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 |
| Fairview Capital Investment Management, LLC | 0.32% | No change | 116,388 | $5.9M |
| Sowell Financial Services LLC | 0.22% | Reduce -6.7% | 116,213 | $5.9M |
| Dynamic Advisor Solutions LLC | 0.18% | Add +1.4% | 113,588 | $5.7M |
| Powerhouse Assets LLC | 4.84% | Add +12.2% | 109,840 | $5.6M |
| J Hagan Capital, Inc. | 3.00% | Add +21.1% | 109,729 | $5.6M |
| Peak Financial Advisors LLC | 2.40% | New | 107,142 | $5.4M |
| Wealth Architects, LLC | 0.48% | Add +9.7% | 106,856 | $5.4M |
| Wealth Enhancement Trust Services, Inc. | 0.64% | Reduce -14.7% | 104,111 | $5.3M |
| Legacy Wealth Managment, LLC | 2.59% | Reduce -46.0% | 102,539 | $5.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +261.0% | 100,534 | $5.1M |
| Captrust Financial Advisors | 0.01% | Reduce -10.7% | 99,891 | $5.1M |
| IRON Financial LLC | 2.21% | Add +5.0% | 99,688 | $5.0M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -9.9% | 99,645 | $5.0M |
| Sigma Planning Corp | 0.14% | Add +4.8% | 99,596 | $5.0M |
| Panoramic Investment Advisors, LLC | 2.71% | Add +3.4% | 98,994 | $5.0M |
| WealthBridge Capital Management, LLC | 1.15% | Add +2.9% | 98,779 | $5.0M |
| Advocacy Wealth Management, LLC | 0.22% | Add +5.7% | 98,674 | $5.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -54.8% | 97,832 | $5.0M |
| Haverford Trust Co | 0.05% | Reduce -22.3% | 97,278 | $4.9M |
| Financial Gravity Asset Management, Inc. | 0.87% | Add +0.1% | 96,067 | $4.9M |
| Mullaney, Keating & Wright, Inc. | 2.57% | Add +8.7% | 93,615 | $4.7M |
| Semitam Bonam LLC | 3.87% | Add +7.9% | 93,568 | $4.7M |
| SP Asset Management LLC | 0.42% | Reduce -5.6% | 93,108 | $4.7M |
| Virtue Capital Management, LLC | 0.71% | Reduce -37.9% | 92,277 | $4.7M |
| Sanctuary Advisors, LLC | 0.03% | Add +54.4% | 91,995 | $4.7M |
| Castle Wealth Management LLC | 1.48% | New | 90,188 | $4.6M |
| Jacobi Capital Management LLC | 0.25% | Add +2.2% | 89,886 | $4.6M |
| Independent Advisor Alliance | 0.05% | New | 89,177 | $4.5M |
| Maimon Wealth Management LTD. | 3.96% | Reduce -8.6% | 89,165 | $4.5M |
| Chicago Partners Investment Group LLC | 0.10% | Reduce -0.3% | 87,847 | $4.4M |
| Agate Pass Investment Management, LLC | 1.68% | Add +8.3% | 84,625 | $4.3M |
| Realta Investment Advisors | 1.47% | Add +4.8% | 83,992 | $4.3M |
| LongView Wealth Management | 1.05% | Reduce -36.1% | 82,505 | $4.2M |
| BCR Wealth Strategies, LLC | 1.31% | Add +2.3% | 82,364 | $4.2M |
| Summit Financial, LLC | 0.05% | Reduce -58.4% | 81,266 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.4% | 79,428 | $4.0M |
| Princeton Global Asset Management LLC | 0.65% | Add +2.8% | 79,056 | $4.0M |
| Vilga Financial Planning LLC | 3.57% | Add +42.9% | 78,914 | $4.0M |
| Barings LLC | 0.07% | No change | 78,600 | $4.0M |
| Integral Investment Advisors, Inc. | 0.99% | Reduce -3.5% | 78,224 | $4.0M |
| BOK Financial Private Wealth, Inc. | 0.23% | Reduce -4.4% | 75,839 | $3.8M |
| Hudson Oak Wealth Advisory LLC | 3.30% | Add +3.1% | 74,962 | $3.8M |
| Northern Trust Corp. | 0.00% | No change | 74,743 | $3.8M |
| Ameritas Advisory Services, LLC | 0.15% | Add +37.6% | 74,740 | $3.8M |
| Krilogy Financial LLC | 0.12% | Reduce -15.8% | 73,678 | $3.7M |
| Howland Capital Management LLC | 0.15% | Add +2.4% | 73,154 | $3.7M |
| Farther Finance Advisors, LLC | 0.03% | Add +52.0% | 72,588 | $3.7M |
| Waverly Advisors, LLC | 0.03% | Reduce -3.6% | 71,547 | $3.6M |
| Guyasuta Investment Advisors Inc. | 0.21% | New | 71,126 | $3.6M |
| Cahaba Wealth Management, Inc. | 0.24% | Add +268.6% | 70,968 | $3.6M |
