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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
FMR LLCin group FMR LLC5,640,733$286M0.02%+1,873,46213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,994,163$203M0.02%+561,69013F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,552,462$180M0.04%+183,97713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,644,271$134M0.22%-341,31613F-HRTimeline
LPL Financial LLC2,429,384$123M0.04%+402,67613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,220,761$113M7.92%-30,89013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,186,562$111M4.07%-263,01913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,081,085$106M0.02%-434,33813F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth1,615,686$81.9M0.18%+798,10213F-HRTimelineGroup
Winthrop Advisory Group LLC1,198,040$60.8M5.86%+63,93513F-HRTimeline
Mariner, LLCin group Mariner, LLC1,134,217$57.5M0.08%-3,43513F-HRTimelineGroup
Diversified Portfolios, Inc.1,103,609$56M5.34%-26,71313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,051,596$53.3M<0.01%-273,58413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,003,443$50.9M0.02%+153,72613F-HRTimelineGroup
Sand Hill Global Advisors, LLC995,869$50.5M1.87%+608,72013F-HRTimeline
Acorns Advisers, LLC975,055$49.4M0.42%+4,00513F-HRTimeline
Foster Group, Inc.922,202$46.8M1.6%+86,93013F-HRTimeline
Iron Gate Global Advisors LLC817,442$41.5M4.62%+132,21513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC770,716$39.1M0.5%-761,73913F-HRTimeline
Valtinson Bruner Financial Planning LLC767,895$38.9M12.22%+67,34413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding743,773$37.7M-402,639Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.642,447$32.6M0.06%+16,17613F-HR/ATimelineGroup
Mutual Advisors, LLC605,224$30.7M0.77%+169,93713F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC561,281$28.5M1.51%-108,20413F-HRTimeline
Bogart Wealth, LLC538,689$27.3M1.17%+537,16413F-HRTimeline
MML INVESTORS SERVICES, LLC503,179$25.5M0.07%-75,50213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…476,468$24.2M0.68%+59,81013F-HRTimelineGroup
Cetera Investment Advisers457,674$23.2M0.04%-22,39613F-HRTimeline
Cynosure Group, LLC447,247$22.7M2.57%+7,75513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC417,592$21.2M<0.01%new13F-HRTimelineGroup
Avestar Capital, LLC407,352$20.7M1.51%+30,92413F-HRTimeline
Cambridge Investment Research Advisors,…397,918$20.2M0.06%+89,36813F-HRTimeline
Roble, Belko & Company, Inc372,968$18.9M2.75%+26,63713F-HRTimeline
Global Strategic Investment Solutions, …350,836$17.8M1.9%+32,75413F-HRTimeline
CWM, LLCin group CWM, LLC343,561$17.4M0.06%+39,40613F-HRTimelineGroup
Advisory Services Network, LLC325,337$16.5M0.27%-222,14113F-HRTimeline
Transce3nd, LLC321,100$16.3M6.87%-11,47913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP304,095$15.4M0.01%+23413F-HRTimelineGroup
J.W. COLE ADVISORS, INC.300,046$15.2M0.32%+96,16813F-HRTimeline
BOKF, NAin group BOKF, NA295,935$15M0.24%+39,32013F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC291,605$14.8M0.75%013F-HR/ATimeline
Landing Point Financial Group, LLC269,060$13.6M8.6%+254,72213F-HRTimeline
SIGNATUREFD, LLC265,926$13.5M0.23%+5,81813F-HRTimeline
Private Advisor Group, LLC261,730$13.3M0.07%-20,65313F-HRTimeline
Financial Engines Advisors L.L.C.258,528$13.1M0.03%+185,06113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP253,571$12.9M0.02%-3,77113F-HR/ATimelineGroup
