ICSH · iShares Ultra Short Duration Bond Active ETF ETF
$50.42
+0.01 (+0.02%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $36,853,244
Total Shares: 728,613
Institutional Ownership Trend
20 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
61.1%
−38.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,247
Highly concentrated−4,753
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+1
Institutional value:
+3466809.1%
Shares held:
+3469485.7%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 445,201 | $22,518,266 | |
| Small Wellington Grp LLC | 283,412 | $14,334,978 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | 21 | $1,063 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC ICSH | $22,518,266 | 61.10% | 445,201 | Shares | 2026-08-27 | |
| Small Wellington Grp LLC ICSH | $14,334,978 | 38.90% | 283,412 | Shares | 2026-08-26 |