| Tidal Investments LLC | 0.01% | New | 70,251 | $3.5M |
| TRB Wealth Management, LLC | 0.50% | — | 69,249 | $3.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +62.5% | 68,855 | $3.5M |
| Retirement Capital Strategies | 1.29% | New | 67,423 | $3.4M |
| Phillips Financial Management, LLC | 0.25% | Reduce -18.4% | 67,224 | $3.4M |
| David Kennon Inc | 1.22% | New | 67,110 | $3.4M |
| Oakmont Advisory Group, LLC | 3.38% | Add +37.8% | 65,488 | $3.3M |
| Chesley Taft & Associates LLC | 0.14% | Add +59.3% | 65,357 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +15.3% | 65,036 | $3.3M |
| URS Advisory LLC | 2.39% | Add +21.4% | 64,572 | $3.3M |
| Tempus Wealth Planning, LLC | 0.73% | Reduce -9.8% | 62,820 | $3.2M |
| Ofc Financial Planning, LLC | 3.05% | Reduce -1.6% | 61,380 | $3.1M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -2.3% | 61,225 | $3.1M |
| CFS Investment Advisory Services, LLC | 0.21% | Add +25.9% | 60,864 | $3.1M |
| Susquehanna International Group, LLP | 0.00% | New | 59,678 | $3.0M |
| Ariadne Wealth Management, LP | 1.35% | Reduce -18.8% | 59,532 | $3.0M |
| Zhang Financial LLC | 0.10% | Reduce -32.5% | 58,027 | $2.9M |
| Morgan Stanley | 0.00% | Add +0.2% | 57,684 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.8% | 54,702 | $2.8M |
| Vista Investment Management | 0.92% | Add +2.8% | 54,031 | $2.7M |
| StoneCrest Wealth Management, Inc. | 1.14% | Reduce -3.7% | 53,305 | $2.7M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +7.2% | 51,558 | $2.6M |
| Wills Financial Group LLC | 0.97% | New | 50,907 | $2.6M |
| Two Sigma Securities, LLC | 0.30% | Add +31.0% | 50,293 | $2.5M |
| 9823 Capital, L.P. | 1.91% | Add +19.9% | 49,962 | $2.5M |
| RHS Financial, LLC | 1.20% | Reduce -11.8% | 49,900 | $2.5M |
| Family Manage LLC | 0.30% | Reduce -17.5% | 48,639 | $2.5M |
| MSH Capital Advisors LLC | 0.52% | Add +1.2% | 48,408 | $2.5M |
| Apollon Wealth Management, LLC | 0.04% | New | 45,954 | $2.3M |
| Vista Finance, LLC | 1.80% | Add +59.9% | 44,800 | $2.3M |
| Sheets Smith Wealth Management | 0.25% | Reduce -1.0% | 44,619 | $2.3M |
| Michels Family Financial, LLC | 1.62% | Reduce -1.8% | 44,454 | $2.3M |
| Arax Advisory Partners | 0.06% | Add +9.2% | 43,950 | $2.2M |
| Bogart Wealth, LLC | 0.09% | Add +4.5% | 43,686 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +8.4% | 43,190 | $2.2M |
| Integrated Advisors Network LLC | 0.11% | New | 43,049 | $2.2M |
| Greenup Street Wealth Management LLC | 0.31% | Add +4.3% | 42,920 | $2.2M |
| Guardian Wealth Advisors, LLC | 1.22% | Add +23.6% | 41,984 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.3% | 41,950 | $2.1M |
| Citigroup Inc. | 0.00% | Add +0.6% | 41,749 | $2.1M |
| Quaker Wealth Management, LLC | 0.65% | Add +0.8% | 41,386 | $2.1M |
| Comprehensive Money Management Services LLC | 1.36% | Add +7.1% | 41,094 | $2.1M |
| Assetmark, Inc. | 0.00% | Add +2.2% | 40,946 | $2.1M |
| Zacks Investment Management | 0.02% | Reduce -2.9% | 40,403 | $2.0M |
| Ifrah Financial Services, Inc. | 0.54% | Add +0.3% | 40,319 | $2.0M |
| Pension & Wealth Management Advisors, Inc. | 0.60% | Reduce -12.7% | 40,068 | $2.0M |
| Belpointe Asset Management LLC | 0.07% | Reduce -1.3% | 39,747 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +709.6% | 39,445 | $2.0M |
| Valmark Advisers, Inc. | 0.02% | Reduce -2.0% | 38,804 | $2.0M |
| Go Invest LLC | 0.56% | Add +47.5% | 38,728 | $2.0M |
| Perigon Wealth Management, LLC | 0.04% | Add +86.3% | 38,705 | $2.0M |
| Quantinno Capital Management LP | 0.00% | Add +16.9% | 38,651 | $2.0M |
| CGN Advisors LLC | 0.15% | Add +17.6% | 38,060 | $1.9M |
| Principal Securities, Inc. | 0.03% | Reduce -29.5% | 37,278 | $1.9M |
