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Disclosery

ICSH ISHARES TR

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SHS (fund)

462 managers (465 13F filers) reported a position in ICSH shares at 2024-12-31, 58,121,868 shares in all. 41 filers opened a position and 23 filers sold out during the quarter.

Managers
462
13F filers
465
New
41
Added
163
Reduced
164
Sold out
23
Shares held by filers
58,121,868

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Coppell Advisory Solutions LLC24,765$1.25M0.17%-2,80713F-HRTimeline
Financial Advocates Investment Manageme…24,605$1.24M0.07%new13F-HRTimeline
Emerald Advisors, LLC24,590$1.24M0.17%+16,52313F-HRTimeline
Atria Wealth Solutions, Inc.24,379$1.23M0.01%+19,66913F-HRTimeline
Shepherd Financial Partners LLC23,567$1.19M0.14%+4,50313F-HRTimeline
Long Run Wealth Advisors, LLC23,375$1.18M0.28%-21,75413F-HRTimeline
WHITTIER TRUST CO23,243$1.17M0.02%-1,57013F-HRTimeline
GRIES FINANCIAL LLC23,027$1.16M0.21%013F-HRTimeline
Tradewinds Capital Management, LLC22,320$1.13M0.3%+37313F-HRTimeline
Ridgeline Wealth, LLC21,932$1.11M0.9%13F-HRTimeline
Krilogy Financial LLC21,095$1.06M0.07%new13F-HRTimeline
Riggs Capital Management LLC20,455$1.03M1.01%13F-HRTimeline
KM Capital Management Ltd.20,352$1.03M0.53%-3,60613F-HRTimeline
RFG Advisory, LLC20,327$1.03M0.03%+6,00413F-HRTimeline
Boltwood Capital Management19,900$1M0.31%+50013F-HRTimeline
Bray Capital Advisors19,860$1M0.27%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…19,856$1M0.03%+7,45113F-HRTimelineGroup
Heritage Trust Co19,837$1M0.12%13F-HRTimeline
Farther Finance Advisors, LLC19,662$992K0.04%-2,33313F-HRTimeline
Perigon Wealth Management, LLC19,518$986K0.02%+8513F-HRTimeline
Talon Private Wealth, LLC19,311$974K0.2%+10,20613F-HR/ATimeline
Glass Jacobson Investment Advisors llc19,243$970K0.32%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Advisors, Ltd. LLC19,199$968K0.12%-1,61513F-HRTimeline
Able Wealth Management LLC19,078$962K0.63%new13F-HRTimeline
Matrix Trust Co18,955$956K0.17%-3,08613F-HRTimeline
CGN Advisors LLC18,889$953K0.09%+1,36913F-HRTimeline
Wick Capital Partners, LLC18,537$935K0.28%+2,33213F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,092$912K0.01%-5,61813F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC18,064$911K0.07%-2,39813F-HRTimeline
Alpha Financial Partners LLC17,871$901K0.71%new13F-HRTimeline
COUNTRY CLUB BANK17,832$899K0.06%-55,39513F-HRTimeline
B & T Capital Management DBA Alpha Capi…17,626$889K0.16%+5,37513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,428$879K<0.01%+8,42513F-HRTimelineGroup
Johnson Bixby & Associates, LLC17,337$874K0.13%new13F-HRTimeline
Bristlecone Advisors, LLC17,330$874K0.07%013F-HRTimeline
GTS SECURITIES LLC17,023$858K0.04%new13F-HRTimeline
Regal Investment Advisors LLC16,825$848K0.06%-22813F-HRTimeline
Clayton Financial Group LLC16,662$840K0.3%+56613F-HRTimeline
NewEdge Wealth, LLC16,597$837K0.01%-9,60013F-HRTimeline
Wealthfront Advisers LLC16,365$825K<0.01%+1,67113F-HR/ATimeline
WESCAP Management Group, Inc.16,107$812K0.2%-29813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,022$808K<0.01%-3,26613F-HRTimelineGroup
TD Waterhouse Canada Inc.16,000$807K0.01%+11,00013F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…15,783$796K0.07%-300,83213F-HRTimelineGroup
