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Disclosery

ICSH ISHARES TR

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SHS (fund)

472 managers (473 13F filers) reported a position in ICSH shares at 2025-09-30, 67,545,700 shares in all. 54 filers opened a position and 35 filers sold out during the quarter.

Managers
472
13F filers
473
New
54
Added
187
Reduced
161
Sold out
35
Shares held by filers
67,545,700

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,532,294$230M0.02%+538,13113F-HR/ATimelineGroup
FMR LLCin group FMR LLC4,532,036$230M0.01%-1,108,69713F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,771,422$191M0.04%+218,96013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,714,808$137M0.21%+70,53713F-HRTimeline
LPL Financial LLC2,487,387$126M0.04%+58,00313F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC2,179,609$111M7.26%-41,15213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC2,087,886$106M3.35%-98,67613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,075,233$105M0.17%+459,54713F-HRTimelineGroup
Temasek Holdings (Private) Ltdin group Temasek Holdings (Private) Ltd1,973,943$100M0.35%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,797,747$91.2M0.02%-283,33813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,245,268$63.2M0.02%+241,82513F-HRTimelineGroup
Winthrop Advisory Group LLC1,216,639$61.7M5.4%+18,59913F-HRTimeline
Mariner, LLCin group Mariner, LLC1,184,421$60.1M0.08%+50,20413F-HRTimelineGroup
Diversified Portfolios, Inc.1,134,932$57.6M5.08%+31,32313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,063,252$54M<0.01%+11,65613F-HRTimelineGroup
Acorns Advisers, LLC988,139$50.1M0.39%+13,08413F-HRTimeline
Foster Group, Inc.968,631$49.2M1.54%+46,42913F-HRTimeline
Iron Gate Global Advisors LLC843,178$42.8M4.45%+25,73613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC782,174$39.7M0.38%+11,45813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC681,067$34.6M0.01%-62,70613F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC671,175$34.1M10.09%-96,72013F-HRTimeline
Prosperity Consulting Group, LLC645,367$32.8M1.61%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…585,614$29.7M0.77%+109,14613F-HRTimelineGroup
Bogart Wealth, LLC551,599$28M1.14%+12,91013F-HRTimeline
Cambridge Investment Research Advisors,…542,338$27.5M0.08%+144,42013F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC534,890$27.1M1.38%-26,39113F-HRTimeline
MML INVESTORS SERVICES, LLC533,147$27.1M0.07%+29,96813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.523,317$26.6M0.04%-119,13013F-HRTimelineGroup
Cetera Investment Advisers485,946$24.7M0.03%+28,27213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT464,958$23.6M0.85%new13F-HRTimeline
Cynosure Group, LLC438,824$22.3M2.42%-8,42313F-HR/ATimeline
Steele Capital Management, Inc.405,431$20.6M0.91%+158,91613F-HRTimeline
Global Strategic Investment Solutions, …397,644$20.2M2.01%+46,80813F-HRTimeline
Roble, Belko & Company, Inc392,899$19.9M2.7%+19,93113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP389,688$19.8M0.02%+85,59313F-HRTimelineGroup
MAINSAIL ASSET MANAGEMENT, LLC381,440$19.4M8.49%new13F-HRTimeline
CWM, LLCin group CWM, LLC374,161$19M0.06%+30,60013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC364,879$18.5M0.01%+192,94413F-HRTimelineGroup
Avestar Capital, LLC350,419$17.8M1.27%-56,93313F-HRTimeline
Advisory Services Network, LLC345,149$17.5M0.26%+19,81213F-HRTimeline
SIGNATUREFD, LLC339,714$17.2M0.27%+73,78813F-HRTimeline
J.W. COLE ADVISORS, INC.331,086$16.8M0.32%+31,04013F-HRTimeline