| Wealthfront Advisers LLC | 0.00% | Add +10.6% | 36,976 | $1.9M |
| Seizert Capital Partners, LLC | 0.08% | No change | 36,356 | $1.8M |
| HighPoint Advisor Group LLC | 0.08% | Add +1.3% | 35,586 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -44.0% | 35,281 | $1.8M |
| NWF Advisory Services Inc. | 0.20% | Add +22.9% | 34,738 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Reduce -4.2% | 34,466 | $1.7M |
| Composition Wealth, LLC | 0.02% | Reduce -12.7% | 33,738 | $1.7M |
| Canandaigua National Corp. | 0.15% | — | 33,482 | $1.7M |
| Prevail Innovative Wealth Advisors, LLC | 0.29% | Reduce -69.8% | 33,473 | $1.7M |
| LJI Wealth Management, LLC | 0.27% | New | 33,245 | $1.7M |
| Kane Investment Management, Inc. | 0.86% | Add +3.2% | 33,058 | $1.7M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -1.0% | 32,890 | $1.7M |
| Vista Cima Wealth Management LLC | 1.62% | Reduce -15.2% | 32,298 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Add +446.7% | 31,533 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +143.4% | 31,298 | $1.6M |
| GC Wealth Management RIA, LLC | 0.07% | Add +1.2% | 31,253 | $1.6M |
| IFP Advisors, Inc | 0.03% | Add +9.1% | 31,169 | $1.6M |
| Vise Technologies, Inc. | 0.03% | No change | 31,119 | $1.6M |
| BCGM Wealth Management, LLC | 0.39% | Reduce -0.8% | 30,954 | $1.6M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +559.5% | 30,746 | $1.6M |
| Impact Partnership Wealth, LLC | 0.19% | Add +19.7% | 30,642 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -4.4% | 30,581 | $1.5M |
| UMB Bank, n.a. | 0.02% | Reduce -60.6% | 30,491 | $1.5M |
| Capital Wealth Alliance, LLC | 0.69% | Add +4.5% | 29,945 | $1.5M |
| Elevate Wealth Advisory, Inc. | 0.92% | Add +56.7% | 28,867 | $1.5M |
| Beacon Investment Advisory Services, Inc. | 0.06% | Reduce -29.6% | 28,572 | $1.4M |
| Csenge Advisory Group | 0.07% | Add +0.0% | 28,361 | $1.4M |
| Advocate Investing Services LLC | 1.21% | Reduce -20.1% | 28,227 | $1.4M |
| Matrix Trust Co | 0.24% | Add +26.1% | 28,135 | $1.4M |
| Thrive Capital Management, LLC | 0.31% | Reduce -20.6% | 27,613 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.43% | Add +59.4% | 27,570 | $1.4M |
| Slow Capital, Inc. | 0.18% | Reduce -43.3% | 27,325 | $1.4M |
| Global Assets Advisory, LLC | 0.39% | New | 31,788 | $1.4M |
| Bulwark Capital Corp | 0.82% | Add +1205.7% | 26,245 | $1.3M |
| Park Avenue Securities LLC | 0.01% | New | 26,036 | $1.3M |
| AssuredPartners Investment Advisors, LLC | 0.14% | New | 26,056 | $1.3M |
| Brookstone Capital Management | 0.01% | Add +13.6% | 25,726 | $1.3M |
| ATX Financial Planning, LLC | 0.98% | New | 25,370 | $1.3M |
| Ackerman Asset Management, LLC | 0.87% | Add +106.5% | 24,722 | $1.3M |
| Alpha Zero LLC | 0.63% | New | 24,585 | $1.2M |
| Bank of Montreal | 0.00% | No change | 24,580 | $1.2M |
| First National Bank of Omaha | 0.04% | Add +8.3% | 24,517 | $1.2M |
| Fusion Capital, LLC | 0.33% | Reduce -6.9% | 24,371 | $1.2M |
| Tradewinds Capital Management, LLC | 0.24% | Add +0.7% | 23,512 | $1.2M |
| IMG Wealth Management, Inc. | 0.75% | Reduce -53.4% | 23,221 | $1.2M |
| Eddie Patel Inc | 0.90% | New | 23,156 | $1.2M |
| Brindle & Bay Financial Advisors, LLC | 0.71% | Reduce -21.7% | 22,988 | $1.2M |
| TAGStone Capital, Inc. | 0.39% | Reduce -10.2% | 21,987 | $1.1M |
| YHB Investment Advisors, Inc. | 0.08% | Add +0.1% | 21,363 | $1.1M |
| BLB&B Advisors, LLC | 0.04% | Add +65.1% | 21,272 | $1.1M |
| Lionsbridge Wealth Management LLC | 1.07% | Reduce -2.0% | 21,069 | $1.1M |
| Peterson Wealth Advisors, LLC | 0.14% | Reduce -52.3% | 20,906 | $1.1M |
