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Disclosery

ICLN ISHARES TR

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COM (fund)

407 managers (407 13F filers) reported a position in ICLN shares at 2025-03-31, 32,761,966 shares in all. 38 filers opened a position and 62 filers sold out during the quarter.

Managers
407
13F filers
407
New
38
Added
84
Reduced
149
Sold out
62
Shares held by filers
32,761,966

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Baird Financial Group, Inc.in group Baird Financial Group, Inc.11,507$131K<0.01%+1,45013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.11,497$131K<0.01%new13F-HRTimeline
Investmark Advisory Group LLC11,405$130K0.06%-23513F-HRTimeline
Stockman Wealth Management, Inc.11,285$129K0.02%+89513F-HRTimeline
Focus Financial Network, Inc.11,255$129K0.01%-1,07113F-HRTimeline
BAILARD, INC.11,099$127K<0.01%new13F-HRTimeline
Mutual Advisors, LLC10,670$126K<0.01%-5,13513F-HRTimeline
Ally Invest Advisors Inc.10,927$125K0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd11,216$125K0.02%new13F-HRTimeline
Mechanics Bank Trust Department10,700$122K0.02%new13F-HRTimeline
Investment Partners Asset Management, I…10,678$122K0.1%013F-HRTimeline
Summit Asset Management, LLC10,658$122K0.02%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd10,626$121K<0.01%013F-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.
COMMERCE BANKin group COMMERCE BANK10,536$120K<0.01%-7,63013F-HRTimelineGroup
Joel Adams & Associates, Inc.10,517$120K0.11%013F-HRTimeline
New England Private Wealth Advisors LLC10,466$120K0.02%-33013F-HRTimeline
HEADINVEST, LLC10,231$117K0.02%new13F-HRTimeline
Eaton Financial Holdings Company, LLC10,219$117K0.05%new13F-HRTimeline
WealthCollab, LLC10,174$116K0.07%-63413F-HRTimeline
TWO SIGMA SECURITIES, LLC10,172$116K0.02%-124,82213F-HRTimeline
Aufman Associates Inc10,158$116K0.08%013F-HRTimeline
PFG Advisors10,149$116K0.01%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…10,116$116K0.03%new13F-HRTimeline
5th Street Advisors, LLC10,106$115K0.06%-6,05513F-HRTimeline
HB Wealth Management, LLC10,072$115K<0.01%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC10,022$114K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC10,020$114K0.04%+2613F-HRTimeline
Howard Capital Management Group, LLC10,000$114K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC9,589$110K<0.01%-1,18713F-HRTimelineGroup
Asset Dedication, LLC8,599$98.2K0.01%+66813F-HRTimeline
Gould Capital, LLC8,080$92.3K0.06%+1,70113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,738$92.3K<0.01%+13813F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,650$87.4K<0.01%013F-HRTimelineGroup
Ameliora Wealth Management Ltd.7,500$85.7K0.03%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7,287$83.2K<0.01%013F-HRTimelineGroup
Cheviot Value Management, LLC6,947$81.7K0.01%new13F-HRTimeline
WORMSER FRERES GESTION7,000$81K0.05%+3,50013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,695$76.5K<0.01%-20013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…6,277$71.7K0.02%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,000$68.5K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC5,799$66.2K<0.01%-28413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,650$64.5K<0.01%-2,80013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC5,579$63.7K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,345$61K<0.01%+1,70513F-HRTimelineGroup
Hanson & Doremus Investment Management5,373$61K0.01%+1,85013F-HRTimeline
FMR LLCin group FMR LLC5,309$60.6K<0.01%-4,16113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,147$58.6K<0.01%013F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK4,777$54.6K<0.01%+88713F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.4,743$54.2K0.02%-10013F-HRTimeline
Financial Perspectives, Inc4,627$52.8K0.02%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.4,529$51.7K<0.01%+4,45813F-HRTimelineGroup
Laurel Wealth Advisors LLC4,299$49.1K0.01%-5,00013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3,989$45.6K<0.01%-38113F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,843$43.9K<0.01%-1,51613F-HRTimelineGroup
SOA Wealth Advisors, LLC.34,332$43.8K0.01%+33,42513F-HRTimeline
