4M |
| General Partner, Inc. | 2.47% | Reduce -50.1% | 86,175 | $4.4M |
| Mullaney, Keating & Wright, Inc. | 2.30% | Reduce -1.0% | 86,091 | $4.4M |
| Zhang Financial LLC | 0.16% | Add +13.7% | 85,904 | $4.3M |
| Wells Fargo & Company | 0.00% | Add +6873.2% | 83,818 | $4.2M |
| HRT Financial LP | 0.01% | Add +221.3% | 82,460 | $4.2M |
| Phillips Financial Management, LLC | 0.27% | Add +13.2% | 82,364 | $4.2M |
| Integral Investment Advisors, Inc. | 1.02% | Add +34.6% | 81,038 | $4.1M |
| BCR Wealth Strategies, LLC | 1.35% | Reduce -9.6% | 80,543 | $4.1M |
| Realta Investment Advisors | 1.33% | Add +0.8% | 80,179 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.0% | 79,749 | $4.0M |
| BOK Financial Private Wealth, Inc. | 0.25% | Reduce -8.7% | 79,341 | $4.0M |
| Barings LLC | 0.08% | New | 78,600 | $4.0M |
| Agate Pass Investment Management, LLC | 1.47% | Reduce -13.1% | 78,147 | $4.0M |
| UMB Bank, n.a. | 0.05% | New | 77,364 | $3.9M |
| Princeton Global Asset Management LLC | 0.63% | Add +1.9% | 76,938 | $3.9M |
| Northern Trust Corp. | 0.00% | New | 74,743 | $3.8M |
| Forte Asset Management LLC | 1.71% | Reduce -9.0% | 74,455 | $3.8M |
| Waverly Advisors, LLC | 0.03% | Reduce -3.5% | 74,216 | $3.8M |
| Ariadne Wealth Management, LP | 1.53% | Reduce -23.6% | 73,279 | $3.7M |
| Hudson Oak Wealth Advisory LLC | 3.24% | — | 72,697 | $3.7M |
| Howland Capital Management LLC | 0.14% | Reduce -1.5% | 71,465 | $3.6M |
| Tempus Wealth Planning, LLC | 0.81% | Reduce -13.9% | 69,677 | $3.5M |
| Tower Research Capital LLC (TRC) | 0.08% | Add +979.8% | 65,847 | $3.3M |
| Astra Wealth Partners LLC | 2.00% | New | 64,804 | $3.3M |
| Founders Financial Securities LLC | 0.19% | Reduce -45.5% | 64,426 | $3.3M |
| Pathstone Holdings, LLC | 0.01% | Add +30.4% | 62,970 | $3.2M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -10.2% | 62,675 | $3.2M |
| Ofc Financial Planning, LLC | 2.99% | Reduce -10.1% | 62,352 | $3.2M |
| Client First Capital LLC | 1.32% | Add +9.7% | 61,091 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +6.6% | 59,597 | $3.0M |
| Family Manage LLC | 0.38% | Reduce -19.4% | 58,984 | $3.0M |
| Morgan Stanley | 0.00% | Add +6.9% | 57,560 | $2.9M |
| RHS Financial, LLC | 1.40% | Reduce -9.6% | 56,542 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +70.3% | 56,431 | $2.9M |
| StoneCrest Wealth Management, Inc. | 1.13% | Add +2.8% | 55,354 | $2.8M |
| Vilga Financial Planning LLC | 2.68% | — | 55,220 | $2.8M |
| Ameritas Advisory Services, LLC | 0.10% | Add +27059.0% | 54,318 | $2.7M |
| URS Advisory LLC | 2.23% | — | 53,169 | $2.7M |
| Principal Securities, Inc. | 0.04% | Reduce -4.9% | 52,890 | $2.7M |
| Vista Investment Management | 0.88% | Add +9.7% | 52,547 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +28.9% | 51,200 | $2.6M |
| Vertex Planning Partners, LLC | 0.60% | Add +3.4% | 50,838 | $2.6M |
| IMG Wealth Management, Inc. | 1.60% | New | 49,774 | $2.5M |
| CFS Investment Advisory Services, LLC | 0.18% | Add +7.2% | 48,361 | $2.4M |
| Slow Capital, Inc. | 0.29% | Reduce -32.9% | 48,227 | $2.4M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -13.7% | 48,106 | $2.4M |