| Factor Wealth Management LTD | 0.20% | Reduce -4.0% | 20,868 | $1.1M |
| Wick Capital Partners, LLC | 0.19% | Add +4.8% | 20,648 | $1.0M |
| Boltwood Capital Management | 0.26% | Add +0.2% | 20,505 | $1.0M |
| Round Rock Advisors LLC | 0.16% | Reduce -0.9% | 20,226 | $1.0M |
| NewEdge Wealth, LLC | 0.01% | Add +0.0% | 20,138 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | New | 19,800 | $1.0M |
| Fifth Third Bancorp | 0.00% | New | 19,752 | $1000K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +9.8% | 19,420 | $983K |
| Texas Yale Capital Corp. | 0.03% | Add +8.4% | 19,350 | $979K |
| Johnson Bixby & Associates, LLC | 0.12% | Add +137.9% | 19,258 | $975K |
| Davis Wealth Advisors, LLC | 0.80% | Reduce -8.5% | 18,930 | $958K |
| Hegarty Advisors, LLC | 0.75% | Add +31.3% | 18,833 | $953K |
| Perennial Investment Advisors, LLC | 0.07% | Add +1.9% | 18,307 | $927K |
| Jaffetilchin Investment Partners, LLC | 0.06% | Add +0.6% | 18,289 | $926K |
| Whittier Trust Co. | 0.01% | No change | 18,311 | $925K |
| Old North State Wealth Management, LLC | 0.42% | Reduce -8.4% | 17,774 | $900K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -21.4% | 17,744 | $898K |
| Meramec Financial Planners, LLC | 0.35% | Add +4.0% | 17,673 | $894K |
| BAM Wealth Management, LLC | 0.66% | Add +121.9% | 17,534 | $888K |
| Base Wealth Management LLC | 0.50% | Add +7.7% | 17,519 | $887K |
| Bank of Hawaii | 0.05% | Reduce -24.7% | 17,392 | $880K |
| REDW Wealth LLC | 0.35% | Add +6.0% | 17,310 | $876K |
| Glass Jacobson Investment Advisors llc | 0.30% | No change | 16,971 | $859K |
| Heck Capital Advisors, LLC | 0.06% | Add +13.6% | 16,820 | $851K |
| WESCAP Management Group, Inc. | 0.16% | Add +2.0% | 16,380 | $829K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.1% | 16,263 | $823K |
| Tectonic Advisors LLC | 0.04% | Add +10.6% | 16,109 | $815K |
| Global Wealth Management Investment Advisory, Inc. | 0.13% | Add +0.0% | 16,091 | $815K |
| Proficio Capital Partners LLC | 0.04% | Reduce -1.3% | 15,775 | $799K |
| Condor Capital Management | 0.07% | Add +108.7% | 15,633 | $791K |
| Bulltick Wealth Management, LLC | 0.17% | Reduce -61.0% | 15,313 | $775K |
| Sovereign Financial Group, Inc. | 0.13% | New | 15,230 | $771K |
| Regal Investment Advisors LLC | 0.04% | Reduce -6.7% | 15,207 | $770K |
| Argent Advisors, Inc. | 0.21% | Add +16.8% | 14,954 | $757K |
| Integrated Wealth Concepts LLC | 0.01% | New | 14,914 | $755K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.9% | 14,641 | $741K |
| Park Place Capital Corp | 0.15% | Add +0.7% | 14,578 | $738K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +80.0% | 14,516 | $735K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -26.1% | 14,500 | $734K |
| Searcy Financial Services Inc. | 0.26% | Add +6.7% | 14,087 | $713K |
| Capital Advisors, Ltd. LLC | 0.08% | Reduce -8.5% | 13,862 | $702K |
| Investment Planning Advisors, Inc. | 0.19% | Add +1.5% | 13,700 | $693K |
| Pacific Center for Financial Services | 0.18% | Reduce -5.4% | 13,656 | $691K |
| CVA Family Office, LLC | 0.07% | Reduce -4.2% | 13,486 | $683K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -60.3% | 13,484 | $683K |
| Integrated Investment Consultants, LLC | 0.14% | Reduce -2.3% | 13,470 | $682K |
| Financial Solutions Advisory Group, Inc. | 0.09% | — | 13,450 | $681K |
| Bank of Marin | 0.49% | Reduce -7.3% | 13,246 | $671K |
| Regatta Capital Group, LLC | 0.10% | Reduce -0.3% | 13,240 | $670K |
| Red Wave Investments LLC | 0.20% | Reduce -4.6% | 13,103 | $663K |
| Emerald Advisors, LLC | 0.08% | Reduce -22.9% | 13,087 | $662K |
