ICSH institutional holders

iShares Ultra Short Duration Bond Active ETF · 578 reporting institutions · $4.1B reported value

Funds that can replace ICSH · ICSH return decomposition

Institutional holdings

Institutions reporting ICSH, largest first
InstitutionReported positionAdvisors at firmReport period
Fmr LLC$243.5M02026-06-30
UBS Group AG$215.8M02026-06-30
Foster Dykema Cabot & Partners, LLC$213.9M02026-06-30
Bank of America Corp /de$197.6M02026-06-30
Lpl Financial LLC$193.5M23,4582026-06-30
Focus Partners Wealth$159M1,0482026-06-30
Bok Financial Private Wealth, Inc.$106.1M272026-06-30
Temasek Holdings (private) Ltd$99.8M02026-06-30
Wealth Enhancement Advisory Services, LLC$98M1,0262026-06-30
Royal Bank of Canada$94.3M02026-06-30
Donaldson Capital Management, LLC$86.4M02026-06-30
Raymond James Financial Inc$69.7M02026-06-30
Iron Gate Global Advisors$69.2M82026-06-30
Winthrop Advisory Group LLC$68.8M282026-06-30
Summit Financial, LLC$60.8M2292026-06-30
Foster Group, Inc.$59.8M582026-06-30
Diversified Portfolios, Inc.$54.3M102026-06-30
Blackrock, Inc.$52.6M02026-06-30
Mariner, LLC$47.8M02026-06-30
MacRo Advisors, Inc.$47M02026-06-30
Osaic Holdings, Inc.$46.1M02026-06-30
Envestnet Pmc$42.5M602026-06-30
Valtinson Bruner Financial Planning LLC$41.1M72026-06-30
Prosperity - An Eisneramper Company$38.5M652026-06-30
Stifel Financial Corp$38.3M02026-06-30
Capital Advantage, Inc.$37.6M82026-06-30
Exchange Traded Concepts, LLC$36M02026-06-30
Cetera Investment Advisers$27.1M10,3702026-06-30
Motco$26.3M02026-06-30
Steele Capital Management, Inc.$26.2M152026-06-30
Cary Street Partners Financial LLC$25.8M02026-06-30
Advisory Services Network$24.7M2532026-06-30
Avestar Capital, LLC$24.6M132026-06-30
Sand Hill Global Advisors, LLC$24.3M202026-06-30
MML Investors Services, LLC$23.4M5,1202026-06-30
Corient Private Wealth LP$22.5M6742026-06-30
Creativeone Wealth, LLC$22.2M2212026-06-30
Hightower Advisors, LLC$22M1,0462026-06-30
Elwood & Goetz Wealth Advisory Group, LLC$21.9M212026-06-30
Osborne Partners Capital Management, LLC$21.8M112026-06-30
Cwm, LLC$21.6M6672026-03-31
Signaturefd, LLC$19.7M492026-06-30
J.W. Cole Advisors, Inc.$19.6M4992026-06-30
Mgo One Seven LLC$17.9M1182026-06-30
Cynosure Group, LLC$16.9M152026-06-30
Bokf, NA$16.6M02026-06-30
My Wealth Management Inc.$16.5M22026-06-30
Global Strategic Investment Solutions, LLC$16.5M42026-06-30
Parallel Advisors, LLC$16.1M752026-06-30
Galvin, Gaustad & Stein, LLC$15.6M82026-06-30
Private Advisor Group, LLC$15.1M9272026-06-30
Commonwealth Equity Services, LLC$15M2,8632026-06-30
Simon Quick Advisors, LLC$14.8M402026-06-30
Edgemoor Investment Advisors, Inc.$14.4M62026-06-30
Alkeme Wealth, LLC$14.4M52026-06-30
Wellington Grp LLC$14.3M102026-06-30
Edelman Financial Engines$14.1M7222026-06-30
Resonant Capital Advisors, LLC$13.7M152026-06-30
Congress Park Capital LLC$13.5M32026-06-30