| MSH Capital Advisors LLC | 0.52% | Reduce -2.5% | 47,846 | $2.4M |
| Farther Finance Advisors, LLC | 0.03% | Add +53.2% | 47,769 | $2.4M |
| Oakmont Advisory Group, LLC | 2.57% | — | 47,521 | $2.4M |
| Pension & Wealth Management Advisors, Inc. | 0.69% | Reduce -21.3% | 45,901 | $2.3M |
| Michels Family Financial, LLC | 1.68% | Reduce -0.8% | 45,273 | $2.3M |
| Sheets Smith Wealth Management | 0.25% | Add +0.5% | 45,062 | $2.3M |
| Peterson Wealth Advisors, LLC | 0.30% | Add +8.1% | 43,828 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -11.7% | 42,941 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +91.1% | 42,380 | $2.1M |
| Bogart Wealth, LLC | 0.08% | Reduce -92.4% | 41,804 | $2.1M |
| 9823 Capital, L.P. | 1.45% | — | 41,680 | $2.1M |
| Zacks Investment Management | 0.02% | Add +0.2% | 41,605 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -4.5% | 41,502 | $2.1M |
| Greenup Street Wealth Management LLC | 0.30% | Add +18.7% | 41,141 | $2.1M |
| Quaker Wealth Management, LLC | 0.66% | New | 41,041 | $2.1M |
| Chesley Taft & Associates LLC | 0.08% | Add +2.4% | 41,030 | $2.1M |
| True Link Financial Advisors, LLC | 0.13% | No change | 40,969 | $2.1M |
| Beacon Investment Advisory Services, Inc. | 0.08% | Reduce -2.5% | 40,560 | $2.1M |
| Belpointe Asset Management LLC | 0.07% | Reduce -8.2% | 40,260 | $2.0M |
| Arax Advisory Partners | 0.06% | New | 40,233 | $2.0M |
| Ifrah Financial Services, Inc. | 0.52% | Add +1.7% | 40,197 | $2.0M |
| Assetmark, Inc. | 0.00% | Add +8.3% | 40,064 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +18.7% | 39,836 | $2.0M |
| Valmark Advisers, Inc. | 0.02% | Reduce -7.8% | 39,605 | $2.0M |
| Bulltick Wealth Management, LLC | 0.42% | Reduce -70.6% | 39,318 | $2.0M |
| Composition Wealth, LLC | 0.03% | Add +4.3% | 38,656 | $2.0M |
| Two Sigma Securities, LLC | 0.27% | Add +46.6% | 38,402 | $1.9M |
| Comprehensive Money Management Services LLC | 1.34% | Reduce -37.0% | 38,379 | $1.9M |
| RPS Advisory Solutions LLC | 0.91% | Reduce -22.9% | 38,249 | $1.9M |
| Vista Cima Wealth Management LLC | 1.61% | Add +3.0% | 38,071 | $1.9M |
| Seizert Capital Partners, LLC | 0.08% | No change | 36,356 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Add +4.7% | 35,961 | $1.8M |
| Advocate Investing Services LLC | 1.60% | — | 35,327 | $1.8M |
| HighPoint Advisor Group LLC | 0.04% | New | 35,118 | $1.8M |
| Intrepid Family Office LLC | 1.70% | New | 35,000 | $1.8M |
| Thrive Capital Management, LLC | 0.39% | Add +189.5% | 34,792 | $1.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +612.8% | 33,979 | $1.7M |
| Guardian Wealth Advisors, LLC | 0.97% | Add +3.0% | 33,963 | $1.7M |
| Wealthfront Advisers LLC | 0.00% | Add +111.5% | 33,436 | $1.7M |
| Aptus Capital Advisors, LLC | 0.01% | Add +3.0% | 33,230 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +106.5% | 33,070 | $1.7M |
| Acute Investment Advisory, LLC | 16.01% | Reduce -11.1% | 32,682 | $1.7M |
| CGN Advisors LLC | 0.13% | Add +5.7% | 32,371 | $1.6M |
| Kane Investment Management, Inc. | 0.79% | Reduce -9.1% | 32,029 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -9.4% | 31,977 | $1.6M |
