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Disclosery

ICSH ISHARES TR

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SHS (fund)

496 managers (498 13F filers) reported a position in ICSH shares at 2025-12-31, 73,820,607 shares in all. 35 filers opened a position and 35 filers sold out during the quarter.

Managers
496
13F filers
498
New
35
Added
214
Reduced
146
Sold out
35
Shares held by filers
73,820,607

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SEIZERT CAPITAL PARTNERS, LLC36,356$1.84M0.08%013F-HRTimeline
D.A. DAVIDSON & CO.35,961$1.82M0.01%+1,61813F-HRTimeline
Advocate Investing Services LLC35,327$1.79M1.6%13F-HRTimeline
HighPoint Advisor Group LLC35,118$1.78M0.04%new13F-HRTimeline
INTREPID FAMILY OFFICE LLC35,000$1.77M1.7%new13F-HRTimeline
Thrive Capital Management, LLC34,792$1.76M0.39%+22,77413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…33,979$1.72M<0.01%+29,21213F-HRTimelineGroup
Guardian Wealth Advisors, LLC33,963$1.72M0.97%+98013F-HRTimeline
Wealthfront Advisers LLC33,436$1.69M<0.01%+17,63113F-HRTimeline
Aptus Capital Advisors, LLC33,230$1.68M0.01%+98013F-HRTimeline
Quantinno Capital Management LP33,070$1.67M<0.01%+17,05413F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC32,682$1.65M16.01%-4,08913F-HRTimeline
CGN Advisors LLC32,371$1.64M0.13%+1,73513F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.32,029$1.62M0.79%-3,19913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP31,977$1.62M0.02%-3,32213F-HRTimeline
BCGM Wealth Management, LLC31,202$1.58M0.4%+1,49013F-HRTimeline
Vise Technologies, Inc.31,119$1.57M0.03%+4,57513F-HRTimeline
GC Wealth Management RIA, LLC30,896$1.56M0.06%new13F-HRTimeline
Brindle & Bay Financial Advisors, LLC29,350$1.48M0.99%13F-HRTimeline
GTS SECURITIES LLC29,200$1.48M0.05%+23,47913F-HRTimeline
Capital Wealth Alliance, LLC28,646$1.45M0.62%-86913F-HRTimeline
IFP Advisors, Inc28,581$1.45M0.03%-12,05513F-HRTimeline
Csenge Advisory Group28,360$1.43M0.06%-9,48513F-HRTimeline
NWF Advisory Services Inc.28,270$1.43M0.16%-48,57713F-HRTimeline
VISTA FINANCE, LLC28,025$1.42M0.94%+8,43013F-HRTimeline
Go Invest LLC26,249$1.33M0.44%13F-HRTimeline
Fusion Capital, LLC26,178$1.32M0.37%-1,14613F-HRTimeline
Impact Partnership Wealth, LLC25,601$1.29M0.17%-80413F-HRTimeline
Long Run Wealth Advisors, LLC24,882$1.26M0.24%+1,15513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/24,580$1.24M<0.01%+30913F-HRTimelineGroup
TAGStone Capital, Inc.24,494$1.24M0.46%+8,97213F-HRTimeline
Tradewinds Capital Management, LLC23,358$1.18M0.25%+34013F-HRTimeline
BANK OF HAWAII23,086$1.17M0.06%+4,35413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,654$1.15M0.01%+4,36413F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA22,627$1.14M0.03%new13F-HRTimelineGroup
Matrix Trust Co22,320$1.13M0.19%+2,29713F-HRTimeline
ALONGSIDE, LLC22,262$1.13M0.37%13F-HRTimeline
Orion Porfolio Solutions, LLC22,165$1.12M0.01%+43413F-HRTimeline
Factor Wealth Management LTD21,739$1.1M0.24%+67513F-HRTimeline
Lionsbridge Wealth Management LLC21,507$1.09M1.1%-1,33413F-HRTimeline
YHB Investment Advisors, Inc.21,340$1.08M0.07%-18713F-HRTimeline
Prudent Man Advisors, LLC21,255$1.08M0.39%-24,92513F-HRTimeline
Perigon Wealth Management, LLC20,776$1.05M0.02%+14813F-HRTimeline
Davis Wealth Advisors, LLC20,689$1.05M0.87%+13813F-HRTimeline
