ICSH — ISHARES TR

Ownership history in Foster Group, Inc.  ·  12 quarters on record

This page tracks every 13F SEC filing in which Foster Group, Inc. reported a position in ISHARES TR (ICSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.08% (2023 Q3)
Avg. % of fund
1.74%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,049,330 +80,699 +8.3% 1.60% $53.1M $50.25
2025 Q3 ADDED 968,631 +46,429 +5.0% 1.54% $49.2M $49.68
2025 Q2 ADDED 922,202 +86,930 +10.4% 1.60% $46.8M $49.06
2025 Q1 ADDED 835,272 +9,228 +1.1% 1.59% $42.3M $48.49
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ICSH price (monthly, adj. close)

Other funds also holding ICSH

As of 2025 Q4 — sorted by position size

ACUTE INVESTMENT ADVISORY, LLC 3Y 16.01% FOSTER DYKEMA CABOT & PARTNERS, LLC 12.51% Valtinson Bruner Financial Planning LLC 3Y 7Y 10.64% MAINSAIL ASSET MANAGEMENT, LLC 8.85% MY Wealth Management Inc. 3Y 8.13% Bay Capital Advisors, LLC 6.41% Exeter Financial, LLC 3Y 7Y 5.58% Iron Gate Global Advisors LLC 3Y 7Y 5.26% Winthrop Advisory Group LLC 3Y 7Y 5.05% Capital Advantage, Inc. 3Y 7Y 4.9%
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