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Disclosery

ICSH ISHARES TR

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SHS (fund)

454 managers (455 13F filers) reported a position in ICSH shares at 2025-06-30, 63,886,471 shares in all. 37 filers opened a position and 32 filers sold out during the quarter.

Managers
454
13F filers
455
New
37
Added
174
Reduced
170
Sold out
32
Shares held by filers
63,886,471

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Fusion Capital, LLC29,026$1.47M0.5%-66213F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC28,807$1.46M0.25%-5,65713F-HRTimeline
BCGM Wealth Management, LLC28,684$1.45M0.41%-1,16913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,815$1.41M<0.01%+4,92713F-HRTimelineGroup
WealthShield Partners, LLC27,004$1.37M0.17%-62913F-HRTimeline
Long Run Wealth Advisors, LLC26,331$1.34M0.28%-1,06513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/24,281$1.23M<0.01%-13,08413F-HRTimelineGroup
GRIES FINANCIAL LLC23,027$1.17M0.21%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,955$1.16M0.01%+11,40513F-HRTimelineGroup
Tradewinds Capital Management, LLC22,748$1.15M0.29%+26113F-HRTimeline
BANK OF HAWAII22,121$1.12M0.06%-21,30613F-HRTimeline
Aptus Capital Advisors, LLC22,103$1.12M0.01%+13913F-HRTimeline
Arista Wealth Management, LLC21,801$1.11M0.15%new13F-HRTimeline
NWF Advisory Services Inc.21,633$1.1M0.13%+14,00213F-HRTimeline
Factor Wealth Management LTD21,432$1.09M0.3%+6,56213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.21,350$1.08M0.08%-1,97513F-HRTimeline
Proficio Capital Partners LLC21,284$1.08M0.07%-12,89513F-HRTimeline
Davis Wealth Advisors, LLC21,101$1.07M1.14%-57613F-HRTimeline
Perigon Wealth Management, LLC20,827$1.06M0.02%+1913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,812$1.06M<0.01%+11,78413F-HRTimelineGroup
Farther Finance Advisors, LLC20,739$1.05M0.02%+4,47113F-HRTimeline
COUNTRY CLUB BANK20,367$1.03M0.06%+1,24013F-HRTimeline
Boltwood Capital Management20,300$1.03M0.29%013F-HRTimeline
Emerald Advisors, LLC20,297$1.03M0.13%-5,96013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …20,077$1.02M0.07%new13F-HR/ATimeline
EVERETT HARRIS & CO /CA/20,000$1.01M0.01%new13F-HRTimeline
Heritage Trust Co19,837$1.01M0.12%013F-HRTimeline
CWA Asset Management Group, LLC19,652$997K0.04%-10913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,355$982K<0.01%+3,45513F-HR/ATimelineGroup
Glass Jacobson Investment Advisors llc19,243$976K0.38%013F-HRTimeline
NewEdge Wealth, LLC18,862$954K0.01%+4,03013F-HRTimeline
Burt Wealth Advisors18,358$931K0.21%new13F-HRTimeline
Bristlecone Advisors, LLC18,330$930K0.08%013F-HRTimeline
Jaffetilchin Investment Partners, LLC17,734$899K0.06%-21413F-HRTimeline
Wick Capital Partners, LLC6,427$897K0.23%-12,11013F-HRTimeline
J.Safra Asset Management Corp17,648$895K0.06%new13F-HR/ATimeline
WHITTIER TRUST CO17,521$888K0.01%-4,95013F-HRTimeline
Jackson Creek Investment Advisors LLC17,179$871K0.23%-6,34813F-HRTimeline
Wealthfront Advisers LLC16,983$861K<0.01%+33113F-HRTimeline
Capital Advisors, Ltd. LLC16,914$858K0.11%-1,87513F-HRTimeline
Regal Investment Advisors LLC16,013$812K0.06%-20613F-HRTimeline
Sandy Cove Advisors, LLC15,983$810K0.29%+2,24413F-HRTimeline
Madison Park Capital Advisors, LLC15,969$810K0.68%+5,77813F-HRTimeline