Sand Hill Global Advisors, LLC314,561$16M0.56%-681,30813F-HRTimeline
Financial Engines Advisors L.L.C.307,722$15.6M0.03%+49,19413F-HRTimeline
BOKF, NAin group BOKF, NA302,174$15.3M0.23%+6,23913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP300,307$15.2M0.02%+46,73613F-HRTimelineGroup
Mutual Advisors, LLC296,226$15M0.33%-308,99813F-HRTimeline
Landing Point Financial Group, LLC293,679$14.9M7.77%+24,61913F-HRTimeline
Edgemoor Investment Advisors, Inc.291,680$14.8M1.14%+57,21513F-HRTimeline
SIMON QUICK ADVISORS, LLC289,069$14.7M0.66%-2,53613F-HRTimeline
Private Advisor Group, LLC287,400$14.6M0.07%+25,67013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC277,837$14.1M0.02%+89,16913F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…276,624$14M0.52%new13F-HRTimelineGroup
Congress Park Capital LLC242,676$12.3M3.83%+15,62813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC234,195$11.9M0.02%-45113F-HRTimelineGroup
Atria Investments, Inc226,576$11.5M0.13%+10,82813F-HRTimeline
Parallel Advisors, LLC226,348$11.5M0.21%+42813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO221,254$11.2M<0.01%+126,94513F-HR/ATimelineGroup
Global Retirement Partners, LLC216,777$11M0.25%+12,17513F-HRTimeline
ALKEME WEALTH, LLC214,435$10.9M4.7%+33,09913F-HRTimeline
Janney Montgomery Scott LLC214,074$10.9M0.03%-57913F-HRTimeline
Galvin, Gaustad & Stein, LLC208,069$10.6M0.86%+76,28513F-HRTimeline
MGO ONE SEVEN LLC202,618$10.3M0.24%+87,98213F-HRTimeline
Bay Capital Advisors, LLC201,130$10.2M6.65%new13F-HRTimeline
Bison Wealth, LLC199,418$10.1M0.93%+34,59413F-HRTimeline
Resonant Capital Advisors, LLC196,363$9.97M0.58%+11,82113F-HRTimeline
Glassy Mountain Advisors, Inc.195,454$9.92M2.99%-15,87313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC189,593$9.62M0.82%-5,34613F-HRTimeline
MY Wealth Management Inc.185,333$9.41M8.25%+2,13313F-HRTimeline
GUIDANCE CAPITAL, INC183,391$9.3M2.43%+5,83513F-HRTimeline
Summit Wealth Group, LLC177,383$9M2.18%+49,80413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC175,244$8.89M0.05%-8,52513F-HR/ATimelineGroup
Cannon Financial Strategists, Inc.173,807$8.82M1.26%+137,89013F-HRTimeline
General Partner, Inc.172,775$8.77M4.83%+15,51513F-HRTimeline
GWN SECURITIES INC.163,858$8.32M1.93%-30,87513F-HRTimeline
Snider Financial Group160,611$8.15M2.22%+99913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC159,081$8.07M0.35%+20,74513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC158,442$8.04M0.69%+13,75013F-HRTimelineGroup
Merit Financial Group, LLC153,737$7.8M0.07%-5,61713F-HR/ATimeline
Pinnacle Financial Partners Inc151,209$7.67M0.18%-13,50313F-HRTimeline
Allworth Financial LP148,407$7.53M0.03%+1,93413F-HRTimeline
Farrow Financial, Inc.143,940$7.3M4.24%+6,84613F-HRTimeline
Able Wealth Management LLC143,515$7.28M2.74%+104,80113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC137,058$6.96M0.17%-31,33813F-HRTimelineGroup
Rochester Wealth Strategies, LLC134,298$6.82M4.46%+19,98113F-HRTimeline
Bulltick Wealth Management, LLC133,835$6.77M1.6%+9613F-HRTimeline
Haverford Trust Co132,471$6.72M0.06%-1,30713F-HRTimeline
AlphaCore Capital LLC132,402$6.72M0.23%+118,19813F-HRTimeline
LongView Wealth Management124,200$6.3M1.71%+4,97913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…122,234$6.2M0.11%+78,69913F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC118,273$6M0.41%-3,81513F-HRTimeline
Sowell Financial Services LLC117,514$5.96M0.23%+76213F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…116,788$5.93M0.3%013F-HRTimeline
Plum Street Advisors, LLC116,779$5.93M2.29%+41,44113F-HRTimeline
