iShares Ultra Short DurationICSHETF
13F holders, Q2 2026 (June 30)557holders +29
70new positions
42sold out
1famous investor
$50.55avg. 13F price*
At the end of Q2 2026, 557 institutions reported holding iShares Ultra Short Duration (ICSH) in their 13F filings, up 29 from Q1 2026. 70 opened new positions and 42 sold out. The largest holders were FMR LLC ($243.5M), UBS Group AG ($215.8M) and Foster Dykema Cabot & Partners, LLC ($213.9M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $114.9M |
| Exits | 42 | $49.2M |
All 13F filers, Q1 2026 → Q2 2026: 15,279,569 shares bought and 5,070,865 shares sold, net +10,208,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 557 holders
| FMR LLC | 0.01% | Add +40.0% | 4,814,831 | $243.5M |
| UBS Group AG | 0.03% | Reduce -9.3% | 4,266,367 | $215.8M |
| Foster Dykema Cabot & Partners, LLC | 12.43% | Add +1.8% | 4,228,824 | $213.9M |
| Bank of America Corp. | 0.01% | Add +5.0% | 3,905,917 | $197.6M |
| LPL Financial LLC | 0.04% | Add +13.3% | 3,824,663 | $193.5M |
| Focus Partners Wealth | 0.16% | Add +1235.4% | 3,144,032 | $159.0M |
| BOK Financial Private Wealth, Inc. | 5.44% | Add +2666.1% | 2,097,755 | $106.1M |
| Temasek Holdings (Private) Ltd | 0.27% | No change | 1,973,943 | $99.8M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +12.1% | 1,947,459 | $98.0M |
| Royal Bank of Canada | 0.02% | Add +11.6% | 1,864,828 | $94.3M |
| Donaldson Capital Management, LLC | 2.47% | Reduce -11.3% | 1,708,669 | $86.4M |
| Raymond James Financial Inc. | 0.02% | Add +3.5% | 1,377,331 | $69.7M |
| Iron Gate Global Advisors LLC | 6.69% | Add +16.1% | 1,368,146 | $69.2M |
| Winthrop Advisory Group LLC | 4.63% | Add +11.1% | 1,360,435 | $68.8M |
| Summit Financial, LLC | 0.67% | Add +1380.4% | 1,203,043 | $60.8M |
| Foster Group, Inc. | 1.59% | Add +5.5% | 1,181,596 | $59.8M |
| Acorns Advisers, LLC | 0.35% | Add +1.1% | 1,074,931 | $54.4M |
| Diversified Portfolios, Inc. | 3.94% | Reduce -2.6% | 1,073,775 | $54.3M |
| BlackRock, Inc. | 0.00% | Reduce -29.7% | 1,039,430 | $52.6M |
| Mariner, LLC | 0.05% | Reduce -2.7% | 944,326 | $47.8M |
| Macro Advisors, Inc. | 14.99% | Add +47.9% | 929,607 | $47.0M |
| Osaic Holdings, Inc. | 0.05% | Add +126.7% | 911,467 | $46.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.8% | 840,079 | $42.5M |
| Valtinson Bruner Financial Planning LLC | 10.30% | Add +6.3% | 812,880 | $41.1M |
| Prosperity Consulting Group, LLC | 1.46% | Reduce -14.7% | 762,087 | $38.5M |
| Stifel Financial Corp. | 0.03% | Add +23.0% | 756,300 | $38.3M |
| Capital Advantage, Inc. | 4.58% | Add +1.5% | 742,780 | $37.6M |
| Exchange Traded Concepts, LLC | 0.18% | Add +0.1% | 710,844 | $36.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +28.9% | 572,587 | $29.0M |
| Cetera Investment Advisers | 0.02% | Add +8.3% | 535,899 | $27.1M |
| Motco | 2.25% | New | 519,000 | $26.3M |
| Steele Capital Management, Inc. | 0.96% | Add +5.3% | 518,375 | $26.2M |
| Cary Street Partners Financial LLC | 0.56% | Reduce -25.5% | 509,974 | $25.8M |
| Advisory Services Network, LLC | 0.28% | Reduce -1.1% | 487,516 | $24.7M |
| Avestar Capital, LLC | 1.46% | Add +3.1% | 486,417 | $24.6M |
| Sand Hill Global Advisors, LLC | 0.73% | Add +47.4% | 480,554 | $24.3M |
| MML Investors Services, LLC | 0.05% | Add +21.8% | 463,525 | $23.4M |
| Corient Private Wealth LP | 0.03% | Add +33.6% | 445,201 | $22.5M |
| CreativeOne Wealth, LLC | 0.48% | Add +44.8% | 439,192 | $22.2M |
| HighTower Advisors, LLC | 0.02% | Add +238.0% | 435,680 | $22.0M |
| Elwood & Goetz Wealth Advisory Group, LLC | 3.24% | Add +6.3% | 432,906 | $21.9M |
| Osborne Partners Capital Management, LLC | 1.21% | Reduce -28.6% | 431,446 | $21.8M |
| Roble, Belko & Company, Inc | 2.31% | Add +4.6% | 422,906 | $21.4M |
| Signaturefd, LLC | 0.26% | Add +3.2% | 388,564 | $19.7M |
| J.W. Cole Advisors, Inc. | 0.34% | Add +7.9% | 387,461 | $19.6M |
| Mgo One Seven LLC | 0.30% | Add +9.4% | 353,220 | $17.9M |
| Cynosure Group, LLC | 2.53% | Reduce -19.1% | 333,254 | $16.9M |
| Bokf, NA | 0.23% | Reduce -0.3% | 327,784 | $16.6M |
| MY Wealth Management Inc. | 11.64% | New | 326,780 | $16.5M |
| Global Strategic Investment Solutions, LLC | 1.47% | Add +33.8% | 325,545 | $16.5M |
| Parallel Advisors, LLC | 0.25% | Add +0.2% | 319,168 | $16.1M |
| Galvin, Gaustad & Stein, LLC | 1.16% | Add +27.3% | 307,503 | $15.6M |
| Private Advisor Group, LLC | 0.07% | Reduce -35.0% | 298,277 | $15.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.4% | 296,818 | $15.0M |
| Simon Quick Advisors, LLC | 0.60% | Reduce -0.5% | 293,172 | $14.8M |
| Edgemoor Investment Advisors, Inc. | 0.99% | Add +1.8% | 284,762 | $14.4M |
| Alkeme Wealth, LLC | 5.49% | Add +12.0% | 283,723 | $14.4M |
| Wellington Grp LLC | 3.79% | Add +2.2% | 283,412 | $14.3M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -7.5% | 278,787 | $14.1M |
