ISHARES TR (ICSH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
539
Reporting holders
$4.1B
Reported value
0.0%
Held as options
+34
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $243.5M | 4,814,831 | 0.01% | 28q | +39.9%+$69.5M |
| UBS Group AG | $215.8M | 4,266,367 | 0.03% | 31q | -9.2%-$22.0M |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | $213.9M | 4,228,824 | 12.43% | 11q | +1.8%+$3.7M |
| BANK OF AMERICA CORP /DE/ | $197.6M | 3,905,917 | 0.01% | 31q | +5.0%+$9.3M |
| LPL Financial LLC | $193.5M | 3,824,663 | 0.04% | 31q | +13.3%+$22.8M |
| Focus Partners Wealth | $159.0M | 3,144,032 | 0.16% | 8q | +1235.4%+$147.1M |
| BOK Financial Private Wealth, Inc. | $106.1M | 2,097,755 | 5.44% | 21q | +2666.1%+$102.3M |
| Temasek Holdings (Private) Ltd | $99.8M | 1,973,943 | 0.27% | 4q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $98.0M | 1,947,459 | 0.16% | 17q | +12.1%+$10.6M |
| ROYAL BANK OF CANADA | $94.3M | 1,864,828 | 0.01% | 31q | +11.6%+$9.8M |
| DONALDSON CAPITAL MANAGEMENT, LLC | $86.4M | 1,708,669 | 2.47% | 25q | -11.3%-$11.0M |
| EXCHANGE TRADED CONCEPTS, LLC | $71.9M | 1,421,688 | 0.16% | 6q | +100.1%+$36.0M |
| RAYMOND JAMES FINANCIAL INC | $69.7M | 1,377,331 | 0.02% | 7q | +3.5%+$2.4M |
| Iron Gate Global Advisors LLC | $69.2M | 1,368,146 | 6.69% | 22q | +16.1%+$9.6M |
| Winthrop Advisory Group LLC | $68.8M | 1,360,435 | 4.63% | 6q | +11.1%+$6.9M |
| Summit Financial, LLC | $60.8M | 1,203,043 | 0.67% | 4q | +1380.4%+$56.7M |
| Foster Group, Inc. | $59.8M | 1,181,596 | 1.59% | 14q | +5.6%+$3.1M |
| Diversified Portfolios, Inc. | $54.3M | 1,073,775 | 3.94% | 20q | -2.6%-$1.5M |
| BlackRock, Inc. | $52.6M | 1,039,430 | 0.00% | 8q | -29.7%-$22.2M |
| Mariner, LLC | $47.8M | 944,326 | 0.05% | 19q | -2.7%-$1.3M |
| Macro Advisors, Inc. | $47.0M | 929,607 | 14.99% | 2q | +47.9%+$15.2M |
| OSAIC HOLDINGS, INC. | $46.1M | 911,467 | 0.05% | 26q | +126.7%+$25.8M |
| Corient Private Wealth LP | $45.2M | 894,363 | 0.03% | 15q | +168.4%+$28.4M |
| ENVESTNET ASSET MANAGEMENT INC | $42.5M | 840,079 | 0.01% | 31q | -2.8%-$1.2M |
| Valtinson Bruner Financial Planning LLC | $41.1M | 812,880 | 10.30% | 8q | +6.3%+$2.5M |
| Prosperity Consulting Group, LLC | $38.5M | 762,087 | 1.46% | 4q | -14.7%-$6.7M |
| STIFEL FINANCIAL CORP | $38.3M | 756,300 | 0.03% | 31q | +23.0%+$7.2M |
| Capital Advantage, Inc. | $37.6M | 742,780 | 4.58% | 29q | +1.5%+$552.7K |
| Cetera Investment Advisers | $27.1M | 535,899 | 0.02% | 17q | +8.4%+$2.1M |
| MOTCO | $26.3M | 519,000 | 2.25% | new | NEW |