Cerro Pacific Wealth Advisors LLC114,080$5.79M1.59%+9,47113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS113,034$5.74M0.01%+4413F-HRTimeline
First International Bank & Trust111,382$5.65M1.96%013F-HRTimeline
Chicago Partners Investment Group LLC105,844$5.37M0.14%-9,05213F-HRTimeline
Dynamic Advisor Solutions LLC105,435$5.35M0.16%+6,30713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…105,164$5.34M2.41%+6,27613F-HRTimelineGroup
SHUFRO ROSE & CO LLC105,042$5.33M0.44%-5,74813F-HRTimeline
Burt Wealth Advisors100,246$5.09M1.25%+81,88813F-HRTimeline
SP Asset Management LLC100,122$5.08M0.4%+82513F-HRTimeline
Advocacy Wealth Management, LLC97,361$4.94M0.21%-12,67113F-HRTimeline
Ariadne Wealth Management, LP95,933$4.86M2.18%-26,46113F-HRTimeline
HighTower Advisors, LLC95,690$4.86M0.01%+6,15013F-HRTimeline
Beacon Pointe Advisors, LLC95,477$4.85M0.04%+83,37313F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …93,805$4.76M0.94%13F-HRTimelineGroup
Wealth Architects, LLC92,927$4.72M0.45%+3,43213F-HRTimeline
WealthBridge Capital Management, LLC92,292$4.68M1.1%+5,58513F-HRTimeline
RFP Financial Group LLC91,690$4.62M1.88%+6,88313F-HRTimeline
Summit Financial, LLC90,954$4.62M0.07%new13F-HRTimeline
Agate Pass Investment Management, LLC89,959$4.57M1.74%-29,74013F-HRTimeline
BCR Wealth Strategies, LLC89,055$4.52M1.59%+15,91313F-HRTimeline
Mullaney, Keating & Wright, Inc.86,946$4.41M2.45%+4,14013F-HRTimeline
BOK Financial Private Wealth, Inc.86,942$4.41M0.28%+86613F-HRTimeline
Capital Advantage, Inc.85,774$4.35M0.65%-2,72213F-HRTimeline
WT Wealth Management84,214$4.27M1.23%-5,23913F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC83,212$4.22M2.37%+4,12813F-HRTimeline
FORTE ASSET MANAGEMENT LLC81,825$4.15M2%-19,84013F-HRTimeline
SEMITAM BONAM LLC81,507$4.14M3.7%-2,52713F-HRTimeline
Tempus Wealth Planning, LLC80,945$4.11M0.94%+33413F-HRTimeline
Sigma Planning Corp80,870$4.1M0.12%+18,53313F-HRTimeline
Realta Investment Advisors79,552$4.04M1.35%+19,30113F-HRTimeline
MJT & Associates Financial Advisory Gro…78,515$3.98M3.24%+77,90213F-HRTimeline
Steward Partners Investment Advisory, L…77,439$3.93M0.02%-1,58813F-HRTimeline
Waverly Advisors, LLC76,908$3.9M0.04%-1,30113F-HRTimeline
NWF Advisory Services Inc.76,847$3.9M0.43%+55,21413F-HRTimeline
Zhang Financial LLC75,559$3.83M0.16%+2,04713F-HRTimeline
Princeton Global Asset Management LLC75,477$3.83M0.64%+1,33213F-HRTimeline
Moloney Securities Asset Management, LLC73,446$3.73M0.44%+20,40813F-HRTimeline
Family Manage LLC73,158$3.71M0.51%-10,59513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC72,756$3.69M0.24%-9,16213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC72,560$3.68M0.14%+2,26213F-HRTimeline
Slow Capital, Inc.71,885$3.65M0.43%+5,38413F-HRTimeline
Prime Capital Investment Advisors, LLC69,811$3.54M0.04%-67713F-HRTimeline
OFC FINANCIAL PLANNING, LLC69,324$3.52M3.48%-11,95013F-HRTimeline
Sequoia Financial Advisors, LLC68,139$3.46M0.02%+61,07913F-HRTimeline
RHS Financial, LLC62,523$3.17M1.65%+9,32013F-HRTimeline
Krilogy Financial LLC62,325$3.15M0.12%+24,68013F-HRTimeline
Comprehensive Money Management Services…60,954$3.09M2.19%+8,95013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.60,226$3.06M0.82%+56913F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC59,634$3.03M0.59%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…58,321$2.96M0.93%-44,31013F-HRTimeline
Sanctuary Advisors, LLC55,922$2.84M0.02%+13,45213F-HR/ATimeline
Avidian Wealth Enterprises, LLC55,724$2.83M0.11%+9,21113F-HRTimeline
Client First Capital LLC55,695$2.83M1.26%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC55,633$2.82M0.05%+73013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding54,132$2.75M-53,486Timeline
