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Disclosery

ICSH ISHARES TR

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SHS (fund)

444 managers (446 13F filers) reported a position in ICSH shares at 2025-03-31, 62,474,935 shares in all. 34 filers opened a position and 45 filers sold out during the quarter.

Managers
444
13F filers
446
New
34
Added
181
Reduced
157
Sold out
45
Shares held by filers
62,474,935

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GRIES FINANCIAL LLC23,027$1.17M0.23%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,888$1.16M<0.01%+5,46013F-HR/ATimelineGroup
Tradewinds Capital Management, LLC22,487$1.14M0.31%+16713F-HRTimeline
WHITTIER TRUST CO22,471$1.14M0.02%-77213F-HRTimeline
Aptus Capital Advisors, LLC21,964$1.11M0.01%+12,11313F-HRTimeline
Able Wealth Management LLC21,956$1.11M0.66%+2,87813F-HRTimeline
Davis Wealth Advisors, LLC21,677$1.1M1.24%+12,57313F-HRTimeline
Cresset Asset Management, LLC21,639$1.1M0.01%-4,86113F-HRTimeline
Johnson Bixby & Associates, LLC21,620$1.1M0.16%+4,28313F-HRTimeline
Perigon Wealth Management, LLC20,808$1.05M0.03%+1,29013F-HRTimeline
Boltwood Capital Management20,300$1.03M0.31%+40013F-HRTimeline
CGN Advisors LLC20,279$1.03M0.1%+1,39013F-HRTimeline
RFG Advisory, LLC20,087$1.02M0.03%-24013F-HRTimeline
Talon Private Wealth, LLC19,970$1.01M0.14%+65913F-HRTimeline
Heritage Trust Co19,837$1.01M0.12%013F-HRTimeline
CWA Asset Management Group, LLC19,761$1M0.05%+15,21113F-HRTimeline
Old North State Wealth Management, LLC19,256$977K0.54%+6,15113F-HRTimeline
Glass Jacobson Investment Advisors llc19,243$970K0.32%013F-HRTimeline
COUNTRY CLUB BANK19,127$969K0.07%+1,29513F-HRTimeline
Capital Advisors, Ltd. LLC18,789$953K0.13%-41013F-HRTimeline
Wick Capital Partners, LLC18,537$940K0.28%013F-HRTimeline
B & T Capital Management DBA Alpha Capi…18,356$931K0.18%+73013F-HRTimeline
Bristlecone Advisors, LLC18,330$929K0.08%+1,00013F-HRTimeline
Jaffetilchin Investment Partners, LLC17,948$910K0.07%-11613F-HRTimeline
KM Capital Management Ltd.17,525$889K0.48%-2,82713F-HRTimeline
Betterment LLC17,064$865K<0.01%+3,33413F-HRTimeline
Wealthfront Advisers LLC16,652$844K<0.01%+28713F-HRTimeline
Shepherd Financial Partners LLC16,261$824K0.1%-7,30613F-HRTimeline
Regal Investment Advisors LLC16,219$822K0.07%-60613F-HRTimeline
Farther Finance Advisors, LLC16,268$822K0.02%-3,39413F-HRTimeline
WESCAP Management Group, Inc.16,067$815K0.2%-4013F-HRTimeline
AlphaCore Capital LLC15,980$810K0.07%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,900$806K<0.01%-12213F-HRTimelineGroup
Clayton Financial Group LLC15,228$772K0.28%-1,43413F-HRTimeline
Round Rock Advisors LLC15,057$763K0.14%+3,43713F-HRTimeline
Integrated Wealth Concepts LLC14,893$755K0.01%+17113F-HRTimeline
Factor Wealth Management LTD14,870$754K0.23%+9013F-HRTimeline
NewEdge Wealth, LLC14,832$752K0.01%-1,76513F-HRTimeline
Bank of Marin14,778$749K0.95%+3,51213F-HRTimeline
Hexagon Capital Partners LLC14,470$734K0.14%-8613F-HRTimeline
TSFG, LLC14,432$732K0.15%-87413F-HRTimeline
Foundations Investment Advisors, LLC14,348$727K0.01%+3,49213F-HRTimeline
Landing Point Financial Group, LLC14,338$727K0.55%+9,31613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,267$723K0.02%new13F-HRTimelineGroup
Morningstar Investment Services LLCin group Morningstar Investment Manage…14,059$713K0.13%-1,72413F-HRTimelineGroup
