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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
FMR LLCin group FMR LLC3,767,271$191M0.01%-267,60613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,432,473$174M0.02%-209,61713F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,368,485$171M0.04%+165,19013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,985,587$151M0.29%+544,95013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,515,423$128M0.03%-695,63313F-HR/ATimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC2,449,581$124M4.69%+210,38913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,257,100$114M0.17%+453,70013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,251,651$114M9.16%+71,16913F-HRTimeline
LPL Financial LLC2,026,708$103M0.04%+311,87513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,532,455$77.7M1.39%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,325,180$67.2M<0.01%+299,87913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,137,652$57.7M0.1%+33,11013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,146,412$57.6M+121,129Timeline
Winthrop Advisory Group LLC1,134,105$57.5M6.91%new13F-HRTimeline
Diversified Portfolios, Inc.1,130,322$57.3M6.03%+37,83313F-HRTimeline
Acorns Advisers, LLC971,050$49.2M0.47%+51,57013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC849,717$43.1M0.02%-637,89713F-HRTimelineGroup
Constellation Investments, Inc.846,691$42.9M2.04%-302,77913F-HRTimeline
Foster Group, Inc.835,272$42.3M1.59%+9,22813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding817,584$41.5M+656,726Timeline
Valtinson Bruner Financial Planning LLC700,551$35.5M12.01%+421,92513F-HRTimeline
Iron Gate Global Advisors LLC685,227$34.7M4.79%+98,75113F-HR/ATimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC669,485$33.9M1.96%+95,40713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.626,271$31.8M0.07%+425,15013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC578,681$29.3M0.1%-71,34913F-HRTimeline
Advisory Services Network, LLC547,478$27.8M0.53%+469,08213F-HRTimeline
Cetera Investment Advisers480,070$24.3M0.05%+44,37113F-HRTimeline
Cynosure Group, LLC439,492$22.3M3.07%-6,35313F-HRTimeline
Mutual Advisors, LLC435,287$22M0.63%+398,40713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…416,658$21.1M0.67%+12,48813F-HRTimelineGroup
Arax Advisory Partners387,351$19.6M1.26%+383,58513F-HRTimeline
Sand Hill Global Advisors, LLC387,149$19.6M0.81%+83,26713F-HRTimeline
Avestar Capital, LLC376,428$19.1M1.82%+61,94513F-HRTimeline
Roble, Belko & Company, Inc346,331$17.6M2.8%-57,51313F-HRTimeline
Transce3nd, LLC332,579$16.9M7.53%-1,96713F-HRTimeline
Congress Park Capital LLC320,461$16.2M6.15%+160,35113F-HRTimeline
Global Strategic Investment Solutions, …318,082$16.1M1.87%+29,95013F-HRTimeline
Cambridge Investment Research Advisors,…308,550$15.6M0.05%-22,83113F-HRTimeline
CWM, LLCin group CWM, LLC304,155$15.4M0.06%+51,51813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP303,861$15.4M0.02%+52,07113F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC291,605$14.8M0.84%+3,74813F-HRTimeline
Private Advisor Group, LLC282,383$14.3M0.09%+36,29213F-HRTimeline
Slow Capital, Inc.261,507$13.3M1.78%-36,52113F-HRTimeline
SIGNATUREFD, LLC260,108$13.2M0.25%-54,57513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP257,342$13M0.02%-549,43713F-HRTimelineGroup
BOKF, NAin group BOKF, NA256,615$13M0.23%+44,24413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC254,439$12.9M0.03%-403,51913F-HRTimelineGroup