| BCGM Wealth Management, LLC | 0.40% | Add +5.0% | 31,202 | $1.6M |
| Vise Technologies, Inc. | 0.03% | Add +17.2% | 31,119 | $1.6M |
| GC Wealth Management RIA, LLC | 0.06% | New | 30,896 | $1.6M |
| Brindle & Bay Financial Advisors, LLC | 0.99% | — | 29,350 | $1.5M |
| GTS Securities LLC | 0.05% | Add +410.4% | 29,200 | $1.5M |
| Capital Wealth Alliance, LLC | 0.62% | Reduce -2.9% | 28,646 | $1.5M |
| IFP Advisors, Inc | 0.03% | Reduce -29.7% | 28,581 | $1.4M |
| Csenge Advisory Group | 0.06% | Reduce -25.1% | 28,360 | $1.4M |
| NWF Advisory Services Inc. | 0.16% | Reduce -63.2% | 28,270 | $1.4M |
| Vista Finance, LLC | 0.94% | Add +43.0% | 28,025 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +24.4% | 27,847 | $1.4M |
| Go Invest LLC | 0.44% | — | 26,249 | $1.3M |
| Fusion Capital, LLC | 0.37% | Reduce -4.2% | 26,178 | $1.3M |
| Impact Partnership Wealth, LLC | 0.17% | Reduce -3.0% | 25,601 | $1.3M |
| Long Run Wealth Advisors, LLC | 0.24% | Add +4.9% | 24,882 | $1.3M |
| Bank of Montreal | 0.00% | Add +1.3% | 24,580 | $1.2M |
| TAGStone Capital, Inc. | 0.46% | Add +57.8% | 24,494 | $1.2M |
| Tradewinds Capital Management, LLC | 0.25% | Add +1.5% | 23,358 | $1.2M |
| Bank of Hawaii | 0.06% | Add +23.2% | 23,086 | $1.2M |
| Brookstone Capital Management | 0.01% | Add +23.9% | 22,654 | $1.1M |
| First National Bank of Omaha | 0.03% | New | 22,627 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -28.9% | 22,562 | $1.1M |
| Matrix Trust Co | 0.19% | Add +11.5% | 22,320 | $1.1M |
| Alongside, LLC | 0.37% | — | 22,262 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.0% | 22,165 | $1.1M |
| Factor Wealth Management LTD | 0.24% | Add +3.2% | 21,739 | $1.1M |
| Lionsbridge Wealth Management LLC | 1.10% | Reduce -5.8% | 21,507 | $1.1M |
| YHB Investment Advisors, Inc. | 0.07% | Reduce -0.9% | 21,340 | $1.1M |
| Prudent Man Advisors, LLC | 0.39% | Reduce -54.0% | 21,255 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | Add +0.7% | 20,776 | $1.1M |
| Davis Wealth Advisors, LLC | 0.87% | Add +0.7% | 20,689 | $1.0M |
| Boltwood Capital Management | 0.27% | Reduce -2.6% | 20,455 | $1.0M |
| Round Rock Advisors LLC | 0.16% | Add +4.0% | 20,414 | $1.0M |
| NewEdge Wealth, LLC | 0.01% | Add +6.7% | 20,131 | $1.0M |
| Everett Harris & Co. | 0.01% | No change | 20,000 | $1.0M |
| Wick Capital Partners, LLC | 0.18% | Add +0.2% | 19,692 | $996K |
| CWA Asset Management Group, LLC | 0.04% | No change | 19,632 | $993K |
| Old North State Wealth Management, LLC | 0.46% | Add +24.4% | 19,399 | $982K |
| Cahaba Wealth Management, Inc. | 0.07% | Add +2.8% | 19,251 | $974K |
| WealthShield Partners, LLC | 0.11% | Reduce -24.2% | 19,188 | $971K |
| Elevate Wealth Advisory, Inc. | 0.64% | Add +8.1% | 18,421 | $932K |
| Whittier Trust Co. | 0.01% | No change | 18,311 | $927K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +1.4% | 18,177 | $919K |
| Perennial Investment Advisors, LLC | 0.07% | Add +10.7% | 17,974 | $909K |
| Texas Yale Capital Corp. | 0.03% | No change | 17,850 | $903K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +4.1% | 17,685 | $895K |
| Investor's Fiduciary Advisor Network, LLC | 0.19% | Add +256.6% | 17,295 | $874K |
