Skip to content
Disclosery

ICSH ISHARES TR

Follow

SHS (fund)

551 managers (556 13F filers) reported a position in ICSH shares at 2026-06-30, 82,780,320 shares in all. 70 filers opened a position and 42 filers sold out during the quarter.

Managers
551
13F filers
556
New
70
Added
236
Reduced
173
Sold out
42
Shares held by filers
82,780,320

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC4,814,831$244M0.01%+1,374,32113F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,266,367$216M0.03%-434,85913F-HRTimelineGroup
FOSTER DYKEMA CABOT & PARTNERS, LLC4,228,824$214M12.43%+74,10013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,905,917$198M0.01%+184,39413F-HRTimelineGroup
LPL Financial LLC3,824,663$193M0.04%+450,23413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding3,148,188$159M+2,907,632Timeline
BOK Financial Private Wealth, Inc.2,097,755$106M5.44%+2,021,91613F-HRTimeline
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd1,973,943$99.8M0.27%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,947,459$98M0.16%+210,00113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,864,828$94.3M0.02%+193,99813F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC1,708,669$86.4M2.47%-217,23013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,377,331$69.7M0.02%+47,03413F-HRTimelineGroup
Iron Gate Global Advisors LLC1,368,146$69.2M6.69%+190,05313F-HRTimeline
Winthrop Advisory Group LLC1,360,435$68.8M4.63%+135,80613F-HRTimeline
Summit Financial, LLC1,203,043$60.8M0.67%+1,121,77713F-HRTimeline
Foster Group, Inc.1,181,596$59.8M1.59%+62,17713F-HRTimeline
Acorns Advisers, LLC1,074,931$54.4M0.35%+12,02513F-HRTimeline
Diversified Portfolios, Inc.1,073,775$54.3M3.94%-29,14313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,039,430$52.6M<0.01%-439,04613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC944,326$47.8M0.05%-26,30913F-HRTimelineGroup
Macro Advisors, Inc.929,607$47M14.99%+301,24113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.911,467$46.1M0.05%+509,39913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC840,079$42.5M0.01%-24,12413F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC812,880$41.1M10.3%+48,50013F-HRTimeline
Prosperity Consulting Group, LLC762,087$38.5M1.46%-131,48713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP756,300$38.3M0.03%+141,62113F-HRTimelineGroup
Capital Advantage, Inc.742,780$37.6M4.58%+10,92713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC710,844$36M0.18%+39013F-HR/ATimeline
Cambridge Investment Research Advisors,…572,587$29M0.06%+128,20713F-HR/ATimeline
Cetera Investment Advisers535,899$27.1M0.02%+41,31113F-HRTimeline
MOTCO519,000$26.3M2.25%new13F-HRTimeline
Steele Capital Management, Inc.518,375$26.2M0.96%+25,89313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding512,788$25.9M-172,799Timeline
Advisory Services Network, LLC487,516$24.7M0.28%-5,64713F-HRTimeline
Avestar Capital, LLC486,417$24.6M1.46%+14,57913F-HRTimeline
Sand Hill Global Advisors, LLC480,554$24.3M0.73%+154,47213F-HRTimeline
MML INVESTORS SERVICES, LLC463,525$23.4M0.05%+83,06513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP445,201$22.5M0.03%+111,98313F-HR/ATimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC439,192$22.2M0.48%+135,82813F-HRTimelineGroup
HighTower Advisors, LLC435,680$22M0.02%+306,77213F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…432,906$21.9M3.24%+25,46213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC431,446$21.8M1.21%-173,28013F-HRTimeline
Roble, Belko & Company, Inc422,906$21.4M2.31%+18,64013F-HRTimeline
