iShares Ultra Short DurationICSHETF
13F holders, Q1 2026 (March 31)528holders +31
60new positions
33sold out
1famous investor
$51.50avg. 13F price*
At the end of Q1 2026, 528 institutions reported holding iShares Ultra Short Duration (ICSH) in their 13F filings, up 31 from Q4 2025. 60 opened new positions and 33 sold out. The largest holders were UBS Group AG ($238.0M), Foster Dykema Cabot & Partners, LLC ($210.3M) and Bank of America Corp. ($188.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $100.0M |
| Exits | 33 | $38.8M |
All 13F filers, Q4 2025 → Q1 2026: 6,630,353 shares bought and 8,586,270 shares sold, net −1,955,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 528 holders
| UBS Group AG | 0.04% | Add +16.9% | 4,701,226 | $238.0M |
| Foster Dykema Cabot & Partners, LLC | 13.38% | Add +3.2% | 4,154,724 | $210.3M |
| Bank of America Corp. | 0.01% | Reduce -8.1% | 3,721,523 | $188.4M |
| FMR LLC | 0.01% | Reduce -3.4% | 3,440,510 | $174.2M |
| LPL Financial LLC | 0.05% | Add +16.9% | 3,374,429 | $170.8M |
| Temasek Holdings (Private) Ltd | 0.34% | No change | 1,973,943 | $99.9M |
| Donaldson Capital Management, LLC | 3.16% | Reduce -10.4% | 1,925,899 | $97.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Reduce -39.9% | 1,737,458 | $87.7M |
| Royal Bank of Canada | 0.02% | Add +0.3% | 1,670,830 | $84.6M |
| Focus Partners Wealth | 0.09% | Reduce -89.3% | 235,445 | $77.4M |
| BlackRock, Inc. | 0.00% | Reduce -37.0% | 1,478,476 | $74.8M |
| Raymond James Financial Inc. | 0.02% | Add +21.1% | 1,330,297 | $67.3M |
| Winthrop Advisory Group LLC | 5.07% | Add +4.0% | 1,224,629 | $62.0M |
| Iron Gate Global Advisors LLC | 6.30% | Add +16.1% | 1,178,093 | $59.6M |
| Foster Group, Inc. | 1.69% | Add +6.7% | 1,119,419 | $56.7M |
| Diversified Portfolios, Inc. | 4.59% | Add +2.3% | 1,102,918 | $55.8M |
| Acorns Advisers, LLC | 0.40% | Add +4.6% | 1,062,906 | $53.8M |
| Mariner, LLC | 0.06% | Reduce -23.7% | 970,635 | $49.1M |
| Prosperity Consulting Group, LLC | 2.01% | Add +12.3% | 893,574 | $45.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +21.5% | 864,203 | $43.7M |
| Valtinson Bruner Financial Planning LLC | 10.63% | Add +4.6% | 764,380 | $38.7M |
| Capital Advantage, Inc. | 4.84% | Add +1.9% | 731,853 | $37.0M |
| Exchange Traded Concepts, LLC | 0.28% | Add +0.4% | 710,454 | $36.0M |
| Cary Street Partners Financial LLC | 0.86% | Add +14.8% | 684,435 | $34.6M |
| Macro Advisors, Inc. | 13.13% | — | 628,366 | $31.8M |
| Stifel Financial Corp. | 0.03% | Add +21.2% | 614,679 | $31.1M |
| Osborne Partners Capital Management, LLC | 1.62% | Add +7.0% | 604,726 | $30.6M |
| Cetera Investment Advisers | 0.03% | Add +1.3% | 494,588 | $25.0M |
| Advisory Services Network, LLC | 0.33% | Add +5.7% | 493,163 | $25.0M |
| Steele Capital Management, Inc. | 1.03% | Add +11.8% | 492,482 | $24.9M |
| Avestar Capital, LLC | 1.64% | Add +36.5% | 471,838 | $23.9M |
| Private Advisor Group, LLC | 0.11% | Add +36.8% | 458,782 | $23.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -2.4% | 444,380 | $22.5M |
| Cwm, LLC | 0.06% | Reduce -3.1% | 425,912 | $21.6M |
| Cynosure Group, LLC | 2.60% | Reduce -1.1% | 411,833 | $20.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 3.50% | Reduce -7.4% | 407,444 | $20.6M |
| Roble, Belko & Company, Inc | 2.60% | Add +0.1% | 404,266 | $20.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -24.1% | 402,068 | $20.4M |
| MML Investors Services, LLC | 0.05% | Reduce -10.6% | 380,460 | $19.3M |
| Signaturefd, LLC | 0.29% | Reduce -10.5% | 376,642 | $19.1M |
| J.W. Cole Advisors, Inc. | 0.61% | Add +1.4% | 359,233 | $18.2M |
| Corient Private Wealth LP | 0.02% | Reduce -38.3% | 333,218 | $16.9M |
| Bokf, NA | 0.25% | Add +2.1% | 328,803 | $16.6M |
| Sand Hill Global Advisors, LLC | 0.56% | Reduce -2.0% | 326,082 | $16.5M |
| Mgo One Seven LLC | 0.33% | Add +40.8% | 322,783 | $16.3M |