| Resonant Capital Advisors, LLC | 0.65% | Add +6.6% | 270,325 | $13.7M |
| Congress Park Capital LLC | 3.64% | Reduce -1.5% | 266,645 | $13.5M |
| Morningstar Investment Management LLC | 0.81% | No change | 259,023 | $13.1M |
| Savant Capital, LLC | 0.04% | Reduce -10.6% | 246,360 | $12.5M |
| Bay Capital Advisors, LLC | 6.66% | Add +1.7% | 245,687 | $12.4M |
| Merit Financial Group, LLC | 0.08% | Add +2.6% | 244,034 | $12.3M |
| Global Retirement Partners, LLC | 0.19% | — | 243,286 | $12.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.3% | 241,976 | $12.2M |
| Bison Wealth, LLC | 1.11% | Reduce -16.5% | 237,882 | $12.0M |
| Guidance Capital, Inc. | 2.54% | Add +4.5% | 235,331 | $11.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.5% | 230,259 | $11.6M |
| Sherry Group, Inc. | 11.10% | Reduce -5.4% | 224,753 | $11.4M |
| Glassy Mountain Advisors, Inc. | 2.93% | Reduce -5.0% | 211,676 | $10.7M |
| Hengehold Capital Management LLC | 0.81% | Add +6.5% | 206,690 | $10.5M |
| Summit Wealth Group, LLC | 2.12% | Add +10.8% | 205,499 | $10.4M |
| Hanseatic Management Services Inc. | 7.50% | Reduce -17.2% | 201,499 | $10.2M |
| Pinnacle Financial Partners, Inc. | 0.07% | Add +0.5% | 199,512 | $10.1M |
| RPg Family Wealth Advisory, LLC | 1.60% | Add +2.8% | 189,177 | $9.6M |
| Snider Financial Group | 2.42% | Add +6.7% | 188,034 | $9.5M |
| Cannon Financial Strategists, Inc. | 1.07% | Reduce -17.9% | 186,598 | $9.4M |
| Plum Street Advisors, LLC | 2.98% | Add +20.3% | 184,334 | $9.3M |
| Flagship Harbor Advisors, LLC | 0.35% | Add +12.1% | 182,648 | $9.2M |
| MJT & Associates Financial Advisory Group, Inc. | 5.83% | Add +34.3% | 174,177 | $8.8M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -0.6% | 169,663 | $8.6M |
| Farrow Financial, Inc. | 4.50% | Add +11.6% | 166,704 | $8.4M |
| GWN Securities Inc. | 1.40% | Add +16.6% | 165,073 | $8.3M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +14.0% | 155,150 | $7.8M |
| Rochester Wealth Strategies, LLC | 4.29% | Reduce -0.2% | 153,381 | $7.8M |
| Cerro Pacific Wealth Advisors LLC | 1.73% | Add +9.1% | 150,872 | $7.6M |
| Dynamic Advisor Solutions LLC | 0.21% | Add +29.1% | 146,625 | $7.4M |
| Philadelphia Investment Partners, LLC | 4.60% | Add +1.7% | 145,872 | $7.4M |
| Castle Wealth Management LLC | 2.15% | Add +59.2% | 143,581 | $7.3M |
| Creative Planning | 0.00% | Reduce -3.0% | 142,669 | $7.2M |
| Beacon Financial Group | 0.64% | Reduce -0.3% | 139,683 | $7.1M |
| General Partner, Inc. | 3.77% | Add +3383.6% | 138,647 | $7.0M |
| Cerity Partners LLC | 0.01% | Reduce -31.7% | 137,823 | $7.0M |
| Allworth Financial LP | 0.03% | Reduce -3.6% | 137,044 | $6.9M |
| Cahaba Wealth Management, Inc. | 0.42% | Add +93.0% | 136,954 | $6.9M |
| Able Wealth Management LLC | 1.49% | Reduce -2.3% | 128,416 | $6.5M |
| Virtue Capital Management, LLC | 0.86% | Add +38.3% | 127,651 | $6.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +37.1% | 126,173 | $6.4M |
| Shufro Rose & Co. LLC | 0.35% | Add +1.3% | 121,703 | $6.2M |
| Mutual Advisors, LLC | 0.12% | Reduce -26.6% | 121,409 | $6.1M |
| Jones Financial Companies LLLP | 0.00% | Add +85.0% | 120,312 | $6.1M |
| Jacobi Capital Management LLC | 0.29% | Add +29.5% | 116,389 | $5.9M |
| Fairview Capital Investment Management, LLC | 0.31% | No change | 116,388 | $5.9M |
| J Hagan Capital, Inc. | 2.73% | Add +6.0% | 116,325 | $5.9M |
| Lebenthal Global Advisors, LLC | 0.79% | New | 115,276 | $5.8M |
| Ameritas Advisory Services, LLC | 0.12% | Add +53.3% | 114,561 | $5.8M |
| Powerhouse Assets LLC | 4.70% | Add +3.8% | 114,054 | $5.8M |
| Wealth Architects, LLC | 0.45% | Add +6.5% | 113,799 | $5.8M |
| WT Wealth Management | 1.59% | Reduce -30.3% | 113,341 | $5.7M |
| Sowell Financial Services LLC | 0.19% | Reduce -2.9% | 112,829 | $5.7M |
| FFT Wealth Management LLC | 0.88% | New | 111,337 | $5.6M |
| Sigma Planning Corp | 0.14% | Add +10.0% | 109,555 | $5.5M |
| Integrated Advisors Network LLC | 0.24% | Add +143.4% | 104,800 | $5.3M |
| Maimon Wealth Management LTD. | 4.06% | Add +16.8% | 104,115 | $5.3M |
| Ashford Capital Management Inc. | 0.56% | New | 103,715 | $5.2M |
| Financial Gravity Companies, Inc. | 0.85% | — | 103,366 | $5.2M |
| Veridan Wealth LLC | 1.81% | New | 102,902 | $5.2M |
| Wealth Enhancement Trust Services, Inc. | 0.57% | Reduce -2.4% | 101,574 | $5.1M |
| IRON Financial LLC | 2.11% | Add +1.4% | 101,049 | $5.1M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +1.0% | 100,669 | $5.1M |
| Forte Asset Management LLC | 2.07% | Reduce -62.8% | 100,320 | $5.1M |
| WealthBridge Capital Management, LLC | 1.00% | Add +1.1% | 99,911 | $5.1M |
| Panoramic Investment Advisors, LLC | 2.41% | Add +0.7% | 99,644 | $5.0M |
| Haverford Trust Co | 0.04% | No change | 97,278 | $4.9M |
| Semitam Bonam LLC | 3.55% | Add +2.2% | 95,635 | $4.8M |
| Mullaney, Keating & Wright, Inc. | 2.32% | Add +1.5% | 95,042 | $4.8M |