SIGNATUREFD, LLC388,564$19.7M0.26%+11,92213F-HRTimeline
J.W. COLE ADVISORS, INC.387,461$19.6M0.34%+28,22813F-HRTimeline
MGO ONE SEVEN LLC353,220$17.9M0.3%+30,43713F-HRTimeline
Cynosure Group, LLC333,254$16.9M2.53%-78,57913F-HRTimeline
BOKF, NAin group BOKF, NA327,784$16.6M0.23%-1,01913F-HRTimelineGroup
MY Wealth Management Inc.326,780$16.5M11.64%new13F-HRTimeline
Global Strategic Investment Solutions, …325,545$16.5M1.47%+82,16213F-HRTimeline
Parallel Advisors, LLC319,168$16.1M0.25%+68413F-HRTimeline
Galvin, Gaustad & Stein, LLC307,503$15.6M1.15%+65,85413F-HRTimeline
Private Advisor Group, LLC298,277$15.1M0.07%-160,50513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC296,818$15M0.02%-16,87713F-HRTimeline
SIMON QUICK ADVISORS, LLC293,172$14.8M0.6%-1,43813F-HRTimeline
Edgemoor Investment Advisors, Inc.284,762$14.4M0.98%+5,00813F-HRTimeline
ALKEME WEALTH, LLC283,723$14.4M5.49%+30,40713F-HRTimeline
Wellington Grp LLC283,412$14.3M3.79%+6,06213F-HR/ATimeline
Financial Engines Advisors L.L.C.278,787$14.1M0.03%-22,73213F-HRTimeline
Resonant Capital Advisors, LLC270,325$13.7M0.65%+16,69913F-HRTimeline
Congress Park Capital LLC266,645$13.5M3.64%-4,10313F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…259,023$13.1M0.81%013F-HRTimelineGroup
Savant Capital, LLC246,360$12.5M0.04%-29,12613F-HRTimeline
Bay Capital Advisors, LLC245,687$12.4M6.66%+4,14613F-HRTimeline
Merit Financial Group, LLC244,034$12.3M0.08%+6,10113F-HR/ATimeline
Global Retirement Partners, LLC243,286$12.3M0.19%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO241,976$12.2M<0.01%-50,45013F-HRTimelineGroup
Bison Wealth, LLC237,882$12M1.11%-47,10913F-HRTimeline
GUIDANCE CAPITAL, INC235,331$11.9M2.54%+10,09113F-HRTimeline
Janney Montgomery Scott LLC230,259$11.6M0.02%+1,06313F-HRTimeline
Sherry Group, Inc.224,753$11.4M11.1%-12,76113F-HRTimeline
Glassy Mountain Advisors, Inc.211,676$10.7M2.93%-11,18813F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC206,690$10.5M0.81%+12,71313F-HRTimeline
Summit Wealth Group, LLC205,499$10.4M2.12%+19,97013F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC201,499$10.2M7.5%-41,85413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …199,512$10.1M0.07%+1,02713F-HRTimelineGroup
RPg Family Wealth Advisory, LLC189,177$9.57M1.6%+5,08313F-HR/ATimeline
Snider Financial Group188,034$9.51M2.42%+11,73213F-HRTimeline
Cannon Financial Strategists, Inc.186,598$9.44M1.07%-40,79813F-HRTimeline
Plum Street Advisors, LLC184,334$9.32M2.98%+31,13013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC182,648$9.24M0.35%+19,68213F-HRTimeline
MJT & Associates Financial Advisory Gro…174,177$8.81M5.83%+44,43913F-HRTimeline
Beacon Pointe Advisors, LLC169,663$8.58M0.04%-99313F-HRTimeline
Farrow Financial, Inc.166,704$8.43M4.5%+17,36613F-HRTimeline
GWN SECURITIES INC.165,073$8.35M1.4%+23,52813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…155,150$7.85M0.07%+19,05013F-HRTimelineGroup
Rochester Wealth Strategies, LLC153,381$7.76M4.29%-26013F-HRTimeline
Cerro Pacific Wealth Advisors LLC150,872$7.63M1.73%+12,55313F-HRTimeline
Dynamic Advisor Solutions LLC146,625$7.42M0.21%+33,03713F-HRTimeline
Philadelphia Investment Partners, LLC145,872$7.38M4.6%+2,42213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC143,581$7.26M2.15%+53,39313F-HRTimeline
Creative Planningin group Creative Planning142,669$7.22M<0.01%-4,43613F-HRTimelineGroup
BEACON FINANCIAL GROUP139,683$7.07M0.64%-43613F-HRTimeline
General Partner, Inc.138,647$7.01M3.77%+134,66713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC137,823$6.97M0.01%-64,00313F-HRTimelineGroup
