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Disclosery

ICLN ISHARES TR

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COM (fund)

380 managers (381 13F filers) reported a position in ICLN shares at 2025-06-30, 29,943,015 shares in all. 30 filers opened a position and 56 filers sold out during the quarter.

Managers
380
13F filers
381
New
30
Added
94
Reduced
128
Sold out
56
Shares held by filers
29,943,015

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
UMB Bank, n.a.10,596$139K<0.01%013F-HR/ATimeline
Eaton Financial Holdings Company, LLC10,573$139K0.04%+35413F-HRTimeline
J.W. COLE ADVISORS, INC.10,534$138K<0.01%-96313F-HRTimeline
Investment Partners Asset Management, I…10,503$138K0.1%-17513F-HRTimeline
Johnson Bixby & Associates, LLC10,492$138K0.02%-1,03613F-HRTimeline
CWM, LLCin group CWM, LLC10,456$137K<0.01%+86713F-HRTimelineGroup
Ally Invest Advisors Inc.10,338$136K0.01%-58913F-HRTimeline
Schneider Downs Wealth Management Advis…10,286$135K0.02%new13F-HRTimeline
MCDONALD PARTNERS LLC10,284$135K0.03%new13F-HRTimeline
Aufman Associates Inc10,269$135K0.08%+11113F-HRTimeline
HEADINVEST, LLC10,232$134K0.03%+113F-HRTimeline
WealthCollab, LLC10,174$133K0.07%013F-HRTimeline
CX Institutional10,148$133K<0.01%-200,92913F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK10,036$132K<0.01%-50013F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC10,022$131K0.02%013F-HRTimeline
Howard Capital Management Group, LLC10,000$131K0.01%013F-HRTimeline
Lewis Asset Management, LLC10,000$131K0.06%new13F-HRTimeline
Wood Tarver Financial Group, LLC10,020$131K0.04%013F-HRTimeline
Gould Capital, LLC8,330$109K0.07%+25013F-HRTimeline
Tidemark, LLC8,031$105K0.03%+7,74513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,768$102K<0.01%+11813F-HRTimelineGroup
Ameliora Wealth Management Ltd.7,500$98.3K0.04%013F-HRTimeline
Cheviot Value Management, LLC6,989$95.7K0.01%+4213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7,287$95.5K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,186$94.2K<0.01%-1,55213F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding6,998$91.7K+6,448Timeline
WORMSER FRERES GESTION7,000$91.7K0.05%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…6,277$82.3K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,157$80.7K<0.01%-53813F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,000$78.7K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC6,000$78.7K0.01%+3,00013F-HRTimeline
NewEdge Advisors, LLC5,810$76.2K<0.01%+1113F-HRTimeline
Dunhill Financial, LLC5,768$75.6K0.02%new13F-HRTimeline
Glenmede Investment Management, LP5,650$74.1K<0.01%13F-HRTimeline
ExodusPoint Capital Management, LP5,550$73K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management5,373$70K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,245$68.8K<0.01%-10013F-HRTimelineGroup
Financial Perspectives, Inc4,897$64.2K0.02%+27013F-HRTimeline
Allworth Financial LP4,812$63.1K<0.01%+2,20613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,743$62.2K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,373$57.3K<0.01%-77413F-HRTimelineGroup
FMR LLCin group FMR LLC4,170$54.7K<0.01%-1,13913F-HRTimelineGroup
Parallel Advisors, LLC3,935$51.6K<0.01%+43713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,843$50.4K<0.01%013F-HRTimelineGroup
PROFFITT & GOODSON INC3,501$45.9K0.01%013F-HRTimeline
HM PAYSON & CO3,500$45.9K<0.01%013F-HRTimeline
Asset Dedication, LLC3,437$45.1K<0.01%-5,16213F-HRTimeline
Sage Mountain Advisors LLC3,414$44.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,322$43.6K<0.01%+2,96213F-HRTimeline
Rossby Financial, LCC3,252$42.6K0.02%013F-HRTimeline
First Pacific Financial3,059$40.1K0.01%new13F-HRTimeline
Keystone Global Partners, LLC2,967$38.9K0.02%-45713F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.2,940$38.5K0.04%013F-HRTimeline
ADIRONDACK TRUST CO2,843$37.3K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,778$36.4K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC2,610$34.2K0.01%-6513F-HRTimeline
Community Bank, N.A.2,600$34.1K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,589$33.9K<0.01%013F-HRTimeline
AE Wealth Management LLC2,480$32.5K<0.01%-56213F-HRTimeline
Robbins Farley2,450$32.1K0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,441$32K<0.01%-2913F-HRTimeline
Olistico Wealth, LLC2,393$31.4K0.02%+2713F-HRTimeline
Global Retirement Partners, LLC2,349$30.8K<0.01%13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,257$29.6K<0.01%new13F-HR/ATimeline
JNBA Financial Advisors2,253$29.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,241$29.4K<0.01%-16013F-HRTimeline
Sunbelt Securities, Inc.2,566$29.2K<0.01%+20013F-HRTimeline
Arax Advisory Partners2,203$28.9K<0.01%+613F-HRTimeline
Strategic Wealth Partners, Ltd.2,200$28.8K<0.01%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,175$28.5K<0.01%-1,81413F-HR/ATimelineGroup
GPS Wealth Strategies Group, LLC2,151$28.2K<0.01%-17013F-HRTimeline
Boreal Capital Management LLC2,135$28K0.02%13F-HRTimeline
Family Manage LLC2,131$27.9K<0.01%013F-HRTimeline
Horizons Wealth Management2,045$26.8K0.02%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,000$26K<0.01%013F-HRTimeline
Pacific Center for Financial Services1,931$25.3K0.01%-40213F-HRTimeline
Family Legacy Financial Solutions, LLC1,927$25.3K0.02%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,925$25.2K<0.01%013F-HRTimeline
Pacifica Partners Inc.1,800$23.4K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,761$23.1K0.01%013F-HR/ATimelineGroup
Carolina Wealth Advisors, LLC1,671$21.9K0.01%-29813F-HRTimeline
MJT & Associates Financial Advisory Gro…1,651$21.6K0.03%-71613F-HR/ATimeline
Centricity Wealth Management, LLC1,601$21K0.02%-2,05513F-HRTimeline