| Meramec Financial Planners, LLC | 0.34% | — | 16,988 | $860K |
| Glass Jacobson Investment Advisors llc | 0.31% | Reduce -11.8% | 16,971 | $858K |
| Emerald Advisors, LLC | 0.12% | Reduce -12.8% | 16,967 | $858K |
| JGP Wealth Management, LLC | 0.09% | Reduce -14.6% | 16,457 | $832K |
| REDW Wealth LLC | 0.31% | Add +10.2% | 16,323 | $826K |
| Regal Investment Advisors LLC | 0.05% | Add +2.3% | 16,294 | $824K |
| Base Wealth Management LLC | 0.44% | Add +22.5% | 16,269 | $823K |
| Global Wealth Management Investment Advisory, Inc. | 0.13% | Reduce -37.4% | 16,089 | $814K |
| WESCAP Management Group, Inc. | 0.16% | Add +2.5% | 16,065 | $813K |
| Proficio Capital Partners LLC | 0.06% | Reduce -31.4% | 15,975 | $808K |
| Oppenheimer & Co. Inc. | 0.01% | Add +71.1% | 15,470 | $782K |
| Equitable Holdings, Inc. | 0.01% | Reduce -3.8% | 15,229 | $770K |
| Capital Advisors, Ltd. LLC | 0.09% | No change | 15,156 | $767K |
| Heck Capital Advisors, LLC | 0.06% | Add +74.2% | 14,802 | $749K |
| Tectonic Advisors LLC | 0.04% | Add +14.6% | 14,563 | $737K |
| Pacific Center for Financial Services | 0.19% | No change | 14,437 | $733K |
| Park Place Capital Corp | 0.15% | Reduce -12.9% | 14,482 | $733K |
| KM Capital Management Ltd. | 0.37% | Add +3.7% | 14,412 | $729K |
| Hegarty Advisors, LLC | 0.63% | — | 14,348 | $726K |
| Bank of Marin | 0.50% | Reduce -0.3% | 14,295 | $723K |
| AE Wealth Management LLC | 0.00% | Add +2447.1% | 14,213 | $719K |
| CVA Family Office, LLC | 0.08% | Reduce -0.6% | 14,081 | $712K |
| Integrated Investment Consultants, LLC | 0.14% | Add +182.2% | 13,784 | $697K |
| SVB Wealth LLC | 0.04% | Reduce -64.9% | 13,758 | $696K |
| Red Wave Investments LLC | 0.21% | No change | 13,734 | $695K |
| Lido Advisors, LLC | 0.00% | Reduce -0.1% | 13,579 | $689K |
| Investment Planning Advisors, Inc. | 0.20% | Add +54.8% | 13,503 | $683K |
| Regatta Capital Group, LLC | 0.10% | Reduce -5.5% | 13,280 | $672K |
| Searcy Financial Services Inc. | 0.25% | Add +44.0% | 13,202 | $668K |
| Coppell Advisory Solutions LLC | 0.06% | Add +1.4% | 13,014 | $658K |
| Advisors Capital Management, LLC | 0.01% | New | 12,968 | $656K |
| BLB&B Advisors, LLC | 0.03% | Add +18.1% | 12,881 | $652K |
| Applied Capital LLC | 0.25% | Add +17.7% | 12,878 | $651K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +61.0% | 12,857 | $650K |
| Argent Advisors, Inc. | 0.18% | Add +12.2% | 12,809 | $648K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -6.8% | 12,364 | $625K |
| Coyle Financial Counsel LLC | 0.13% | Reduce -14.6% | 12,207 | $617K |
| Ackerman Asset Management, LLC | 0.40% | Reduce -0.7% | 11,972 | $606K |
| Inspire Advisors, LLC | 0.06% | Add +0.6% | 11,855 | $600K |
| Grey Ledge Advisors, LLC | 0.13% | Reduce -7.7% | 11,780 | $596K |
| Tilson Financial Group, Inc. | 0.18% | Add +0.8% | 11,652 | $589K |
| Market Street Wealth Management Advisors LLC | 0.09% | Add +0.5% | 11,641 | $589K |
| AlphaCore Capital LLC | 0.01% | Reduce -91.3% | 11,456 | $579K |
| Prossimo Advisors, LLC | 3.69% | No change | 11,329 | $573K |
| Hexagon Capital Partners LLC | 0.11% | Reduce -1.1% | 11,317 | $572K |