Steele Capital Management, Inc.247,380$12.5M0.65%+24,35913F-HRTimeline
Edgemoor Investment Advisors, Inc.230,343$11.7M1.07%+7,30613F-HRTimeline
Glassy Mountain Advisors, Inc.223,365$11.3M4.01%-4,48813F-HRTimeline
Atria Investments, Inc222,714$11.3M0.14%-613F-HRTimeline
Resonant Capital Advisors, LLC219,783$11.1M0.78%+12,24213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC217,434$11M0.09%-7,04413F-HR/ATimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC213,634$10.8M1.03%+36,23213F-HRTimeline
Boulder Wealth Advisors, LLC210,213$10.7M6.2%+77,22913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC206,046$10.4M0.02%+115,17613F-HR/ATimelineGroup
J.W. COLE ADVISORS, INC.203,878$10.3M0.32%-16,05313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC198,508$10.1M0.01%+27,86213F-HRTimeline
Bulltick Wealth Management, LLC198,113$10M2.66%+182,46313F-HRTimeline
Janney Montgomery Scott LLC185,207$9.39M0.03%+44,41213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC183,564$9.31M0.28%+7,02813F-HRTimelineGroup
ALKEME WEALTH, LLC176,357$8.94M4.01%-17,33413F-HRTimeline
Parallel Advisors, LLC175,770$8.91M0.2%+24913F-HRTimeline
GUIDANCE CAPITAL, INC175,184$8.85M2.7%+8,47013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO173,511$8.8M<0.01%+48,94913F-HRTimelineGroup
Pinnacle Financial Partners Inc165,722$8.4M0.17%+2,30613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…163,974$8.31M6.04%+29,82113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC163,641$8.3M0.01%+153,55713F-HRTimelineGroup
Snider Financial Group158,211$8.02M2.61%+36,29513F-HRTimeline
Allworth Financial LP148,890$7.54M0.04%+2,02713F-HRTimeline
Haverford Trust Co141,709$7.18M0.07%+4,26313F-HRTimeline
Farrow Financial, Inc.137,501$6.97M4.69%+6,24313F-HRTimeline
Agate Pass Investment Management, LLC131,314$6.66M2.85%+31,19013F-HRTimeline
MGO ONE SEVEN LLC130,903$6.64M0.26%-19,20713F-HRTimeline
Rochester Wealth Strategies, LLC129,549$6.57M5.22%13F-HRTimeline
Ariadne Wealth Management, LP129,668$6.55M3.42%-119,22113F-HRTimeline
Merit Financial Group, LLC129,001$6.54M0.1%-20,73213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC128,856$6.53M0.74%+3,64713F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC127,040$6.44M0.5%+20,58613F-HRTimeline
First International Bank & Trust125,028$6.34M2%+8,44813F-HRTimeline
Kintayl Capital LP122,200$6.2M4.46%013F-HRTimeline
SP Asset Management LLC118,928$6.03M0.53%-9,96413F-HRTimeline
LongView Wealth Management118,852$6.03M1.81%+1,44313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC117,985$5.98M0.31%+31,29213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…116,788$5.92M0.31%-30013F-HRTimeline
Family Manage LLC114,543$5.81M0.96%-45,43213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS113,273$5.74M0.01%-15,44013F-HRTimeline
Summit Wealth Group, LLC112,132$5.68M1.66%+1,01113F-HRTimeline
SHUFRO ROSE & CO LLC111,414$5.65M0.45%+82213F-HRTimeline
Capital Advantage, Inc.109,649$5.53M1.01%013F-HRTimeline
Chicago Partners Investment Group LLC109,336$5.52M0.18%-1,42213F-HRTimeline
Bison Wealth, LLC106,805$5.41M0.51%+102,66513F-HRTimeline
SYNOVUS FINANCIAL CORP103,363$5.24M0.07%+17,99113F-HRTimeline
Advocacy Wealth Management, LLC102,055$5.17M0.35%+10,57013F-HRTimeline
General Partner, Inc.100,060$5.07M3.3%+44,06013F-HRTimeline
Sowell Financial Services LLC97,248$4.93M0.22%-5,55213F-HRTimeline
Prime Capital Investment Advisors, LLC89,779$4.55M0.05%+12,15813F-HRTimeline
BOK Financial Private Wealth, Inc.87,707$4.45M0.33%-12,74613F-HRTimeline