Stonebridge Financial Group, LLC3,817$43.6K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC3,656$41.8K0.04%-48613F-HRTimeline
PROFFITT & GOODSON INC3,501$40K0.01%+2,05413F-HRTimeline
HM PAYSON & CO3,500$40K<0.01%013F-HRTimeline
Parallel Advisors, LLC3,498$39.9K<0.01%-56213F-HRTimeline
Keystone Global Partners, LLC3,424$39.1K0.03%13F-HRTimeline
Sage Mountain Advisors LLC3,414$39K<0.01%+1,30513F-HRTimeline
Rossby Financial, LCC3,252$38.5K0.02%new13F-HRTimeline
EPG Wealth Management LLC3,056$34.9K0.01%+1,00013F-HRTimeline
AE Wealth Management LLC3,042$34.7K<0.01%-30213F-HRTimeline
Anchor Investment Management, LLC3,000$34.3K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.2,940$33.6K0.03%+2,50013F-HRTimeline
ADIRONDACK TRUST CO2,843$32.5K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,778$31.6K<0.01%013F-HRTimeline
Lindbrook Capital, LLC2,765$31.6K<0.01%-15013F-HRTimeline
Allworth Financial LP2,606$30.6K<0.01%-49113F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,675$30.5K0.01%-1513F-HRTimeline
Greykasell Wealth Strategies, Inc.2,633$30.1K0.02%new13F-HRTimeline
Community Bank, N.A.2,600$29.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,589$29.6K<0.01%+14213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,470$28.2K<0.01%+41813F-HRTimeline
Creekmur Asset Management LLC2,432$27.8K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,401$27.4K<0.01%+16013F-HRTimeline
MJT & Associates Financial Advisory Gro…2,367$27K0.03%13F-HRTimeline
Olistico Wealth, LLC2,366$27K0.02%-113F-HRTimeline
Sunbelt Securities, Inc.2,366$27K<0.01%-20013F-HRTimeline
Pacific Center for Financial Services2,333$26.6K0.01%-60413F-HRTimeline
GPS Wealth Strategies Group, LLC2,321$26.5K<0.01%+49013F-HRTimeline
Continuum Advisory, LLC2,300$26.3K<0.01%013F-HRTimeline
JNBA Financial Advisors2,253$25.7K<0.01%-76013F-HRTimeline
Arax Advisory Partners2,197$25.1K<0.01%-113F-HRTimeline
Family Manage LLC2,131$24.3K<0.01%013F-HRTimeline
Horizons Wealth Management2,045$23.4K0.02%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,000$23K<0.01%-1,80013F-HRTimeline
Carolina Wealth Advisors, LLC1,969$22.5K0.01%+50113F-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$22.4K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC1,925$22K<0.01%013F-HRTimeline
Pacifica Partners Inc.1,800$21K0.01%-50013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,761$20.1K0.01%013F-HR/ATimelineGroup
First Command Advisory Services, Inc.1,725$19.7K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,665$19.1K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,559$17.8K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,537$17.6K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,500$17.1K0.01%13F-HRTimeline
Christopher J. Hasenberg, Inc1,330$15.3K0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,320$15.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,314$15K<0.01%+18113F-HRTimeline
McIlrath & Eck, LLC1,216$13.9K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,149$13.1K<0.01%-2,00013F-HRTimeline
Columbia River Financial Group, LLC1,174$13K0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC1,080$12.3K0.01%013F-HRTimeline
Bristlecone Advisors, LLC1,063$12.1K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,000$11.4K<0.01%013F-HRTimeline
Peterson Wealth Services1,000$11.4K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC996$11.4K<0.01%-89713F-HRTimeline
Integrity Financial Corp /WA985$11.2K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,004$11K<0.01%013F-HRTimelineGroup
Kentucky Trust Co930$10.6K0.01%013F-HRTimeline
Bangor Savings Bank885$10.1K<0.01%013F-HRTimeline
ZynergyRetirementPlanningLLC803$9.14K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.770$8.79K<0.01%013F-HRTimeline
Breakwater Investment Management766$8.75K<0.01%013F-HRTimeline
Sandy Spring Bank760$8.68K<0.01%-40013F-HRTimeline
Westside Investment Management, Inc.750$8.56K<0.01%-2,60013F-HRTimeline
Glass Jacobson Investment Advisors llc739$8.41K<0.01%013F-HRTimeline
Larson Financial Group LLC701$8.01K<0.01%-26413F-HRTimeline
NVWM, LLC700$7.99K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA625$7.14K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.569$6.5K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…550$6.28K<0.01%013F-HRTimelineGroup