Aprio Wealth Management, LLC14,045$712K0.09%-1,58713F-HRTimeline
Red Wave Investments LLC13,832$701K0.25%013F-HRTimeline
Sandy Cove Advisors, LLC13,739$697K0.28%+1,84513F-HRTimeline
Alpha Financial Partners LLC13,492$684K0.55%-4,37913F-HRTimeline
Octavia Wealth Advisors, LLC13,462$683K0.08%013F-HRTimeline
Roger Wittlin Investment Advisory, LLC13,242$671K0.39%-99113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC13,086$663K0.35%-84,89313F-HR/ATimeline
ELEVATE WEALTH ADVISORY, INC13,017$660K0.47%-78513F-HRTimeline
Grey Ledge Advisors, LLC12,765$647K0.17%new13F-HRTimeline
Pacific Center for Financial Services12,644$641K0.17%-3213F-HRTimeline
Physician Wealth Advisors, Inc.12,553$636K0.11%+11,55313F-HRTimeline
REGATTA CAPITAL GROUP, LLC12,436$631K0.12%+1,02113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.12,213$619K0.27%013F-HRTimeline
Beacon Pointe Advisors, LLC12,104$614K0.01%013F-HRTimeline
CVA Family Office, LLC12,015$609K0.09%+1,38413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…11,922$604K0.06%-3,28813F-HRTimelineGroup
SevenBridge Financial Group, LLC11,932$603K0.12%013F-HRTimeline
Southland Equity Partners LLC11,790$598K0.14%-1,04913F-HRTimeline
New Capital Management LP11,737$595K0.17%+26413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,550$586K0.01%-6,54213F-HRTimelineGroup
Capstone Financial Advisors, Inc.11,503$583K0.04%+8413F-HRTimeline
M Holdings Securities, Inc.11,500$583K0.1%+313F-HRTimeline
Coyle Financial Counsel LLC11,433$580K0.18%+1513F-HRTimeline
Prossimo Advisors, LLC11,329$574K0.43%013F-HRTimeline
Tilson Financial Group, Inc.11,299$573K0.23%+4013F-HRTimeline
Verum Partners LLC11,223$569K0.15%-56913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,223$569K0.1%+25013F-HRTimeline
CGC Financial Services, LLC11,197$568K0.22%-1,78313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC11,012$558K<0.01%+5,92113F-HRTimelineGroup
Mascoma Wealth Management LLC10,949$555K0.14%+23513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO10,874$551K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.10,861$551K0.02%+3,28913F-HRTimeline
Investment Planning Advisors, Inc.10,800$548K0.22%+41513F-HRTimeline
Orion Porfolio Solutions, LLC10,746$545K0.01%+4,82413F-HRTimeline
Orion Portfolio Solutions, LLC10,746$545K0.01%+4,82413F-HR/ATimeline
Certified Advisory Corp10,603$538K0.06%-1,67313F-HRTimeline
Madison Park Capital Advisors, LLC10,191$517K0.45%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,093$512K<0.01%+2,16513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources10,000$507K<0.01%-74513F-HRTimelineGroup
Matrix Trust Co9,775$496K0.08%-9,18013F-HRTimeline
Probity Advisors, Inc.9,750$494K0.09%013F-HRTimeline
REDW Wealth LLC9,721$493K0.18%-1,10413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC9,513$482K0.09%-55013F-HRTimeline
Pine Haven Investment Counsel, Inc9,425$478K0.4%-2,19513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,408$477K0.04%+1713F-HRTimeline
Applied Capital LLC9,293$471K0.23%new13F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV9,241$469K0.2%-47613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.9,170$465K0.02%-7513F-HRTimeline
Quadrant Private Wealth Management, LLC9,040$458K0.11%-5013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,028$458K<0.01%new13F-HRTimelineGroup