Medallion Wealth Advisors, LLC1,552$20.5K0.01%-11313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,559$20.4K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,537$20.2K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,500$19.7K0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc1,330$17.4K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,314$17.2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,296$17K<0.01%-2413F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,216$16K<0.01%new13F-HRTimelineGroup
McIlrath & Eck, LLC1,216$15.9K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,149$15.1K<0.01%013F-HR/ATimeline
Future Financial Wealth Managment LLC1,080$14.2K0.01%013F-HRTimeline
Bristlecone Advisors, LLC1,063$13.9K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,000$13.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,007$13K<0.01%+313F-HRTimelineGroup
Integrity Financial Corp /WA985$12.9K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.965$12.7K<0.01%-1,00013F-HRTimeline
Kentucky Trust Co930$12.2K0.01%013F-HRTimeline
Independence Bank of Kentucky925$12.1K<0.01%+40013F-HRTimeline
SOA Wealth Advisors, LLC.911$11.9K<0.01%-33,42113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC897$11.8K<0.01%+74713F-HRTimelineGroup
Bangor Savings Bank885$11.6K<0.01%013F-HRTimeline
Breakwater Investment Management766$10K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp760$9.96K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC752$9.85K<0.01%+5113F-HRTimeline
Westside Investment Management, Inc.750$9.83K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC746$9.78K<0.01%-25013F-HRTimeline
Glass Jacobson Investment Advisors llc739$9.69K<0.01%013F-HRTimeline
Peterson Wealth Services728$9.54K<0.01%-27213F-HRTimeline
EPG Wealth Management LLC698$9.14K<0.01%-2,35813F-HRTimeline
FIRST COMMUNITY TRUST NA625$8.19K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…584$7.66K<0.01%new13F-HRTimelineGroup
Vermillion Wealth Management, Inc.575$7.54K<0.01%+613F-HRTimeline
Garde Capital, Inc.550$7.21K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.550$7.21K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC550$7.21K0.01%013F-HRTimeline
North Star Investment Management Corp.530$6.95K<0.01%013F-HRTimeline
Glassman Wealth Services526$6.9K<0.01%013F-HRTimeline
Clearstead Advisors, LLC511$6.7K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV465$6.1K<0.01%+413F-HRTimeline
Pflug Koory, LLC450$5.9K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC450$5.9K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…437$5.72K<0.01%013F-HRTimeline
Kennebec Savings Bank428$5.61K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC400$5.24K<0.01%013F-HRTimeline
Putney Financial Group LLC398$5.22K0.01%013F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC377$4.94K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc325$4.26K<0.01%+313F-HRTimeline
PFS Partners, LLC316$4.14K<0.01%+413F-HRTimeline
Cherry Tree Wealth Management, LLC313$4.11K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.330$4K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.293$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Signature Resources Capital Management,…285$3.73K<0.01%+313F-HRTimeline
Sound Income Strategies, LLC279$3.66K<0.01%-13213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.264$3.46K<0.01%013F-HRTimeline
Kilter Group LLC257$3.37K<0.01%new13F-HRTimeline
Register Financial Advisors LLC250$3.28K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC250$3.28K<0.01%013F-HRTimelineGroup
Financial Freedom, LLC201$2.63K<0.01%+213F-HRTimeline
Byrne Asset Management LLC200$2.62K<0.01%013F-HRTimeline
WHITTIER TRUST CO193$2.53K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC180$2.36K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC169$2.22K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.160$2.1K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.150$1.97K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.121$1.65K<0.01%+113F-HRTimeline
Main Street Group, LTD108$1.42K<0.01%-4213F-HRTimeline
Greykasell Wealth Strategies, Inc.103$1.35K<0.01%-2,53013F-HRTimeline
Activest Wealth Management100$1.31K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP100$1.14K<0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC81$1.06K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC142$1K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC76$996<0.01%013F-HRTimeline
Qube Research & Technologies Ltd70$918<0.01%new13F-HRTimeline
Stephens Consulting, LLC63$826<0.01%013F-HRTimeline
MCF Advisors LLC60$785<0.01%013F-HRTimeline
Bernard Wealth Management Corp.55$722<0.01%-3013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…51$668<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI50$656<0.01%013F-HRTimeline
EASTERN BANK50$656<0.01%013F-HRTimeline
Balentine LLC44$577<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC35$459<0.01%013F-HRTimeline
Bullock Wealth Management Group32$428<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC32$419<0.01%013F-HRTimeline
Abound Wealth Management20$263<0.01%013F-HRTimeline
CNB Bank13$170<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…12$157<0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10$131<0.01%-1413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9$118<0.01%013F-HRTimeline
New Republic Capital, LLC9$118<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC5$66<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4$52<0.01%-13713F-HRTimelineGroup
CGC Financial Services, LLC3$39<0.01%013F-HRTimeline
Evergreen Private Wealth LLC3$39<0.01%013F-HRTimeline
Viewpoint Capital Management LLC2$27<0.01%013F-HRTimeline
Investors Research Corp2$26<0.01%013F-HRTimeline
Centerpoint Advisors, LLC17$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.