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Disclosery

ICLN ISHARES TR

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COM (fund)

371 managers (372 13F filers) reported a position in ICLN shares at 2025-09-30, 34,463,348 shares in all. 32 filers opened a position and 38 filers sold out during the quarter.

Managers
371
13F filers
372
New
32
Added
83
Reduced
103
Sold out
38
Shares held by filers
34,463,348

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
BAILARD, INC.11,099$172K<0.01%013F-HRTimeline
First Business Financial Services, Inc.11,001$170K0.02%-45113F-HRTimeline
UMB Bank, n.a.10,596$164K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Janney Montgomery Scott LLC10,609$164K<0.01%new13F-HRTimeline
New England Private Wealth Advisors LLC10,582$164K0.02%013F-HRTimeline
Investment Partners Asset Management, I…10,503$163K0.11%013F-HRTimeline
Schneider Downs Wealth Management Advis…10,286$159K0.02%013F-HRTimeline
Aufman Associates Inc10,269$159K0.09%013F-HRTimeline
HEADINVEST, LLC10,232$158K0.03%013F-HRTimeline
Sequoia Financial Advisors, LLC10,207$158K<0.01%new13F-HRTimeline
Ally Invest Advisors Inc.10,183$158K0.01%-15513F-HRTimeline
WealthCollab, LLC10,174$157K0.07%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,036$155K<0.01%013F-HRTimelineGroup
Howard Capital Management Group, LLC10,000$155K0.01%013F-HRTimeline
Lewis Asset Management, LLC10,000$155K0.06%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC10,022$147K0.02%013F-HRTimeline
CWM, LLCin group CWM, LLC9,514$147K<0.01%-94213F-HRTimelineGroup
Colony Family Offices, LLC9,347$145K0.04%new13F-HRTimeline
FMR LLCin group FMR LLC8,616$133K<0.01%+4,44613F-HRTimelineGroup
Cheviot Value Management, LLC7,888$133K0.01%+89913F-HRTimeline
Gould Capital, LLC8,330$129K0.08%013F-HRTimeline
Tidemark, LLC8,031$124K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,768$120K<0.01%013F-HRTimelineGroup
Ameliora Wealth Management Ltd.7,500$116K0.04%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7,287$113K<0.01%013F-HRTimelineGroup
WORMSER FRERES GESTION7,000$108K0.06%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,885$107K<0.01%+6,12513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,491$100K<0.01%-69513F-HRTimelineGroup
FIRST HORIZON CORP6,094$94.3K<0.01%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,000$92.9K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC6,000$92.9K0.01%013F-HRTimeline
CX Institutional5,915$92K<0.01%-4,23313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,812$90K<0.01%-34513F-HRTimelineGroup
Glenmede Investment Management, LP5,650$87.5K<0.01%013F-HRTimeline
ExodusPoint Capital Management, LP5,585$86.5K<0.01%+3513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,245$81.2K0.01%013F-HRTimelineGroup
Dunhill Financial, LLC5,103$79K0.02%-66513F-HRTimeline
NewEdge Advisors, LLC5,070$78.5K<0.01%-74013F-HRTimeline
Financial Perspectives, Inc4,876$75.5K0.02%-2113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…4,745$73.5K0.01%-1,53213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,743$73.4K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,673$72.3K<0.01%+30013F-HRTimelineGroup
Allworth Financial LP4,128$63.9K<0.01%-68413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,861$59.8K<0.01%+1813F-HRTimelineGroup
Parallel Advisors, LLC3,669$56.8K<0.01%-26613F-HRTimeline
HM PAYSON & CO3,500$54.2K<0.01%013F-HRTimeline
Asset Dedication, LLC3,442$53.3K<0.01%+513F-HRTimeline
Sage Mountain Advisors LLC3,414$52.8K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3,310$51.2K0.01%+70013F-HRTimeline
Rossby Financial, LCC3,002$47.7K0.02%-25013F-HRTimeline
First Pacific Financial3,059$47.4K0.01%013F-HRTimeline
PROFFITT & GOODSON INC2,960$45.8K0.01%-54113F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.2,940$45.5K0.04%013F-HRTimeline
ADIRONDACK TRUST CO2,843$44K0.01%013F-HRTimeline
Hanson & Doremus Investment Management2,855$44K0.01%-2,51813F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2,835$43.9K<0.01%new13F-HR/ATimelineGroup
ARMSTRONG ADVISORY GROUP, INC2,778$43K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,608$40.4K-4,390Timeline
Community Bank, N.A.2,600$40.2K<0.01%013F-HRTimeline
AE Wealth Management LLC2,482$38.4K<0.01%+213F-HRTimeline
MJT & Associates Financial Advisory Gro…2,374$36.8K0.03%+72313F-HRTimeline
Aptus Capital Advisors, LLC2,369$36.7K<0.01%-22013F-HRTimeline
Global Retirement Partners, LLC2,309$35.8K<0.01%-4013F-HRTimeline
JNBA Financial Advisors2,253$34.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,241$34.7K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,214$34.3K<0.01%-22713F-HRTimeline
Strategic Wealth Partners, Ltd.2,200$34.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,169$33.6K<0.01%-1,15313F-HRTimeline
Boreal Capital Management LLC2,135$33K0.03%013F-HRTimeline
Family Manage LLC2,131$33K<0.01%013F-HRTimeline
Horizons Wealth Management2,045$31.7K0.02%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,000$31K<0.01%013F-HRTimeline
Pacific Center for Financial Services1,931$29.9K0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC1,928$29.8K0.02%+113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,925$29.8K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,921$29.7K<0.01%-64513F-HRTimeline
Pacifica Partners Inc.1,800$28.6K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,765$27.3K<0.01%-38613F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,761$27.3K0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,627$25.2K<0.01%+1,61713F-HRTimeline