| BlueChip Wealth Advisors LLC | 0.29% | Add +207.5% | 12,975 | $657K |
| KM Capital Management Ltd. | 0.44% | Reduce -11.0% | 12,829 | $648K |
| Coyle Financial Counsel LLC | 0.13% | Add +2.8% | 12,552 | $635K |
| Talon Private Wealth, LLC | 0.08% | — | 12,523 | $634K |
| Octavia Wealth Advisors, LLC | 0.06% | Reduce -0.7% | 12,276 | $621K |
| Riverstone Advisors, LLC | 0.31% | New | 12,240 | $620K |
| Diversify Wealth Management, LLC | 0.01% | New | 12,170 | $616K |
| AE Wealth Management LLC | 0.00% | Reduce -15.8% | 11,966 | $606K |
| Truist Financial Corp. | 0.00% | Add +168.1% | 11,840 | $599K |
| Grey Ledge Advisors, LLC | 0.13% | No change | 11,780 | $596K |
| Market Street Wealth Management Advisors LLC | 0.09% | Add +0.4% | 11,690 | $592K |
| Wetzel Investment Advisors, Inc. | 0.24% | Add +64.2% | 11,655 | $590K |
| Inspire Advisors, LLC | 0.05% | Reduce -1.7% | 11,655 | $590K |
| Tilson Financial Group, Inc. | 0.18% | No change | 11,652 | $590K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -48.2% | 11,476 | $581K |
| Astra Wealth Partners LLC | 0.37% | Reduce -82.3% | 11,448 | $579K |
| Prossimo Advisors, LLC | 3.49% | No change | 11,329 | $573K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +3.1% | 11,116 | $563K |
| Gerald Baker Financial Group LLC | 0.18% | — | 10,943 | $554K |
| Kingsview Wealth Management, LLC | 0.01% | Add +32.4% | 10,890 | $551K |
| Atwater Malick LLC | 0.15% | New | 10,767 | $545K |
| Brand Asset Management Group, Inc. | 0.14% | Reduce -4.2% | 10,690 | $541K |
| Nicolet Bankshares Inc. | 0.02% | New | 10,428 | $526K |
| Clearwater Capital Advisors, LLC | 0.04% | Add +33.7% | 10,378 | $525K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -5.6% | 10,322 | $523K |
| Wealthspan Partners, LLC | 0.18% | Reduce -0.0% | 10,236 | $518K |
| Tsfg, LLC | 0.08% | Reduce -4.1% | 10,155 | $514K |
| Sankala Group LLC | 0.42% | Reduce -4.4% | 10,074 | $510K |
| Hexagon Capital Partners LLC | 0.07% | Reduce -11.3% | 10,041 | $508K |
| Physician Wealth Advisors, Inc. | 0.07% | Reduce -2.8% | 10,006 | $506K |
| Franklin Resources Inc. | 0.00% | No change | 10,000 | $506K |
| Applied Capital LLC | 0.19% | Reduce -22.8% | 9,947 | $504K |
| AlphaCore Capital LLC | 0.01% | Reduce -14.0% | 9,854 | $499K |
| Avaii Wealth Management, LLC | 0.17% | Add +25.8% | 9,768 | $494K |
| AQR Capital Management | 0.00% | Add +87.4% | 9,709 | $491K |
| Daytona Street Capital LLC | 0.38% | Add +5.4% | 9,683 | $489K |
| Blue Square Asset Management, LLC | 0.23% | Add +62.2% | 9,618 | $487K |
| WNY Asset Management, LLC | 0.05% | — | 9,614 | $487K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -0.8% | 9,424 | $477K |
| Optas, LLC | 0.07% | Add +79.0% | 9,400 | $476K |
| Spire Wealth Management | 0.02% | Add +0.3% | 9,213 | $466K |
| Patten Group, Inc. | 0.08% | Add +17.4% | 9,177 | $465K |
| Marathon Wealth Advisors LLC | 0.19% | Reduce -5.1% | 9,113 | $461K |
| CGC Financial Services, LLC | 0.13% | Reduce -8.5% | 8,972 | $454K |
| Copia Wealth Management | 0.31% | No change | 8,935 | $452K |
| Fortis Advisors, LLC | 0.23% | Add +0.7% | 8,918 | $451K |
| Nvest Financial, LLC | 0.17% | No change | 8,900 | $451K |
| NorthCoast Asset Management LLC | 0.01% | No change | 8,885 | $450K |
| JGP Wealth Management, LLC | 0.05% | Reduce -46.3% | 8,840 | $447K |
| Betterment LLC | 0.00% | Add +26.4% | 8,804 | $446K |
| Sandy Cove Advisors, LLC | 0.13% | Reduce -0.3% | 8,736 | $442K |
| Alterna Wealth Management, Inc. | 0.33% | No change | 8,667 | $439K |
| Tulsa Wealth Advisors, INC | 0.08% | New | 8,618 | $436K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 8,393 | $425K |