StoneCrest Wealth Management, Inc.53,858$2.73M1.2%+7,07613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY53,835$2.73M<0.01%-3,57413F-HR/ATimelineGroup
RPS ADVISORY SOLUTIONS LLC49,626$2.52M1.24%+6,49113F-HRTimeline
Vertex Planning Partners, LLC49,190$2.5M0.48%+2,55713F-HRTimeline
MSH Capital Advisors LLC49,080$2.49M0.67%-9,07813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.48,650$2.47M<0.01%-6,69613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,336$2.45M<0.01%-32,19213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC48,298$2.45M0.01%-7,65313F-HRTimelineGroup
VISTA INVESTMENT MANAGEMENT47,899$2.43M0.85%+29613F-HRTimeline
RETIREMENT CAPITAL STRATEGIES47,726$2.42M0.93%-62413F-HRTimeline
Prudent Man Advisors, LLC46,180$2.34M0.86%new13F-HRTimeline
Michels Family Financial, LLC45,630$2.32M1.8%-2,08713F-HRTimeline
Jacobi Capital Management LLC45,474$2.31M0.14%+3,83913F-HRTimeline
Kintayl Capital LP45,380$2.3M1.58%-76,82013F-HRTimeline
CFS Investment Advisory Services, LLC45,112$2.29M0.17%+2,87613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT44,858$2.28M0.26%+2,45213F-HRTimeline
FLOW TRADERS U.S. LLC44,823$2.27M0.09%new13F-HRTimeline
Belpointe Asset Management LLC43,852$2.23M0.09%-2,76013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC43,451$2.21M<0.01%+2,46513F-HRTimelineGroup
Creative Planningin group Creative Planning43,445$2.2M<0.01%-7,32713F-HRTimelineGroup
Valmark Advisers, Inc.42,960$2.18M0.03%+4,51913F-HRTimeline
Watts Gwilliam & Co., LLC42,068$2.13M0.34%-59313F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…41,580$2.11M0.09%-6,50013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT41,510$2.11M0.02%-2,36913F-HRTimeline
True Link Financial Advisors, LLC40,969$2.08M0.13%013F-HRTimeline
Boulder Wealth Advisors, LLC40,709$2.07M0.96%13F-HRTimeline
IFP Advisors, Inc40,636$2.06M0.05%-33,08513F-HR/ATimeline
Peterson Wealth Advisors, LLC40,537$2.05M0.31%-7,65013F-HRTimeline
Chesley Taft & Associates LLC40,059$2.03M0.09%+5,01313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39,720$2.02M<0.01%-9813F-HRTimelineGroup
Ifrah Financial Services, Inc.39,509$2.01M0.52%+64713F-HRTimeline
SVB WEALTH LLC39,195$1.99M0.11%-20,27113F-HRTimeline
Csenge Advisory Group37,845$1.92M0.09%new13F-HRTimeline
Composition Wealth, LLC37,046$1.88M0.03%-4,54013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC36,977$1.88M<0.01%-4,45713F-HRTimelineGroup
Vista Cima Wealth Management LLC36,954$1.88M1.56%+1,40013F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC36,771$1.87M15.68%-9,21513F-HRTimeline
SEIZERT CAPITAL PARTNERS, LLC36,356$1.85M0.08%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP35,299$1.79M0.02%-4,48413F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.35,228$1.79M0.87%-3,60513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC34,656$1.76M0.27%+5,84913F-HRTimeline
D.A. DAVIDSON & CO.34,343$1.74M0.01%-11813F-HRTimeline
NewEdge Advisors, LLC33,569$1.7M0.01%+94313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33,140$1.68M<0.01%+5,32513F-HRTimelineGroup
Guardian Wealth Advisors, LLC32,983$1.67M0.95%-4,53813F-HRTimeline
SYNOVUS FINANCIAL CORP32,250$1.64M0.02%+89713F-HRTimeline
Aptus Capital Advisors, LLC32,250$1.64M0.01%+10,14713F-HRTimeline
Farther Finance Advisors, LLC31,182$1.58M0.02%+10,44313F-HRTimeline
CGN Advisors LLC30,636$1.55M0.13%-90913F-HRTimeline
BCGM Wealth Management, LLC29,712$1.51M0.39%+1,02813F-HRTimeline
Capital Wealth Alliance, LLC29,515$1.5M0.74%-3,32513F-HRTimeline