Morningstar Investment Management LLC$13.1M252026-06-30
Savant Wealth Management$12.5M4052026-06-30
Bay Capital Advisors, LLC$12.4M52026-06-30
Merit Financial Group, LLC$12.3M2952026-06-30
Global Retirement Partners LLC$12.3M4912026-06-30
Jpmorgan Chase & Co$12.2M02026-06-30
Bison Wealth, LLC$12M612026-06-30
Guidance Capital, Inc.$11.9M82026-06-30
The Sherry Group, Inc.$11.4M32026-06-30
Glassy Mountain Advisors, Inc.$10.7M62026-06-30
Hcm Wealth Advisors$10.5M92026-06-30
Summit Wealth Group, LLC$10.4M02026-06-30
Hanseatic Management Services Inc$10.2M32026-06-30
Pinnacle Financial Partners, Inc.$10.1M02026-06-30
Snider Financial Group$9.5M92026-06-30
Cannon Financial Strategists, Inc.$9.4M292026-06-30
Plum Street Advisors, LLC$9.3M62026-06-30
Rpg Family Wealth Advisory, LLC$9.3M132026-03-31
Flagship Harbor Advisors, LLC$9.2M602026-06-30
Mjt & Associates Financial Advisory Group, Inc.$8.8M12026-06-30
Beacon Pointe Advisors, LLC$8.6M4662026-06-30
Farrow Financial, Inc.$8.4M12026-06-30
Gwn Securities Inc.$8.3M4492026-06-30
Concurrent Investment Advisors, LLC$7.8M3492026-06-30
Rochester Wealth Strategies, LLC$7.8M42026-06-30
Pinnacle Financial Partners Inc$7.7M02025-09-30
Cerro Pacific Wealth Advisors, LLC$7.6M42026-06-30
Dynamic$7.4M752026-06-30
Philadelphia Investment Partners, LLC$7.4M22026-06-30
Castle Wealth Management LLC$7.3M52026-06-30
Creative Planning$7.2M1,1712026-06-30
Beacon Financial Group$7.1M82026-06-30
General Partner, Inc.$7M12026-06-30
Cerity Partners LLC$7M7772026-06-30
Allworth Financial, LP$6.9M3172026-06-30
Cahaba Wealth Management, Inc.$6.9M172026-06-30
Able Wealth Management LLC$6.5M52026-06-30
Virtue Capital Management, LLC$6.5M892026-06-30
Sanctuary Advisors, LLC$6.4M4012026-06-30
Shufro Rose & Co LLC$6.2M122026-06-30
Mutual Advisors, LLC$6.1M1532026-06-30
Jones Financial Companies LLLP$6.1M02026-06-30
Jacobi Capital Management LLC$5.9M322026-06-30
Fairview Capital Investment Management, LLC$5.9M02026-06-30
J Hagan Capital, Inc.$5.9M52026-06-30
Lebenthal Global Advisors, LLC$5.8M252026-06-30
Ameritas Advisory Services, LLC$5.8M5502026-06-30
Powerhouse Assets LLC$5.8M32026-06-30
Wealth Architects, LLC$5.8M152026-06-30
Wt Wealth Management$5.7M132026-06-30
Sowell Financial Services LLC$5.7M1082026-06-30
First International Bank & Trust$5.7M02025-09-30
Fft Wealth Management LLC$5.6M02026-06-30
Sigma Planning Corp$5.5M4742026-06-30
Integrated Advisors Network LLC$5.3M792026-06-30
Maimon Wealth Management Ltd.$5.3M02026-06-30
Ashford Capital Management Inc$5.2M32026-06-30
Financial Gravity Companies, Inc.$5.2M02026-06-30
Veridan Wealth$5.2M42026-06-30
Wealth Enhancement Trust Services, Inc.$5.1M02026-06-30
Iron Financial LLC$5.1M42026-06-30
Sequoia Financial Group, LLC$5.1M2582026-06-30
Burt Wealth Advisors$5.1M02025-09-30
Forte Asset Management, LLC$5.1M22026-06-30