Bulltick Wealth Management, LLC15,650$789K0.19%-187,77913F-HRTimeline
Aprio Wealth Management, LLC15,632$788K0.12%-2,92013F-HRTimeline
TSFG, LLC15,306$772K0.16%-73513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…15,210$767K0.08%-99013F-HRTimelineGroup
Courage Miller Partners, LLC15,200$767K0.26%013F-HRTimeline
Factor Wealth Management LTD14,780$745K0.25%13F-HRTimeline
Integrated Wealth Concepts LLC14,722$742K0.01%new13F-HRTimeline
Hexagon Capital Partners LLC14,556$734K0.13%-42013F-HRTimeline
Wells Financial Advisors INC14,335$723K0.99%-37613F-HRTimeline
Roger Wittlin Investment Advisory, LLC14,233$718K0.4%-11,38113F-HRTimeline
Red Wave Investments LLC13,832$698K0.24%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC13,802$696K0.52%+73813F-HRTimeline
ATWOOD & PALMER INC13,777$695K0.05%-50013F-HRTimeline
Betterment LLC13,730$692K<0.01%-9,46613F-HRTimeline
Octavia Wealth Advisors, LLC13,462$679K0.08%-25813F-HRTimeline
Old North State Wealth Management, LLC13,105$661K0.37%+84813F-HRTimeline
CGC Financial Services, LLC12,980$655K0.26%+24613F-HRTimeline
Southland Equity Partners LLC12,839$647K0.15%+50013F-HRTimeline
Evanson Asset Management, LLC12,685$640K0.04%013F-HRTimeline
Pacific Center for Financial Services12,676$639K0.16%-4,76513F-HRTimeline
HRT FINANCIAL LP12,541$632K<0.01%-16,01013F-HRTimeline
Wealthspire Advisors, LLC12,518$631K0.01%-68913F-HRTimeline
Certified Advisory Corp12,276$619K0.07%-1,38313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.12,213$616K0.29%013F-HRTimeline
Jackson Creek Investment Advisors LLC12,139$612K0.18%new13F-HRTimeline
Beacon Pointe Advisors, LLC12,104$610K0.01%+7,08013F-HRTimeline
SevenBridge Financial Group, LLC11,932$603K0.11%013F-HRTimeline
Sandy Cove Advisors, LLC11,894$600K0.24%+13413F-HRTimeline
Verum Partners LLC11,792$595K0.17%-3,39613F-HRTimeline
Arkos Global Advisors11,724$591K0.09%013F-HRTimeline
Round Rock Advisors LLC11,620$586K0.12%+4,49013F-HRTimeline
Pine Haven Investment Counsel, Inc11,620$586K0.48%+82013F-HRTimeline
M Holdings Securities, Inc.11,497$580K0.09%new13F-HR/ATimeline
New Capital Management LP11,473$579K0.17%-5213F-HRTimeline
Capstone Financial Advisors, Inc.11,419$576K0.04%+7513F-HRTimeline
Coyle Financial Counsel LLC11,418$576K0.18%+86213F-HRTimeline
REGATTA CAPITAL GROUP, LLC11,415$576K0.11%-8013F-HRTimeline
Prossimo Advisors, LLC11,329$571K0.41%013F-HRTimeline
Bank of Marin11,266$568K0.45%+59613F-HRTimeline
Tilson Financial Group, Inc.11,259$568K0.23%013F-HRTimeline
Turning Point Benefit Group, Inc.11,143$562K0.53%13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…10,973$553K0.09%+27213F-HRTimeline
Foundations Investment Advisors, LLC10,856$547K0.01%new13F-HRTimeline
REDW Wealth LLC10,825$546K0.19%-2,30813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources10,745$542K<0.01%+74513F-HRTimelineGroup
Mascoma Wealth Management LLC10,714$540K0.14%-28113F-HRTimeline
CVA Family Office, LLC10,631$536K0.08%new13F-HRTimeline
Investment Planning Advisors, Inc.10,385$524K0.23%-1,03513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,114$510K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,084$509K<0.01%-212,12013F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC10,063$507K0.09%+24113F-HRTimeline
