Public ownership evidence

iShares Ultra Short Duration Bond Active ETF (ICSH) Ownership Disclosures

Read ICSH insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares Ultra Short Duration Bond Active ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
445,201
Value (USD)
$22,518,289
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read ICSH fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read ICSH fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28445,201$22,518,289None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2821$1,063None
Wellington Grp LLC2026-06-302026-08-27283,412$14,334,973None
Advisors Asset Management, Inc.2024-03-312026-08-275,570$281,619None
Advisors Asset Management, Inc.2025-03-312026-08-274,770$241,839None
Advisors Asset Management, Inc.2023-09-302026-08-272,073$104,438None
Advisors Asset Management, Inc.2023-12-312026-08-273,569$179,735None
Advisors Asset Management, Inc.2025-06-302026-08-252,489$126,217None
Bernard Wealth Management Corp.2026-06-302026-08-2290$4,553None
Advisors Asset Management, Inc.2024-09-302026-08-228,869$450,013None
Advisors Asset Management, Inc.2024-06-302026-08-228,389$423,896None
Advisors Asset Management, Inc.2024-12-312026-08-226,625$334,099None
ASHFORD CAPITAL MANAGEMENT INC2026-06-302026-08-22103,715$5,245,905None
ATX Financial Planning, LLC2026-06-302026-08-2154,527$2,757,988None
Rehmann Capital Advisory Group2026-06-302026-08-214,214$213,147None
Kingsview Wealth Management, LLC2026-06-302026-08-207,042$356,184None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2066,340$3,355,444None
Sankala Group LLC2026-06-302026-08-1915,855$801,133None
Beacon Pointe Advisors, LLC2026-06-302026-08-19169,663$8,581,579None
Copia Wealth Management2026-06-302026-08-198,935$451,932None
Leo H. Evart, Inc.2026-06-302026-08-19139$7,013None
Orion Capital Management LLC2026-06-302026-08-1933,167$1,677,587None
49 WEALTH MANAGEMENT, LLC2026-06-302026-08-1922,956$1,161,109None
Strive Financial Group ,LLC2026-06-302026-08-181,024$51,794None
WNY Asset Management, LLC2026-06-302026-08-189,631$487,137None
Comprehensive Money Management Services LLC2026-06-302026-08-1842,414$2,145,300None
KM Capital Management Ltd.2026-06-302026-08-1812,718$643,294None
Corient Private Wealth LP2026-06-302026-08-18434,826$21,993,471None
Integrated Investment Consultants, LLC2026-06-302026-08-1811,080$560,426None
Equitable Holdings, Inc.2026-06-302026-08-1817,978$909,303None
Proficio Capital Partners LLC2026-06-302026-08-1839,325$1,989,059None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-182,172$110,000None
Thompson David Blair2024-12-312026-08-156,640$334,855None
Thompson David Blair2026-06-302026-08-154,420$223,564None
Thompson David Blair2025-12-312026-08-155,035$254,670None
Thompson David Blair2026-03-312026-08-155,035$254,872None
Wellington Grp LLC2026-06-302026-08-15277,350$14,039,476None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15671$33,939None
Ascent Advisors, LLC2026-06-302026-08-155,102$257,243None
Wills Financial Group LLC2026-06-302026-08-1549,217$2,489,396None
AMERIFLEX GROUP, INC.2026-06-302026-08-151,050$53,109None
Synergy Investment Management, LLC2026-06-302026-08-152,072$104,698None
Synergy Investment Management, LLC2026-06-302026-08-1520$1,012None
Modern Wealth Management, LLC2026-06-302026-08-1556,899$2,877,951None
Mutual Advisors, LLC2026-06-302026-08-15121,409$6,140,875None
J HAGAN CAPITAL, INC.2026-06-302026-08-15116,325$5,883,740None
9823 Capital, L.P.2026-06-302026-08-1548,549$2,455,597None
COFG Advisors, LLC2026-06-302026-08-154,707$238,071None
Lifeworks Advisors, LLC2026-06-302026-08-156,440$325,735None
Perennial Investment Advisors, LLC2026-06-302026-08-1520,580$1,040,912None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗Wellington Grp LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Bernard Wealth Management Corp. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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