Boltwood Capital Management20,455$1.03M0.27%-54513F-HRTimeline
Round Rock Advisors LLC20,414$1.03M0.16%+78513F-HR/ATimeline
NewEdge Wealth, LLC20,131$1.02M0.01%+1,26913F-HRTimeline
EVERETT HARRIS & CO /CA/20,000$1.01M0.01%013F-HRTimeline
Wick Capital Partners, LLC19,692$996K0.18%+4413F-HR/ATimeline
CWA Asset Management Group, LLC19,632$993K0.04%013F-HRTimeline
Old North State Wealth Management, LLC19,399$982K0.46%+3,80613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.19,251$974K0.07%+51513F-HRTimeline
WealthShield Partners, LLC19,188$971K0.11%-6,13713F-HRTimeline
ELEVATE WEALTH ADVISORY, INC18,421$932K0.64%+1,38213F-HRTimeline
WHITTIER TRUST CO18,311$927K0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC18,177$919K0.05%+24713F-HRTimeline
Perennial Investment Advisors, LLC17,974$909K0.07%+1,73113F-HRTimeline
Texas Yale Capital Corp.17,850$903K0.03%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.17,685$895K0.03%+69913F-HRTimeline
Investor's Fiduciary Advisor Network, L…17,295$874K0.19%+12,44513F-HRTimeline
Meramec Financial Planners, LLC16,988$860K0.34%13F-HRTimeline
Glass Jacobson Investment Advisors llc16,971$858K0.31%-2,27213F-HRTimeline
Emerald Advisors, LLC16,967$858K0.12%-2,50013F-HRTimeline
JGP Wealth Management, LLC16,457$832K0.09%-2,82113F-HRTimeline
REDW Wealth LLC16,323$826K0.31%+1,51613F-HRTimeline
Regal Investment Advisors LLC16,294$824K0.05%+35913F-HRTimeline
Base Wealth Management LLC16,269$823K0.44%+2,98613F-HRTimeline
Global Wealth Management Investment Adv…16,089$814K0.13%-9,60213F-HRTimeline
WESCAP Management Group, Inc.16,065$813K0.16%+39513F-HRTimeline
Proficio Capital Partners LLC15,975$808K0.06%-7,30913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …15,470$782K0.01%+6,42713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,229$770K0.01%-60813F-HRTimelineGroup
Capital Advisors, Ltd. LLC15,156$767K0.09%013F-HRTimeline
Heck Capital Advisors, LLC14,802$749K0.06%+6,30313F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC14,563$737K0.04%+1,85313F-HRTimelineGroup
Pacific Center for Financial Services14,437$733K0.19%013F-HRTimeline
Park Place Capital Corp14,482$733K0.15%-2,15313F-HRTimeline
KM Capital Management Ltd.14,412$729K0.37%+50913F-HRTimeline
Hegarty Advisors, LLC14,348$726K0.63%13F-HRTimeline
Bank of Marin14,295$723K0.5%-4513F-HRTimeline
AE Wealth Management LLC14,213$719K<0.01%+13,65513F-HRTimeline
CVA Family Office, LLC14,081$712K0.08%-8513F-HRTimeline
Integrated Investment Consultants, LLC13,784$697K0.14%+8,90013F-HR/ATimeline
SVB WEALTH LLC13,758$696K0.04%-25,43713F-HRTimeline
Red Wave Investments LLC13,734$695K0.21%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,579$689K<0.01%-2113F-HRTimelineGroup
Investment Planning Advisors, Inc.13,503$683K0.2%+4,78113F-HRTimeline
REGATTA CAPITAL GROUP, LLC13,280$672K0.1%-76713F-HRTimeline
SEARCY FINANCIAL SERVICES INC /ADV13,202$668K0.25%+4,03313F-HRTimeline
Coppell Advisory Solutions LLC13,014$658K0.06%+17713F-HRTimeline
Advisors Capital Management, LLC12,968$656K0.01%new13F-HRTimeline
BLB&B Advisors, LLC12,881$652K0.03%+1,97713F-HRTimeline
Applied Capital LLC12,878$651K0.25%+1,93913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,857$650K0.01%+4,87413F-HRTimelineGroup
Argent Advisors, Inc.12,809$648K0.18%+1,39613F-HRTimeline
Octavia Wealth Advisors, LLC12,364$625K0.06%-90613F-HRTimeline
