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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
BLB&B Advisors, LLC3,999$202K0.01%013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…3,966$200K0.09%13F-HRTimeline
Financial Perspectives, Inc3,939$199K0.07%+4913F-HRTimeline
Arax Advisory Partners3,766$190K0.01%013F-HRTimeline
Blue Trust, Inc.3,504$177K<0.01%-21913F-HR/ATimeline
Avior Wealth Management, LLC3,360$169K0.01%-50813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,226$163K<0.01%013F-HRTimeline
Knights of Columbus Asset Advisors LLC3,166$160K0.01%-2013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,002$151K<0.01%+2,76113F-HRTimelineGroup
Missouri Trust & Investment Co2,990$151K0.05%new13F-HRTimeline
PROFFITT & GOODSON INC2,860$144K0.02%-2,64913F-HRTimeline
Pilgrim Partners Asia Pte Ltd2,320$117K0.1%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,915$96.9K0.01%-1,17813F-HRTimeline
Creekmur Asset Management LLC1,549$78.1K0.02%013F-HRTimeline
WASHINGTON TRUST Co1,500$75.6K<0.01%+50013F-HRTimeline
PRIVATE TRUST CO NA1,302$65.6K0.01%+23013F-HRTimeline
CKW FINANCIAL GROUP1,282$65K0.01%-26213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,285$64.8K0.01%-18313F-HRTimeline
MATHER GROUP, LLC.1,225$61.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,144$57.7K<0.01%-1413F-HRTimeline
HHM Wealth Advisors, LLC1,014$51.1K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,000$50.4K<0.01%-5,38013F-HRTimeline
Physician Wealth Advisors, Inc.1,000$50.4K0.01%new13F-HRTimeline
Western Pacific Wealth Management, LP1,000$50.4K0.04%013F-HRTimeline
Bogart Wealth, LLC990$49.9K<0.01%013F-HRTimeline
Avalon Trust Co927$46.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…891$44.9K<0.01%+413F-HRTimelineGroup
SOA Wealth Advisors, LLC.877$44.2K0.01%013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC856$43K<0.01%013F-HRTimelineGroup
Hoese & Co LLP850$42.9K0.04%new13F-HRTimeline
Castleview Partners, LLC763$38.5K0.02%-93513F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS763$38.5K<0.01%-2,93713F-HRTimelineGroup
Sunbelt Securities, Inc.759$38.3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC629$31.7K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC605$30.6K0.01%+713F-HRTimeline
TD Capital Management LLC605$30.5K<0.01%-2113F-HRTimeline
Front Row Advisors LLC550$27.7K0.01%013F-HRTimeline
Providence First Trust Co535$27K0.01%new13F-HRTimeline
Ridgewood Investments LLC524$26.4K0.01%013F-HRTimeline
AE Wealth Management LLC465$23.5K<0.01%new13F-HRTimeline
Crews Bank & Trust404$20.4K<0.01%13F-HRTimeline
Pinnacle Bancorp, Inc.397$20K0.01%013F-HRTimeline
LGT Financial Advisors LLC305$15.4K0.03%-8813F-HRTimeline
Roehl & Yi Investment Advisors, LLC14,148$14.1K0.01%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC262$13.2K<0.01%+113F-HRTimeline
Avion Wealth266$13K<0.01%-4013F-HRTimeline
Rosenberg Matthew Hamilton251$12.7K<0.01%-39913F-HRTimeline
Clearstead Trust, LLC198$9.99K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.188$9.48K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC129$6.5K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC120$6.05K<0.01%013F-HRTimeline
Transcendent Capital Group LLC115$5.8K<0.01%-179,87713F-HRTimeline
Bernard Wealth Management Corp.90$4.54K<0.01%13F-HR/ATimeline
Medallion Wealth Advisors, LLC70$3.54K<0.01%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC58$2.94K<0.01%new13F-HRTimelineGroup
Fourth Dimension Wealth, LLC53$2.65K<0.01%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC35$1.79K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC32$1.61K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors26$1.31K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC20$1.01K<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$101<0.01%new13F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC2$88<0.01%013F-HRTimeline