ISHARES ULTRA SHORT DURATION ICSH
$50.44
+0.0% 52w: $48.46 – $50.44
Latest 13F among current holders filed 13 days ago (Jun 22, 2026)
Price — last 12 months
research preview data48.4649.4550.44
Jun 20, 2025 Jul 2, 2026
Institutional holders
523
+30 QoQ
13F value
$3.74B
-0.3% QoQ
Smart-money holders
14
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns ICSH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| UBS Group AG | Bank broker | 4.7M | $238.0M | 0.0% | +16.9% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | Wealth advisor | 4.2M | $210.3M | 13.4% | +3.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.7M | $188.4M | 0.0% | -8.1% |
| FMR LLC | Long only active | 3.4M | $174.2M | 0.0% | -3.4% |
| LPL Financial LLC | Bank broker | 3.4M | $170.8M | 0.0% | +16.9% |
| Temasek Holdings (Private) Ltd ★2 | Pension sovereign | 2.0M | $99.9M | 0.3% | Held |
| DONALDSON CAPITAL MANAGEMENT, LLC | Other | 1.9M | $97.5M | 3.2% | -10.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.7M | $87.7M | 0.2% | -39.9% |
| ROYAL BANK OF CANADA | Bank broker | 1.7M | $84.6M | 0.0% | +0.2% |
| Focus Partners Wealth | Wealth advisor | 235.4K | $77.4M | 0.1% | -89.3% |
| BlackRock, Inc. | Index provider | 1.5M | $74.8M | 0.0% | -37.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.3M | $67.3M | 0.0% | +21.1% |
| Winthrop Advisory Group LLC | Wealth advisor | 1.2M | $62.0M | 5.1% | +4.0% |
| Iron Gate Global Advisors LLC ★2 | Fundamental diversified | 1.2M | $59.6M | 6.3% | +16.1% |
| Foster Group, Inc. | Wealth advisor | 1.1M | $56.7M | 1.7% | +6.7% |
| Diversified Portfolios, Inc. | Wealth advisor | 1.1M | $55.8M | 4.6% | +2.3% |
| Acorns Advisers, LLC | Wealth advisor | 1.1M | $53.8M | 0.4% | +4.6% |
| Mariner, LLC | Diversified mechanical | 970.6K | $49.1M | 0.1% | -23.7% |
| Prosperity Consulting Group, LLC | Wealth advisor | 893.6K | $45.2M | 2.0% | +12.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 864.2K | $43.7M | 0.0% | +21.5% |
| Valtinson Bruner Financial Planning LLC | Wealth advisor | 764.4K | $38.7M | 10.6% | +4.6% |
| Capital Advantage, Inc. | Wealth advisor | 731.9K | $37.0M | 4.8% | +1.9% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 710.5K | $36.0M | 0.3% | +0.4% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 684.4K | $34.6M | 0.9% | +14.8% |
| Macro Advisors, Inc. | Wealth advisor | 628.4K | $31.8M | 13.1% | — |
| STIFEL FINANCIAL CORP | Diversified mechanical | 614.7K | $31.1M | 0.0% | +21.2% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | Other | 604.7K | $30.6M | 1.6% | +7.0% |
| Cetera Investment Advisers | Wealth advisor | 494.6K | $25.0M | 0.0% | +1.3% |
| Advisory Services Network, LLC | Diversified mechanical | 493.2K | $25.0M | 0.3% | +5.7% |
| Steele Capital Management, Inc. | Wealth advisor | 492.5K | $24.9M | 1.0% | +11.8% |
| Avestar Capital, LLC | Other | 471.8K | $23.9M | 1.6% | +36.5% |
| Private Advisor Group, LLC | Wealth advisor | 458.8K | $23.2M | 0.1% | +36.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 444.4K | $22.5M | 0.1% | -2.4% |
| CWM, LLC | Wealth advisor | 425.9K | $21.6M | 0.1% | -3.1% |
| Cynosure Group, LLC | Wealth advisor | 411.8K | $20.8M | 2.6% | -1.1% |
| Elwood & Goetz Wealth Advisory Group, LLC | Wealth advisor | 407.4K | $20.6M | 3.5% | -7.4% |
| Roble, Belko & Company, Inc | Wealth advisor | 404.3K | $20.5M | 2.6% | +0.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 402.1K | $20.4M | 0.0% | -24.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 380.5K | $19.3M | 0.1% | -10.6% |
| SIGNATUREFD, LLC | Wealth advisor | 376.6K | $19.1M | 0.3% | -10.5% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 359.2K | $18.2M | 0.6% | +1.3% |
| Corient Private Wealth LLC | Diversified mechanical | 333.2K | $16.9M | 0.0% | -69.2% |
| BOKF, NA | Diversified mechanical | 328.8K | $16.6M | 0.3% | +2.1% |
| Sand Hill Global Advisors, LLC | Wealth advisor | 326.1K | $16.5M | 0.6% | -2.0% |
| MGO ONE SEVEN LLC | Wealth advisor | 322.8K | $16.3M | 0.3% | +40.8% |
| Parallel Advisors, LLC | Wealth advisor | 318.5K | $16.1M | 0.3% | +2.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 313.7K | $15.9M | 0.0% | -11.9% |
| CreativeOne Wealth, LLC | Wealth advisor | 303.4K | $15.4M | 0.4% | +39.1% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 301.5K | $15.3M | 0.0% | -3.9% |
| Landing Point Financial Group, LLC | Wealth advisor | 299.1K | $15.1M | 7.3% | -0.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.