Financial Freedom, LLC1,593$24.7K0.01%+1,39213F-HRTimeline
Medallion Wealth Advisors, LLC1,552$24K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,537$23.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC1,522$23.6K<0.01%+20813F-HRTimeline
Nalls Sherbakoff Group, LLC1,500$23.2K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,482$22.9K<0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC1,409$21.8K0.01%-26213F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,340$21K<0.01%+12413F-HRTimelineGroup
McIlrath & Eck, LLC1,276$19.8K<0.01%+6013F-HRTimeline
SIGNATUREFD, LLC1,201$18.6K<0.01%-9513F-HRTimeline
Future Financial Wealth Managment LLC1,080$16.7K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Analysts, LLCin group Capital Analysts, LLC1,007$16K<0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA985$15.3K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.965$14.9K<0.01%013F-HRTimeline
Kentucky Trust Co930$14.4K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.911$14.1K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC897$13.9K<0.01%013F-HRTimelineGroup
Bangor Savings Bank885$13.7K<0.01%013F-HRTimeline
Independence Bank of Kentucky800$12.4K<0.01%-12513F-HRTimeline
Westfuller Advisors, LLC791$12.2K0.01%new13F-HRTimeline
Breakwater Investment Management766$11.9K<0.01%013F-HRTimeline
Larson Financial Group LLC752$11.6K<0.01%013F-HRTimeline
Westside Investment Management, Inc.750$11.6K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC749$11.6K<0.01%-40013F-HRTimeline
Armor Investment Advisors, LLC746$11.5K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc739$11.4K<0.01%013F-HRTimeline
Peterson Wealth Services825$11.3K<0.01%+9713F-HRTimeline
EPG Wealth Management LLC698$10.8K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA625$9.68K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.575$8.9K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC908$8.51K0.01%+35813F-HRTimeline
Washington Trust Advisors, Inc.550$8.51K<0.01%013F-HRTimeline
North Star Investment Management Corp.530$8.2K<0.01%013F-HRTimeline
Glassman Wealth Services526$8.14K<0.01%013F-HRTimeline
United Financial Planning Group LLC509$7.87K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV465$7.2K<0.01%013F-HRTimeline
Pflug Koory, LLC450$6.97K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC450$6.97K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…437$6.76K<0.01%013F-HRTimeline
Kennebec Savings Bank428$6.62K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC400$6.19K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC377$5.84K<0.01%013F-HRTimeline
Clearstead Advisors, LLC370$5.73K<0.01%-14113F-HRTimeline
Wealthspire Advisors, LLC360$5.57K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.330$5.11K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc325$5.04K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.346$5K<0.01%+5313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PFS Partners, LLC316$4.88K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC313$4.85K<0.01%013F-HRTimeline
Caitlin John, LLC304$4.71K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC279$4.51K<0.01%013F-HRTimeline
Signature Resources Capital Management,…285$4.41K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.264$4.09K<0.01%013F-HRTimeline
Kilter Group LLC256$3.96K<0.01%-113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC250$3.87K<0.01%013F-HRTimelineGroup
Register Financial Advisors LLC250$3.87K<0.01%013F-HRTimeline
Byrne Asset Management LLC200$3.1K<0.01%013F-HRTimeline
WHITTIER TRUST CO193$3.08K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC190$2.94K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC180$2.79K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC169$2.62K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.160$2.48K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.150$2.32K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC142$2.2K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.121$1.98K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.103$1.59K<0.01%013F-HRTimeline
Activest Wealth Management100$1.55K<0.01%013F-HRTimeline
Clean Yield Group83$1.28K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC81$1.25K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC76$1.18K<0.01%013F-HRTimeline
Main Street Group, LTD74$1.15K<0.01%-3413F-HRTimeline
Stephens Consulting, LLC63$976<0.01%013F-HRTimeline
MCF Advisors LLC60$926<0.01%013F-HRTimeline
Bernard Wealth Management Corp.55$852<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI50$774<0.01%013F-HRTimeline
EASTERN BANK50$774<0.01%013F-HRTimeline
Balentine LLC44$681<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC35$542<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC32$495<0.01%013F-HRTimeline
Blue Trust, Inc.30$464<0.01%new13F-HRTimeline
Abound Wealth Management20$310<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…12$186<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT10$155<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9$139<0.01%013F-HRTimeline
New Republic Capital, LLC9$139<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC5$78<0.01%013F-HRTimeline
CGC Financial Services, LLC3$46<0.01%013F-HRTimeline
Evergreen Private Wealth LLC3$46<0.01%013F-HRTimeline
Viewpoint Capital Management LLC2$32<0.01%013F-HRTimeline
Investors Research Corp2$31<0.01%013F-HRTimeline
Centerpoint Advisors, LLC17$00%013F-HRTimelineValue filed as zero, left out of ratios.