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Ishares Tr liquid inc etf shares owned by Essential Planning

Quarter-by-quarter ownership of Ishares Tr liquid inc etf (ICSH) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Ishares Tr liquid inc etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr liquid inc etf held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr liquid inc etf by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.0M 100k 50.56

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Top funds holding Ishares Tr liquid inc etf

FMR
UBS Group
Wealth Enhancement Advisory Services
LPL Financial
Foster Dykema Cabot & Partners
Donaldson Capital Management
Colony
Temasek Holdings
Royal Bank of Canada
Raymond James Financial
Winthrop Advisory Group
Mariner Wealth Advisors
Diversified Portfolios
BlackRock
Acorns Advisers

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