Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

🧭 Guided View
New to markets — prices, yields, YTD, market cap? We explain every term as you browse, in plain English. Same data, with the help built in.

⚡ Expert View
You already know the market. Just the data — clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Security record · archived quarter

ICSH

iShares Ultra Short Duration Bond Active ETF · Financial Services · Asset Management - Bonds

50.55 0.0% mkt cap $7.79B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
48Tracked holders
0Δ holders
32.64MShares held
$1.65BReported value
+1New positions
−1Exits
Stable Conviction score 41/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.2% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 48 +1 33.63M $1.70B +3 −2
Q1 2026 48 0 28.56M $1.51B +3 −3
Q4 2025 48 0 32.64M $1.65B +1 −1
Q3 2025 6 +1 6.46M $327.93M +1
Q2 2025 3 -1 6.86M $348.09M −1
Q1 2025 2 0 2.42M $122.73M
Q4 2024 2 0 1.81M $91.45M
Q3 2024 2 +1 1.79M $90.82M +1
Q2 2024 1 1.55M $78.22M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 4.05M $204.83M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 4.05M $204.83M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 4.05M $204.83M 0.0% n/c 1 SEC ↗
4 UBS Group AG 4.02M $203.46M 0.0% n/c 1 SEC ↗
5 UBS Group AG 4.02M $203.46M 0.0% n/c 1 SEC ↗
6 UBS Group AG 4.02M $203.46M 0.0% n/c 1 SEC ↗
7 Fidelity (FMR) 3.56M -21.4% $180.09M 0.0% ▼ Trim 3 SEC ↗
8 Wealth Enhancement Advisory… 2.89M $146.36M 0.2% n/c 1 SEC ↗
9 LPL Financial LLC 2.89M $146.04M 0.0% n/c 1 SEC ↗
10 BlackRock (passive) 2.35M +120.6% $118.65M 0.0% ▲ Add 3 SEC ↗
11 BlackRock (passive) 2.35M +120.6% $118.65M 0.0% ▲ Add 3 SEC ↗
12 Focus Partners Wealth 2.20M $111.53M 0.1% n/c 1 SEC ↗
13 Royal Bank Of Canada 1.67M $84.30M 0.0% n/c 1 SEC ↗
14 Royal Bank Of Canada 1.67M $84.30M 0.0% n/c 1 SEC ↗
15 Royal Bank Of Canada 1.67M $84.30M 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 1.67M $84.30M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 1.67M $84.30M 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 1.67M $84.30M 0.0% n/c 1 SEC ↗
19 Royal Bank Of Canada 1.67M $84.30M 0.0% n/c 1 SEC ↗
20 Royal Bank Of Canada 1.67M $84.30M 0.0% n/c 1 SEC ↗
21 Mariner, LLC 1.27M $64.36M 0.1% n/c 1 SEC ↗
22 Mariner, LLC 1.27M $64.36M 0.1% n/c 1 SEC ↗
23 Mariner, LLC 1.27M $64.36M 0.1% n/c 1 SEC ↗
24 Mariner, LLC 1.27M $64.36M 0.1% n/c 1 SEC ↗
25 Raymond James Financial Inc 1.10M $55.58M 0.0% n/c 1 SEC ↗
26 Raymond James Financial Inc 1.10M $55.58M 0.0% n/c 1 SEC ↗
27 Raymond James Financial Inc 1.10M $55.58M 0.0% n/c 1 SEC ↗
28 Corient Private Wealth LP 1.08M $54.66M 0.0% n/c 1 SEC ↗
29 Corient Private Wealth LP 1.08M $54.66M 0.0% n/c 1 SEC ↗
30 Corient Private Wealth LP 1.08M $54.66M 0.0% n/c 1 SEC ↗
31 Corient Private Wealth LP 1.08M $54.66M 0.0% n/c 1 SEC ↗
32 Corient Private Wealth LP 1.08M $54.66M 0.0% n/c 1 SEC ↗
33 Envestnet Asset Management Inc 711.24K $35.97M 0.0% n/c 1 SEC ↗
34 Osaic Holdings, Inc. 530.09K $26.81M 0.0% n/c 1 SEC ↗