Allworth Financial LP137,044$6.93M0.03%-5,17513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.136,954$6.93M0.42%+65,98613F-HRTimeline
Able Wealth Management LLC128,416$6.5M1.49%-2,99913F-HRTimeline
Virtue Capital Management, LLC127,651$6.46M0.86%+35,37413F-HRTimeline
Sanctuary Advisors, LLC126,173$6.38M0.03%+34,17813F-HRTimeline
SHUFRO ROSE & CO LLC121,703$6.16M0.35%+1,60513F-HRTimeline
Mutual Advisors, LLC121,409$6.14M0.12%-44,00913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP120,312$6.08M<0.01%+55,27613F-HRTimelineGroup
Jacobi Capital Management LLC116,389$5.89M0.29%+26,50313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…116,388$5.89M0.31%013F-HRTimeline
J HAGAN CAPITAL, INC.116,325$5.88M2.73%+6,59613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC115,276$5.83M0.79%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…114,561$5.79M0.12%+39,82113F-HRTimelineGroup
Powerhouse Assets LLC114,054$5.77M4.7%+4,21413F-HRTimeline
Wealth Architects, LLC113,799$5.76M0.45%+6,94313F-HRTimeline
WT Wealth Management113,341$5.73M1.59%-49,36513F-HRTimeline
Sowell Financial Services LLC112,829$5.71M0.19%-3,38413F-HRTimeline
FFT WEALTH MANAGEMENT LLC111,337$5.63M0.88%new13F-HRTimeline
Sigma Planning Corp109,555$5.54M0.14%+9,95913F-HRTimeline
Integrated Advisors Network LLC104,800$5.3M0.24%+61,75113F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.104,115$5.27M4.06%+14,95013F-HRTimeline
ASHFORD CAPITAL MANAGEMENT INC103,715$5.25M0.56%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …103,366$5.23M0.85%13F-HRTimelineGroup
Veridan Wealth LLC102,902$5.2M1.81%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.101,574$5.14M0.57%-2,53713F-HR/ATimeline
IRON Financial LLC101,049$5.11M2.11%+1,36113F-HRTimeline
Sequoia Financial Advisors, LLC100,669$5.09M0.03%+1,02413F-HRTimeline
FORTE ASSET MANAGEMENT LLC100,320$5.07M2.07%-169,31013F-HRTimeline
WealthBridge Capital Management, LLC99,911$5.05M1%+1,13213F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC99,644$5.04M2.41%+65013F-HRTimeline
Haverford Trust Co97,278$4.92M0.04%013F-HRTimeline
SEMITAM BONAM LLC95,635$4.84M3.55%+2,06713F-HRTimeline
Mullaney, Keating & Wright, Inc.95,042$4.81M2.32%+1,42713F-HRTimeline
URS Advisory LLC93,988$4.75M2.65%+29,41613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…93,803$4.74M1.96%-8,73613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding93,104$4.71M-25,174Timeline
Advocacy Wealth Management, LLC92,129$4.66M0.17%-6,54513F-HRTimeline
BCR Wealth Strategies, LLC91,680$4.64M1.3%+9,31613F-HRTimeline
Agate Pass Investment Management, LLC90,713$4.59M1.69%+6,08813F-HRTimeline
Realta Investment Advisors90,472$4.58M1.42%+6,48013F-HRTimeline
Chicago Partners Investment Group LLC87,866$4.44M0.09%+1913F-HRTimeline
Vilga Financial Planning LLC87,598$4.43M3.36%+8,68413F-HRTimeline
HB Wealth Management, LLC86,376$4.37M0.02%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.84,702$4.28M0.94%+6,47813F-HRTimeline
Oakmont Advisory Group, LLC80,806$4.09M3.43%+15,31813F-HRTimeline
Hudson Oak Wealth Advisory LLC80,420$4.07M3.14%+5,45813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS79,857$4.04M0.01%-20,03413F-HRTimeline
COOPER INVESTORS PTY LTD79,721$4.03M1.85%new13F-HRTimeline
SP Asset Management LLC79,451$4.02M0.32%-13,65713F-HRTimeline
Arax Advisory Partners78,823$3.99M0.03%+34,87313F-HRTimeline
BARINGS LLCin group BARINGS LLC78,600$3.98M0.07%013F-HRTimelineGroup
Krilogy Financial LLC78,434$3.97M0.12%+4,75613F-HRTimeline
Princeton Global Asset Management LLC76,269$3.86M0.55%-2,78713F-HRTimeline
