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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
Traub Capital Management LLC4,834$245K0.24%+7513F-HRTimeline
NORDEN GROUP LLC4,690$237K0.02%013F-HRTimeline
Robertson Stephens Wealth Management, L…4,662$236K0.01%-7,58813F-HRTimeline
Troutman Wealth Management, LLC4,644$235K0.19%13F-HRTimeline
COFG Advisors, LLC4,628$234K0.06%13F-HRTimeline
M1 Capital Management LLC4,614$233K0.1%013F-HRTimeline
HF Advisory Group, LLC4,564$231K0.08%+14713F-HR/ATimeline
McGlone Suttner Wealth Management, Inc.4,526$229K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,416$223K<0.01%new13F-HRTimelineGroup
Jones Kertz & Associates, Inc.4,413$223K0.11%13F-HRTimeline
SAGE RHINO CAPITAL LLC4,376$221K0.04%-98213F-HRTimeline
Portfolio Strategies, Inc.4,369$221K0.03%-21913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,344$220K<0.01%013F-HRTimelineGroup
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,311$218K0.08%+13213F-HRTimeline
Concorde Asset Management, LLC4,300$217K0.09%new13F-HRTimeline
United Advisor Group, LLC4,291$217K0.03%+1213F-HRTimeline
SmartHarvest Portfolios, LLC4,261$216K0.07%13F-HRTimeline
BlueChip Wealth Advisors LLC4,220$213K0.09%-2,95513F-HRTimeline
Mayflower Financial Advisors, LLC4,208$213K0.03%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,200$212K0.01%new13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC4,180$211K0.07%-1,00013F-HRTimeline
SeaCrest Wealth Management, LLC4,113$208K0.02%013F-HRTimeline
Claro Advisors Inc.4,108$208K0.03%-3,79913F-HRTimeline
OAKWORTH CAPITAL, INC.4,044$205K0.01%-2,95613F-HRTimeline
Galilei Investment Office LLP4,000$202K0.1%013F-HRTimeline
Ridgeline Wealth, LLC3,990$202K0.14%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,961$200K<0.01%013F-HRTimelineGroup
MAI Capital Management3,909$198K<0.01%-2,01813F-HRTimeline
WINNACLE WEALTH LLC3,445$176K0.13%-39113F-HRTimeline
Avalon Trust Co3,397$172K0.01%-70013F-HRTimeline
Financial Perspectives, Inc3,334$169K0.05%-69713F-HRTimeline
Knights of Columbus Asset Advisors LLC3,166$160K0.01%013F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.3,000$152K0.03%13F-HRTimelineGroup
AdvisorNet Financial, Inc2,643$134K0.01%013F-HRTimeline
NFSG Corp2,495$126K0.02%-40613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,425$123K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,394$121K<0.01%-1813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,197$111K0.06%013F-HRTimeline
Transce3nd, LLC2,177$110K0.89%-82513F-HRTimeline
Blue Trust, Inc.2,166$110K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.2,147$109K0.06%-27213F-HRTimeline
Root Financial Partners, LLC2,035$103K0.01%+2913F-HRTimeline
Bulwark Capital Corp2,010$102K0.07%-29613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,910$96.6K<0.01%013F-HRTimelineGroup
Ankerstar Wealth, LLC1,712$86.6K0.09%13F-HRTimeline
ATWOOD & PALMER INC1,525$77.1K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,445$73.1K0.01%-1,01613F-HRTimeline
PRIVATE TRUST CO NA1,404$71K0.01%+16313F-HRTimeline
Private Wealth Asset Management, LLC1,397$70.7K0.01%new13F-HRTimeline
CKW FINANCIAL GROUP1,282$65K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,050$53.1K0.03%-1,05013F-HRTimeline
HHM Wealth Advisors, LLC1,014$51.3K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,008$51K0.01%013F-HRTimeline
Kingdom Financial Group LLC.910$46K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.877$44.4K0.01%013F-HRTimeline
Garton & Associates Financial Advisors …794$40.2K0.02%13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST740$37.4K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC671$33.9K0.02%13F-HRTimeline
Rosenberg Matthew Hamilton670$33.9K0.01%+41913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC659$33K<0.01%-19713F-HR/ATimelineGroup
Cornerstone Planning Group LLC633$32.1K0.01%+613F-HRTimeline
Harbor Asset Planning, Inc.621$31.4K0.03%+913F-HRTimeline
LANARK FINANCIAL, INC.597$30.2K<0.01%+49713F-HRTimeline
Front Row Advisors LLC550$27.8K0.01%013F-HRTimeline
Triumph Capital Management550$27.8K0.01%new13F-HRTimeline
TD Capital Management LLC539$27.2K<0.01%+51913F-HRTimeline
Networth Advisors, LLC530$26.8K0.02%13F-HRTimeline
Crews Bank & Trust404$20.4K<0.01%013F-HRTimeline
Rossby Financial, LCC387$19.6K0.01%-21013F-HRTimeline
Essential Partners LLC369$18.7K0.01%-15613F-HRTimeline
LRI Investments, LLC339$17.1K<0.01%new13F-HRTimeline
Roehl & Yi Investment Advisors, LLC14,148$14.1K0.01%013F-HRTimeline
RED REEF ADVISORS LLC240$12.1K0.01%13F-HRTimeline
Sound Income Strategies, LLC214$10.8K<0.01%-1,72113F-HRTimeline
Clearstead Trust, LLC198$10K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.188$9.51K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.180$9.1K<0.01%-2013F-HRTimelineGroup
Avion Wealth177$8K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc153$7.74K<0.01%-17913F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC129$6.53K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC123$6.22K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC98$4.96K<0.01%13F-HRTimeline
Bernard Wealth Management Corp.90$4.55K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC90$4.55K<0.01%013F-HRTimeline
CoreCap Advisors, LLC49$2.48K<0.01%-9413F-HRTimeline
Pandora Wealth, Inc.43$2.17K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.38$1.92K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC37$1.88K<0.01%+113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.30$1.52K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors26$1.31K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC21$1.06K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.16$815<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC2$137<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$101<0.01%013F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC2$92<0.01%013F-HRTimeline
Cheviot Value Management, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.