ICSH — ISHARES TR

Ownership history in WT Wealth Management  ·  24 quarters on record

This page tracks every 13F SEC filing in which WT Wealth Management 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
5.39% (2020 Q3)
Avg. % of fund
2.1%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 86,846 +2,632 +3.1% 1.26% $4.4M $50.25
2025 Q3 REDUCED 84,214 -5,239 -5.9% 1.23% $4.3M $49.68
2025 Q2 ADDED 89,453 +21,309 +31.3% 1.34% $4.5M $49.06
2025 Q1 ADDED 68,144 +33,708 +97.9% 1.12% $3.5M $48.49
20 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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