| CoreCap Advisors, LLC | 0.01% | Add +17020.4% | 8,389 | $425K |
| Southland Equity Partners LLC | 0.08% | Reduce -3.5% | 8,309 | $421K |
| Sfam, LLC | 0.39% | Add +1.2% | 8,280 | $419K |
| Liquid Strategies, LLC | 0.09% | No change | 8,215 | $416K |
| New Capital Management LP | 0.10% | Reduce -2.4% | 8,149 | $413K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -5.3% | 8,090 | $410K |
| Seed Wealth Management, Inc. | 0.28% | No change | 8,000 | $405K |
| Blair William & Co. | 0.00% | Add +8.1% | 7,942 | $402K |
| Marble Wealth, LLC | 0.07% | New | 7,895 | $400K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -6.3% | 7,863 | $398K |
| Fifth Third Securities, Inc. | 0.03% | Add +13.3% | 7,766 | $393K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -1.0% | 7,646 | $387K |
| Prudent Man Advisors, LLC | 0.12% | Reduce -64.2% | 7,607 | $385K |
| Guardian Partners Inc. | 0.03% | Add +0.0% | 7,447 | $378K |
| Alley Investment Management Company, LLC | 0.05% | No change | 7,393 | $374K |
| Courage Miller Partners, LLC | 0.10% | No change | 7,348 | $372K |
| Proffitt & Goodson Inc. | 0.06% | Add +16.1% | 7,259 | $367K |
| Certified Advisory Corp | 0.03% | Reduce -19.4% | 7,258 | $367K |
| Mascoma Wealth Management LLC | 0.07% | Reduce -3.3% | 7,083 | $359K |
| White Lighthouse Investment Management Inc. | 0.05% | No change | 7,000 | $354K |
| Mayflower Financial Advisors, LLC | 0.04% | Add +63.4% | 6,876 | $348K |
| Private Client Services, LLC | 0.10% | Add +26.1% | 6,875 | $348K |
| Capstone Financial Advisors, Inc. | 0.02% | Reduce -15.2% | 6,849 | $347K |
| Everstar Asset Management, LLC | 0.18% | Reduce -10.6% | 6,769 | $343K |
| SVB Wealth LLC | 0.02% | Reduce -50.9% | 6,755 | $342K |
| Hopwood Financial Services, Inc. | 0.23% | No change | 6,640 | $336K |
| Daybright Advisory Services, Inc. | 0.09% | Add +0.6% | 6,621 | $335K |
| Shepherd Financial Partners LLC | 0.03% | Reduce -8.4% | 6,563 | $332K |
| Verum Partners LLC | 0.06% | Reduce -30.7% | 6,538 | $331K |
| Atria Investments, Inc | 0.00% | Reduce -97.2% | 6,509 | $330K |
| Quadrant Private Wealth Management, LLC | 0.05% | No change | 6,429 | $325K |
| Silver Oak Securities, Incorporated | 0.02% | Add +21.6% | 6,027 | $305K |
| Summit Trail Advisors, LLC | 0.00% | New | 6,000 | $304K |
| PFG Advisors | 0.01% | New | 5,964 | $302K |
| Leading Edge Financial Planning LLC | 0.06% | Reduce -0.2% | 5,961 | $302K |
| B & T Capital Management DBA Alpha Capital Management | 0.04% | Reduce -14.4% | 5,956 | $301K |
| Pine Haven Investment Counsel, Inc | 0.22% | Reduce -4.1% | 5,900 | $299K |
| Howard Wealth Management, LLC | 0.13% | Add +7.5% | 5,894 | $298K |
| Advisors Capital Management, LLC | 0.00% | Reduce -55.1% | 5,823 | $295K |
| SageView Advisory Group, LLC | 0.01% | No change | 5,804 | $294K |
| Old Second National Bank of Aurora | 0.06% | No change | 5,800 | $294K |
| Harbour Investments, Inc. | 0.00% | Add +13.2% | 5,743 | $291K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -9.4% | 5,669 | $286K |
| Spectrum Planning & Advisory Services Inc. | 0.14% | New | 5,477 | $277K |
| Forza Wealth Management, LLC | 0.10% | New | 5,475 | $277K |
| Synergy Asset Management, LLC | 0.03% | New | 5,411 | $274K |
| Spinnaker Investment Group, LLC | 0.06% | Reduce -4.8% | 5,385 | $273K |
| Concorde Asset Management, LLC | 0.13% | Add +24.3% | 5,343 | $270K |
| Lifelong Wealth Advisors, Inc. | 0.07% | Reduce -0.4% | 5,333 | $270K |
| Liberty Wealth Management LLC | 0.03% | New | 5,281 | $267K |
| BridgePort Financial Solutions, LLC | 0.08% | Reduce -8.9% | 5,248 | $266K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.7% | 5,219 | $263K |