Wealthbridge Capital Management, LLC$5.1M52026-06-30
Panoramic Investment Advisors, LLC$5M112026-06-30
Haverford Trust Co$4.9M02026-06-30
Financial Gravity Asset Management, Inc.$4.9M12026-03-31
Great Path Planning$4.8M22026-06-30
Mullaney, Keating & Wright, Inc.$4.8M32026-06-30
Urs Advisory$4.8M42026-06-30
Legacy Wealth Managment, Llc/id$4.7M492026-06-30
Advocacy Wealth Management, LLC$4.7M302026-06-30
Agate Pass Investment Management, LLC$4.6M42026-06-30
Realta Investment Advisors$4.6M572026-06-30
Chicago Partners Investment Group LLC$4.4M572026-06-30
Vilga Financial Planning LLC$4.4M32026-06-30
Hb Wealth Management, LLC$4.4M1692026-06-30
Integral Wealth Management$4.3M52026-06-30
Oakmont Advisory Group, LLC$4.1M32026-06-30
Hudson Oak Wealth Advisory LLC$4.1M12026-06-30
Captrust Financial Advisors$4M9622026-06-30
Cooper Investors Pty Ltd$4M02026-06-30
SP Asset Management LLC$4M32026-06-30
Arax Advisory Partners$4M2322026-06-30
Barings LLC$4M02026-06-30
Krilogy$4M642026-06-30
Kestra Advisory Services, LLC$3.9M1,4792026-06-30
Princeton Global Asset Management LLC$3.9M172026-06-30
Trb Wealth Management, LLC$3.8M122026-06-30
Northern Trust Corp$3.8M02026-06-30
Cfs Investment Advisory Services LLC$3.8M102026-06-30
Keystone Financial Group$3.7M342026-06-30
Farther Finance Advisors, LLC$3.6M3342026-06-30
Steward Partners Investment Advisory, LLC$3.6M4812026-06-30
Howland Capital Management LLC$3.6M112026-06-30
Vista Finance, LLC$3.6M42026-06-30
Bnp Paribas Financial Markets$3.5M02026-06-30
Waverly Advisors, LLC$3.5M2312026-06-30
Guyasuta Investment Advisors Inc$3.5M112026-06-30
Kennon Financial$3.4M12026-06-30
Northwestern Mutual Wealth Management Co$3.4M02026-06-30
Bulwark Capital Corp$3.4M22026-06-30
Mercer Global Advisors Inc /adv$3.4M02026-06-30
Morgan Stanley$3.4M23,1852026-06-30
Kroeger Financial Partners$3.2M22026-06-30
Tempus Wealth Planning, LLC$3.2M102026-06-30
Lido Advisors, LLC$3.2M3202026-06-30
Guardian Wealth Advisors, LLC / Nc$3.1M332026-06-30
Apollon Wealth Management, LLC$3M1512026-06-30
Modern Wealth Management, LLC$2.9M1612026-06-30
Avidian Wealth Enterprises, LLC$2.9M432026-06-30
Ifp Advisors, Inc$2.9M3182026-06-30
Phillips Financial Management, LLC$2.8M152026-06-30
Citigroup Inc$2.8M02026-06-30
Ofc Financial Planning, LLC$2.8M22026-06-30
Landing Point Financial Group, LLC$2.8M62026-06-30
Atx Financial Planning, LLC$2.8M32026-06-30
Prime Capital Financial$2.7M2652026-06-30
Chesley Taft & Associates LLC$2.7M62026-06-30
Zhang Financial LLC$2.7M202026-06-30
Ariadne Wealth Management, LP$2.6M72026-06-30
Vista Investment Management$2.6M42026-06-30
Alpha Zero LLC$2.6M102026-06-30
Wills Financial Group, LLC$2.5M42026-06-30
9823 Capital, LP$2.5M32026-06-30
Thrive Capital Management, LLC$2.4M172026-06-30
Greenup Street Wealth Management LLC$2.4M202026-06-30
Assetmark, Inc$2.4M2202026-06-30