Coyle Financial Counsel LLC12,207$617K0.13%-2,08013F-HRTimeline
Ackerman Asset Management, LLC11,972$606K0.4%-8813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC11,855$600K0.06%+7513F-HRTimelineGroup
Grey Ledge Advisors, LLC11,780$596K0.13%-98513F-HRTimeline
Tilson Financial Group, Inc.11,652$589K0.18%+8713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…11,641$589K0.09%+5213F-HRTimeline
AlphaCore Capital LLC11,456$579K0.01%-120,94613F-HRTimeline
Prossimo Advisors, LLC11,329$573K3.69%013F-HRTimeline
Hexagon Capital Partners LLC11,317$572K0.11%-12313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.11,250$569K0.19%013F-HRTimeline
Brand Asset Management Group, Inc.11,160$564K0.16%-1,88113F-HRTimeline
Aprio Wealth Management, LLC10,939$553K0.03%-1,06413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,779$545K0.09%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…10,747$544K0.05%+16513F-HRTimelineGroup
TSFG, LLC10,594$536K0.08%-1,40313F-HRTimeline
Sankala Group LLC10,534$534K0.43%13F-HRTimeline
Physician Wealth Advisors, Inc.10,297$521K0.07%-1,64213F-HRTimeline
WEALTHSPAN PARTNERS, LLC10,238$518K0.19%-30113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources10,000$506K<0.01%013F-HRTimelineGroup
CGC Financial Services, LLC9,803$496K0.13%-2,37113F-HRTimeline
Marathon Wealth Advisors LLC9,601$486K0.19%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,497$480K0.03%+3413F-HRTimeline
Verum Partners LLC9,432$477K0.1%-51913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,185$465K0.02%+40613F-HRTimelineGroup
Daytona Street Capital LLC9,185$465K0.36%13F-HRTimeline
Certified Advisory Corp8,999$455K0.04%+113F-HRTimeline
Copia Wealth Management8,935$452K0.32%013F-HRTimeline
Nvest Financial, LLC8,900$450K0.19%013F-HRTimeline
NorthCoast Asset Management LLC8,885$449K0.01%+1,09513F-HRTimeline
Fortis Advisors, LLC8,860$448K0.25%+12913F-HRTimeline
Sandy Cove Advisors, LLC8,764$443K0.13%-19,76513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC8,667$438K0.37%013F-HRTimeline
Southland Equity Partners LLC8,613$436K0.09%-70913F-HRTimeline
Charter Oak Capital Management, LLC8,545$432K0.03%+95513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.8,394$425K0.02%+4813F-HRTimeline
New Capital Management LP8,346$422K0.11%-57613F-HRTimeline
Kingsview Wealth Management, LLC8,224$416K0.01%-17813F-HRTimeline
Liquid Strategies, LLC8,215$416K0.09%new13F-HRTimeline
SFAM, LLC8,179$414K0.38%13F-HRTimeline
Johnson Bixby & Associates, LLC8,094$409K0.05%+25413F-HRTimeline
Capstone Financial Advisors, Inc.8,077$409K0.02%-3,00213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,065$408K0.05%+2,38713F-HRTimeline
Seed Wealth Management, Inc.8,000$405K0.28%013F-HRTimeline
BAM Wealth Management, LLC7,901$400K0.29%+2,88313F-HRTimeline
Patten Group, Inc.7,814$395K0.07%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC7,766$393K0.14%-1,29713F-HRTimeline
Clearwater Capital Advisors, LLC7,764$393K0.03%013F-HRTimeline
Koshinski Asset Management, Inc.7,721$391K0.03%+8013F-HRTimeline
Everstar Asset Management, LLC7,575$383K0.21%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT7,491$379K0.03%+10613F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP7,446$376K0.03%+70113F-HRTimelineGroup
Alley Investment Management Company, LLC7,393$374K0.04%013F-HRTimeline
