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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
PROFFITT & GOODSON INC2,951$150K0.02%-2,43213F-HRTimeline
NFSG Corp2,795$142K0.02%+29513F-HRTimeline
Bulwark Capital Corp2,605$132K0.11%13F-HRTimeline
Advisors Asset Management, Inc.2,489$126K<0.01%-2,28113F-HR/ATimeline
Geneos Wealth Management Inc.2,429$123K<0.01%-78613F-HRTimeline
EP Wealth Advisors, LLC2,427$123K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,197$111K0.07%new13F-HRTimeline
AdvisorNet Financial, Inc2,043$104K0.01%+59313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,932$98K<0.01%-1,37613F-HRTimelineGroup
Creekmur Asset Management LLC1,589$80.6K0.01%+4013F-HRTimeline
ATWOOD & PALMER INC1,525$77.3K<0.01%-4,25213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,323$67.1K<0.01%-3,03513F-HRTimelineGroup
CKW FINANCIAL GROUP1,282$65K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,222$61.9K0.01%-5413F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,107$56.1K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC1,014$51.4K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,008$51.1K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.877$44.5K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC856$43K<0.01%013F-HRTimelineGroup
Wells Financial Advisors INC835$42.3K0.06%-1,66013F-HRTimeline
Harbor Asset Planning, Inc.813$41.2K0.04%13F-HRTimeline
Sunbelt Securities, Inc.759$38.3K<0.01%013F-HRTimeline
Rossby Financial, LCC628$31.8K0.01%-18213F-HRTimeline
Cornerstone Planning Group LLC619$31.3K0.01%+713F-HRTimeline
MJT & Associates Financial Advisory Gro…613$31.1K0.04%+35413F-HR/ATimeline
Essential Partners LLC609$30.9K0.01%13F-HRTimeline
Front Row Advisors LLC550$27.9K0.01%013F-HRTimeline
Ridgewood Investments LLC523$26.5K0.01%013F-HRTimeline
Costello Asset Management, INC514$26.1K0.01%+513F-HRTimeline
Crews Bank & Trust404$20.5K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc328$16.6K<0.01%+413F-HRTimeline
Roehl & Yi Investment Advisors, LLC14,148$14.1K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton251$12.7K<0.01%013F-HRTimeline
Clearstead Trust, LLC198$10K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.188$9.53K<0.01%013F-HRTimeline
Avion Wealth177$8K<0.01%-8913F-HR/ATimeline
LRI Investments, LLC151$7.66K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC149$7.56K<0.01%-4013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC129$6.54K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC123$6.24K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC120$6.08K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.100$5K<0.01%-45013F-HRTimeline
Bernard Wealth Management Corp.90$4.56K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC90$4.56K<0.01%013F-HRTimeline
Pandora Wealth, Inc.43$2.18K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.38$1.93K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC36$1.83K<0.01%+113F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors26$1.32K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC3$179<0.01%-7,29913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$101<0.01%013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC2$90<0.01%013F-HRTimeline
LGT Financial Advisors LLC1$46<0.01%-30613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Cheviot Value Management, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.