TRB Wealth Management, LLC75,751$3.83M0.51%+6,50213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP74,743$3.78M<0.01%013F-HRTimelineGroup
CFS Investment Advisory Services, LLC74,372$3.75M0.25%+13,50813F-HRTimeline
Keystone Financial Group72,538$3.67M0.22%new13F-HRTimeline
Farther Finance Advisors, LLC71,859$3.63M0.03%-72913F-HRTimeline
Steward Partners Investment Advisory, L…71,820$3.63M0.02%-7,60813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC71,569$3.62M0.13%-1,58513F-HRTimeline
VISTA FINANCE, LLC71,397$3.61M2.02%+26,59713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS69,390$3.51M<0.01%new13F-HRTimelineGroup
Waverly Advisors, LLC68,572$3.47M0.02%-2,97513F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC68,235$3.45M0.18%-2,89113F-HRTimeline
David Kennon Inc67,495$3.41M1.13%+38513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…67,306$3.4M<0.01%+12,60413F-HRTimelineGroup
Bulwark Capital Corp66,863$3.38M1.9%+40,61813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV66,340$3.36M<0.01%+26,89513F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY66,314$3.35M<0.01%+8,63013F-HRTimelineGroup
Kroeger Financial Partners63,606$3.22M3.11%13F-HRTimeline
Tempus Wealth Planning, LLC63,145$3.19M0.63%+32513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC62,347$3.15M0.01%new13F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC60,367$3.05M0.17%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC60,042$3.04M0.04%+14,08813F-HRTimelineGroup
Modern Wealth Management, LLC56,899$2.88M0.03%new13F-HRTimeline
Avidian Wealth Enterprises, LLC56,743$2.87M0.08%+5,18513F-HRTimeline
IFP Advisors, Inc56,435$2.85M0.05%+25,26613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC55,910$2.83M0.21%-11,31413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC55,805$2.82M<0.01%+14,05613F-HRTimelineGroup
OFC FINANCIAL PLANNING, LLC55,471$2.81M2.49%-5,90913F-HRTimeline
Landing Point Financial Group, LLC55,085$2.79M0.95%-244,04513F-HRTimeline
ATX Financial Planning, LLC54,527$2.76M1.83%+29,15713F-HRTimeline
Prime Capital Investment Advisors, LLC54,188$2.74M0.03%-7,03713F-HRTimeline
Chesley Taft & Associates LLC53,374$2.7M0.11%-11,98313F-HRTimeline
Zhang Financial LLC52,906$2.68M0.08%-5,12113F-HRTimeline
Ariadne Wealth Management, LP51,845$2.62M1.16%-7,68713F-HRTimeline
VISTA INVESTMENT MANAGEMENT51,055$2.58M0.78%-2,97613F-HRTimeline
Alpha Zero LLC50,885$2.57M0.97%+26,30013F-HRTimeline
Wills Financial Group LLC49,217$2.49M0.91%-1,69013F-HRTimeline
9823 Capital, L.P.48,549$2.46M1.66%-1,41313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC47,343$2.4M0.06%+46,83413F-HRTimelineGroup
Thrive Capital Management, LLC47,292$2.39M0.45%+19,67913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC47,111$2.38M0.29%+4,19113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC47,016$2.38M<0.01%+6,07013F-HRTimelineGroup
Wealthfront Advisers LLC45,934$2.32M<0.01%+8,95813F-HRTimeline
LongView Wealth Management45,641$2.31M0.59%-36,86413F-HRTimeline
Family Manage LLC45,491$2.3M0.24%-3,14813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.45,310$2.29M<0.01%+3,36013F-HRTimelineGroup
NWF Advisory Services Inc.44,993$2.28M0.21%+10,25513F-HRTimeline
Valmark Advisers, Inc.44,858$2.27M0.02%+6,05413F-HRTimeline
Perigon Wealth Management, LLC44,848$2.27M0.04%+6,14313F-HRTimeline
LJI Wealth Management, LLC44,735$2.26M0.32%+11,49013F-HRTimeline
Riggs Asset Managment Co. Inc.43,505$2.2M0.39%new13F-HRTimeline
NewEdge Advisors, LLC43,496$2.2M0.01%+30613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…42,837$2.17M<0.01%-26,01813F-HRTimelineGroup