| Maryland Capital Advisors Inc. | 0.19% | No change | 11,250 | $569K |
| Brand Asset Management Group, Inc. | 0.16% | Reduce -14.4% | 11,160 | $564K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -8.9% | 10,939 | $553K |
| Schmidt P J Investment Management Inc. | 0.09% | No change | 10,779 | $545K |
| Canandaigua National Bank & Trust Co. | 0.05% | Add +1.6% | 10,747 | $544K |
| Tsfg, LLC | 0.08% | Reduce -11.7% | 10,594 | $536K |
| Sankala Group LLC | 0.43% | — | 10,534 | $534K |
| Physician Wealth Advisors, Inc. | 0.07% | Reduce -13.8% | 10,297 | $521K |
| Wealthspan Partners, LLC | 0.19% | Reduce -2.9% | 10,238 | $518K |
| Franklin Resources Inc. | 0.00% | No change | 10,000 | $506K |
| CGC Financial Services, LLC | 0.13% | Reduce -19.5% | 9,803 | $496K |
| Marathon Wealth Advisors LLC | 0.19% | — | 9,601 | $486K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.4% | 9,497 | $480K |
| Verum Partners LLC | 0.10% | Reduce -5.2% | 9,432 | $477K |
| Spire Wealth Management | 0.02% | Add +4.6% | 9,185 | $465K |
| Daytona Street Capital LLC | 0.36% | — | 9,185 | $465K |
| Certified Advisory Corp | 0.04% | Add +0.0% | 8,999 | $455K |
| Copia Wealth Management | 0.32% | No change | 8,935 | $452K |
| Nvest Financial, LLC | 0.19% | No change | 8,900 | $450K |
| NorthCoast Asset Management LLC | 0.01% | Add +14.1% | 8,885 | $449K |
| Fortis Advisors, LLC | 0.25% | Add +1.5% | 8,860 | $448K |
| Sandy Cove Advisors, LLC | 0.13% | Reduce -69.3% | 8,764 | $443K |
| Alterna Wealth Management, Inc. | 0.37% | No change | 8,667 | $438K |
| Southland Equity Partners LLC | 0.09% | Reduce -7.6% | 8,613 | $436K |
| Charter Oak Capital Management, LLC | 0.03% | Add +12.6% | 8,545 | $432K |
| Leavell Investment Management, Inc. | 0.02% | Add +0.6% | 8,394 | $425K |
| New Capital Management LP | 0.11% | Reduce -6.5% | 8,346 | $422K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.1% | 8,224 | $416K |
| Liquid Strategies, LLC | 0.09% | New | 8,215 | $416K |
| Sfam, LLC | 0.38% | — | 8,179 | $414K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +3.2% | 8,094 | $409K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -27.1% | 8,077 | $409K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +42.0% | 8,065 | $408K |
| Seed Wealth Management, Inc. | 0.28% | No change | 8,000 | $405K |
| BAM Wealth Management, LLC | 0.29% | Add +57.5% | 7,901 | $400K |
| Patten Group, Inc. | 0.07% | New | 7,814 | $395K |
| Avaii Wealth Management, LLC | 0.14% | Reduce -14.3% | 7,766 | $393K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 7,764 | $393K |
| Koshinski Asset Management, Inc. | 0.03% | Add +1.1% | 7,721 | $391K |
| Everstar Asset Management, LLC | 0.21% | No change | 7,575 | $383K |
| Condor Capital Management | 0.03% | Add +1.4% | 7,491 | $379K |
| Guardian Partners Inc. | 0.03% | Add +10.4% | 7,446 | $376K |
| Alley Investment Management Company, LLC | 0.04% | No change | 7,393 | $374K |
| Blair William & Co. | 0.00% | Add +0.0% | 7,348 | $372K |
| Courage Miller Partners, LLC | 0.11% | No change | 7,348 | $372K |
| Mascoma Wealth Management LLC | 0.08% | Reduce -5.7% | 7,327 | $371K |
| Rede Wealth, LLC | 0.13% | Add +72.5% | 7,215 | $365K |
