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Disclosery

ICLN ISHARES TR

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COM (fund)

432 managers (432 13F filers) reported a position in ICLN shares at 2024-12-31, 37,572,552 shares in all. 24 filers opened a position and 98 filers sold out during the quarter.

Managers
432
13F filers
432
New
24
Added
87
Reduced
182
Sold out
98
Shares held by filers
37,572,552

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BRIGHTON JONES LLC13,086$149K<0.01%+4013F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…13,000$148K<0.01%-2,75513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp12,850$146K<0.01%013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.12,846$146K<0.01%-36713F-HRTimelineGroup
EP Wealth Advisors, LLC12,818$146K<0.01%-12813F-HRTimeline
Parcion Private Wealth LLC12,758$145K0.01%-3,90313F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC12,654$144K0.07%013F-HRTimeline
SAX WEALTH ADVISORS, LLC12,504$142K0.01%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC12,453$142K<0.01%new13F-HRTimelineGroup
Independent Advisor Alliance12,412$141K<0.01%new13F-HRTimeline
Focus Financial Network, Inc.12,326$140K0.01%+16213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,308$140K0.01%-2,57913F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH300,000$140K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,259$140K<0.01%-3,14013F-HRTimeline
Bleakley Financial Group, LLC12,119$138K<0.01%+37613F-HRTimeline
EQUITABLE TRUST CO12,034$137K0.01%013F-HRTimeline
GTS SECURITIES LLC11,980$136K0.01%-16,38013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,414$134K<0.01%-44,84213F-HRTimelineGroup
NorthCoast Asset Management LLC11,702$133K<0.01%-62513F-HR/ATimeline
Pine Haven Investment Counsel, Inc11,690$133K0.11%+90013F-HRTimeline
Investmark Advisory Group LLC11,640$132K0.06%+1,00713F-HRTimeline
Shepherd Financial Partners LLC11,552$131K0.02%-93113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP11,330$126K0.02%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,902$124K<0.01%-6,21313F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.10,812$123K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC10,776$123K<0.01%-11,43813F-HRTimelineGroup
WealthCollab, LLC10,808$123K0.08%013F-HRTimeline
New England Private Wealth Advisors LLC10,796$123K0.02%+10413F-HRTimeline
Mesirow Financial Investment Management…10,686$122K<0.01%-15,58113F-HRTimeline
Investment Partners Asset Management, I…10,678$122K0.1%013F-HRTimeline
Summit Asset Management, LLC10,658$121K0.02%013F-HRTimeline
LANDAAS & CO /WI /ADV10,605$121K0.03%-2,65013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd10,626$121K<0.01%-1013F-HRTimelineGroup
HOWE & RUSLING INC10,597$121K0.01%013F-HRTimeline
UMB Bank, n.a.10,596$121K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Joel Adams & Associates, Inc.10,517$120K0.11%13F-HRTimeline
Consolidated Portfolio Review Corp10,491$119K0.02%-3,11613F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.10,431$119K<0.01%new13F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC10,022$118K0.02%013F-HRTimeline
Stockman Wealth Management, Inc.10,390$118K0.02%-3,77013F-HRTimeline
Sigma Planning Corp10,186$116K<0.01%+7213F-HRTimeline
First Business Financial Services, Inc.10,183$116K0.01%-2513F-HRTimeline
Aufman Associates Inc10,158$116K0.08%+10113F-HRTimeline
HB Wealth Management, LLC10,072$115K<0.01%-3,65913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,057$114K<0.01%-3,30213F-HRTimelineGroup
Howard Capital Management Group, LLC10,000$114K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC9,994$113K0.04%13F-HRTimeline
Crestline Management, L.P.9,879$112K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC9,470$108K<0.01%-84913F-HRTimelineGroup
Colony Family Offices, LLC9,347$106K0.03%new13F-HRTimeline
Laurel Wealth Advisors LLC9,299$106K0.02%-8,49113F-HRTimeline
Field & Main Bank9,235$105K0.04%-18,83513F-HRTimeline
EASTERN BANK9,170$104K<0.01%-110,22913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,600$99.2K<0.01%-79613F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,450$96.2K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC7,931$90.3K0.01%+24013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,650$87.1K<0.01%013F-HRTimelineGroup
Ameliora Wealth Management Ltd.7,500$85.3K0.03%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7,287$82.9K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management6,895$78.5K<0.01%-51113F-HRTimelineGroup