Wealthfront Advisers LLC$2.3M402026-06-30
Longview Wealth Management$2.3M02026-06-30
Family Manage LLC$2.3M102026-06-30
Baird Financial Group, Inc.$2.3M02026-06-30
Nwf Advisory Services Inc.$2.3M1062026-06-30
Valmark Advisers, Inc.$2.3M2952026-06-30
Perigon Wealth Management, LLC$2.3M922026-06-30
Lji Wealth Management, LLC$2.3M132026-06-30
Riggs Asset Managment Co. Inc.$2.2M82026-06-30
Newedge Advisors$2.2M6012026-06-30
Rockefeller Capital Management LP$2.2M3462026-06-30
Michels Family Financial, LLC$2.2M22026-06-30
Stonecrest Wealth Management, Inc$2.2M32026-06-30
Comprehensive Money Management Services LLC$2.1M02026-06-30
Watts Gwilliam & Company, LLC$2.1M92025-09-30
Quantinno Capital Management LP$2.1M02026-06-30
Vise Technologies, Inc.$2.1M02026-06-30
Advisor Os, LLC$2.1M22026-06-30
Ifrah Financial Services, Inc.$2.1M92026-06-30
Cresset Asset Management, LLC$2.1M2122026-06-30
Sheets Smith Wealth Management$2M102026-06-30
Proficio Capital Partners LLC$2M22026-06-30
Impact Partnership Wealth, LLC$2M922026-06-30
Belpointe Asset Management LLC$2M1702026-06-30
Principal Securities, Inc.$2M1,4632026-06-30
Cgn Advisors LLC$1.9M362026-06-30
Rhs Financial, LLC$1.9M22026-06-30
Zacks Investment Management$1.9M832026-06-30
Seizert Capital Partners, LLC$1.8M92026-06-30
Kane Investment Management, Inc.$1.8M52026-06-30
D.A. Davidson & Co.$1.8M6892026-06-30
Highpoint Advisor Group LLC$1.8M1142026-06-30
Brookstone Capital Management$1.8M3372026-06-30
Pension & Wealth Management Advisors, Inc.$1.8M72026-06-30
Bank of New York Mellon Corp$1.7M02026-06-30
Johnson Bixby & Associates, LLC$1.7M132026-06-30
Aptus Capital Advisors, LLC$1.7M212026-06-30
Composition Wealth, LLC$1.7M762026-06-30
Canandaigua National Corp$1.7M02026-03-31
Orion Capital Management LLC$1.7M42026-06-30
Atwater Malick$1.7M32026-06-30
Go Invest LLC$1.6M12026-06-30
Advocate Investing Services$1.6M52026-06-30
Synovus Financial Corp$1.6M02025-09-30
Guardian Wealth Advisors, LLC$1.6M42026-06-30
Msh Capital Advisors LLC$1.6M202026-06-30
Mainsail Asset Management, LLC$1.6M02026-06-30
Vista Cima Wealth Management LLC$1.6M32026-06-30
Elevate Wealth Advisory, Inc$1.6M122026-06-30
Brindle & Bay Financial Advisors, LLC$1.6M42026-06-30
Bank of Montreal /can$1.6M02026-06-30
Alpha Financial Partners LLC$1.5M62026-06-30
Integrated Wealth Concepts LLC$1.5M4802026-06-30
Capital Wealth Alliance, LLC$1.5M32026-06-30
Slow Capital, Inc.$1.5M22026-06-30
Stratos Wealth Partners, Ltd.$1.5M3862026-06-30
Beacon Investment Advisory Services, Inc.$1.4M312026-06-30
Csenge Advisory Group$1.4M752026-06-30
Robertson Stephens Wealth Management, LLC$1.4M722026-06-30
Gries Financial LLC$1.4M02025-09-30
Heck Capital Advisors, LLC$1.3M242026-06-30
Valley Forge Investment Consultants Inc Adv$1.3M02026-06-30

The 250 largest of 578 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30