Steele Capital Management, Inc.246,515$12.5M0.6%-86513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC234,646$11.9M0.02%-19,79313F-HRTimelineGroup
Edgemoor Investment Advisors, Inc.234,465$11.9M1.03%+4,12213F-HRTimeline
Congress Park Capital LLC227,048$11.5M3.77%-93,41313F-HRTimeline
Parallel Advisors, LLC225,920$11.5M0.23%+50,15013F-HRTimeline
WJ Wealth Management, LLC218,419$11.1M3.5%+194,26213F-HRTimeline
Atria Investments, Inc215,748$10.9M0.13%-6,96613F-HRTimeline
Janney Montgomery Scott LLC214,653$10.9M0.03%+29,44613F-HRTimeline
Glassy Mountain Advisors, Inc.211,327$10.7M3.45%-12,03813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS206,068$10.4M0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC204,602$10.4M0.26%13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC194,939$9.89M0.9%-18,69513F-HRTimeline
GWN SECURITIES INC.194,733$9.88M1.83%+115,79413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC188,668$9.57M0.01%-9,84013F-HRTimeline
Resonant Capital Advisors, LLC184,542$9.36M0.6%-35,24113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC183,769$9.32M0.07%-33,66513F-HR/ATimelineGroup
MY Wealth Management Inc.183,200$9.29M8.9%new13F-HRTimeline
ALKEME WEALTH, LLC181,336$9.2M4.09%+4,97913F-HRTimeline
GUIDANCE CAPITAL, INC177,556$8.98M2.56%+2,37213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC171,935$8.72M0.01%+8,29413F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC168,396$8.54M0.22%-15,16813F-HRTimelineGroup
Pinnacle Financial Partners Inc164,712$8.35M0.18%-1,01013F-HRTimeline
Bison Wealth, LLC164,824$8.34M0.66%+58,01913F-HRTimeline
Snider Financial Group159,612$8.09M2.33%+1,40113F-HRTimeline
Merit Financial Group, LLC159,354$8.08M0.09%+30,35313F-HRTimeline
General Partner, Inc.157,260$7.97M4.67%+57,20013F-HRTimeline
Allworth Financial LP146,473$7.43M0.04%-2,41713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC144,692$7.34M0.72%+15,83613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC138,336$7.02M0.33%+20,35113F-HRTimeline
Farrow Financial, Inc.137,094$6.95M4.22%-40713F-HRTimeline
Haverford Trust Co133,778$6.78M0.06%-7,93113F-HRTimeline
Bulltick Wealth Management, LLC133,739$6.78M1.67%-64,37413F-HRTimeline
Galvin, Gaustad & Stein, LLC131,784$6.68M0.58%+52,27413F-HRTimeline
Summit Wealth Group, LLC127,579$6.47M1.66%+15,44713F-HRTimeline
Kintayl Capital LP122,200$6.2M3.88%013F-HRTimeline
Ariadne Wealth Management, LP122,394$6.19M2.96%-7,27413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC122,088$6.19M0.47%+37,49213F-HRTimeline
Constellation Investments, Inc.120,000$6.09M0.28%-726,69113F-HRTimeline
Agate Pass Investment Management, LLC119,699$6.07M2.49%-11,61513F-HRTimeline
LongView Wealth Management119,221$6.05M1.83%+36913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…116,788$5.92M0.31%013F-HRTimeline
Sowell Financial Services LLC116,752$5.92M0.24%+19,50413F-HRTimeline
Chicago Partners Investment Group LLC114,896$5.82M0.17%+5,56013F-HRTimeline
MGO ONE SEVEN LLC114,636$5.81M0.19%-16,26713F-HRTimeline
Rochester Wealth Strategies, LLC114,317$5.8M4.16%-15,23213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS112,990$5.73M0.01%-28313F-HRTimeline
First International Bank & Trust111,382$5.65M1.96%-13,64613F-HRTimeline
SHUFRO ROSE & CO LLC110,790$5.62M0.45%-62413F-HRTimeline
Advocacy Wealth Management, LLC110,032$5.58M0.34%+7,97713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding107,618$5.46M+55,746Timeline
Cerro Pacific Wealth Advisors LLC104,609$5.3M1.47%+24,07813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…102,631$5.2M1.74%+50,17813F-HRTimeline