| URS Advisory LLC | 2.65% | Add +45.6% | 93,988 | $4.8M |
| Legacy Wealth Managment, LLC | 1.96% | Reduce -8.5% | 93,803 | $4.7M |
| Advocacy Wealth Management, LLC | 0.17% | Reduce -6.6% | 92,129 | $4.7M |
| BCR Wealth Strategies, LLC | 1.30% | Add +11.3% | 91,680 | $4.6M |
| Agate Pass Investment Management, LLC | 1.69% | Add +7.2% | 90,713 | $4.6M |
| Realta Investment Advisors | 1.42% | Add +7.7% | 90,472 | $4.6M |
| Chicago Partners Investment Group LLC | 0.09% | Add +0.0% | 87,866 | $4.4M |
| Vilga Financial Planning LLC | 3.36% | Add +11.0% | 87,598 | $4.4M |
| HB Wealth Management, LLC | 0.02% | New | 86,376 | $4.4M |
| Integral Investment Advisors, Inc. | 0.94% | Add +8.3% | 84,702 | $4.3M |
| Oakmont Advisory Group, LLC | 3.43% | Add +23.4% | 80,806 | $4.1M |
| Hudson Oak Wealth Advisory LLC | 3.14% | Add +7.3% | 80,420 | $4.1M |
| Captrust Financial Advisors | 0.01% | Reduce -20.1% | 79,857 | $4.0M |
| Cooper Investors PTY Ltd. | 1.85% | New | 79,721 | $4.0M |
| SP Asset Management LLC | 0.32% | Reduce -14.7% | 79,451 | $4.0M |
| Arax Advisory Partners | 0.03% | Add +79.3% | 78,823 | $4.0M |
| Barings LLC | 0.07% | No change | 78,600 | $4.0M |
| Krilogy Financial LLC | 0.12% | Add +6.5% | 78,434 | $4.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -23.3% | 77,134 | $3.9M |
| Princeton Global Asset Management LLC | 0.55% | Reduce -3.5% | 76,269 | $3.9M |
| TRB Wealth Management, LLC | 0.51% | Add +9.4% | 75,751 | $3.8M |
| Northern Trust Corp. | 0.00% | No change | 74,743 | $3.8M |
| CFS Investment Advisory Services, LLC | 0.25% | Add +22.2% | 74,372 | $3.8M |
| Keystone Financial Group | 0.22% | New | 72,538 | $3.7M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -1.0% | 71,859 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -9.6% | 71,820 | $3.6M |
| Howland Capital Management LLC | 0.13% | Reduce -2.2% | 71,569 | $3.6M |
| Vista Finance, LLC | 2.02% | Add +59.4% | 71,397 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | New | 69,390 | $3.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -4.2% | 68,572 | $3.5M |
| Guyasuta Investment Advisors Inc. | 0.18% | Reduce -4.1% | 68,235 | $3.5M |
| David Kennon Inc | 1.13% | Add +0.6% | 67,495 | $3.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.0% | 67,306 | $3.4M |
| Bulwark Capital Corp | 1.90% | Add +154.8% | 66,863 | $3.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +68.2% | 66,340 | $3.4M |
| Morgan Stanley | 0.00% | Add +15.0% | 66,314 | $3.4M |
| Kroeger Financial Partners | 3.11% | — | 63,606 | $3.2M |
| Tempus Wealth Planning, LLC | 0.63% | Add +0.5% | 63,145 | $3.2M |
| Lido Advisors, LLC | 0.01% | New | 62,347 | $3.2M |
| Guardian Wealth Advisors, LLC / NC | 0.17% | New | 60,367 | $3.1M |
| Apollon Wealth Management, LLC | 0.04% | Add +30.7% | 60,042 | $3.0M |
| Modern Wealth Management, LLC | 0.03% | New | 56,899 | $2.9M |
| Avidian Wealth Enterprises, LLC | 0.08% | Add +10.1% | 56,743 | $2.9M |
| IFP Advisors, Inc | 0.05% | Add +81.1% | 56,435 | $2.9M |
| Phillips Financial Management, LLC | 0.21% | Reduce -16.8% | 55,910 | $2.8M |
| Citigroup Inc. | 0.00% | Add +33.7% | 55,805 | $2.8M |
| Ofc Financial Planning, LLC | 2.49% | Reduce -9.6% | 55,471 | $2.8M |
| Landing Point Financial Group, LLC | 0.95% | Reduce -81.6% | 55,085 | $2.8M |
| ATX Financial Planning, LLC | 1.83% | Add +114.9% | 54,527 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -11.5% | 54,188 | $2.7M |
| Chesley Taft & Associates LLC | 0.11% | Reduce -18.3% | 53,374 | $2.7M |
| Zhang Financial LLC | 0.08% | Reduce -8.8% | 52,906 | $2.7M |
| Ariadne Wealth Management, LP | 1.16% | Reduce -12.9% | 51,845 | $2.6M |
| Vista Investment Management | 0.78% | Reduce -5.5% | 51,055 | $2.6M |
| Alpha Zero LLC | 0.97% | Add +107.0% | 50,885 | $2.6M |
| Wills Financial Group LLC | 0.91% | Reduce -3.3% | 49,217 | $2.5M |
| 9823 Capital, L.P. | 1.66% | Reduce -2.8% | 48,549 | $2.5M |
| Capital Analysts, LLC | 0.06% | Add +9201.2% | 47,343 | $2.4M |
| Thrive Capital Management, LLC | 0.45% | Add +71.3% | 47,292 | $2.4M |
| Greenup Street Wealth Management LLC | 0.29% | Add +9.8% | 47,111 | $2.4M |
| Assetmark, Inc. | 0.00% | Add +14.8% | 47,016 | $2.4M |
| Wealthfront Advisers LLC | 0.00% | Add +24.2% | 45,934 | $2.3M |
| LongView Wealth Management | 0.59% | Reduce -44.7% | 45,641 | $2.3M |
| Family Manage LLC | 0.24% | Reduce -6.5% | 45,491 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +8.0% | 45,310 | $2.3M |
| NWF Advisory Services Inc. | 0.21% | Add +29.5% | 44,993 | $2.3M |
| Valmark Advisers, Inc. | 0.02% | Add +15.6% | 44,858 | $2.3M |
| Perigon Wealth Management, LLC | 0.04% | Add +15.9% | 44,848 | $2.3M |
| LJI Wealth Management, LLC | 0.32% | Add +34.6% | 44,735 | $2.3M |
| Riggs Asset Managment Co. Inc. | 0.39% | New | 43,505 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +0.7% | 43,496 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -37.8% | 42,837 | $2.2M |