| Steele Capital Management, Inc. | $26.2M | 518,375 | 0.96% | 11q | +5.3%+$1.3M |
| CARY STREET PARTNERS FINANCIAL LLC | $25.8M | 509,974 | 0.56% | 7q | -25.5%-$8.8M |
| Merit Financial Group, LLC | $24.7M | 488,068 | 0.08% | 19q | +105.1%+$12.7M |
| Advisory Services Network, LLC | $24.7M | 487,516 | 0.28% | 25q | -1.1%-$285.6K |
| Avestar Capital, LLC | $24.6M | 486,417 | 1.37% | 14q | +3.1%+$737.4K |
| Sand Hill Global Advisors, LLC | $24.3M | 480,554 | 0.73% | 31q | +47.4%+$7.8M |
| MML INVESTORS SERVICES, LLC | $23.4M | 463,525 | 0.05% | 31q | +21.8%+$4.2M |
| CreativeOne Wealth, LLC | $22.2M | 439,192 | 0.48% | 17q | +44.8%+$6.9M |
| HighTower Advisors, LLC | $22.0M | 435,680 | 0.02% | 31q | +238.0%+$15.5M |
| Elwood & Goetz Wealth Advisory Group, LLC | $21.9M | 432,906 | 3.24% | 4q | +6.2%+$1.3M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $21.8M | 431,446 | 1.21% | 22q | -28.7%-$8.8M |
| SIGNATUREFD, LLC | $19.7M | 388,564 | 0.26% | 19q | +3.2%+$603.0K |
| J.W. COLE ADVISORS, INC. | $19.6M | 387,461 | 0.34% | 19q | +7.9%+$1.4M |
| RPg Family Wealth Advisory, LLC | $19.2M | 378,971 | 1.77% | 2q | +105.9%+$9.9M |
| MGO ONE SEVEN LLC | $17.9M | 353,220 | 0.30% | 17q | +9.4%+$1.5M |
| Cynosure Group, LLC | $16.9M | 333,254 | 2.53% | 13q | -19.1%-$4.0M |
| BOKF, NA | $16.6M | 327,784 | 0.23% | 21q | HELD |
| MY Wealth Management Inc. | $16.5M | 326,780 | 11.64% | new | NEW |
| Global Strategic Investment Solutions, LLC | $16.5M | 325,545 | 1.46% | 22q | +33.8%+$4.2M |
| Parallel Advisors, LLC | $16.1M | 319,168 | 0.25% | 31q | HELD |
| Galvin, Gaustad & Stein, LLC | $15.6M | 307,503 | 1.15% | 14q | +27.3%+$3.3M |
| Private Advisor Group, LLC | $15.1M | 298,277 | 0.07% | 31q | -35.0%-$8.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $15.0M | 296,818 | 0.02% | 27q | -5.4%-$853.6K |
| SIMON QUICK ADVISORS, LLC | $14.8M | 293,172 | 0.60% | 17q | HELD |
| Edgemoor Investment Advisors, Inc. | $14.4M | 284,762 | 0.98% | 31q | +1.8%+$253.3K |
| ALKEME WEALTH, LLC | $14.4M | 283,723 | 5.49% | 21q | +12.0%+$1.5M |
| Financial Engines Advisors L.L.C. | $14.1M | 278,787 | 0.03% | 13q | -7.5%-$1.1M |
| Wellington Grp LLC | $14.0M | 277,350 | 4.32% | 3q | HELD |
| Resonant Capital Advisors, LLC | $13.7M | 270,325 | 0.65% | 12q | +6.6%+$844.6K |
| Congress Park Capital LLC | $13.5M | 266,645 | 3.64% | 8q | -1.5%-$207.5K |
| Morningstar Investment Management LLC | $13.1M | 259,023 | 0.81% | 4q | HELD |
| Savant Capital, LLC | $12.5M | 246,360 | 0.04% | 15q | -10.6%-$1.5M |
