# ISHARES TR (ICSH)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ICSH/

- Reporting holders: 35
- Reported value: $113.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $20.1M | 398,536 | 0.1% | 14 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $15.9M | 315,667 | 1.2% | 15 |
| [ALKEME WEALTH, LLC](https://holderbook.com/funds/1752045-alkeme-wealth-llc/) | $14.9M | 295,558 | 5.6% | 22 |
| [Sherry Group, Inc.](https://holderbook.com/funds/2107738-sherry-group-inc/) | $11.3M | 224,753 | 10.6% | 4 |
| [MJT & Associates Financial Advisory Group, Inc.](https://holderbook.com/funds/2065777-mjt-associates-financial-advisory-group-inc/) | $10.6M | 209,677 | 6.8% | 7 |
| [General Partner, Inc.](https://holderbook.com/funds/1800508-general-partner-inc/) | $10.4M | 205,947 | 5.6% | 8 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $6.0M | 118,980 | 1.7% | 1 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $5.7M | 112,626 | 0.6% | 4 |
| [Vilga Financial Planning LLC](https://holderbook.com/funds/2083456-vilga-financial-planning-llc/) | $5.6M | 111,647 | 3.4% | 2 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $1.8M | 36,483 | 0.4% | 4 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.2M | 24,482 | 0.1% | 10 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.1M | 21,301 | 0.0% | 23 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $1.0M | 20,600 | 0.2% | 18 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $754.8K | 14,976 | 0.1% | 8 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $723.8K | 14,361 | 0.0% | 11 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $698.9K | 13,867 | 0.2% | 3 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $592.6K | 11,757 | 0.1% | 18 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $565.9K | 11,228 | 0.3% | 7 |
| [SEARCY FINANCIAL SERVICES INC /ADV](https://holderbook.com/funds/354923-searcy-financial-services-inc-adv/) | $559.1K | 11,093 | 0.2% | 31 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $548.5K | 10,882 | 0.0% | 8 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $487.8K | 9,678 | 0.3% | 2 |
| [FIG FINANCIAL ADVISORY SERVICES INC /ADV](https://holderbook.com/funds/753967-fig-financial-advisory-services-inc-adv/) | $465.4K | 9,233 | 0.3% | 1 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $454.1K | 9,010 | 0.1% | 16 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $450.6K | 8,940 | 0.0% | 2 |
| [PRIVATE CLIENT SERVICES, LLC](https://holderbook.com/funds/1457005-private-client-services-llc/) | $437.9K | 8,689 | 0.1% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 35 | $113.9M |
| Q2 2026 | 558 | $4.3B |
| Q1 2026 | 523 | $3.7B |
| Q4 2025 | 496 | $3.8B |
| Q3 2025 | 472 | $3.5B |
| Q2 2025 | 452 | $3.3B |
| Q1 2025 | 443 | $3.2B |
| Q4 2024 | 464 | $2.9B |
| Q3 2024 | 416 | $3.3B |
| Q2 2024 | 399 | $3.4B |
| Q1 2024 | 412 | $3.6B |
| Q4 2023 | 431 | $4.4B |