Shepherd Financial Partners LLC15,929$808K0.09%-33213F-HRTimeline
Park Place Capital Corp15,983$807K0.18%new13F-HRTimeline
Round Rock Advisors LLC15,800$801K0.14%+74313F-HRTimeline
WESCAP Management Group, Inc.15,670$795K0.18%-39713F-HRTimeline
Old North State Wealth Management, LLC15,513$787K0.41%-3,74313F-HRTimeline
ELEVATE WEALTH ADVISORY, INC15,418$782K0.56%+2,40113F-HRTimeline
KM Capital Management Ltd.14,992$760K0.38%-2,53313F-HRTimeline
Integrated Wealth Concepts LLC14,802$751K0.01%-9113F-HRTimeline
Bank of Marin14,476$734K0.55%-30213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,342$727K0.01%+4,24913F-HRTimelineGroup
AlphaCore Capital LLC14,204$720K0.03%-1,77613F-HRTimeline
REGATTA CAPITAL GROUP, LLC14,107$715K0.12%+1,67113F-HRTimeline
TAGStone Capital, Inc.14,073$712K0.29%-20,24813F-HRTimeline
TSFG, LLC13,972$709K0.13%-46013F-HRTimeline
Arkadios Wealth Advisors13,929$706K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.13,774$698K0.02%+2,91313F-HRTimeline
Red Wave Investments LLC13,734$696K0.23%-9813F-HRTimeline
Aprio Wealth Management, LLC13,596$689K0.08%-44913F-HRTimeline
Coppell Advisory Solutions LLC13,571$688K0.08%new13F-HR/ATimeline
Grey Ledge Advisors, LLC12,765$647K0.16%013F-HRTimeline
Pacific Center for Financial Services12,624$640K0.17%-2013F-HRTimeline
Cresset Asset Management, LLC12,499$634K<0.01%-9,14013F-HR/ATimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC12,494$634K0.11%+2,98113F-HRTimeline
Coyle Financial Counsel LLC12,361$627K0.17%+92813F-HRTimeline
RFG Advisory, LLC12,299$624K0.01%-7,78813F-HRTimeline
CVA Family Office, LLC12,227$620K0.09%+21213F-HRTimeline
Physician Wealth Advisors, Inc.12,219$620K0.1%-33413F-HRTimeline
Beacon Pointe Advisors, LLC12,104$614K0.01%013F-HRTimeline
Impact Partnership Wealth, LLC11,953$606K0.11%new13F-HRTimeline
SevenBridge Financial Group, LLC11,932$604K0.11%013F-HRTimeline
Southland Equity Partners LLC11,793$598K0.13%+313F-HRTimeline
Hexagon Capital Partners LLC11,774$597K0.13%-2,69613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC11,715$594K0.26%-1,37113F-HRTimeline
Matrix Trust Co11,485$582K0.09%+1,71013F-HRTimeline
Tilson Financial Group, Inc.11,430$580K0.22%+13113F-HRTimeline
Base Wealth Management LLC11,424$579K0.37%-18,14113F-HRTimeline
Texas Yale Capital Corp.11,400$578K0.02%-40,00013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,349$576K0.09%+12613F-HRTimeline
Prossimo Advisors, LLC11,329$574K0.46%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.11,250$570K0.22%-96313F-HRTimeline
49 WEALTH MANAGEMENT, LLC11,220$569K0.06%-21,90113F-HRTimeline
CGC Financial Services, LLC11,211$569K0.19%+1413F-HRTimeline
Applied Capital LLC11,153$566K0.25%+1,86013F-HRTimeline
Capstone Financial Advisors, Inc.10,967$556K0.03%-53613F-HRTimeline
Mascoma Wealth Management LLC10,952$555K0.13%+313F-HRTimeline
Orion Porfolio Solutions, LLC10,811$548K<0.01%+6513F-HR/ATimeline
OLD MISSION CAPITAL LLC10,747$545K0.01%new13F-HRTimeline
Roger Wittlin Investment Advisory, LLC10,727$544K0.3%-2,51513F-HRTimeline
Sovran Advisors, LLC10,709$541K0.06%new13F-HRTimeline
CEERA INVESTMENTS, LLC10,570$536K0.16%-48,76013F-HRTimeline
Certified Advisory Corp10,544$535K0.06%-5913F-HRTimeline
REDW Wealth LLC10,529$534K0.21%+80813F-HRTimeline
Johnson Bixby & Associates, LLC10,243$519K0.07%-11,37713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources10,000$507K<0.01%013F-HRTimelineGroup