Seed Wealth Management, Inc.9,000$456K0.37%-20,00013F-HRTimeline
Clearwater Capital Advisors, LLC8,991$456K0.04%-65313F-HRTimeline
Copia Wealth Management8,935$453K0.42%013F-HRTimeline
Nvest Financial, LLC8,900$451K0.24%013F-HRTimeline
EWG Elevate Inc.8,761$444K0.17%+1,05813F-HRTimeline
Leading Edge Financial Planning LLC8,704$441K0.14%-24613F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC8,667$439K0.33%013F-HRTimeline
Courage Miller Partners, LLC8,645$438K0.15%-6,55513F-HRTimeline
Fortis Advisors, LLC8,530$432K0.28%+6413F-HRTimeline
BLAIR WILLIAM & CO/IL8,345$423K<0.01%+113F-HRTimeline
MAI Capital Management8,242$418K<0.01%-71113F-HRTimeline
SCOTIA CAPITAL INC.8,197$416K<0.01%-18,54313F-HRTimeline
Wealthspire Advisors, LLC8,162$414K<0.01%-4,35613F-HRTimeline
Strategic Blueprint, LLC7,984$405K0.02%-80313F-HRTimeline
WNY Asset Management, LLC7,932$402K0.05%013F-HRTimeline
NorthCoast Asset Management LLC7,790$395K<0.01%013F-HR/ATimeline
Baker Avenue Asset Management, LP7,709$391K0.01%-1,22613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,668$389K0.01%+1913F-HRTimelineGroup
NWF Advisory Services Inc.7,631$387K0.05%-42213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,595$385K<0.01%+61513F-HRTimelineGroup
Alley Investment Management Company, LLC7,593$385K0.05%013F-HRTimeline
Everstar Asset Management, LLC7,575$384K0.25%-1,50013F-HR/ATimeline
Dynamic Advisor Solutions LLC7,420$376K0.01%new13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC7,383$373K0.04%+1,59213F-HRTimelineGroup
Smartleaf Asset Management LLC7,302$370K0.04%new13F-HRTimeline
CONDOR CAPITAL MANAGEMENT7,210$366K0.03%+5213F-HRTimeline
Violich Capital Management, Inc.7,060$358K0.05%013F-HRTimeline
White Lighthouse Investment Management …7,000$355K0.06%013F-HRTimeline
Charter Oak Capital Management, LLC6,851$347K0.03%013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,791$344K0.03%013F-HRTimelineGroup
Argent Advisors, Inc.6,778$344K0.11%+63213F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC6,775$343K0.06%new13F-HRTimeline
Consolidated Portfolio Review Corp6,753$342K0.05%+1313F-HRTimeline
Klingman & Associates, LLC6,723$341K0.02%new13F-HRTimeline
Hopwood Financial Services, Inc.6,640$337K0.26%013F-HRTimeline
Legacy Capital Group California, Inc.6,582$334K0.12%-1813F-HRTimeline
Guardian Partners Inc.6,595$334K0.03%013F-HRTimeline
Accurate Wealth Management, LLC6,471$327K0.06%-20313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,401$325K0.01%013F-HRTimeline
Dunhill Financial, LLC6,399$324K0.15%new13F-HRTimeline
Turning Point Benefit Group, Inc.6,345$321K0.3%-4,79813F-HRTimeline
Ridgeline Wealth, LLC6,283$319K0.27%-15,64913F-HRTimeline
Koshinski Asset Management, Inc.6,170$313K0.03%-2,16213F-HRTimeline
YHB Investment Advisors, Inc.6,152$312K0.03%+77513F-HRTimeline
Perennial Investment Advisors, LLC6,000$304K0.03%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,873$297K<0.01%013F-HR/ATimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,856$297K0.14%+613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,821$295K0.04%+39813F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA5,800$294K0.07%013F-HRTimeline
Heck Capital Advisors, LLC5,781$293K0.03%-52513F-HRTimeline
ATWOOD & PALMER INC5,777$293K0.02%-8,00013F-HRTimeline