| Bay Capital Advisors, LLC | $12.4M | 245,687 | 6.66% | 4q | +1.7%+$209.7K |
| Global Retirement Partners, LLC | $12.3M | 243,286 | 0.19% | 16q | +10.6%+$1.2M |
| JPMORGAN CHASE & CO | $12.2M | 241,976 | 0.00% | 26q | -17.3%-$2.6M |
| Bison Wealth, LLC | $12.0M | 237,882 | 1.10% | 7q | -16.5%-$2.4M |
| GUIDANCE CAPITAL, INC | $11.9M | 235,331 | 2.54% | 13q | +4.5%+$509.6K |
| Sherry Group, Inc. | $11.4M | 224,753 | 11.10% | 3q | -5.4%-$645.5K |
| Wealth Enhancement Trust Services, Inc. | $11.3M | 223,685 | 0.67% | 3q | +114.9%+$6.0M |
| Glassy Mountain Advisors, Inc. | $10.7M | 211,676 | 2.93% | 13q | -5.0%-$565.9K |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $10.5M | 206,690 | 0.81% | 26q | +6.6%+$643.0K |
| Summit Wealth Group, LLC | $10.4M | 205,499 | 2.12% | 19q | +10.8%+$1.0M |
| HANSEATIC MANAGEMENT SERVICES INC | $10.2M | 201,499 | 7.50% | 7q | -17.2%-$2.1M |
| Pinnacle Financial Partners, Inc. | $10.1M | 199,512 | 0.07% | 3q | +0.5%+$51.9K |
| Snider Financial Group | $9.5M | 188,034 | 2.42% | 21q | +6.7%+$593.4K |
| Cannon Financial Strategists, Inc. | $9.4M | 186,598 | 1.07% | 30q | -17.9%-$2.1M |
| Plum Street Advisors, LLC | $9.3M | 184,334 | 2.98% | 10q | +20.3%+$1.6M |
| FLAGSHIP HARBOR ADVISORS, LLC | $9.2M | 182,648 | 0.35% | 10q | +12.1%+$995.5K |
| MJT & Associates Financial Advisory Group, Inc. | $8.8M | 174,177 | 5.83% | 6q | +34.3%+$2.2M |
| Beacon Pointe Advisors, LLC | $8.6M | 169,663 | 0.04% | 8q | -0.6%-$50.2K |
| Farrow Financial, Inc. | $8.4M | 166,704 | 4.50% | 11q | +11.6%+$878.4K |
| GWN SECURITIES INC. | $8.3M | 165,073 | 1.40% | 7q | +16.6%+$1.2M |
| Concurrent Investment Advisors, LLC | $7.8M | 155,150 | 0.07% | 8q | +14.0%+$963.6K |
| Rochester Wealth Strategies, LLC | $7.8M | 153,381 | 4.29% | 6q | HELD |
| Cerro Pacific Wealth Advisors LLC | $7.6M | 150,872 | 1.73% | 13q | +9.1%+$634.9K |
| Dynamic Advisor Solutions LLC | $7.4M | 146,625 | 0.21% | 6q | +29.1%+$1.7M |
| Philadelphia Investment Partners, LLC | $7.4M | 145,872 | 4.60% | 2q | +1.7%+$122.5K |
| CASTLE WEALTH MANAGEMENT LLC | $7.3M | 143,581 | 2.15% | 2q | +59.2%+$2.7M |
| Creative Planning | $7.2M | 142,669 | 0.00% | 18q | -3.0%-$224.4K |
| BEACON FINANCIAL GROUP | $7.1M | 139,683 | 0.64% | 2q | HELD |
| General Partner, Inc. | $7.0M | 138,647 | 3.77% | 7q | +3383.6%+$6.8M |
| Cerity Partners LLC | $7.0M | 137,823 | 0.01% | 19q | -31.7%-$3.2M |
| Allworth Financial LP | $6.9M | 137,044 | 0.03% | 26q | -3.6%-$261.8K |