OFC FINANCIAL PLANNING, LLC87,064$4.41M4.99%-11,64613F-HRTimeline
FORTE ASSET MANAGEMENT LLC84,660$4.29M2.16%+24,93513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC84,596$4.29M0.36%new13F-HRTimeline
WealthBridge Capital Management, LLC83,142$4.22M1.19%+34413F-HRTimeline
Virtue Capital Management, LLC82,650$4.19M0.49%+10,41213F-HRTimeline
SVB WEALTH LLC82,501$4.18M0.17%-5,39113F-HRTimeline
RHS Financial, LLC81,259$4.12M2.31%-11,00113F-HRTimeline
Robertson Stephens Wealth Management, L…81,220$4.12M0.15%-41,46513F-HRTimeline
HighTower Advisors, LLC81,090$4.11M0.01%-6,58113F-HRTimeline
RFP Financial Group LLC80,628$4.09M1.64%-11,06213F-HRTimeline
Cerro Pacific Wealth Advisors LLC80,531$4.06M1.32%+5,01613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…79,534$4.03M0.16%+10,55013F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC79,510$4.03M0.36%-2,00313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …79,397$4.03M0.88%13F-HRTimelineGroup
Tempus Wealth Planning, LLC79,365$4.02M1.2%+4,95913F-HRTimeline
Kingsview Wealth Management, LLC79,113$4.01M0.08%+1,71213F-HRTimeline
GWN SECURITIES INC.78,939$4M0.23%+42,59513F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC78,809$4M20.1%-308,03913F-HRTimeline
Steward Partners Investment Advisory, L…78,125$3.96M0.04%-87813F-HRTimeline
Waverly Advisors, LLC76,639$3.89M0.05%-2,55513F-HRTimeline
Mullaney, Keating & Wright, Inc.76,307$3.87M2.61%+30,37713F-HRTimeline
Financial Engines Advisors L.L.C.73,467$3.73M0.01%+1,00113F-HRTimeline
Princeton Global Asset Management LLC72,913$3.7M0.73%-1,94013F-HRTimeline
BCR Wealth Strategies, LLC71,348$3.62M1.59%+25,82913F-HRTimeline
Plum Street Advisors, LLC70,717$3.59M1.73%+9,43013F-HRTimeline
Watts Gwilliam & Co., LLC69,666$3.53M0.77%+6,13413F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC68,735$3.48M0.16%-4,01813F-HRTimeline
WT Wealth Management68,144$3.45M1.12%+33,70813F-HRTimeline
Avidian Wealth Enterprises, LLC60,165$3.05M0.14%-5,08513F-HRTimeline
CEERA INVESTMENTS, LLC59,330$3.01M1.04%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY59,046$2.99M<0.01%-174,23613F-HRTimelineGroup
Parkworth Wealth Management, Inc.57,666$2.92M2.33%new13F-HRTimeline
MSH Capital Advisors LLC56,178$2.85M0.88%-49613F-HRTimeline
TOWNSQUARE CAPITAL LLC55,192$2.8M0.03%-2,47913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.54,840$2.78M0.01%+9,59213F-HRTimelineGroup
Creative Planningin group Creative Planning54,235$2.75M<0.01%+2,67213F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.54,092$2.74M0.88%+5,21113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…52,453$2.66M0.99%-24,23413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding51,872$2.63M-63,871Timeline
Texas Yale Capital Corp.51,400$2.61M0.11%-12513F-HRTimeline
Peterson Wealth Advisors, LLC51,165$2.59M0.5%-2,37913F-HRTimeline
Realta Investment Advisors50,956$2.58M1.18%-1,78713F-HRTimeline
Wealth Architects, LLC50,929$2.58M0.28%+7,63313F-HR/ATimeline
ZACKS INVESTMENT MANAGEMENT49,817$2.53M0.02%-38713F-HRTimeline
Comprehensive Money Management Services…48,794$2.47M2%+11,02513F-HRTimeline
Belpointe Asset Management LLC48,703$2.47M0.13%-2,48313F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC48,460$2.46M1.66%+1,66713F-HRTimeline
Michels Family Financial, LLC48,387$2.45M2.22%-1,57413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…48,080$2.44M0.11%-4,70013F-HRTimeline
Sigma Planning Corp47,323$2.4M0.08%+4,03113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP46,651$2.37M0.04%-6,24113F-HRTimeline