| Michels Family Financial, LLC | 1.39% | Reduce -3.7% | 42,827 | $2.2M |
| StoneCrest Wealth Management, Inc. | 0.69% | Reduce -20.2% | 42,517 | $2.2M |
| Comprehensive Money Management Services LLC | 1.35% | Add +3.2% | 42,414 | $2.1M |
| Quantinno Capital Management LP | 0.00% | Add +8.0% | 41,733 | $2.1M |
| Vise Technologies, Inc. | 0.02% | Add +33.3% | 41,483 | $2.1M |
| Advisor OS, LLC | 0.14% | Reduce -74.4% | 41,343 | $2.1M |
| Ifrah Financial Services, Inc. | 0.50% | Add +1.1% | 40,742 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +28.8% | 40,628 | $2.1M |
| Sheets Smith Wealth Management | 0.20% | Reduce -11.0% | 39,708 | $2.0M |
| Proficio Capital Partners LLC | 0.07% | Add +149.3% | 39,325 | $2.0M |
| Impact Partnership Wealth, LLC | 0.19% | Add +27.3% | 38,992 | $2.0M |
| Belpointe Asset Management LLC | 0.06% | Reduce -2.0% | 38,953 | $2.0M |
| Principal Securities, Inc. | 0.02% | Add +3.9% | 38,717 | $2.0M |
| CGN Advisors LLC | 0.14% | Add +0.6% | 38,269 | $1.9M |
| RHS Financial, LLC | 0.78% | Reduce -23.9% | 37,987 | $1.9M |
| Matrix Trust Co | 0.28% | Add +34.9% | 37,965 | $1.9M |
| Zacks Investment Management | 0.01% | Reduce -8.2% | 37,080 | $1.9M |
| Seizert Capital Partners, LLC | 0.08% | No change | 36,356 | $1.8M |
| Kane Investment Management, Inc. | 0.78% | Add +9.5% | 36,195 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Add +2.5% | 35,335 | $1.8M |
| HighPoint Advisor Group LLC | 0.06% | Reduce -0.8% | 35,293 | $1.8M |
| Brookstone Capital Management | 0.02% | Add +35.7% | 34,917 | $1.8M |
| Pension & Wealth Management Advisors, Inc. | 0.47% | Reduce -13.2% | 34,792 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | New | 34,520 | $1.7M |
| Johnson Bixby & Associates, LLC | 0.19% | Add +77.2% | 34,133 | $1.7M |
| Aptus Capital Advisors, LLC | 0.01% | Add +3.6% | 34,066 | $1.7M |
| Composition Wealth, LLC | 0.02% | Reduce -0.4% | 33,598 | $1.7M |
| Orion Capital Management LLC | 0.52% | New | 33,167 | $1.7M |
| Atwater Malick LLC | 0.36% | Add +206.8% | 33,036 | $1.7M |
| Go Invest LLC | 0.39% | Reduce -16.1% | 32,479 | $1.6M |
| Advocate Investing Services LLC | 1.26% | Add +14.8% | 32,412 | $1.6M |
| Guardian Wealth Advisors, LLC | 0.82% | Reduce -23.0% | 32,320 | $1.6M |
| MSH Capital Advisors LLC | 0.28% | Reduce -33.5% | 32,217 | $1.6M |
| Mainsail Asset Management, LLC | 0.64% | Reduce -88.1% | 32,124 | $1.6M |
| Vista Cima Wealth Management LLC | 1.21% | Reduce -0.7% | 32,085 | $1.6M |
| Elevate Wealth Advisory, Inc. | 0.93% | Add +11.0% | 32,054 | $1.6M |
| Brindle & Bay Financial Advisors, LLC | 0.81% | Add +39.2% | 32,001 | $1.6M |
| Bank of Montreal | 0.00% | Add +27.9% | 31,425 | $1.6M |
| Investor's Fiduciary Advisor Network, LLC | 0.54% | Add +13.1% | 31,183 | $1.6M |
| Alpha Financial Partners LLC | 0.80% | New | 30,237 | $1.5M |
| Talon Private Wealth, LLC | 0.18% | Add +141.4% | 30,235 | $1.5M |
| Capital Wealth Alliance, LLC | 0.70% | Reduce -0.9% | 29,668 | $1.5M |
| Slow Capital, Inc. | 0.17% | Add +6.8% | 29,195 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -5.0% | 29,037 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.9% | 28,819 | $1.5M |
| Beacon Investment Advisory Services, Inc. | 0.05% | No change | 28,572 | $1.4M |
| Csenge Advisory Group | 0.06% | Add +0.0% | 28,362 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -7.8% | 28,347 | $1.4M |
| Heck Capital Advisors, LLC | 0.08% | Add +58.7% | 26,689 | $1.3M |
| Valley Forge Investment Consultants Inc. Adv | 0.35% | New | 26,684 | $1.3M |
| Two Sigma Securities, LLC | 0.12% | Reduce -47.3% | 26,489 | $1.3M |
| Pathstone Holdings, LLC | 0.00% | Reduce -25.9% | 26,154 | $1.3M |
| Fusion Capital, LLC | 0.30% | Add +4.0% | 25,341 | $1.3M |
| AssuredPartners Investment Advisors, LLC | 0.12% | Reduce -5.0% | 24,759 | $1.3M |
| YHB Investment Advisors, Inc. | 0.08% | Add +14.5% | 24,456 | $1.2M |
| Tradewinds Capital Management, LLC | 0.21% | Add +1.0% | 23,753 | $1.2M |
| BCGM Wealth Management, LLC | 0.25% | Reduce -23.7% | 23,609 | $1.2M |
| 49 Wealth Management, LLC | 0.22% | New | 22,956 | $1.2M |
| Alongside, LLC | 0.22% | — | 22,956 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +15.7% | 22,907 | $1.2M |
| First National Bank of Omaha | 0.03% | Reduce -7.4% | 22,709 | $1.1M |
| Old North State Wealth Management, LLC | 0.48% | Add +25.1% | 22,226 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +48.8% | 22,198 | $1.1M |
| IMG Wealth Management, Inc. | 0.62% | Reduce -5.2% | 22,016 | $1.1M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Add +13.2% | 21,991 | $1.1M |
| Bulltick Wealth Management, LLC | 0.23% | Add +42.6% | 21,838 | $1.1M |
| BLB&B Advisors, LLC | 0.04% | No change | 21,272 | $1.1M |
| Round Rock Advisors LLC | 0.14% | Add +4.3% | 21,100 | $1.1M |
