ICSH Institutional Ownership
iShares Ultra Short Duration Bond Active ETF
1W: +0.1%
1M: -0.3%
3M: -0.3%
YTD: +0.0%
1Y: +0.5%
3Y: +12.1%
5Y: +17.2%
$50.26
+0.00 (+0.00%)
Weekly Expected Move ±0.2%
$50
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Overview
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Holdings
Changes
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Analysis
Peers
Institutions
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Institutional Ownership — ICSH
601
Institutional Holders
+37 vs prior quarter
0.0%
Ownership
+0.00pp
4B
Total Invested
79
New Positions
239
Increased
215
Reduced
43
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (633 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 4,814,831 | $242M | +1,374,321 | +39.9% | 28Q | SEC ↗ |
| 2 | UBS Group AG | 4,266,367 | $214M | -434,859 | -9.2% | 31Q | SEC ↗ |
| 3 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 4,228,824 | $213M | +74,100 | +1.8% | 11Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 3,905,917 | $196M | +184,394 | +5.0% | 15Q | SEC ↗ |
| 5 | LPL Financial LLC | 3,824,663 | $192M | +450,234 | +13.3% | 36Q | SEC ↗ |
| 6 | Focus Partners Wealth | 3,144,032 | $158M | +2,908,587 | +1235.4% | 8Q | SEC ↗ |
| 7 | BOK Financial Private Wealth, Inc. | 2,097,755 | $105M | +2,021,916 | +2666.1% | 21Q | SEC ↗ |
| 8 | Temasek Holdings (Private) Ltd | 1,973,943 | $99M | — | +0.0% | 4Q | SEC ↗ |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,947,459 | $98M | +210,001 | +12.1% | 17Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 1,864,828 | $94M | +193,998 | +11.6% | 40Q | SEC ↗ |
| 11 | DONALDSON CAPITAL MANAGEMENT, LLC | 1,708,669 | $86M | -217,230 | -11.3% | 25Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 1,377,331 | $69M | +47,034 | +3.5% | 7Q | SEC ↗ |
| 13 | Iron Gate Global Advisors LLC | 1,368,146 | $69M | +190,053 | +16.1% | 22Q | SEC ↗ |
| 14 | Winthrop Advisory Group LLC | 1,360,435 | $68M | +135,806 | +11.1% | 6Q | SEC ↗ |
| 15 | Summit Financial, LLC | 1,203,043 | $60M | +1,121,777 | +1380.4% | 4Q | SEC ↗ |
| 16 | Foster Group, Inc. | 1,181,596 | $59M | +62,177 | +5.6% | 14Q | SEC ↗ |
| 17 | Acorns Advisers, LLC | 1,074,931 | $54M | +12,025 | +1.1% | 28Q | SEC ↗ |
| 18 | Diversified Portfolios, Inc. | 1,073,775 | $54M | -29,143 | -2.6% | 20Q | SEC ↗ |
| 19 | BlackRock, Inc. | 1,039,430 | $52M | -439,046 | -29.7% | 8Q | SEC ↗ |
| 20 | Mariner, LLC | 944,326 | $47M | -26,309 | -2.7% | 19Q | SEC ↗ |
| 21 | Macro Advisors, Inc. | 929,607 | $47M | +301,241 | +47.9% | 2Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 911,467 | $46M | +509,399 | +126.7% | 26Q | SEC ↗ |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 840,079 | $42M | -24,124 | -2.8% | 32Q | SEC ↗ |
| 24 | Valtinson Bruner Financial Planning LL | 812,880 | $41M | +48,500 | +6.3% | 8Q | SEC ↗ |
| 25 | Prosperity Consulting Group, LLC | 762,087 | $38M | -131,487 | -14.7% | 4Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP | 756,300 | $38M | +141,621 | +23.0% | 32Q | SEC ↗ |
| 27 | Capital Advantage, Inc. | 742,780 | $37M | +10,927 | +1.5% | 28Q | SEC ↗ |