| Shepherd Financial Partners LLC | 0.03% | Reduce -44.1% | 7,166 | $362K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -29.8% | 7,148 | $362K |
| Nicolet Advisory Services, LLC | 0.02% | Add +20.5% | 7,130 | $361K |
| Wetzel Investment Advisors, Inc. | 0.15% | Add +37.7% | 7,100 | $359K |
| White Lighthouse Investment Management Inc. | 0.05% | No change | 7,000 | $354K |
| Quartz Partners, LLC | 0.13% | New | 6,975 | $353K |
| Betterment LLC | 0.00% | Reduce -22.8% | 6,967 | $352K |
| B & T Capital Management DBA Alpha Capital Management | 0.05% | Reduce -12.6% | 6,956 | $352K |
| Legacy Capital Group California, Inc. | 0.09% | Add +4.5% | 6,933 | $351K |
| Fifth Third Securities, Inc. | 0.02% | Add +21.0% | 6,852 | $347K |
| Hopwood Financial Services, Inc. | 0.24% | No change | 6,640 | $336K |
| Comerica Bank | 0.00% | Add +115.5% | 6,618 | $335K |
| Daybright Advisory Services, Inc. | 0.09% | — | 6,581 | $333K |
| Quadrant Private Wealth Management, LLC | 0.05% | No change | 6,429 | $325K |
| Scotia Capital Inc. | 0.00% | Reduce -6.1% | 6,410 | $324K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -2.5% | 6,257 | $317K |
| Proffitt & Goodson Inc. | 0.04% | Add +7.7% | 6,251 | $316K |
| Pine Haven Investment Counsel, Inc | 0.22% | Reduce -24.3% | 6,154 | $311K |
| MBE Wealth Management, LLC | 0.13% | Add +1.5% | 6,063 | $307K |
| Leading Edge Financial Planning LLC | 0.07% | Reduce -9.4% | 5,975 | $302K |
| BNP Paribas Financial Markets | 0.00% | Add +35011.8% | 5,969 | $302K |
| Blue Square Asset Management, LLC | 0.13% | New | 5,930 | $300K |
| Cary Street Partners Investment Advisory LLC | 0.08% | New | 5,929 | $300K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 5,900 | $298K |
| SageView Advisory Group, LLC | 0.01% | Add +20.6% | 5,804 | $294K |
| Old Second National Bank of Aurora | 0.06% | No change | 5,800 | $293K |
| Parsons Capital Management Inc. | 0.02% | Add +34.5% | 5,778 | $292K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.8% | 5,768 | $292K |
| BridgePort Financial Solutions, LLC | 0.08% | Reduce -7.9% | 5,761 | $291K |
| Spinnaker Investment Group, LLC | 0.05% | Add +3.5% | 5,657 | $286K |
| Howard Wealth Management, LLC | 0.12% | Add +30.8% | 5,481 | $277K |
| Private Client Services, LLC | 0.09% | Reduce -5.0% | 5,450 | $276K |
| Lifelong Wealth Advisors, Inc. | 0.07% | No change | 5,353 | $271K |
| Avior Wealth Management, LLC | 0.01% | No change | 5,335 | $270K |
| Opal Capital LLC | 0.07% | — | 2,199 | $267K |
| TD Waterhouse Canada Inc. | 0.00% | Add +5.1% | 5,254 | $266K |
| Optas, LLC | 0.04% | New | 5,250 | $266K |
| Facet Wealth, Inc. | 0.00% | New | 5,181 | $263K |
| AQR Capital Management | 0.00% | No change | 5,180 | $262K |
| Aviance Capital Partners, LLC | 0.03% | No change | 5,079 | $257K |
| Noble Wealth Management PBC | 0.13% | Add +184.6% | 5,078 | $257K |
| Harbour Investments, Inc. | 0.01% | Reduce -64.2% | 5,072 | $257K |
| RCW Management, LLC | 0.26% | — | 5,069 | $256K |
| Serenus Wealth Advisors, LLC | 0.05% | Reduce -65.4% | 5,062 | $256K |
| Thompson David Blair | 0.15% | — | 5,035 | $255K |
| MLP3, LLC | 0.28% | — | 5,000 | $253K |