| Base Wealth Management LLC | 0.49% | Add +19.5% | 20,940 | $1.1M |
| Boltwood Capital Management | 0.24% | Add +0.5% | 20,600 | $1.0M |
| Perennial Investment Advisors, LLC | 0.07% | Add +12.4% | 20,580 | $1.0M |
| Ackerman Asset Management, LLC | 0.62% | Reduce -17.2% | 20,468 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Reduce -22.1% | 20,271 | $1.0M |
| NewEdge Wealth, LLC | 0.01% | Add +0.1% | 20,149 | $1.0M |
| BIP Wealth, LLC | 0.03% | New | 19,802 | $1.0M |
| Davis Wealth Advisors, LLC | 0.77% | Add +4.3% | 19,748 | $999K |
| Wick Capital Partners, LLC | 0.15% | Reduce -6.4% | 19,328 | $978K |
| Hegarty Advisors, LLC | 0.67% | Add +2.1% | 19,234 | $973K |
| Indivisible Partners | 0.05% | New | 18,969 | $959K |
| Peterson Wealth Advisors, LLC | 0.11% | Reduce -10.4% | 18,734 | $948K |
| Brand Asset Management Group, Inc. | 0.21% | Add +74.9% | 18,695 | $946K |
| Factor Wealth Management LTD | 0.14% | Reduce -10.7% | 18,637 | $943K |
| BAM Wealth Management, LLC | 0.59% | Add +5.6% | 18,523 | $937K |
| Boothe Investment Group, Inc. | 0.29% | New | 18,490 | $935K |
| Regatta Capital Group, LLC | 0.13% | Add +39.0% | 18,408 | $931K |
| Whittier Trust Co. | 0.01% | No change | 18,311 | $924K |
| Procyon Advisors, LLC | 0.04% | New | 18,185 | $920K |
| Equitable Holdings, Inc. | 0.01% | Add +22.8% | 17,978 | $909K |
| Sovereign Financial Group, Inc. | 0.14% | Add +16.5% | 17,742 | $897K |
| Nicolet Bankshares Inc. | 0.03% | Add +64.7% | 17,174 | $866K |
| Riverstone Advisors, LLC | 0.36% | Add +38.7% | 16,974 | $859K |
| Glass Jacobson Investment Advisors llc | 0.27% | No change | 16,971 | $858K |
| Bank of Hawaii | 0.04% | Reduce -2.9% | 16,892 | $854K |
| Meramec Financial Planners, LLC | 0.31% | Reduce -5.3% | 16,745 | $846K |
| WESCAP Management Group, Inc. | 0.15% | No change | 16,380 | $829K |
| Astra Wealth Partners LLC | 0.46% | Add +42.3% | 16,294 | $824K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +11.4% | 16,169 | $818K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -10.0% | 15,970 | $808K |
| Condor Capital Management | 0.06% | Add +1.6% | 15,888 | $804K |
| Sankala Group LLC | 0.54% | Add +57.4% | 15,855 | $801K |
| REDW Wealth LLC | 0.28% | Reduce -9.5% | 15,658 | $792K |
| BlueChip Wealth Advisors LLC | 0.30% | Add +19.1% | 15,459 | $782K |
| Seeds Investor LLC | 0.08% | New | 15,361 | $777K |
| Texas Yale Capital Corp. | 0.02% | Reduce -21.1% | 15,270 | $772K |
| StoneX Group Inc. | 0.03% | New | 15,214 | $770K |
| Atria Investments, Inc | 0.01% | Add +131.9% | 15,095 | $763K |
| Argent Advisors, Inc. | 0.19% | Reduce -0.6% | 14,862 | $752K |
| AQR Capital Management | 0.00% | Add +51.9% | 14,748 | $746K |
| Bank of Marin | 0.52% | Add +11.2% | 14,730 | $745K |
| Lionsbridge Wealth Management LLC | 0.73% | Reduce -30.3% | 14,683 | $743K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -1.0% | 14,361 | $726K |
| Regal Investment Advisors LLC | 0.04% | Reduce -9.0% | 13,837 | $700K |
| Park Place Capital Corp | 0.11% | Reduce -5.5% | 13,769 | $696K |
| Pacific Center for Financial Services | 0.15% | No change | 13,656 | $691K |
| UMB Bank, n.a. | 0.01% | Reduce -55.6% | 13,543 | $685K |
| Searcy Financial Services Inc. | 0.23% | Reduce -4.0% | 13,527 | $684K |
| CVA Family Office, LLC | 0.06% | No change | 13,486 | $682K |
| Spire Wealth Management | 0.02% | Add +46.2% | 13,473 | $681K |
| J. M. Brown & Associates Inc. | 0.38% | — | 13,134 | $664K |
| Red Wave Investments LLC | 0.17% | Reduce -0.3% | 13,064 | $661K |
| Marble Wealth, LLC | 0.10% | Add +64.4% | 12,976 | $656K |
| Financial Solutions Advisory Group, Inc. | 0.08% | Reduce -4.7% | 12,821 | $647K |
| Tulsa Wealth Advisors, INC | 0.09% | Add +48.0% | 12,751 | $645K |
| KM Capital Management Ltd. | 0.30% | Reduce -0.9% | 12,718 | $643K |
| Coyle Financial Counsel LLC | 0.12% | Add +0.7% | 12,642 | $639K |
| Gerald Baker Financial Group LLC | 0.18% | Add +11.5% | 12,205 | $617K |
| Diversify Advisory Services, LLC | 0.01% | New | 12,146 | $613K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -0.2% | 12,146 | $613K |
| Patten Group, Inc. | 0.09% | Add +29.7% | 11,900 | $602K |
| Kurv Investment Management LLC | 0.46% | New | 11,840 | $599K |
| Capital Advisors, Ltd. LLC | 0.06% | Reduce -14.9% | 11,798 | $597K |
| Market Street Wealth Management Advisors LLC | 0.08% | Add +0.4% | 11,736 | $594K |
| Tilson Financial Group, Inc. | 0.16% | No change | 11,652 | $589K |
| Inspire Advisors, LLC | 0.04% | Reduce -0.4% | 11,607 | $587K |
| Daytona Street Capital LLC | 0.43% | Add +20.1% | 11,627 | $587K |
| Prossimo Advisors, LLC | 3.31% | No change | 11,329 | $573K |
| Maryland Capital Advisors Inc. | 0.18% | — | 11,250 | $569K |
| Schmidt P J Investment Management Inc. | 0.09% | No change | 11,116 | $562K |
| Integrated Investment Consultants, LLC | 0.11% | Reduce -17.7% | 11,080 | $560K |
