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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
CKW FINANCIAL GROUP1,282$65K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,276$64.7K0.01%-2613F-HRTimeline
MATHER GROUP, LLC.1,225$62.1K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,014$51.4K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,008$51.1K0.01%new13F-HR/ATimeline
SOA Wealth Advisors, LLC.877$44.5K0.01%013F-HRTimeline
Hoese & Co LLP850$43.1K0.04%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC856$43K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC810$41K0.02%-4,36113F-HRTimeline
Sunbelt Securities, Inc.759$38.5K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC612$31K0.01%+713F-HRTimeline
TD Capital Management LLC609$30.9K<0.01%+413F-HRTimeline
Front Row Advisors LLC550$27.9K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.550$27K<0.01%new13F-HRTimeline
Ridgewood Investments LLC523$26.5K0.01%-113F-HRTimeline
AE Wealth Management LLC520$26.3K<0.01%+5513F-HRTimeline
Costello Asset Management, INC509$25.8K0.01%new13F-HRTimeline
Crews Bank & Trust404$20.5K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.397$20.1K0.01%013F-HRTimeline
Bell Investment Advisors, Inc324$16.4K<0.01%-4,31113F-HRTimeline
LGT Financial Advisors LLC307$15.6K0.05%+213F-HRTimeline
CENTRAL TRUST Co296$15K<0.01%new13F-HRTimeline
Roehl & Yi Investment Advisors, LLC14,148$14.1K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…259$13.1K0.01%13F-HRTimeline
Avion Wealth266$13K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton251$12.7K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC229$11.6K<0.01%new13F-HRTimeline
Clearstead Trust, LLC198$10K<0.01%013F-HRTimeline
CoreCap Advisors, LLC189$9.58K<0.01%-44013F-HRTimeline
Center for Financial Planning, Inc.188$9.53K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC129$6.54K<0.01%013F-HR/ATimeline
Future Financial Wealth Managment LLC120$6.08K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.90$4.56K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC90$4.55K<0.01%+2013F-HRTimeline
Pandora Wealth, Inc.43$2.18K<0.01%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.38$1.93K<0.01%-1,24713F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC35$1.81K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors26$1.32K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC20$1.01K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC11$582<0.01%-25113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$101<0.01%013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC2$89<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,91513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Cheviot Value Management, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.