FORTE ASSET MANAGEMENT LLC101,665$5.16M2.63%+17,00513F-HRTimeline
SP Asset Management LLC99,297$5.04M0.42%-19,63113F-HRTimeline
Dynamic Advisor Solutions LLC99,128$5.03M0.16%+91,70813F-HRTimeline
Legacy Investment Solutions, LLC98,888$5.01M2.65%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…98,888$5.01M2.65%-65,08613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO94,309$4.78M<0.01%-79,20213F-HRTimelineGroup
HighTower Advisors, LLC89,540$4.54M0.01%+8,45013F-HRTimeline
Wealth Architects, LLC89,495$4.54M0.46%+38,56613F-HRTimeline
WT Wealth Management89,453$4.54M1.34%+21,30913F-HRTimeline
Capital Advantage, Inc.88,496$4.49M0.71%-21,15313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…87,683$4.45M0.23%+8,14913F-HRTimelineGroup
WealthBridge Capital Management, LLC86,707$4.4M1.11%+3,56513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …86,232$4.37M0.86%13F-HRTimelineGroup
BOK Financial Private Wealth, Inc.86,076$4.36M0.29%-1,63113F-HRTimeline
RFP Financial Group LLC84,807$4.3M1.78%+4,17913F-HRTimeline
SEMITAM BONAM LLC84,034$4.26M4.01%13F-HRTimeline
Family Manage LLC83,753$4.25M0.65%-30,79013F-HRTimeline
Mullaney, Keating & Wright, Inc.82,806$4.2M2.75%+6,49913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC81,918$4.15M0.3%-45,12213F-HRTimeline
Kingsview Wealth Management, LLC81,758$4.15M0.07%+2,64513F-HRTimeline
OFC FINANCIAL PLANNING, LLC81,274$4.12M4.38%-5,79013F-HRTimeline
Tempus Wealth Planning, LLC80,611$4.09M1.02%+1,24613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC80,528$4.08M0.01%-125,51813F-HRTimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC79,084$4.01M2.46%+30,62413F-HRTimeline
Steward Partners Investment Advisory, L…79,027$4.01M0.03%+90213F-HRTimeline
Waverly Advisors, LLC78,209$3.97M0.04%+1,57013F-HRTimeline
Virtue Capital Management, LLC75,554$3.83M0.7%-7,09613F-HRTimeline
Plum Street Advisors, LLC75,338$3.82M1.69%+4,62113F-HRTimeline
Princeton Global Asset Management LLC74,145$3.76M0.68%+1,23213F-HRTimeline
IFP Advisors, Inc73,721$3.74M0.11%+39,38613F-HRTimeline
Zhang Financial LLC73,512$3.73M0.17%+27,90513F-HRTimeline
BCR Wealth Strategies, LLC73,142$3.71M1.44%+1,79413F-HRTimeline
Prime Capital Investment Advisors, LLC70,488$3.57M0.05%-19,29113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC70,298$3.56M0.15%+1,56313F-HRTimeline
Parkworth Wealth Management, Inc.68,411$3.47M2.5%+10,74513F-HRTimeline
Slow Capital, Inc.66,501$3.37M0.41%-195,00613F-HRTimeline
Sigma Planning Corp62,337$3.16M0.1%+15,01413F-HRTimeline
Realta Investment Advisors60,251$3.06M1.21%+9,29513F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.59,657$3.03M0.86%+5,56513F-HRTimeline
SVB WEALTH LLC59,466$3.02M0.16%-23,03513F-HRTimeline
MSH Capital Advisors LLC58,158$2.95M0.85%+1,98013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY57,409$2.91M<0.01%-1,63713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC55,951$2.84M0.01%+44,93913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.55,346$2.81M<0.01%+50613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC54,903$2.78M0.05%+13,30713F-HRTimelineGroup
BAILARD, INC.54,660$2.77M0.06%new13F-HRTimeline
RHS Financial, LLC53,203$2.7M1.53%-28,05613F-HRTimeline
Moloney Securities Asset Management, LLC53,038$2.69M0.33%+6,53413F-HRTimeline
Comprehensive Money Management Services…52,004$2.64M2%+3,21013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management51,366$2.6M0.03%+12,78513F-HRTimelineGroup