| Canandaigua National Bank & Trust Co. | 0.05% | — | 11,065 | $560K |
| Southland Equity Partners LLC | 0.09% | Add +25.0% | 10,387 | $525K |
| Clearwater Capital Advisors, LLC | 0.04% | No change | 10,378 | $525K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -0.2% | 10,299 | $521K |
| Wealthspan Partners, LLC | 0.16% | Add +0.5% | 10,284 | $520K |
| Investment Planning Advisors, Inc. | 0.12% | Reduce -26.3% | 10,099 | $511K |
| Hexagon Capital Partners LLC | 0.07% | Reduce -0.4% | 10,004 | $506K |
| Franklin Resources Inc. | 0.00% | No change | 10,000 | $506K |
| Physician Wealth Advisors, Inc. | 0.06% | Reduce -0.3% | 9,974 | $504K |
| LGL Partners, LLC | 0.18% | New | 9,939 | $503K |
| Applied Capital LLC | 0.16% | Reduce -0.9% | 9,854 | $498K |
| Avaii Wealth Management, LLC | 0.15% | Add +0.7% | 9,837 | $498K |
| TAGStone Capital, Inc. | 0.16% | Reduce -55.3% | 9,829 | $497K |
| Marathon Wealth Advisors LLC | 0.17% | Add +7.5% | 9,801 | $496K |
| WNY Asset Management, LLC | 0.04% | Add +0.2% | 9,631 | $487K |
| Betterment LLC | 0.00% | Add +8.8% | 9,576 | $484K |
| Tsfg, LLC | 0.06% | Reduce -6.2% | 9,525 | $482K |
| White Lighthouse Investment Management Inc. | 0.06% | Add +35.7% | 9,500 | $481K |
| Spectrum Planning & Advisory Services Inc. | 0.21% | Add +72.9% | 9,472 | $479K |
| Proffitt & Goodson Inc. | 0.06% | Add +28.2% | 9,308 | $471K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -31.4% | 9,244 | $468K |
| CGC Financial Services, LLC | 0.10% | Add +1.6% | 9,118 | $461K |
| JGP Wealth Management, LLC | 0.04% | Add +2.9% | 9,097 | $460K |
| Fortis Advisors, LLC | 0.21% | Add +1.0% | 9,010 | $456K |
| Sfam, LLC | 0.37% | Add +8.4% | 8,976 | $454K |
| Copia Wealth Management | 0.27% | No change | 8,935 | $452K |
| First Heartland Consultants, Inc. | 0.03% | New | 8,928 | $452K |
| Nvest Financial, LLC | 0.14% | No change | 8,900 | $450K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -47.6% | 8,525 | $431K |
| Private Client Services, LLC | 0.11% | Add +23.9% | 8,515 | $431K |
| Sandy Cove Advisors, LLC | 0.11% | Reduce -3.5% | 8,430 | $426K |
| CoreCap Advisors, LLC | 0.01% | Add +0.4% | 8,419 | $426K |
| Summit Trail Advisors, LLC | 0.01% | Add +40.0% | 8,400 | $425K |
| Bryant Woods Investment Advisors, LLC | 0.12% | New | 8,392 | $424K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -34.0% | 8,103 | $410K |
| Fifth Third Bancorp | 0.00% | Reduce -59.0% | 8,097 | $410K |
| AlphaCore Capital LLC | 0.01% | Reduce -17.9% | 8,089 | $409K |
| Blair William & Co. | 0.00% | Reduce -0.4% | 7,909 | $400K |
| MBE Wealth Management, LLC | 0.14% | New | 7,846 | $397K |
| Fifth Third Securities, Inc. | 0.02% | Add +0.3% | 7,786 | $394K |
| Prevail Innovative Wealth Advisors, LLC | 0.06% | Reduce -76.9% | 7,723 | $391K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 7,518 | $380K |
| Quadrant Private Wealth Management, LLC | 0.09% | Add +16.8% | 7,510 | $380K |
| Alley Investment Management Company, LLC | 0.04% | No change | 7,393 | $374K |
| Mascoma Wealth Management LLC | 0.07% | Add +4.3% | 7,391 | $374K |
| Argonautica Private Wealth Management, Inc. | 0.09% | New | 7,352 | $372K |
| Courage Miller Partners, LLC | 0.10% | No change | 7,348 | $372K |
| Buck Wealth Strategies, LLC | 0.04% | New | 7,341 | $371K |
| Peak Retirement Planning, Inc. | 0.06% | New | 7,305 | $370K |
| Everstar Asset Management, LLC | 0.18% | Add +7.6% | 7,283 | $368K |
| Optas, LLC | 0.05% | Reduce -24.5% | 7,099 | $359K |
| International Assets Investment Management, LLC | 0.02% | Add +69.0% | 7,100 | $358K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -35.3% | 7,042 | $356K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -25.6% | 7,016 | $355K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 6,876 | $348K |
| AE Wealth Management LLC | 0.00% | Reduce -42.9% | 6,830 | $345K |
| Peak Financial Advisors LLC | 0.14% | Reduce -93.7% | 6,766 | $342K |
| SVB Wealth LLC | 0.02% | Reduce -0.1% | 6,751 | $341K |
| Forza Wealth Management, LLC | 0.10% | Add +23.3% | 6,750 | $341K |
| Guardian Partners Inc. | 0.03% | Reduce -12.1% | 6,547 | $331K |
| Lifeworks Advisors, LLC | 0.03% | New | 6,440 | $326K |
| Private Trust Co. NA | 0.03% | Add +57.7% | 6,385 | $323K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Reduce -60.8% | 6,305 | $319K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -18.2% | 6,251 | $316K |
| Hopwood Financial Services, Inc. | 0.18% | Reduce -6.0% | 6,240 | $316K |
| Howard Wealth Management, LLC | 0.12% | Add +5.7% | 6,231 | $315K |
| Signal Advisors Wealth, LLC | 0.02% | New | 6,230 | $315K |
| Magnolia Private Wealth, LLC | 0.17% | New | 6,172 | $312K |
| Revolve Wealth Partners, LLC | 0.03% | New | 6,159 | $312K |
| Daybright Advisory Services, Inc. | 0.07% | Reduce -7.2% | 6,146 | $311K |
| Capstone Financial Advisors, Inc. | 0.01% | Reduce -11.0% | 6,093 | $308K |