Moloney Securities Asset Management, LLC46,504$2.36M0.32%new13F-HRTimeline
Zhang Financial LLC45,607$2.31M0.12%+8,11013F-HRTimeline
VISTA INVESTMENT MANAGEMENT45,486$2.31M0.9%+1,67213F-HRTimeline
Vertex Planning Partners, LLC44,568$2.26M0.49%new13F-HRTimeline
BANK OF HAWAII43,427$2.2M0.13%-13,10313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT41,763$2.12M0.26%-1,24413F-HRTimeline
Composition Wealth, LLC41,522$2.11M0.04%+13,02913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,596$2.1M0.05%+2,21713F-HRTimelineGroup
True Link Financial Advisors, LLC40,969$2.08M0.16%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.40,219$2.04M0.01%+53913F-HRTimeline
CFS Investment Advisory Services, LLC40,124$2.03M0.18%+1,57213F-HRTimeline
StoneCrest Wealth Management, Inc.39,510$2M1.27%-30413F-HRTimeline
Guardian Wealth Advisors, LLC39,372$2M1.28%-53113F-HRTimeline
Ifrah Financial Services, Inc.38,652$1.96M0.56%+1,13013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management38,581$1.96M0.03%-7,39613F-HRTimelineGroup
Chesley Taft & Associates LLC37,868$1.92M0.09%+2,72413F-HRTimeline
Valmark Advisers, Inc.37,627$1.91M0.03%+3,68913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/37,365$1.89M<0.01%+6,05413F-HRTimelineGroup
SEIZERT CAPITAL PARTNERS, LLC36,356$1.84M0.08%013F-HRTimeline
Vista Cima Wealth Management LLC36,013$1.83M1.97%+3,78913F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC35,814$1.82M<0.01%+4,81113F-HRTimelineGroup
D.A. DAVIDSON & CO.35,275$1.79M0.01%-17,19313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…35,156$1.78M<0.01%-36,55713F-HRTimelineGroup
Atria Wealth Solutions, Inc.34,797$1.76M0.02%+10,41813F-HRTimeline
Lionsbridge Wealth Management LLC34,564$1.75M1.56%-23,47713F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC34,464$1.75M0.35%+5,38313F-HRTimeline
IFP Advisors, Inc34,335$1.74M0.05%+6,87913F-HRTimeline
TAGStone Capital, Inc.34,321$1.74M0.86%-12,70513F-HRTimeline
Proficio Capital Partners LLC34,179$1.73M0.13%-17,74113F-HRTimeline
Aviance Capital Partners, LLC33,768$1.71M0.24%+4,42013F-HRTimeline
Jacobi Capital Management LLC33,494$1.7M0.13%+4,30013F-HRTimeline
Hennion & Walsh Asset Management, Inc.33,446$1.7M0.08%-9,82413F-HRTimeline
49 WEALTH MANAGEMENT, LLC33,121$1.68M0.2%-8,04713F-HRTimeline
NewEdge Advisors, LLC30,658$1.55M0.01%+2,39313F-HRTimeline
BCGM Wealth Management, LLC29,853$1.51M0.47%+1,96213F-HRTimeline
Cannon Financial Strategists, Inc.29,852$1.51M0.26%+1,17313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…29,775$1.51M0.04%+9,91913F-HRTimelineGroup
Fusion Capital, LLC29,688$1.51M0.57%-1,31313F-HRTimeline
Base Wealth Management LLC29,565$1.5M1.14%13F-HRTimeline
VISTA FINANCE, LLC28,931$1.47M1.27%-59513F-HRTimeline
WealthShield Partners, LLC27,633$1.4M0.18%-42213F-HRTimeline
Long Run Wealth Advisors, LLC27,396$1.39M0.31%+4,02113F-HRTimeline
Sanctuary Advisors, LLC26,973$1.37M0.01%-4,59313F-HRTimeline
Emerald Advisors, LLC26,257$1.33M0.18%+1,66713F-HRTimeline
Capital Wealth Alliance, LLC26,200$1.33M0.79%-1,85513F-HRTimeline
Financial Advocates Investment Manageme…24,595$1.25M0.09%-1013F-HRTimeline
WJ Wealth Management, LLC24,157$1.22M0.43%-41,92013F-HRTimeline
Jackson Creek Investment Advisors LLC23,527$1.19M0.38%+11,38813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.23,325$1.18M0.1%-27,49413F-HRTimeline
ZEGA Investments, LLC23,083$1.17M0.34%+16,48113F-HRTimeline
Noble Wealth Management PBC23,028$1.17M0.8%-18,72313F-HRTimeline