| Aspen Wealth Strategies, LLC | 0.14% | Reduce -4.7% | 4,964 | $251K |
| Silver Oak Securities, Incorporated | 0.02% | Add +38.5% | 4,956 | $251K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,872 | $246K |
| Traub Capital Management LLC | 0.24% | Add +1.6% | 4,834 | $245K |
| Norden Group LLC | 0.02% | No change | 4,690 | $237K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -61.9% | 4,662 | $236K |
| Troutman Wealth Management, LLC | 0.19% | — | 4,644 | $235K |
| COFG Advisors, LLC | 0.06% | — | 4,628 | $234K |
| M1 Capital Management LLC | 0.10% | No change | 4,614 | $233K |
| HF Advisory Group, LLC | 0.08% | Add +3.3% | 4,564 | $231K |
| McGlone Suttner Wealth Management, Inc. | 0.03% | No change | 4,526 | $229K |
| Truist Financial Corp. | 0.00% | New | 4,416 | $223K |
| Jones Kertz & Associates, Inc. | 0.11% | — | 4,413 | $223K |
| Sage Rhino Capital LLC | 0.04% | Reduce -18.3% | 4,376 | $221K |
| Portfolio Strategies, Inc. | 0.03% | Reduce -4.8% | 4,369 | $221K |
| Empower Advisory Group, LLC | 0.00% | No change | 4,344 | $220K |
| Flynn Zito Capital Management, LLC | 0.08% | Add +3.2% | 4,311 | $218K |
| Concorde Asset Management, LLC | 0.09% | New | 4,300 | $217K |
| United Advisor Group, LLC | 0.03% | Add +0.3% | 4,291 | $217K |
| SmartHarvest Portfolios, LLC | 0.07% | — | 4,261 | $216K |
| BlueChip Wealth Advisors LLC | 0.09% | Reduce -41.2% | 4,220 | $213K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 4,208 | $213K |
| International Assets Investment Management, LLC | 0.01% | New | 4,200 | $212K |
| Encompass Wealth Advisors, LLC | 0.07% | Reduce -19.3% | 4,180 | $211K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 4,113 | $208K |
| Claro Advisors Inc. | 0.03% | Reduce -48.0% | 4,108 | $208K |
| Oakworth Capital, Inc. | 0.01% | Reduce -42.2% | 4,044 | $205K |
| Galilei Investment Office LLP | 0.10% | No change | 4,000 | $202K |
| Ridgeline Wealth, LLC | 0.14% | New | 3,990 | $202K |
| Stephens Inc. | 0.00% | No change | 3,961 | $200K |
| MAI Capital Management | 0.00% | Reduce -34.0% | 3,909 | $198K |
| Winnacle Wealth LLC | 0.13% | Reduce -10.2% | 3,445 | $176K |
| Avalon Trust Co | 0.01% | Reduce -17.1% | 3,397 | $172K |
| Financial Perspectives, Inc | 0.05% | Reduce -17.3% | 3,334 | $169K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,166 | $160K |
| Intesa Sanpaolo Wealth Management | 0.03% | — | 3,000 | $152K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,643 | $134K |
| NFSG Corp | 0.02% | Reduce -14.0% | 2,495 | $126K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,425 | $123K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.8% | 2,394 | $121K |
| MPWM Advisory Solutions, LLC | 0.06% | No change | 2,197 | $111K |
| Transce3nd, LLC | 0.89% | Reduce -27.5% | 2,177 | $110K |
| Blue Trust, Inc. | 0.00% | No change | 2,166 | $110K |
| Turning Point Benefit Group, Inc. | 0.06% | Reduce -11.2% | 2,147 | $109K |
| Root Financial Partners, LLC | 0.01% | Add +1.4% | 2,035 | $103K |
| Bulwark Capital Corp | 0.07% | Reduce -12.8% | 2,010 | $102K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,910 | $97K |