Global Retirement Partners, LLC6,651$75.7K<0.01%-4513F-HRTimeline
Gould Capital, LLC6,379$72.6K0.05%+25013F-HRTimeline
NewEdge Advisors, LLC6,083$69.2K<0.01%-32,09713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,000$68.3K<0.01%013F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,372$61.1K<0.01%-7,78013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC5,359$61K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,147$58.6K<0.01%-16,15013F-HRTimelineGroup
Wingate Wealth Advisors, Inc.5,143$58.5K0.06%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,843$55.1K0.02%013F-HRTimeline
Financial Perspectives, Inc4,627$52.7K0.02%-91013F-HRTimeline
Trivant Custom Portfolio Group, LLC4,600$52.3K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,370$49.7K<0.01%-6,75113F-HR/ATimelineGroup
Centricity Wealth Management, LLC4,142$47.1K0.04%13F-HRTimeline
Parallel Advisors, LLC4,060$46.2K<0.01%-5,62413F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3,890$44.3K<0.01%new13F-HR/ATimelineGroup
Stonebridge Financial Group, LLC3,817$43.4K<0.01%13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT3,800$43K<0.01%-7,00013F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,640$41.4K<0.01%-1,63013F-HRTimelineGroup
Hanson & Doremus Investment Management3,523$40K0.01%+1813F-HRTimeline
HM PAYSON & CO3,500$39.8K<0.01%+1,30013F-HRTimeline
WORMSER FRERES GESTION3,500$39.7K0.02%013F-HRTimeline
Westside Investment Management, Inc.3,350$38.1K0.01%-12,90013F-HRTimeline
AE Wealth Management LLC3,344$38.1K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,149$35.8K<0.01%+5913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,104$35.3K<0.01%+1,21013F-HRTimelineGroup
JNBA Financial Advisors3,013$34.3K<0.01%-25,56613F-HRTimeline
Allworth Financial LP3,097$34.2K<0.01%+50613F-HRTimeline
Pacific Center for Financial Services2,937$33.4K0.01%+2913F-HRTimeline
Lindbrook Capital, LLC2,915$33.2K<0.01%-5,05113F-HRTimeline
ADIRONDACK TRUST CO2,843$32.4K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,778$31.6K<0.01%-73813F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,690$30.6K0.01%-25013F-HRTimeline
Community Bank, N.A.2,600$29.6K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.2,566$29.3K<0.01%+213F-HRTimeline
Aptus Capital Advisors, LLC2,447$27.8K<0.01%+47113F-HRTimeline
Creekmur Asset Management LLC2,432$27.7K0.01%013F-HRTimeline
Activest Wealth Management2,405$27.4K0.01%+113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,852$27.2K<0.01%new13F-HRTimelineGroup
Olistico Wealth, LLC2,367$26.9K0.02%+2413F-HRTimeline
Pacifica Partners Inc.2,300$26.7K0.01%013F-HRTimeline
Continuum Advisory, LLC2,300$26.2K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,241$25.5K<0.01%-32513F-HRTimeline
Arax Advisory Partners2,198$25K<0.01%+4113F-HRTimeline
Family Manage LLC2,131$24.3K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC2,109$24K<0.01%013F-HRTimeline
EPG Wealth Management LLC2,056$23.4K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,052$23.4K<0.01%-9013F-HRTimeline
Horizons Wealth Management2,045$23.3K0.02%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.1,965$22.4K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,959$22.3K<0.01%new13F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC1,925$21.9K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC1,893$21.5K0.01%-20013F-HRTimeline
GPS Wealth Strategies Group, LLC1,831$20.8K<0.01%-28413F-HRTimeline
MITCHELL SINKLER & STARR/PA1,825$20.8K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,761$20K0.01%13F-HRTimelineGroup
First Command Advisory Services, Inc.1,725$19.6K<0.01%-2,01713F-HRTimeline
Medallion Wealth Advisors, LLC1,665$18.9K0.01%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,559$17.7K<0.01%+47113F-HRTimeline
JFS WEALTH ADVISORS, LLC1,537$17.5K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC1,468$16.7K0.01%-2813F-HRTimeline
PROFFITT & GOODSON INC1,447$16.5K<0.01%-1,98913F-HRTimeline
SIGNATUREFD, LLC1,320$15K<0.01%013F-HRTimeline
McIlrath & Eck, LLC1,216$13.8K<0.01%013F-HRTimeline
Sandy Spring Bank1,160$13.2K<0.01%-6,66513F-HRTimeline
CoreCap Advisors, LLC1,133$12.9K<0.01%-2,21313F-HRTimeline
Cassady Schiller Wealth Management, LLC1,088$12.4K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC1,080$12.3K0.01%-1,00413F-HRTimeline
Bristlecone Advisors, LLC1,063$12.1K<0.01%-6,54213F-HRTimeline