BLAIR WILLIAM & CO/IL7,348$372K<0.01%+213F-HRTimeline
Courage Miller Partners, LLC7,348$372K0.11%013F-HRTimeline
Mascoma Wealth Management LLC7,327$371K0.08%-44613F-HRTimeline
Rede Wealth, LLC7,215$365K0.13%+3,03313F-HRTimeline
Shepherd Financial Partners LLC7,166$362K0.03%-5,64613F-HRTimeline
Foundations Investment Advisors, LLC7,148$362K<0.01%-3,03113F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC7,130$361K0.02%+1,21313F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.7,100$359K0.15%+1,94513F-HRTimeline
White Lighthouse Investment Management …7,000$354K0.05%013F-HRTimeline
Quartz Partners, LLC6,975$353K0.13%new13F-HRTimeline
Betterment LLC6,967$352K<0.01%-2,05613F-HRTimeline
B & T Capital Management DBA Alpha Capi…6,956$352K0.05%-1,00013F-HRTimeline
Legacy Capital Group California, Inc.6,933$351K0.08%+30113F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,852$347K0.02%+1,18913F-HRTimelineGroup
Hopwood Financial Services, Inc.6,640$336K0.24%013F-HRTimeline
COMERICA BANK6,618$335K<0.01%+3,54713F-HRTimeline
Daybright Advisory Services, Inc.6,581$333K0.09%13F-HRTimeline
Quadrant Private Wealth Management, LLC6,429$325K0.05%013F-HRTimeline
SCOTIA CAPITAL INC.6,410$324K<0.01%-41713F-HRTimeline
Accurate Wealth Management, LLC6,257$317K0.04%-16013F-HRTimeline
PROFFITT & GOODSON INC6,251$316K0.04%+44913F-HRTimeline
Pine Haven Investment Counsel, Inc6,154$311K0.22%-1,97513F-HRTimeline
MBE Wealth Management, LLC6,063$307K0.13%+8713F-HRTimeline
Leading Edge Financial Planning LLC5,975$302K0.07%-62013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,969$302K<0.01%+5,95213F-HRTimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC5,930$300K0.13%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5,900$298K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC5,804$294K0.01%+99013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA5,800$293K0.06%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,778$292K0.02%+1,48113F-HRTimeline
Cresset Asset Management, LLC5,768$292K<0.01%-22613F-HRTimeline
BridgePort Financial Solutions, LLC5,761$291K0.08%-49213F-HRTimeline
Spinnaker Investment Group, LLC5,657$286K0.05%+19113F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC5,481$277K0.12%+1,29113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,450$276K0.09%-28613F-HRTimeline
Lifelong Wealth Advisors, Inc.5,353$271K0.07%013F-HRTimeline
Avior Wealth Management, LLC5,335$270K0.01%013F-HRTimeline
OPAL CAPITAL LLC2,199$267K0.07%13F-HRTimeline
TD Waterhouse Canada Inc.5,254$266K<0.01%+25413F-HRTimeline
Optas, LLC5,250$266K0.04%new13F-HRTimeline
Facet Wealth, Inc.5,181$263K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,180$262K<0.01%013F-HRTimelineGroup
Aviance Capital Partners, LLC5,079$257K0.03%013F-HRTimeline
Noble Wealth Management PBC5,078$257K0.13%+3,29413F-HRTimeline
HARBOUR INVESTMENTS, INC.5,072$257K0.01%-9,10713F-HRTimeline
RCW Management, LLC5,069$256K0.26%13F-HRTimeline
Serenus Wealth Advisors, LLC5,062$256K0.05%-9,58313F-HRTimeline
Thompson David Blair5,035$255K0.15%13F-HRTimeline
MLP3, LLC5,000$253K0.28%13F-HRTimeline
Aspen Wealth Strategies, LLC4,964$251K0.14%-24613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,956$251K0.02%+1,37713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,872$246K<0.01%new13F-HRTimeline