| Parsons Capital Management Inc. | 0.01% | Reduce -11.2% | 5,133 | $260K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 5,111 | $259K |
| RCW Management, LLC | 0.26% | No change | 5,069 | $257K |
| Serenus Wealth Advisors, LLC | 0.05% | No change | 5,062 | $256K |
| Thompson David Blair | 0.15% | No change | 5,035 | $255K |
| Aspen Wealth Strategies, LLC | 0.14% | Add +0.8% | 5,006 | $253K |
| Visionary Wealth Advisors | 0.01% | New | 5,001 | $253K |
| MLP3, LLC | 0.28% | No change | 5,000 | $253K |
| McIlrath & Eck, LLC | 0.02% | New | 4,955 | $251K |
| Turning Point Benefit Group, Inc. | 0.16% | Add +127.5% | 4,884 | $247K |
| Traub Capital Management LLC | 0.24% | Add +0.8% | 4,874 | $247K |
| Claro Advisors Inc. | 0.03% | Add +14.4% | 4,701 | $238K |
| Norden Group LLC | 0.02% | No change | 4,690 | $237K |
| Troutman Wealth Management, LLC | 0.20% | Add +0.3% | 4,660 | $236K |
| COFG Advisors, LLC | 0.06% | Add +0.7% | 4,659 | $236K |
| M1 Capital Management LLC | 0.11% | No change | 4,614 | $234K |
| Scotia Capital Inc. | 0.00% | Reduce -28.2% | 4,605 | $233K |
| Vertex Planning Partners, LLC | 0.04% | Reduce -91.1% | 4,542 | $230K |
| WealthShield Partners, LLC | 0.03% | Reduce -76.7% | 4,476 | $227K |
| ONE Advisory Partners, LLC | 0.07% | New | 4,436 | $225K |
| Jones Kertz & Associates, Inc. | 0.12% | No change | 4,413 | $223K |
| Sage Rhino Capital LLC | 0.04% | Add +0.1% | 4,378 | $222K |
| Empower Advisory Group, LLC | 0.00% | Add +0.8% | 4,377 | $222K |
| Portfolio Strategies, Inc. | 0.03% | No change | 4,369 | $221K |
| Central Valley Advisors, LLC | 0.06% | New | 4,323 | $219K |
| United Advisor Group, LLC | 0.03% | Reduce -1.1% | 4,242 | $215K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 4,220 | $214K |
| International Assets Investment Management, LLC | 0.01% | No change | 4,200 | $212K |
| HF Advisory Group, LLC | 0.07% | Reduce -9.3% | 4,139 | $210K |
| Bluedoor Private Wealth, LLC | 0.10% | New | 4,132 | $209K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 4,113 | $208K |
| Private Trust Co. NA | 0.02% | Add +188.4% | 4,049 | $205K |
| SmartHarvest Portfolios, LLC | 0.09% | Reduce -5.3% | 4,035 | $204K |
| Manchester Capital Management LLC | 0.03% | New | 4,026 | $204K |
| Galilei Investment Office LLP | 0.10% | No change | 4,000 | $203K |
| General Partner, Inc. | 0.12% | Reduce -95.4% | 3,980 | $201K |
| Encompass Wealth Advisors, LLC | 0.07% | Reduce -5.0% | 3,970 | $201K |
| Stephens Inc. | 0.00% | No change | 3,961 | $201K |
| Byrne Asset Management LLC | 0.12% | New | 3,950 | $200K |
| MAI Capital Management | 0.00% | Reduce -6.2% | 3,667 | $186K |
| Avalon Trust Co | 0.01% | No change | 3,397 | $172K |
| Financial Perspectives, Inc | 0.05% | Add +0.6% | 3,355 | $170K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,166 | $160K |
| Intesa Sanpaolo Wealth Management | 0.04% | No change | 3,000 | $152K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,643 | $134K |
| Oakworth Capital, Inc. | 0.01% | Reduce -37.1% | 2,544 | $129K |
| Transce3nd, LLC | 1.13% | Add +15.6% | 2,516 | $127K |
| Blueline Advisors LLC | 0.10% | New | 2,436 | $123K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,425 | $122K |
| Ascentis Independent Advisors | 0.01% | New | 2,395 | $121K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.3% | 2,387 | $121K |
| Triumph Capital Management | 0.02% | Add +309.1% | 2,250 | $114K |
| MPWM Advisory Solutions, LLC | 0.06% | No change | 2,197 | $111K |
| Blue Trust, Inc. | 0.00% | No change | 2,166 | $110K |
| Rossby Financial, LCC | 0.02% | Add +444.2% | 2,106 | $106K |