ZynergyRetirementPlanningLLC803$11.8K0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,000$11.4K<0.01%013F-HRTimeline
Peterson Wealth Services1,000$11.4K<0.01%013F-HRTimeline
Integrity Financial Corp /WA985$11.2K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,004$11K<0.01%+313F-HRTimelineGroup
Larson Financial Group LLC965$11K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc935$10.6K<0.01%-11813F-HRTimeline
Kentucky Trust Co930$10.6K0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.907$10.3K<0.01%-53513F-HR/ATimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC897$10.2K<0.01%013F-HRTimelineGroup
Bangor Savings Bank885$10.1K<0.01%013F-HRTimeline
Modus Advisors, LLC831$9.46K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.770$8.76K<0.01%13F-HRTimeline
Breakwater Investment Management766$8.72K<0.01%013F-HR/ATimeline
Glass Jacobson Investment Advisors llc739$8.41K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…724$8K<0.01%-4,00013F-HRTimelineGroup
NVWM, LLC700$7.97K<0.01%013F-HRTimeline
GeoWealth Management, LLC626$7.12K<0.01%+62613F-HRTimeline
FIRST COMMUNITY TRUST NA625$7.11K0.01%013F-HRTimeline
Financial Freedom, LLC601$6.84K<0.01%+613F-HRTimeline
Vermillion Wealth Management, Inc.569$6.48K<0.01%13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…550$6.26K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.550$6.26K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC550$6.26K0.01%13F-HRTimeline
North Star Investment Management Corp.530$6.03K<0.01%013F-HRTimeline
Glassman Wealth Services526$5.99K<0.01%013F-HRTimeline
Independence Bank of Kentucky525$5.97K<0.01%013F-HRTimeline
Clearstead Advisors, LLC492$5.6K<0.01%013F-HRTimeline
ORG Partners LLC471$5.36K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV461$5.25K<0.01%-9813F-HRTimeline
Plante Moran Financial Advisors, LLC458$5.21K<0.01%-55413F-HRTimeline
Pflug Koory, LLC450$5.12K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC450$5.12K<0.01%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.440$5.01K<0.01%13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…437$4.98K<0.01%-2,63613F-HR/ATimeline
Kennebec Savings Bank428$4.78K<0.01%+27913F-HRTimeline
Sound Income Strategies, LLC411$4.68K<0.01%+413F-HRTimeline
WealthShield Partners, LLC410$4.67K<0.01%-55313F-HRTimeline
PITTENGER & ANDERSON INC400$4.55K<0.01%013F-HRTimeline
Putney Financial Group LLC398$4.53K<0.01%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC377$4.29K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC360$4.09K<0.01%-23,78613F-HRTimeline
FIRST UNITED BANK & TRUST320$3.64K<0.01%-24013F-HRTimeline
Cherry Tree Wealth Management, LLC313$3.57K<0.01%-2,89713F-HRTimeline
PFS Partners, LLC312$3.55K<0.01%+313F-HRTimeline
Coppell Advisory Solutions LLC311$3.55K<0.01%-16113F-HRTimeline
Caitlin John, LLC301$3.43K<0.01%+313F-HRTimeline
Dunhill Financial, LLC300$3.41K<0.01%-30513F-HRTimeline
Tidemark, LLC286$3.25K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…285$3.24K<0.01%-10013F-HRTimeline
Signature Resources Capital Management,…282$3.21K<0.01%+213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.264$3K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC250$2.85K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC250$2.85K<0.01%013F-HRTimelineGroup
Register Financial Advisors LLC250$2.85K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC246$2.8K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners245$2.79K<0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC200$2.28K<0.01%-34113F-HRTimeline
Byrne Asset Management LLC200$2.28K<0.01%013F-HRTimeline
WHITTIER TRUST CO193$2.2K<0.01%+8013F-HRTimeline
PSI Advisors, LLC187$2.13K<0.01%013F-HRTimeline
Main Street Group, LTD186$2.12K<0.01%-31513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC142$2K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.160$1.82K<0.01%013F-HRTimeline
Transcendent Capital Group LLC156$1.77K<0.01%-1,12813F-HRTimeline
Financial Management Professionals, Inc.150$1.71K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC147$1.67K<0.01%+113F-HRTimeline
Bullock Wealth Management Group147$1.67K<0.01%-12113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC145$1.65K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…141$1.6K<0.01%+13713F-HRTimelineGroup
Key Financial Inc125$1.42K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.120$1.34K<0.01%013F-HRTimeline