| CAHABA WEALTH MANAGEMENT, INC. | $6.9M | 136,954 | 0.42% | 19q | +93.0%+$3.3M |
| Able Wealth Management LLC | $6.5M | 128,416 | 1.49% | 7q | -2.3%-$151.7K |
| Virtue Capital Management, LLC | $6.5M | 127,651 | 0.86% | 18q | +38.3%+$1.8M |
| Sanctuary Advisors, LLC | $6.4M | 126,173 | 0.03% | 9q | +37.2%+$1.7M |
| SHUFRO ROSE & CO LLC | $6.2M | 121,703 | 0.35% | 14q | +1.3%+$81.2K |
| Mutual Advisors, LLC | $6.1M | 121,409 | 0.12% | 26q | -26.6%-$2.2M |
| JONES FINANCIAL COMPANIES LLLP | $6.1M | 120,312 | 0.00% | 10q | +85.0%+$2.8M |
Showing the largest 100 of 556 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 539 | $4.1B | 81,931,705 | 70 | 218 | 154 | 0.0% |
| Q1 2026 | 505 | $3.6B | 69,952,233 | 59 | 182 | 164 | 0.0% |
| Q4 2025 | 477 | $3.6B | 71,209,085 | 34 | 195 | 139 | 0.0% |
| Q3 2025 | 450 | $3.3B | 64,852,229 | 52 | 168 | 146 | 0.0% |
| Q2 2025 | 426 | $3.2B | 62,528,391 | 35 | 155 | 155 | 0.0% |
| Q1 2025 | 414 | $3.0B | 59,088,763 | 32 | 161 | 137 | 0.0% |
| Q4 2024 | 432 | $2.8B | 54,859,738 | 39 | 146 | 143 | 0.0% |
| Q3 2024 | 387 | $3.1B | 60,689,489 | 40 | 129 | 150 | 0.0% |
| Q2 2024 | 367 | $3.2B | 62,992,693 | 28 | 122 | 143 | 0.0% |
| Q1 2024 | 376 | $3.3B | 65,955,953 | 27 | 121 | 171 | 0.0% |
| Q4 2023 | 393 | $4.1B | 82,195,286 | 36 | 119 | 162 | 0.0% |
| Q3 2023 | 373 | $4.3B | 85,551,531 | 32 | 109 | 162 | 0.0% |
| Q2 2023 | 368 | $4.3B | 86,265,279 | 35 | 117 | 151 | 0.0% |
| Q1 2023 | 367 | $5.0B | 100,034,298 | 36 | 108 | 170 | 0.0% |
| Q4 2022 | 384 | $4.8B | 95,130,960 | 50 | 105 | 161 | 0.0% |
| Q3 2022 | 409 | $5.1B | 100,709,318 | 41 | 128 | 165 | 0.0% |
| Q2 2022 | 414 | $4.7B | 93,486,157 | 77 | 116 | 137 | 0.0% |
| Q1 2022 | 366 | $4.0B | 79,978,015 | 42 | 129 | 119 | 0.0% |
| Q4 2021 | 375 | $3.4B | 66,992,266 | 40 | 111 | 134 | 0.0% |
| Q3 2021 | 334 | $3.2B | 63,931,318 | 30 | 116 | 128 | 0.0% |
| Q2 2021 | 335 | $3.1B | 62,056,624 | 33 | 118 | 123 | 0.0% |
| Q1 2021 | 329 | $2.7B | 54,363,753 | 42 | 106 | 123 | 0.0% |
| Q4 2020 | 304 | $2.7B | 53,915,197 | 43 | 97 | 96 | 0.0% |
| Q3 2020 | 273 | $2.4B | 47,407,832 | 58 | 106 | 69 | 0.0% |
| Q2 2020 | 237 | $2.0B | 38,697,185 | 67 | 91 | 53 | 0.0% |
| Q1 2020 | 188 | $1.4B | 27,060,828 | 46 | 53 | 61 | 0.0% |
| Q4 2019 | 164 | $1.2B | 26,546,068 | 38 | 52 | 29 | 0.0% |
| Q3 2019 | 124 | $1.0B | 20,261,740 | 21 | 48 | 29 | 0.0% |
| Q2 2019 | 112 | $668.8M | 13,273,396 | 26 | 44 | 23 | 0.0% |
| Q1 2019 | 100 | $609.7M | 12,139,189 | 34 | 29 | 24 | 0.0% |
| Q4 2018 | 73 | $419.5M | 8,378,415 | 4 | 0 | 0 | 0.0% |