| Visionary Wealth Advisors | 0.01% | Add +21.8% | 6,091 | $308K |
| New Capital Management LP | 0.07% | Reduce -25.6% | 6,067 | $307K |
| Wells Fargo & Company | 0.00% | Add +377.2% | 6,060 | $307K |
| Silver Oak Securities, Incorporated | 0.02% | Add +0.3% | 6,047 | $306K |
| Simplicity Wealth,LLC | 0.01% | New | 6,023 | $305K |
| Ak Global Asset Management, LLC | 0.26% | New | 6,000 | $303K |
| SRH Advisors, LLC | 0.08% | New | 6,000 | $303K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +43.8% | 5,913 | $299K |
| Uptick Partners, LLC | 0.05% | New | 5,818 | $294K |
| Shepherd Financial Partners LLC | 0.02% | Reduce -11.4% | 5,813 | $294K |
| SageView Advisory Group, LLC | 0.01% | No change | 5,804 | $294K |
| Pine Haven Investment Counsel, Inc | 0.20% | Reduce -1.7% | 5,800 | $293K |
| Old Second National Bank of Aurora | 0.06% | No change | 5,800 | $293K |
| Advisors Capital Management, LLC | 0.00% | Reduce -1.3% | 5,748 | $291K |
| Verum Partners LLC | 0.04% | Reduce -13.4% | 5,664 | $286K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.6% | 5,592 | $283K |
| Elm3 Financial Group, LLC | 0.19% | New | 5,565 | $281K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -51.8% | 5,531 | $280K |
| Spinnaker Investment Group, LLC | 0.04% | Add +2.3% | 5,507 | $279K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 5,498 | $278K |
| Burns J W & Co. Inc. | 0.03% | New | 5,450 | $276K |
| United Advisor Group, LLC | 0.03% | Add +27.5% | 5,407 | $273K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -94.5% | 5,388 | $273K |
| PFG Advisors | 0.01% | Reduce -10.2% | 5,356 | $271K |
| Lifelong Wealth Advisors, Inc. | 0.06% | No change | 5,333 | $270K |
| Emerald Advisors, LLC | 0.03% | Reduce -59.4% | 5,319 | $269K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -6.5% | 5,300 | $267K |
| Liberty Wealth Management LLC | 0.03% | No change | 5,281 | $267K |
| Certified Advisory Corp | 0.02% | Reduce -28.6% | 5,183 | $262K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.8% | 5,178 | $261K |
| Parsons Capital Management Inc. | 0.01% | No change | 5,133 | $260K |
| Jones Kertz & Associates, Inc. | 0.12% | Add +15.6% | 5,100 | $258K |
| Ascent Advisors, LLC | 0.30% | New | 5,102 | $257K |
| RCW Management, LLC | 0.23% | No change | 5,069 | $256K |
| Serenus Wealth Advisors, LLC | 0.04% | No change | 5,062 | $256K |
| Aspen Wealth Strategies, LLC | 0.12% | Reduce -0.8% | 4,968 | $251K |
| BridgePort Financial Solutions, LLC | 0.06% | Reduce -6.3% | 4,915 | $249K |
| Traub Capital Management LLC | 0.22% | No change | 4,874 | $247K |
| Maridea Wealth Management LLC | 0.03% | New | 4,869 | $246K |
| Western Wealth Management, LLC | 0.01% | New | 4,832 | $244K |
| Claro Advisors Inc. | 0.03% | Add +0.9% | 4,743 | $240K |
| COFG Advisors, LLC | 0.04% | Add +1.0% | 4,707 | $238K |
| Troutman Wealth Management, LLC | 0.18% | Add +0.7% | 4,692 | $237K |
| Norden Group LLC | 0.02% | No change | 4,690 | $237K |
| Blue Square Asset Management, LLC | 0.10% | Reduce -51.3% | 4,688 | $237K |
| Castleview Partners, LLC | 0.10% | New | 4,636 | $235K |
| Scotia Capital Inc. | 0.00% | No change | 4,605 | $233K |
| Thompson David Blair | 0.11% | Reduce -12.2% | 4,420 | $224K |
| Leading Edge Financial Planning LLC | 0.04% | Reduce -26.0% | 4,409 | $223K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -44.0% | 4,403 | $223K |
| Central Valley Advisors, LLC | 0.06% | Add +1.0% | 4,368 | $221K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.8% | 4,344 | $220K |
| Rehmann Capital Advisory Group | 0.01% | New | 4,214 | $213K |
| Root Financial Partners, LLC | 0.01% | Add +134.1% | 4,211 | $213K |
| Tectonic Advisors LLC | 0.01% | Reduce -73.9% | 4,207 | $213K |
| Flynn Zito Capital Management, LLC | 0.06% | New | 4,175 | $211K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -18.7% | 4,156 | $210K |
| Ascent Group, LLC | 0.01% | New | 4,132 | $209K |
| M1 Capital Management LLC | 0.08% | Reduce -10.8% | 4,117 | $208K |
| Manchester Capital Management LLC | 0.03% | Add +1.0% | 4,068 | $206K |
| HF Advisory Group, LLC | 0.06% | Reduce -2.0% | 4,056 | $205K |
| SmartHarvest Portfolios, LLC | 0.07% | No change | 4,035 | $204K |
| Truist Financial Corp. | 0.00% | Reduce -66.0% | 4,031 | $204K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 4,033 | $203K |
| Galilei Investment Office LLP | 0.09% | No change | 4,000 | $202K |
| Wetzel Investment Advisors, Inc. | 0.07% | Reduce -66.0% | 3,962 | $200K |
| Stephens Inc. | 0.00% | No change | 3,961 | $200K |
| Selective Wealth Management, Inc. | 0.05% | New | 3,964 | $200K |
| XTX Topco Ltd | 0.00% | New | 3,956 | $200K |
| Byrne Asset Management LLC | 0.11% | No change | 3,950 | $200K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,759 | $190K |
| Triumph Capital Management | 0.03% | Add +60.0% | 3,600 | $182K |