New Capital Management LP9,995$507K0.14%-1,74213F-HRTimeline
Verum Partners LLC9,925$503K0.12%-1,29813F-HRTimeline
MBE Wealth Management, LLC9,841$499K0.22%new13F-HRTimeline
Octavia Wealth Advisors, LLC9,633$488K0.06%-3,82913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…9,596$487K0.05%-2,32613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,435$478K0.03%+2713F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV9,297$471K0.19%+5613F-HRTimeline
AE Wealth Management LLC9,176$465K<0.01%+8,65613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,142$464K0.01%+3,56013F-HRTimelineGroup
Copia Wealth Management8,935$453K0.38%013F-HRTimeline
WNY Asset Management, LLC8,929$453K0.05%+99713F-HRTimeline
Nvest Financial, LLC8,900$451K0.24%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,723$442K0.02%+1,05513F-HRTimelineGroup
EWG Elevate Inc.8,693$441K0.14%-6813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC8,667$440K0.35%013F-HRTimeline
Fortis Advisors, LLC8,628$438K0.28%+9813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.8,513$432K0.02%-65713F-HRTimeline
SCOTIA CAPITAL INC.8,422$427K<0.01%+22513F-HRTimeline
PFG Advisors8,400$426K0.02%new13F-HRTimeline
Argent Advisors, Inc.8,367$424K0.13%+1,58913F-HRTimeline
Pine Haven Investment Counsel, Inc8,129$412K0.32%-1,29613F-HRTimeline
Seed Wealth Management, Inc.8,000$406K0.3%-1,00013F-HRTimeline
Investment Planning Advisors, Inc.7,976$404K0.14%-2,82413F-HRTimeline
Arax Advisory Partners7,881$400K0.02%-379,47013F-HRTimeline
Clearwater Capital Advisors, LLC7,797$395K0.04%-1,19413F-HRTimeline
NorthCoast Asset Management LLC7,790$395K<0.01%013F-HRTimeline
Leading Edge Financial Planning LLC7,692$390K0.11%-1,01213F-HRTimeline
Heck Capital Advisors, LLC7,627$387K0.03%+1,84613F-HRTimeline
Everstar Asset Management, LLC7,575$384K0.23%013F-HRTimeline
Strategic Blueprint, LLC7,405$376K0.02%-57913F-HRTimeline
BlueChip Wealth Advisors LLC7,400$375K0.17%new13F-HRTimeline
Alley Investment Management Company, LLC7,393$375K0.05%-20013F-HRTimeline
Courage Miller Partners, LLC7,348$373K0.12%-1,29713F-HRTimeline
BLAIR WILLIAM & CO/IL7,344$372K<0.01%-1,00113F-HRTimeline
Charter Oak Capital Management, LLC7,340$372K0.03%+48913F-HRTimeline
CONDOR CAPITAL MANAGEMENT7,286$369K0.03%+7613F-HRTimeline
Sequoia Financial Advisors, LLC7,060$358K<0.01%+1,70013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,058$358K0.01%new13F-HRTimelineGroup
White Lighthouse Investment Management …7,000$355K0.06%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,971$354K<0.01%-62413F-HRTimelineGroup
MAI Capital Management6,893$350K<0.01%-1,34913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,791$344K0.03%013F-HRTimelineGroup
BridgePort Financial Solutions, LLC6,772$343K0.11%new13F-HRTimeline
Consolidated Portfolio Review Corp6,740$342K0.05%-1313F-HRTimeline
Guardian Partners Inc.6,745$341K0.03%+15013F-HRTimeline
Klingman & Associates, LLC6,723$341K0.02%013F-HRTimeline
COMERICA BANK6,709$340K<0.01%+2,44313F-HRTimeline
Hopwood Financial Services, Inc.6,640$337K0.26%013F-HRTimeline
Legacy Capital Group California, Inc.6,629$336K0.09%+4713F-HRTimeline
Quadrant Private Wealth Management, LLC6,482$329K0.07%-2,55813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,401$325K0.01%013F-HRTimeline