| Ankerstar Wealth, LLC | 0.09% | — | 1,712 | $87K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,525 | $77K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -41.3% | 1,445 | $73K |
| Private Trust Co. NA | 0.01% | Add +13.1% | 1,404 | $71K |
| Private Wealth Asset Management, LLC | 0.01% | New | 1,397 | $71K |
| CKW Financial Group | 0.01% | No change | 1,282 | $65K |
| Ameriflex Group, Inc. | 0.03% | Reduce -50.0% | 1,050 | $53K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,014 | $51K |
| Golden State Wealth Management, LLC | 0.01% | No change | 1,008 | $51K |
| Kingdom Financial Group LLC. | 0.01% | New | 910 | $46K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 877 | $44K |
| Garton & Associates Financial Advisors LLC | 0.02% | — | 794 | $40K |
| American National Bank & Trust | 0.00% | No change | 740 | $37K |
| McGuire Capital Advisors Inc. | 0.02% | — | 671 | $34K |
| Rosenberg Matthew Hamilton | 0.01% | Add +166.9% | 670 | $34K |
| Capital Analysts, LLC | 0.00% | Reduce -23.0% | 659 | $33K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.0% | 633 | $32K |
| Harbor Asset Planning, Inc. | 0.03% | Add +1.5% | 621 | $31K |
| Lanark Financial, Inc. | 0.00% | Add +497.0% | 597 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 550 | $28K |
| Triumph Capital Management | 0.01% | New | 550 | $28K |
| TD Capital Management LLC | 0.00% | Add +2595.0% | 539 | $27K |
| Networth Advisors, LLC | 0.02% | — | 530 | $27K |
| Crews Bank & Trust | 0.00% | No change | 404 | $20K |
| Rossby Financial, LCC | 0.01% | Reduce -35.2% | 387 | $20K |
| Essential Partners LLC | 0.01% | Reduce -29.7% | 369 | $19K |
| LRI Investments, LLC | 0.00% | New | 339 | $17K |
| Roehl & Yi Investment Advisors, LLC | 0.01% | No change | 14,148 | $14K |
| Red Reef Advisors LLC | 0.01% | — | 240 | $12K |
| Sound Income Strategies, LLC | 0.00% | Reduce -88.9% | 214 | $11K |
| Clearstead Trust, LLC | 0.00% | No change | 198 | $10K |
| Center for Financial Planning, Inc. | 0.00% | No change | 188 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.0% | 180 | $9K |
| Avion Wealth | 0.00% | No change | 177 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -53.9% | 153 | $8K |
| Horizon Financial Services, LLC | 0.00% | No change | 129 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 123 | $6K |
| Sunrise Financial Services, LLC | 0.00% | — | 98 | $5K |
| Bernard Wealth Management Corp. | 0.00% | No change | 90 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 90 | $5K |
| CoreCap Advisors, LLC | 0.00% | Reduce -65.7% | 49 | $2K |
| 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 +2.8% | 37 | $2K |
| Evolution Wealth Management Inc. | 0.00% | New | 30 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 26 | $1K |
| Tucker Asset Management LLC | 0.00% | New | 21 | $1K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 16 | $815 |
| Smartleaf Asset Management LLC | 0.00% | No change | 2 | $137 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2 | $101 |
| Mb, Levis & Associates, LLC | 0.00% | No change | 2 | $92 |
"% of holder's portfolio" is ICSH's weight in each manager's 13F, not the share of iShares Ultra Short Duration the manager owns.