Garde Capital, Inc.550$6.28K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.550$6.28K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC550$6.28K0.01%013F-HRTimeline
North Star Investment Management Corp.530$6.05K<0.01%013F-HRTimeline
Glassman Wealth Services526$6.01K<0.01%013F-HRTimeline
TSFG, LLC500$6K<0.01%new13F-HRTimeline
Independence Bank of Kentucky525$6K<0.01%013F-HRTimeline
Clearstead Advisors, LLC511$5.84K<0.01%+1913F-HRTimeline
eCIO, Inc.490$5.59K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV461$5.27K<0.01%013F-HRTimeline
Pflug Koory, LLC450$5.14K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC450$5.14K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…437$4.98K<0.01%013F-HRTimeline
Kennebec Savings Bank428$4.89K0.01%013F-HRTimeline
Flaharty Asset Management, LLC418$4.77K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC411$4.7K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC400$4.57K<0.01%013F-HRTimeline
Putney Financial Group LLC398$4.54K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC377$4.3K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC360$4.13K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc322$3.67K<0.01%-61313F-HRTimeline
Safe Harbor Fiduciary, LLC315$3.6K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC313$3.58K<0.01%013F-HRTimeline
PFS Partners, LLC312$3.56K<0.01%013F-HRTimeline
Tidemark, LLC286$3.27K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…285$3.25K<0.01%013F-HRTimeline
Signature Resources Capital Management,…282$3.22K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.264$3.02K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.330$3K<0.01%+32913F-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$2.81K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC200$2.28K<0.01%013F-HRTimeline
Byrne Asset Management LLC200$2.28K<0.01%013F-HRTimeline
Financial Freedom, LLC199$2.27K<0.01%-40213F-HRTimeline
WHITTIER TRUST CO193$2.2K<0.01%013F-HRTimeline
Painted Porch Advisors LLC190$2.17K<0.01%new13F-HRTimeline
PSI Advisors, LLC187$2.14K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC180$2.06K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC142$2K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC169$1.93K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.160$1.83K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC150$1.71K<0.01%-74713F-HRTimelineGroup
Financial Management Professionals, Inc.150$1.71K<0.01%013F-HRTimeline
Truvestments Capital LLC150$1.71K<0.01%new13F-HRTimeline
Main Street Group, LTD150$1.71K<0.01%-3613F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC147$1.68K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST145$1.66K<0.01%-17513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…141$1.61K<0.01%013F-HRTimelineGroup
Bear Mountain Capital, Inc.120$1.43K<0.01%013F-HRTimeline
Field & Main Bank125$1.43K<0.01%-9,11013F-HRTimeline
Activest Wealth Management100$1.14K<0.01%-2,30513F-HRTimeline
Bernard Wealth Management Corp.85$971<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC81$925<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC76$868<0.01%013F-HR/ATimeline
Stephens Consulting, LLC63$720<0.01%013F-HRTimeline
MCF Advisors LLC60$684<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…51$582<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI50$571<0.01%new13F-HRTimeline
EASTERN BANK50$571<0.01%-9,12013F-HRTimeline
Winch Advisory Services, LLC45$511<0.01%013F-HRTimeline
Balentine LLC44$502<0.01%013F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC11$4280.39%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC35$400<0.01%013F-HRTimeline
Bullock Wealth Management Group32$368<0.01%-11513F-HRTimeline
Glen Eagle Advisors, LLC32$361<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24$274<0.01%-2413F-HRTimeline
Abound Wealth Management20$229<0.01%013F-HRTimeline
CNB Bank13$148<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…11$135<0.01%-113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9$103<0.01%013F-HRTimeline
New Republic Capital, LLC9$103<0.01%013F-HRTimeline