| 28 | EXCHANGE TRADED CONCEPTS, LLC | 710,844 | $36M | +390 | +0.1% | 6Q | SEC ↗ |
| 29 | Cambridge Investment Research Advisors | 572,587 | $29M | +128,207 | +28.9% | 32Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 535,899 | $27M | +41,311 | +8.4% | 17Q | SEC ↗ |
| 31 | MOTCO NEW | 519,000 | $26M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Steele Capital Management, Inc. | 518,375 | $26M | +25,893 | +5.3% | 11Q | SEC ↗ |
| 33 | CARY STREET PARTNERS FINANCIAL LLC | 509,974 | $26M | -174,461 | -25.5% | 7Q | SEC ↗ |
| 34 | Advisory Services Network, LLC | 487,516 | $25M | -5,647 | -1.1% | 25Q | SEC ↗ |
| 35 | Avestar Capital, LLC | 486,417 | $24M | +14,579 | +3.1% | 14Q | SEC ↗ |
| 36 | Sand Hill Global Advisors, LLC | 480,554 | $24M | +154,472 | +47.4% | 33Q | SEC ↗ |
| 37 | MML INVESTORS SERVICES, LLC | 463,525 | $23M | +83,065 | +21.8% | 33Q | SEC ↗ |
| 38 | Corient Private Wealth LP | 445,201 | $22M | +111,983 | +33.6% | 15Q | SEC ↗ |
| 39 | CreativeOne Wealth, LLC | 439,192 | $22M | +135,828 | +44.8% | 17Q | SEC ↗ |
| 40 | HighTower Advisors, LLC | 435,680 | $22M | +306,772 | +238.0% | 32Q | SEC ↗ |
| 41 | Elwood & Goetz Wealth Advisory Group, | 432,906 | $22M | +25,462 | +6.2% | 4Q | SEC ↗ |
| 42 | OSBORNE PARTNERS CAPITAL MANAGEMENT, L | 431,446 | $22M | -173,280 | -28.7% | 22Q | SEC ↗ |
| 43 | CWM, LLC | 425,912 | $21M | -13,543 | -3.1% | 18Q | SEC ↗ |
| 44 | Roble, Belko & Company, Inc | 422,906 | $21M | +18,640 | +4.6% | 29Q | SEC ↗ |
| 45 | SIGNATUREFD, LLC | 388,564 | $20M | +11,922 | +3.2% | 19Q | SEC ↗ |
| 46 | J.W. COLE ADVISORS, INC. | 387,461 | $19M | +28,228 | +7.9% | 19Q | SEC ↗ |
| 47 | MGO ONE SEVEN LLC | 353,220 | $18M | +30,437 | +9.4% | 17Q | SEC ↗ |
| 48 | Cynosure Group, LLC | 333,254 | $17M | -78,579 | -19.1% | 13Q | SEC ↗ |
| 49 | BOKF, NA | 327,784 | $16M | -1,019 | -0.3% | 20Q | SEC ↗ |
| 50 | MY Wealth Management Inc. NEW | 326,780 | $16M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MOTCO | 519,000 | $26M |
| MY Wealth Management Inc. | 326,780 | $16M |
| Global Retirement Partners, LLC | 243,286 | $12M |
| Lebenthal Global Advisors, LLC | 115,276 | $6M |
| FFT WEALTH MANAGEMENT LLC | 111,337 | $6M |
| ASHFORD CAPITAL MANAGEMENT INC | 103,715 | $5M |
| Financial Gravity Companies, Inc. | 103,366 | $5M |
| Veridan Wealth LLC | 102,902 | $5M |
| HB Wealth Management, LLC | 86,376 | $4M |
| COOPER INVESTORS PTY LTD | 79,721 | $4M |
| Keystone Financial Group | 72,538 | $4M |
| BNP PARIBAS FINANCIAL MARKETS | 69,390 | $3M |
| Kroeger Financial Partners | 63,606 | $3M |
| Lido Advisors, LLC | 62,347 | $3M |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 60,367 | $3M |
| Modern Wealth Management, LLC | 56,899 | $3M |
| Riggs Asset Managment Co. Inc. | 43,505 | $2M |
| Bank of New York Mellon Corp | 34,520 | $2M |
| CANANDAIGUA NATIONAL CORP | 33,482 | $2M |
| Orion Capital Management LLC | 33,167 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 255,442 | $13M |
| Boulder Wealth Advisors, LLC | 221,346 | $11M |
| Independent Advisor Alliance | 89,177 | $4M |
| HRT FINANCIAL LP | 82,460 | $4M |
| Tidal Investments LLC | 70,251 | $4M |
| RETIREMENT CAPITAL STRATEGIES | 67,423 | $3M |