| Avalon Trust Co | 0.01% | No change | 3,397 | $172K |
| Financial Perspectives, Inc | 0.04% | Add +0.9% | 3,386 | $171K |
| Intesa Sanpaolo Wealth Management | 0.03% | No change | 3,000 | $152K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +144.3% | 2,814 | $142K |
| Tompkins Financial Corp. | 0.01% | New | 2,807 | $142K |
| Noble Wealth Management PBC | 0.06% | Add +295.7% | 2,734 | $138K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,643 | $134K |
| TOP Private Wealth LLC. | 0.12% | — | 2,575 | $130K |
| Oakworth Capital, Inc. | 0.01% | No change | 2,544 | $128K |
| Transce3nd, LLC | 1.11% | Reduce -0.6% | 2,502 | $126K |
| Bogart Wealth, LLC | 0.00% | Reduce -94.4% | 2,464 | $125K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,425 | $122K |
| Blueline Advisors LLC | 0.08% | Reduce -1.3% | 2,404 | $122K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.9% | 2,365 | $120K |
| MPWM Advisory Solutions, LLC | 0.05% | Add +4.2% | 2,289 | $116K |
| Centaurus Financial, Inc. | 0.00% | Add +5.0% | 2,172 | $110K |
| Blue Trust, Inc. | 0.00% | No change | 2,166 | $110K |
| Synergy Investment Management, LLC | 0.03% | Add +10360.0% | 2,092 | $106K |
| Mather Group, Llc. | 0.00% | Add +61.2% | 1,975 | $100K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,910 | $97K |
| Atwood & Palmer Inc. | 0.00% | No change | 1,525 | $77K |
| NFSG Corp | 0.01% | No change | 1,490 | $75K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.0% | 1,308 | $66K |
| CKW Financial Group | 0.01% | No change | 1,282 | $65K |
| Front Row Advisors LLC | 0.02% | Add +112.0% | 1,166 | $59K |
| Planning Strategies Inc. | 0.04% | — | 1,127 | $57K |
| Ameriflex Group, Inc. | 0.02% | No change | 1,050 | $53K |
| Strive Financial Group ,LLC | 0.02% | Add +0.5% | 1,024 | $52K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 1,014 | $51K |
| Golden State Wealth Management, LLC | 0.00% | No change | 1,008 | $51K |
| Founders Financial Alliance, LLC | 0.01% | New | 1,000 | $51K |
| Clearstead Advisors, LLC | 0.00% | New | 987 | $50K |
| Lanark Financial, Inc. | 0.00% | Add +41.7% | 917 | $46K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -21.8% | 908 | $46K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 877 | $44K |
| 3 Factor Indexing, LLC | 0.03% | Add +1.0% | 691 | $35K |
| McGuire Capital Advisors Inc. | 0.02% | No change | 671 | $34K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 670 | $34K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.9% | 646 | $33K |
| Harbor Asset Planning, Inc. | 0.02% | Add +1.1% | 632 | $32K |
| Fiduciary Financial Advisors | 0.00% | New | 559 | $28K |
| Roehl & Yi Investment Advisors, LLC | 0.01% | No change | 26,264 | $26K |
| American National Bank & Trust | 0.00% | New | 463 | $23K |
| Crews Bank & Trust | 0.00% | No change | 404 | $20K |
| Ascentis Independent Advisors | 0.05% | Reduce -83.5% | 395 | $20K |
| Quaker Wealth Management, LLC | 0.01% | Reduce -99.2% | 352 | $18K |
| Center for Financial Planning, Inc. | 0.00% | No change | 313 | $16K |
| Hollencrest Capital Management | 0.00% | Reduce -99.8% | 302 | $15K |
| Sunrise Financial Services, LLC | 0.01% | Add +204.1% | 298 | $15K |
| Ankerstar Wealth, LLC | 0.01% | Reduce -37.5% | 294 | $15K |
| Essential Partners LLC | 0.01% | Reduce -16.7% | 249 | $13K |
| IFG Advisory, LLC | 0.00% | New | 212 | $11K |
| Clearstead Trust, LLC | 0.00% | No change | 198 | $10K |
| Obsidian Cio, LLC | 0.01% | New | 165 | $8K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 157 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Add +1.3% | 156 | $8K |
| TD Capital Management LLC | 0.00% | Add +91.3% | 153 | $8K |
| Leo H. Evart, Inc. | 0.01% | Add +1.5% | 139 | $7K |
| Horizon Financial Services, LLC | 0.00% | No change | 129 | $7K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 123 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -18.0% | 123 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 100 | $5K |
| Bernard Wealth Management Corp. | 0.00% | No change | 90 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 90 | $5K |
| Downshift Financial, LLC | 0.00% | New | 47 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 37 | $2K |
| Arlington Trust Co LLC | 0.00% | New | 37 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | New | 10,500 | $2K |
| Evolution Wealth Management Inc. | 0.00% | No change | 30 | $2K |
| Colonial Trust Advisors | 0.00% | No change | 26 | $1K |
| Walsh & Associates, LLC | 0.00% | New | 18 | $910 |
| PlanVest Financial, Inc | 0.00% | Add +5.9% | 18 | $899 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 12 | $607 |
| Smartleaf Asset Management LLC | 0.00% | No change | 2 | $137 |
| Mb, Levis & Associates, LLC | 0.00% | No change | 2 | $93 |
"% of holder's portfolio" is ICSH's weight in each manager's 13F, not the share of iShares Ultra Short Duration the manager owns.