Accurate Wealth Management, LLC6,353$321K0.05%-11813F-HRTimeline
Koshinski Asset Management, Inc.6,238$316K0.02%+6813F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC6,017$304K0.03%-1,36613F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA5,800$294K0.06%013F-HRTimeline
Betterment LLC5,733$291K<0.01%-11,33113F-HRTimeline
YHB Investment Advisors, Inc.5,727$290K0.02%-42513F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC5,665$287K0.05%-1,11013F-HRTimeline
WEALTHSPAN PARTNERS, LLC5,594$284K0.12%new13F-HRTimeline
Dunhill Financial, LLC5,569$282K0.08%-83013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,517$280K0.04%-30413F-HRTimeline
Perennial Investment Advisors, LLC5,468$277K0.03%-53213F-HRTimeline
TD Waterhouse Canada Inc.5,401$273K<0.01%+40113F-HRTimeline
SAGE RHINO CAPITAL LLC5,353$271K0.06%+513F-HRTimeline
Lifelong Wealth Advisors, Inc.5,353$271K0.09%013F-HRTimeline
Avior Wealth Management, LLC5,335$271K0.01%013F-HRTimeline
Wealthspire Advisors, LLC5,265$267K<0.01%-2,89713F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC5,180$263K0.1%013F-HRTimeline
Aviance Capital Partners, LLC5,079$258K0.03%-28,68913F-HRTimeline
NORDEN GROUP LLC5,060$257K0.03%013F-HRTimeline
Traub Capital Management LLC5,059$257K0.24%13F-HRTimeline
Financial Advocates Investment Manageme…5,038$255K0.02%-19,55713F-HRTimeline
Spinnaker Investment Group, LLC4,976$252K0.06%-12213F-HRTimeline
Alpha Financial Partners LLC4,913$249K0.18%-8,57913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,864$247K<0.01%+2,32013F-HRTimelineGroup
Probity Advisors, Inc.4,850$246K0.04%-4,90013F-HRTimeline
SageView Advisory Group, LLC4,814$244K0.01%013F-HRTimeline
Aspen Wealth Strategies, LLC4,795$243K0.15%-33013F-HRTimeline
M1 Capital Management LLC4,729$240K0.12%013F-HRTimeline
Turning Point Benefit Group, Inc.4,694$238K0.18%-1,65113F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,677$237K0.09%new13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,565$231K0.1%-1,29113F-HRTimeline
B & T Capital Management DBA Alpha Capi…4,556$231K0.04%-13,80013F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,527$230K0.03%+113F-HRTimeline
Kraft, Davis & Associates, LLC4,525$229K0.06%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.4,440$225K0.1%new13F-HRTimeline
HF Advisory Group, LLC4,401$223K0.09%+4813F-HRTimeline
Empower Advisory Group, LLC4,344$220K<0.01%+23013F-HRTimeline
Clarius Group, LLC4,327$219K0.01%013F-HRTimeline
NWAM LLC4,293$218K0.01%+1913F-HR/ATimeline
Eagle Bay Advisors LLC4,183$212K0.18%-46013F-HRTimeline
Avalon Trust Co4,097$208K0.02%+1,17013F-HRTimeline
Crabel Capital Management, LLC4,087$207K0.13%new13F-HRTimeline
SeaCrest Wealth Management, LLC4,021$204K0.02%013F-HRTimeline
Galilei Investment Office LLP4,000$203K0.1%013F-HRTimeline
BLB&B Advisors, LLC3,999$203K0.01%013F-HRTimeline
Financial Perspectives, Inc3,995$203K0.06%+3413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,961$201K<0.01%-36513F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…3,966$201K0.08%013F-HRTimeline
Strategic Wealth Partners, Ltd.3,623$184K0.01%13F-HRTimeline
Knights of Columbus Asset Advisors LLC3,166$161K0.01%013F-HRTimeline
Blue Trust, Inc.3,128$159K<0.01%+1713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,026$153K<0.01%013F-HRTimeline