13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
ICSH

iShares Ultra Short-Term Bond

552 institutions still hold iShares Ultra Short-Term Bond as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434v878·552 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.6%
vs prior quarter
13F value held
$2.0B
68.0% inst. owned
of float
Holders
552
+91 QoQ
filers reporting
Activity
+45 / −72
+893 added · −851 reduced
this quarter
Concentration
11.80%
UBS Group AG #1
top holder share
AI Holders Summary · Q1 2026

552 institutions reported ICSH in Q1 2026. UBS Group AG leads at 11.8% of the visible book. +91 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
UBS Group AG
CIK 0001610520
$238M4.7M0.04%Q1 202602
FOSTER DYKEMA CABOT & PARTNERS, LLC
CIK 0002011882
$210M4.2M13.38%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$188M3.7M0.01%Q1 202604
FMR LLC
CIK 0000315066
$174M3.4M0.01%Q1 202605
LPL Financial LLC
CIK 0001403438
$171M3.4M0.05%Q1 202606
Focus Partners Wealth
CIK 0001542153
$112M2.2M0.13%Q4 202507
Temasek Holdings (Private) Ltd
CIK 0001021944· Sovereign
$100M2.0M0.33%Q1 202608
DONALDSON CAPITAL MANAGEMENT, LLC
CIK 0001487438
$97M1.9M3.16%Q1 202609
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$88M1.7M0.18%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$85M1.7M0.01%Q1 202611
BlackRock, Inc.
CIK 0002012383
$75M1.5M0.00%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$67M1.3M0.02%Q1 202613
Winthrop Advisory Group LLC
CIK 0001739043
$62M1.2M5.07%Q1 202614
Iron Gate Global Advisors LLC
CIK 0001131181
$60M1.2M6.30%Q1 202615
Foster Group, Inc.
CIK 0001841544
$57M1.1M1.69%Q1 202616
Diversified Portfolios, Inc.
CIK 0001634212
$56M1.1M4.59%Q1 202617
Mariner, LLC
CIK 0001373442
$49M971K0.06%Q1 202618
Prosperity Consulting Group, LLC
CIK 0001910398
$45M894K2.01%Q1 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$44M864K0.01%Q1 202620
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$39M764K10.63%Q1 2026
Page 1 of 28
532 more holders available. Log in →