35 Osaic Holdings, Inc. 530.09K $26.81M 0.0% n/c 1 SEC ↗
36 Stifel Financial Corp 507.28K $25.66M 0.0% n/c 1 SEC ↗
37 Stifel Financial Corp 507.28K $25.66M 0.0% n/c 1 SEC ↗
38 Stifel Financial Corp 507.28K $25.66M 0.0% n/c 1 SEC ↗
39 Cetera Investment Advisers 488.27K $24.70M 0.0% n/c 1 SEC ↗
40 Cwm, Llc 439.45K $22.23M 0.1% n/c 1 SEC ↗
41 Mml Investors Services, Llc 425.45K $21.52M 0.1% n/c 1 SEC ↗
42 Commonwealth Equity Services, Llc 355.90K $18.00M 0.0% n/c 1 SEC ↗
43 Financial Engines Advisors L.L.C. 313.66K $15.87M 0.0% n/c 1 SEC ↗
44 Cerity Partners LLC 238.81K $12.08M 0.0% n/c 1 SEC ↗
45 Cerity Partners LLC 238.81K $12.08M 0.0% n/c 1 SEC ↗
46 Goldman Sachs Group 216.51K New $10.95M 0.0% New 1 SEC ↗
47 Goldman Sachs Group 216.51K New $10.95M 0.0% New 1 SEC ↗
48 JPMorgan Chase 201.43K -54.5% $10.19M 0.0% ▼ Trim 2 SEC ↗
49 JPMorgan Chase 201.43K -54.5% $10.19M 0.0% ▼ Trim 2 SEC ↗
50 Creative Planning 144.70K $7.32M 0.0% n/c 1 SEC ↗
51 HighTower Advisors, LLC 122.31K $6.19M 0.0% n/c 1 SEC ↗
52 Captrust Financial Advisors 111.81K $5.66M 0.0% n/c 1 SEC ↗
53 Wells Fargo & Company/Mn 83.82K $4.24M 0.0% n/c 1 SEC ↗
54 Wells Fargo & Company/Mn 83.82K $4.24M 0.0% n/c 1 SEC ↗
55 Hrt Financial Lp 82.46K $4.17M 0.0% n/c 1 SEC ↗
56 Northern Trust Corp 74.74K $3.78M 0.0% n/c 1 SEC ↗
57 Morgan Stanley 57.56K +6.9% $2.91M 0.0% ▲ Add 2 SEC ↗
58 Morgan Stanley 57.56K +6.9% $2.91M 0.0% ▲ Add 2 SEC ↗
59 Jones Financial Companies Lllp 56.43K $2.85M 0.0% n/c 1 SEC ↗
60 Northwestern Mutual Wealth… 51.20K $2.59M 0.0% n/c 1 SEC ↗
61 Baird Financial Group, Inc. 42.94K $2.17M 0.0% n/c 1 SEC ↗
62 Rockefeller Capital Management L.P. 42.38K $2.14M 0.0% n/c 1 SEC ↗
63 Rockefeller Capital Management L.P. 42.38K $2.14M 0.0% n/c 1 SEC ↗
64 Citigroup Inc 41.50K $2.10M 0.0% n/c 1 SEC ↗
65 Assetmark, Inc 40.06K $2.03M 0.0% n/c 1 SEC ↗
66 Pnc Financial Services Group, Inc. 33.98K $1.72M 0.0% n/c 1 SEC ↗
67 Pnc Financial Services Group, Inc. 33.98K $1.72M 0.0% n/c 1 SEC ↗
68 Wealthfront Advisers LLC 33.44K $1.69M 0.0% n/c 1 SEC ↗
69 Quantinno Capital Management LP 33.07K $1.67M 0.0% n/c 1 SEC ↗
70 Bank Of Montreal /Can/ 24.58K $1.24M 0.0% n/c 1 SEC ↗
71 Bank Of Montreal /Can/ 24.58K $1.24M 0.0% n/c 1 SEC ↗
72 Lido Advisors, LLC 13.58K $689,202 0.0% n/c 1 SEC ↗
73 Franklin Resources Inc 10.00K $505,800 0.0% n/c 1 SEC ↗
74 Blair William & Co/Il 7.35K $371,675 0.0% n/c 1 SEC ↗
75 Bnp Paribas Financial Markets 5.97K $301,912 0.0% n/c 1 SEC ↗
76 TD Waterhouse Canada Inc. 5.25K $265,695 0.0% n/c 1 SEC ↗
77 AQR Capital Management 5.18K 0.0% $262,004 0.0% Held 2 SEC ↗
78 Mercer Global Advisors Inc /Adv 4.87K $246,447 0.0% n/c 1 SEC ↗
79 Truist Financial Corp 4.42K $223,343 0.0% n/c 1 SEC ↗
80 Empower Advisory Group, LLC 4.34K $219,720 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Goldman Sachs Group $10.95M 0.0%
Goldman Sachs Group $10.95M 0.0%

Exited

Citadel Advisors $18.52M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 519 holders, 72.14M shares, $3.58B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API