Aptus Capital Advisors, LLC9,851$497K0.01%+6013F-HRTimeline
Probity Advisors, Inc.9,750$492K0.09%013F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV9,717$490K0.23%-31013F-HRTimeline
Clearwater Capital Advisors, LLC9,644$486K0.05%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,391$474K0.03%-3,22413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,245$466K0.02%+5913F-HRTimeline
CHOREO, LLC9,188$463K0.01%-17713F-HRTimeline
Davis Wealth Advisors, LLC9,104$459K0.5%13F-HRTimeline
Quadrant Private Wealth Management, LLC9,090$458K0.11%-6413F-HRTimeline
Everstar Asset Management, LLC9,075$458K0.32%-50013F-HRTimeline
MAI Capital Management8,953$451K<0.01%new13F-HRTimeline
Leading Edge Financial Planning LLC8,950$451K0.15%-4,08913F-HRTimeline
Baker Avenue Asset Management, LP8,935$451K0.01%new13F-HRTimeline
NIA IMPACT ADVISORS, LLC8,935$451K0.15%013F-HRTimeline
Copia Wealth Management8,935$451K0.43%13F-HRTimeline
Nvest Financial, LLC8,900$449K0.23%new13F-HRTimeline
Strategic Blueprint, LLC8,787$443K0.03%-64713F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC8,667$437K0.37%013F-HRTimeline
Sugarloaf Wealth Management, LLC8,636$436K0.08%+2,98913F-HRTimeline
Fortis Advisors, LLC8,466$427K0.28%+14113F-HRTimeline
BLAIR WILLIAM & CO/IL8,344$421K<0.01%-19813F-HRTimeline
Koshinski Asset Management, Inc.8,332$420K0.04%+20313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,270$417K<0.01%-103,97613F-HRTimeline
NWF Advisory Services Inc.8,053$406K0.06%new13F-HRTimeline
Accelerate Investment Advisors LLC8,032$405K0.36%+1,15813F-HRTimeline
WNY Asset Management, LLC7,932$400K0.05%-3,44913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,928$400K<0.01%+90413F-HRTimelineGroup
NorthCoast Asset Management LLC7,790$393K<0.01%013F-HR/ATimeline
EWG Elevate Inc.7,703$388K0.12%+1,04413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,649$386K0.01%+5113F-HRTimelineGroup
Alley Investment Management Company, LLC7,593$383K0.05%-2213F-HRTimeline
HARBOUR INVESTMENTS, INC.7,572$382K0.01%+1813F-HRTimeline
Optas, LLC7,300$368K0.08%+2,30013F-HRTimeline
CONDOR CAPITAL MANAGEMENT7,158$361K0.03%+19013F-HRTimeline
Violich Capital Management, Inc.7,060$356K0.05%-3,50013F-HRTimeline
White Lighthouse Investment Management …7,000$353K0.06%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,980$352K<0.01%+76813F-HRTimelineGroup
Charter Oak Capital Management, LLC6,851$345K0.03%013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,791$342K0.03%new13F-HRTimelineGroup
Consolidated Portfolio Review Corp6,740$340K0.05%013F-HRTimeline
EP Wealth Advisors, LLC6,702$338K<0.01%new13F-HRTimeline
Accurate Wealth Management, LLC6,674$337K0.06%-5413F-HRTimeline
Hopwood Financial Services, Inc.6,640$335K0.25%13F-HRTimeline
Thompson David Blair6,640$335K0.24%13F-HRTimeline
ZEGA Investments, LLC6,602$334K0.1%13F-HRTimeline
Advisors Asset Management, Inc.6,625$334K0.01%-2,24413F-HR/ATimeline
Guardian Partners Inc.6,595$333K0.03%13F-HRTimeline
Legacy Capital Group California, Inc.6,600$333K0.1%+513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,401$323K0.01%-98813F-HRTimeline
Heck Capital Advisors, LLC6,306$318K0.04%-49013F-HR/ATimeline
Argent Advisors, Inc.6,146$310K0.11%+50113F-HRTimeline
Allie Family Office LLC6,000$303K0.17%013F-HRTimeline
Orion Porfolio Solutions, LLC5,922$299K<0.01%-3,10813F-HRTimeline
