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

0200400600 Q1 2024: 412Q1 2024Q2 2024: 397Q2 2024Q3 2024: 416Q3 2024Q4 2024: 465Q4 2024Q1 2025: 444Q1 2025Q2 2025: 453Q2 2025Q3 2025: 472Q3 2025Q4 2025: 497Q4 2025Q1 2026: 528Q1 2026Q2 2026: 557Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions60$100.0M
Exits33$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.