| Parallel Advisors, LLC | 0.29% | Add +2.1% | 318,484 | $16.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -11.9% | 313,695 | $15.9M |
| CreativeOne Wealth, LLC | 0.36% | Add +39.1% | 303,364 | $15.4M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -3.9% | 301,519 | $15.3M |
| Landing Point Financial Group, LLC | 7.35% | Reduce -0.2% | 299,130 | $15.1M |
| Simon Quick Advisors, LLC | 0.68% | Add +0.8% | 294,610 | $14.9M |
| JPMorgan Chase & Co. | 0.00% | Add +45.2% | 292,426 | $14.8M |
| Bison Wealth, LLC | 1.40% | Reduce -29.7% | 284,991 | $14.4M |
| Edgemoor Investment Advisors, Inc. | 1.12% | Reduce -1.3% | 279,754 | $14.2M |
| Wellington Grp LLC | 4.32% | Add +6.6% | 277,350 | $14.0M |
| Savant Capital, LLC | 0.07% | Add +26.1% | 275,486 | $13.9M |
| Mainsail Asset Management, LLC | 6.16% | Reduce -33.7% | 270,916 | $13.7M |
| Congress Park Capital LLC | 4.21% | Reduce -6.2% | 270,748 | $13.7M |
| Forte Asset Management LLC | 5.99% | Add +262.1% | 269,630 | $13.6M |
| Morningstar Investment Management LLC | 0.81% | Reduce -8.5% | 259,023 | $13.1M |
| Flow Traders U.S. LLC | 0.41% | New | 255,442 | $12.9M |
| Resonant Capital Advisors, LLC | 0.67% | Reduce -44.4% | 253,626 | $12.8M |
| Alkeme Wealth, LLC | 5.24% | Reduce -2.4% | 253,316 | $12.8M |
| Global Strategic Investment Solutions, LLC | 1.21% | Reduce -5.1% | 243,383 | $12.3M |
| Hanseatic Management Services Inc. | 11.79% | — | 243,353 | $12.3M |
| Galvin, Gaustad & Stein, LLC | 0.99% | Reduce -4.9% | 241,649 | $12.2M |
| Bay Capital Advisors, LLC | 7.54% | Add +16.4% | 241,541 | $12.2M |
| Merit Financial Group, LLC | 0.09% | Add +28.0% | 237,933 | $12.0M |
| Sherry Group, Inc. | 13.13% | Reduce -1.5% | 237,514 | $12.0M |
| Janney Montgomery Scott LLC | 0.03% | Add +14.2% | 229,196 | $11.6M |
| Cannon Financial Strategists, Inc. | 1.51% | Add +6.8% | 227,396 | $11.5M |
| Guidance Capital, Inc. | 2.55% | Add +8.1% | 225,240 | $11.4M |
| Glassy Mountain Advisors, Inc. | 3.50% | Add +35.2% | 222,864 | $11.3M |
| Boulder Wealth Advisors, LLC | 4.47% | New | 221,346 | $11.2M |
| Cerity Partners LLC | 0.01% | Reduce -15.5% | 201,826 | $10.2M |
| Pinnacle Financial Partners, Inc. | 0.08% | Add +2.7% | 198,485 | $10.0M |
| Hengehold Capital Management LLC | 0.86% | Add +3.4% | 193,977 | $9.8M |
| Summit Wealth Group, LLC | 2.15% | Reduce -4.0% | 185,529 | $9.4M |
| RPg Family Wealth Advisory, LLC | 1.94% | New | 184,094 | $9.3M |
| Snider Financial Group | 2.69% | Reduce -13.8% | 176,302 | $8.9M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +49.3% | 170,656 | $8.6M |
| Mutual Advisors, LLC | 0.18% | Reduce -34.0% | 165,418 | $8.4M |
| Flagship Harbor Advisors, LLC | 0.36% | Add +14.3% | 162,966 | $8.2M |
| WT Wealth Management | 2.45% | Add +87.3% | 162,706 | $8.2M |
| Advisor OS, LLC | 0.59% | Add +1.6% | 161,235 | $8.2M |
| Rochester Wealth Strategies, LLC | 4.71% | Add +10.7% | 153,641 | $7.8M |
| Plum Street Advisors, LLC | 2.69% | Add +2.2% | 153,204 | $7.8M |
| Farrow Financial, Inc. | 4.29% | Reduce -0.5% | 149,338 | $7.6M |
| Creative Planning | 0.01% | Add +1.7% | 147,105 | $7.4M |
| Philadelphia Investment Partners, LLC | 4.94% | — | 143,450 | $7.3M |
| Allworth Financial LP | 0.03% | Add +0.2% | 142,219 | $7.2M |
| GWN Securities Inc. | 1.37% | Reduce -11.0% | 141,545 | $7.2M |
| Hollencrest Capital Management | 0.27% | Add +0.7% | 141,262 | $7.2M |
| Beacon Financial Group | 0.71% | New | 140,119 | $7.1M |
| Cerro Pacific Wealth Advisors LLC | 1.84% | Add +15.6% | 138,319 | $7.0M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +4.9% | 136,100 | $6.9M |
| Able Wealth Management LLC | 1.78% | Add +6.3% | 131,415 | $6.7M |
| MJT & Associates Financial Advisory Group, Inc. | 4.82% | Add +25.2% | 129,738 | $6.6M |
| HighTower Advisors, LLC | 0.01% | Add +5.4% | 128,908 | $6.5M |
| Shufro Rose & Co. LLC | 0.41% | Reduce -4.9% | 120,098 | $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.