Creative Planningin group Creative Planning50,772$2.57M<0.01%-3,46313F-HRTimelineGroup
Robertson Stephens Wealth Management, L…50,343$2.55M0.09%-30,87713F-HRTimeline
RETIREMENT CAPITAL STRATEGIES48,350$2.45M0.97%new13F-HRTimeline
Peterson Wealth Advisors, LLC48,187$2.44M0.4%-2,97813F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…48,080$2.44M0.11%013F-HRTimeline
Michels Family Financial, LLC47,717$2.42M2.06%-67013F-HRTimeline
VISTA INVESTMENT MANAGEMENT47,603$2.41M0.9%+2,11713F-HRTimeline
StoneCrest Wealth Management, Inc.46,782$2.37M1.13%+7,27213F-HRTimeline
Vertex Planning Partners, LLC46,633$2.36M0.49%+2,06513F-HRTimeline
Belpointe Asset Management LLC46,612$2.36M0.1%-2,09113F-HRTimeline
Avidian Wealth Enterprises, LLC46,513$2.36M0.1%-13,65213F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC45,986$2.33M19.01%-32,82313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT43,879$2.23M0.02%-5,93813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…43,535$2.21M0.04%+13,76013F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC43,135$2.19M1.2%new13F-HRTimeline
Watts Gwilliam & Co., LLC42,661$2.16M0.36%-27,00513F-HRTimeline
Sanctuary Advisors, LLC42,470$2.15M0.01%+15,49713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT42,406$2.15M0.25%+64313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.42,370$2.15M0.01%+2,15113F-HRTimeline
CFS Investment Advisory Services, LLC42,236$2.14M0.18%+2,11213F-HRTimeline
Jacobi Capital Management LLC41,635$2.11M0.14%+8,14113F-HRTimeline
Composition Wealth, LLC41,586$2.11M0.04%+6413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC41,434$2.1M<0.01%+36,44113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC40,986$2.08M<0.01%+5,17213F-HRTimelineGroup
True Link Financial Advisors, LLC40,969$2.08M0.14%013F-HRTimeline
Vise Technologies, Inc.40,114$2.03M0.08%13F-HRTimeline
HRT FINANCIAL LP40,011$2.03M0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,818$2.02M<0.01%+4,66213F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP39,783$2.02M0.03%-6,86813F-HRTimeline
Ifrah Financial Services, Inc.38,862$1.97M0.54%+21013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.38,833$1.97M1.03%+33,75813F-HRTimeline
Able Wealth Management LLC38,714$1.96M0.99%+16,75813F-HRTimeline
Valmark Advisers, Inc.38,441$1.95M0.03%+81413F-HRTimeline
Krilogy Financial LLC37,645$1.91M0.11%new13F-HRTimeline
Guardian Wealth Advisors, LLC37,521$1.9M1.13%-1,85113F-HRTimeline
SEIZERT CAPITAL PARTNERS, LLC36,356$1.84M0.08%013F-HRTimeline
Cannon Financial Strategists, Inc.35,917$1.82M0.29%+6,06513F-HRTimeline
Vista Cima Wealth Management LLC35,554$1.8M1.69%-45913F-HRTimeline
Chesley Taft & Associates LLC35,046$1.78M0.08%-2,82213F-HRTimeline
Talon Private Wealth, LLC34,758$1.76M0.24%+14,78813F-HRTimeline
D.A. DAVIDSON & CO.34,461$1.75M0.01%-81413F-HRTimeline
Thrive Capital Management, LLC34,087$1.73M0.54%new13F-HRTimeline
Capital Wealth Alliance, LLC32,840$1.67M0.9%+6,64013F-HRTimeline
Hennion & Walsh Asset Management, Inc.32,794$1.66M0.07%-65213F-HRTimeline
ZEGA Investments, LLC32,653$1.66M0.42%+9,57013F-HRTimeline
NewEdge Advisors, LLC32,626$1.65M0.01%+1,96813F-HRTimeline
Lionsbridge Wealth Management LLC32,379$1.64M1.63%-2,18513F-HRTimeline
TWO SIGMA SECURITIES, LLC31,738$1.61M0.2%new13F-HRTimeline
CGN Advisors LLC31,545$1.6M0.14%+11,26613F-HRTimeline
Global Wealth Management Investment Adv…31,378$1.59M0.3%new13F-HRTimeline
SYNOVUS FINANCIAL CORP31,353$1.59M0.02%-72,01013F-HRTimeline
VISTA FINANCE, LLC29,026$1.47M1.27%+9513F-HRTimeline