Orion Portfolio Solutions, LLC5,922$299K<0.01%-3,10813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,873$297K<0.01%+16713F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC5,874$296K0.01%013F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,850$295K0.14%-1,68713F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA5,800$292K0.07%-3,47413F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC5,791$292K0.03%new13F-HRTimelineGroup
Vise Technologies, Inc.5,789$292K0.02%-42313F-HRTimeline
Spectrum Planning & Advisory Services I…5,712$288K0.25%+80613F-HRTimeline
Aspen Wealth Strategies, LLC5,695$287K0.18%-15713F-HRTimeline
Strategic Wealth Partners, Ltd.5,669$286K0.02%-84,60813F-HRTimeline
NFSG Corp5,630$284K0.07%-96013F-HRTimeline
Independent Solutions Wealth Management…5,459$275K0.06%-30,39913F-HRTimeline
B. Riley Wealth Advisors, Inc.5,425$274K0.01%-37013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,423$273K0.04%new13F-HRTimeline
Empower Advisory Group, LLC5,420$273K<0.01%+1,30613F-HRTimeline
Cornerstone Management, Inc.5,398$272K0.05%-76,61613F-HRTimeline
Lifelong Wealth Advisors, Inc.5,380$271K0.12%13F-HRTimeline
YHB Investment Advisors, Inc.5,377$271K0.02%-5,83313F-HRTimeline
SAGE RHINO CAPITAL LLC5,345$270K0.06%-42413F-HRTimeline
SageView Advisory Group, LLC5,245$265K0.01%-1,14313F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,180$261K0.11%-60013F-HRTimeline
Rossby Financial, LCC5,171$261K0.17%13F-HRTimeline
HF Advisory Group, LLC5,147$260K0.12%-34813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,091$257K<0.01%-3,88313F-HRTimelineGroup
COMERICA BANK5,073$256K<0.01%-43013F-HR/ATimeline
NORDEN GROUP LLC5,060$255K0.03%-75413F-HRTimeline
Landing Point Financial Group, LLC5,022$254K0.19%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB5,000$252K0.01%013F-HRTimeline
LMCG INVESTMENTS, LLC5,000$252K0.02%new13F-HRTimeline
M1 Capital Management LLC4,729$238K0.13%13F-HRTimeline
Causey Wealth LLC4,725$238K0.14%13F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP4,699$237K0.01%new13F-HRTimeline
Eagle Bay Advisors LLC4,669$235K0.15%013F-HRTimeline
Bell Investment Advisors, Inc4,635$234K0.04%-6,91913F-HRTimeline
AMERIFLEX GROUP, INC.4,550$230K0.11%13F-HRTimeline
CWA Asset Management Group, LLC4,550$229K0.01%new13F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,527$228K0.04%-69413F-HRTimeline
HB Wealth Management, LLC4,524$228K<0.01%-3,69513F-HRTimeline
United Advisor Group, LLC4,407$222K0.04%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,377$221K<0.01%+2,16713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,358$220K<0.01%-3,30413F-HRTimelineGroup
NWAM LLC4,360$220K0.01%+11413F-HRTimeline
Clarius Group, LLC4,327$218K0.01%013F-HRTimeline
Blankinship & Foster, LLC4,319$218K0.05%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC4,305$217K0.11%013F-HRTimeline
Peregrine Asset Advisers, Inc.4,277$216K0.08%013F-HRTimeline
Bison Wealth, LLC4,140$209K0.03%13F-HRTimeline
Snowden Capital Advisors LLC4,056$205K0.01%+6613F-HRTimeline
Flavin Financial Services, Inc.4,042$204K0.19%13F-HR/ATimeline
SeaCrest Wealth Management, LLC4,021$203K0.02%013F-HRTimeline
Keystone Financial Group4,006$202K0.02%-1,19013F-HRTimeline
Galilei Investment Office LLP4,000$202K0.1%13F-HRTimeline