| FOUNDERS FINANCIAL SECURITIES LLC | 64,426 | $3M |
| Client First Capital LLC | 61,091 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 59,678 | $3M |
| True Link Financial Advisors, LLC | 40,969 | $2M |
| RPS ADVISORY SOLUTIONS LLC | 38,249 | $2M |
| INTREPID FAMILY OFFICE LLC | 35,000 | $2M |
| ACUTE INVESTMENT ADVISORY, LLC | 32,682 | $2M |
| Global Assets Advisory, LLC | 31,788 | $2M |
| GC Wealth Management RIA, LLC | 31,253 | $2M |
| GTS SECURITIES LLC | 29,200 | $1M |
| Eddie Patel Inc | 23,156 | $1M |
| EVERETT HARRIS & CO /CA | 20,000 | $1M |
| SEGALL BRYANT & HAMILL, LLC | 12,356 | $621K |
| Grey Ledge Advisors, LLC | 11,780 | $592K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Focus Partners Wealth | +2,908,587 | +1235.4% | 3,144,032 |
| BOK Financial Private Wealth, Inc. | +2,021,916 | +2666.1% | 2,097,755 |
| FMR LLC | +1,374,321 | +39.9% | 4,814,831 |
| Summit Financial, LLC | +1,121,777 | +1380.4% | 1,203,043 |
| OSAIC HOLDINGS, INC. | +509,399 | +126.7% | 911,467 |
| LPL Financial LLC | +450,234 | +13.3% | 3,824,663 |
| HighTower Advisors, LLC | +306,772 | +238.0% | 435,680 |
| Macro Advisors, Inc. | +301,241 | +47.9% | 929,607 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +210,001 | +12.1% | 1,947,459 |
| ROYAL BANK OF CANADA | +193,998 | +11.6% | 1,864,828 |
| Iron Gate Global Advisors LLC | +190,053 | +16.1% | 1,368,146 |
| BANK OF AMERICA CORP /DE | +184,394 | +5.0% | 3,905,917 |
| Sand Hill Global Advisors, LLC | +154,472 | +47.4% | 480,554 |
| STIFEL FINANCIAL CORP | +141,621 | +23.0% | 756,300 |
| CreativeOne Wealth, LLC | +135,828 | +44.8% | 439,192 |
| Winthrop Advisory Group LLC | +135,806 | +11.1% | 1,360,435 |
| General Partner, Inc. | +134,667 | +3383.6% | 138,647 |
| Cambridge Investment Research Advis | +128,207 | +28.9% | 572,587 |
| Corient Private Wealth LP | +111,983 | +33.6% | 445,201 |
| MML INVESTORS SERVICES, LLC | +83,065 | +21.8% | 463,525 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | -439,046 | -29.7% | 1,039,430 |
| UBS Group AG | -434,859 | -9.2% | 4,266,367 |
| Landing Point Financial Group, LLC | -244,045 | -81.6% | 55,085 |
| MAINSAIL ASSET MANAGEMENT, LLC | -238,792 | -88.1% | 32,124 |
| DONALDSON CAPITAL MANAGEMENT, LLC | -217,230 | -11.3% | 1,708,669 |
| CARY STREET PARTNERS FINANCIAL LLC | -174,461 | -25.5% | 509,974 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT | -173,280 | -28.7% | 431,446 |
| FORTE ASSET MANAGEMENT LLC | -169,310 | -62.8% | 100,320 |
| Private Advisor Group, LLC | -160,505 | -35.0% | 298,277 |
| HOLLENCREST CAPITAL MANAGEMENT | -140,960 | -99.8% | 302 |
| Prosperity Consulting Group, LLC | -131,487 | -14.7% | 762,087 |
| Advisor OS, LLC | -119,892 | -74.4% | 41,343 |
| PEAK FINANCIAL ADVISORS LLC | -100,376 | -93.7% | 6,766 |
| GOLDMAN SACHS GROUP INC | -92,444 | -94.5% | 5,388 |
| Cynosure Group, LLC | -78,579 | -19.1% | 333,254 |
| Cerity Partners LLC | -64,003 | -31.7% | 137,823 |
| JPMORGAN CHASE & CO | -50,450 | -17.3% | 241,976 |
| WT Wealth Management | -49,365 | -30.3% | 113,341 |
| Bison Wealth, LLC | -47,109 | -16.5% | 237,882 |
| Mutual Advisors, LLC | -44,009 | -26.6% | 121,409 |