| Centaurus Financial, Inc. | 0.01% | New | 2,068 | $105K |
| Webster Bank, N. A. | 0.01% | New | 1,979 | $100K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,910 | $97K |
| Root Financial Partners, LLC | 0.00% | Reduce -11.6% | 1,799 | $91K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,525 | $77K |
| NFSG Corp | 0.01% | Reduce -40.3% | 1,490 | $75K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,295 | $66K |
| CKW Financial Group | 0.01% | No change | 1,282 | $65K |
| Wells Fargo & Company | 0.00% | Reduce -98.5% | 1,270 | $64K |
| Mather Group, Llc. | 0.00% | New | 1,225 | $62K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -19.6% | 1,161 | $59K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -80.6% | 1,152 | $58K |
| Ameriflex Group, Inc. | 0.03% | No change | 1,050 | $53K |
| Strive Financial Group ,LLC | 0.03% | New | 1,019 | $52K |
| 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 |
| Lloyd Advisory Services, LLC. | 0.01% | Add +4562.5% | 746 | $38K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -18.0% | 746 | $38K |
| Noble Wealth Management PBC | 0.02% | Reduce -86.4% | 691 | $35K |
| 3 Factor Indexing, LLC | 0.03% | — | 684 | $35K |
| McGuire Capital Advisors Inc. | 0.02% | No change | 671 | $34K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 670 | $34K |
| Lanark Financial, Inc. | 0.00% | Add +8.4% | 647 | $33K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.1% | 640 | $32K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.6% | 625 | $32K |
| Front Row Advisors LLC | 0.01% | No change | 550 | $28K |
| Networth Advisors, LLC | 0.02% | Reduce -1.5% | 522 | $26K |
| Roehl & Yi Investment Advisors, LLC | 0.01% | Add +85.6% | 26,264 | $26K |
| Capital Analysts, LLC | 0.00% | Reduce -22.8% | 509 | $25K |
| Ankerstar Wealth, LLC | 0.03% | Reduce -72.5% | 470 | $24K |
| Crews Bank & Trust | 0.00% | No change | 404 | $20K |
| Protective Life Corp. | 0.07% | New | 401 | $20K |
| Center for Financial Planning, Inc. | 0.00% | Add +66.5% | 313 | $16K |
| Essential Partners LLC | 0.01% | Reduce -19.0% | 299 | $15K |
| Red Reef Advisors LLC | 0.01% | No change | 240 | $12K |
| Sound Income Strategies, LLC | 0.00% | No change | 214 | $11K |
| Clearstead Trust, LLC | 0.00% | No change | 198 | $10K |
| LRI Investments, LLC | 0.00% | Reduce -45.4% | 185 | $9K |
| Bell Investment Advisors, Inc | 0.00% | Add +0.7% | 154 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | New | 150 | $8K |
| Leo H. Evart, Inc. | 0.01% | — | 137 | $7K |
| 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% | No change | 98 | $5K |
| Bernard Wealth Management Corp. | 0.00% | No change | 90 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 90 | $5K |
| TD Capital Management LLC | 0.00% | Reduce -85.2% | 80 | $4K |
| Navigoe, LLC | 0.00% | New | 74 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 37 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 30 | $2K |
| Retiremitten Financial LLC | 0.00% | — | 28 | $1K |
| Colonial Trust Advisors | 0.00% | No change | 26 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 21 | $1K |
| Synergy Investment Management, LLC | 0.00% | New | 20 | $1K |
| PlanVest Financial, Inc | 0.00% | — | 17 | $900 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +500.0% | 12 | $607 |
| Smartleaf Asset Management LLC | 0.00% | No change | 2 | $137 |
| Mb, Levis & Associates, LLC | 0.00% | No change | 2 | $93 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $43 |
"% of holder's portfolio" is ICSH's weight in each manager's 13F, not the share of iShares Ultra Short Duration the manager owns.