Spectrum Planning & Advisory Services I…5,683$288K0.24%-2913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,582$283K<0.01%new13F-HRTimelineGroup
PROFFITT & GOODSON INC5,383$273K0.04%+2,52313F-HRTimeline
Sequoia Financial Advisors, LLC5,360$272K<0.01%new13F-HRTimeline
Lifelong Wealth Advisors, Inc.5,353$271K0.13%-2713F-HRTimeline
SAGE RHINO CAPITAL LLC5,348$271K0.06%+313F-HRTimeline
Avior Wealth Management, LLC5,335$270K0.01%+1,97513F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,180$263K0.11%013F-HRTimeline
Aspen Wealth Strategies, LLC5,125$260K0.17%-57013F-HRTimeline
Spinnaker Investment Group, LLC5,098$258K0.06%new13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.5,075$257K0.12%new13F-HRTimeline
NORDEN GROUP LLC5,060$257K0.03%013F-HRTimeline
Armstrong, Fleming & Moore, Inc5,000$254K0.31%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,993$253K<0.01%+61613F-HRTimelineGroup
TD Waterhouse Canada Inc.5,000$252K<0.01%-11,00013F-HRTimeline
Aerodigm Wealth, LLC4,947$251K0.14%new13F-HRTimeline
SageView Advisory Group, LLC4,814$244K0.01%-43113F-HRTimeline
Advisors Asset Management, Inc.4,770$242K<0.01%-1,85513F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV4,756$241K<0.01%-3,51413F-HRTimeline
M1 Capital Management LLC4,729$240K0.15%013F-HRTimeline
Eagle Bay Advisors LLC4,643$235K0.2%-2613F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,526$229K0.04%-113F-HRTimeline
HB Wealth Management, LLC4,524$229K<0.01%013F-HRTimeline
HF Advisory Group, LLC4,353$221K0.1%-79413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,358$220K<0.01%013F-HRTimelineGroup
Clarius Group, LLC4,327$219K0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,326$219K<0.01%new13F-HRTimelineGroup
Carl P. Sherr & Co., LLC4,324$219K0.12%new13F-HRTimeline
Peregrine Asset Advisers, Inc.4,277$217K0.08%013F-HRTimeline
NWAM LLC4,274$217K0.02%-8613F-HRTimeline
COMERICA BANK4,266$216K<0.01%-80713F-HRTimeline
Empower Advisory Group, LLC4,114$209K<0.01%-1,30613F-HRTimeline
Flavin Financial Services, Inc.4,042$205K0.19%013F-HR/ATimeline
SeaCrest Wealth Management, LLC4,021$204K0.02%013F-HRTimeline
Galilei Investment Office LLP4,000$203K0.11%013F-HRTimeline
BLB&B Advisors, LLC3,999$203K0.01%013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…3,966$201K0.09%013F-HRTimeline
Financial Perspectives, Inc3,961$201K0.07%+2213F-HRTimeline
WINNACLE WEALTH LLC3,825$194K0.18%-31,43013F-HRTimeline
AMERIFLEX GROUP, INC.3,600$183K0.07%-95013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,308$168K<0.01%+30613F-HRTimelineGroup
Geneos Wealth Management Inc.3,215$163K<0.01%+2,07113F-HRTimeline
Knights of Columbus Asset Advisors LLC3,166$161K0.01%013F-HRTimeline
Blue Trust, Inc.3,111$158K<0.01%-39313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,026$153K<0.01%-20013F-HRTimeline
Avalon Trust Co2,927$148K0.01%+2,00013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,544$129K<0.01%+1,65313F-HRTimelineGroup
NFSG Corp2,500$127K0.03%-3,13013F-HRTimeline
Wells Financial Advisors INC2,495$126K0.17%-11,84013F-HRTimeline
Pilgrim Partners Asia Pte Ltd2,320$118K0.11%013F-HRTimeline
Creekmur Asset Management LLC1,549$78.5K0.02%013F-HRTimeline
Bogart Wealth, LLC1,525$77.3K<0.01%+53513F-HRTimeline
WASHINGTON TRUST Co1,500$76K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,450$73.5K0.01%+45013F-HRTimeline