Skip to content

ICLN ISHARES TR

Follow

COM (fund)

416 managers (417 13F filers) reported a position in ICLN shares at 2025-12-31, 36,088,104 shares in all. 67 filers opened a position and 40 filers sold out during the quarter.

Managers
416
13F filers
417
New
67
Added
111
Reduced
102
Sold out
40
Shares held by filers
36,088,104

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
VERITY Wealth Advisors13,637$224K0.14%013F-HRTimeline
LPWM LLC13,468$221K0.06%-3,33513F-HRTimeline
Avantax Planning Partners, Inc.13,091$215K0.01%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…13,090$215K<0.01%+613F-HRTimeline
CWM, LLCin group CWM, LLC13,038$214K<0.01%+3,52413F-HRTimelineGroup
Ignite Planners, LLC11,721$213K0.03%new13F-HRTimeline
SAGE FINANCIAL GROUP INC12,838$211K0.01%+813F-HRTimeline
Global Retirement Partners, LLC12,827$211K<0.01%+10,51813F-HRTimeline
Shepherd Financial Partners LLC12,824$211K0.02%-52113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP12,636$208K0.03%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC11,951$196K<0.01%-10,20113F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP11,925$196K0.01%new13F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.11,879$195K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\11,871$195K<0.01%-84813F-HRTimelineGroup
SHUFRO ROSE & CO LLC11,860$195K0.01%-20,59213F-HRTimeline
CIBC WORLD MARKET INC.11,856$195K<0.01%-2,50413F-HRTimeline
Westmount Partners, LLC11,827$194K0.05%new13F-HRTimeline
AlphaCore Capital LLC11,808$194K<0.01%-6,67213F-HRTimeline
VestGen Advisors, LLC11,710$192K0.01%new13F-HRTimeline
Investmark Advisory Group LLC11,524$189K0.08%+5013F-HRTimeline
Sequoia Financial Advisors, LLC11,519$189K<0.01%+1,31213F-HRTimeline
CHOREO, LLC11,407$188K<0.01%new13F-HRTimeline
Navalign, LLC11,385$187K0.05%+12213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,381$187K<0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.11,363$187K<0.01%013F-HRTimeline
Retirement Planning Co of New England, …11,195$184K0.07%-24113F-HRTimeline
Montecito Bank & Trust11,149$183K0.03%-2,00013F-HRTimeline
ALLIANCEBERNSTEIN L.P.11,147$183K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,953$180K<0.01%-1,65413F-HRTimelineGroup
Pine Haven Investment Counsel, Inc10,685$176K0.12%-1,00013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.10,643$175K0.04%+5,90013F-HRTimeline
UMB Bank, n.a.10,596$174K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Baron Financial Group, LLC10,530$173K0.09%new13F-HRTimeline
Investment Partners Asset Management, I…10,503$173K0.11%013F-HRTimeline
Schneider Downs Wealth Management Advis…10,286$169K0.02%013F-HRTimeline
Aufman Associates Inc10,269$169K0.09%013F-HRTimeline
Farther Finance Advisors, LLC10,252$168K<0.01%+8,08313F-HRTimeline
IEQ CAPITAL, LLC10,249$168K<0.01%new13F-HRTimeline
HEADINVEST, LLC10,232$168K0.03%013F-HRTimeline
Joel Isaacson & Co., LLC10,218$168K0.01%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,215$168K<0.01%new13F-HRTimeline
WealthCollab, LLC10,174$167K0.07%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,036$165K<0.01%013F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC10,022$165K0.02%013F-HRTimeline
Howard Capital Management Group, LLC10,000$164K0.01%013F-HRTimeline
Lewis Asset Management, LLC10,000$164K0.07%013F-HRTimeline
Basecamp Wealth Advisors LLC9,361$154K0.03%13F-HRTimeline
Colony Family Offices, LLC9,347$154K0.04%013F-HRTimeline
Cheviot Value Management, LLC7,920$151K0.01%+3213F-HRTimeline
Friedenthal Financial9,134$150K0.08%new13F-HRTimeline
FMR LLCin group FMR LLC8,891$146K<0.01%+27513F-HRTimelineGroup
Gould Capital, LLC8,830$145K0.09%+50013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,161$134K<0.01%+1,67013F-HRTimelineGroup
Tidemark, LLC8,031$132K0.04%013F-HRTimeline
Laurel Wealth Advisors LLC7,960$131K0.02%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,768$128K<0.01%013F-HRTimelineGroup
Ameliora Wealth Management Ltd.7,500$123K0.04%013F-HRTimeline
ExodusPoint Capital Management, LP7,353$121K<0.01%+1,76813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7,287$120K<0.01%013F-HRTimelineGroup
CDKV HOLDINGS LLC7,012$115K0.1%13F-HRTimeline
WORMSER FRERES GESTION7,000$115K0.07%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp6,885$113K<0.01%013F-HRTimelineGroup
FIRST HORIZON CORP6,094$100K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,000$98.6K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC6,000$98.6K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,650$92.8K<0.01%13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management5,495$90.3K<0.01%-31713F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.5,340$87.7K0.01%+9513F-HRTimelineGroup
Financial Perspectives, Inc4,907$80.6K0.02%+3113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…4,745$78K0.01%013F-HRTimeline
Valor Advisors LLC4,541$74.6K0.06%13F-HRTimeline
Allworth Financial LP4,132$67.9K<0.01%+413F-HRTimeline
First Pacific Financial3,823$62.8K0.01%+76413F-HRTimeline
Parallel Advisors, LLC3,619$59.5K<0.01%-5013F-HRTimeline
HM PAYSON & CO3,500$57.5K<0.01%013F-HRTimeline
Asset Dedication, LLC3,445$56.6K<0.01%+313F-HRTimeline
Sage Mountain Advisors LLC3,414$56.1K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC3,310$54.4K0.01%013F-HRTimeline
SHP Wealth Management3,295$54.1K<0.01%13F-HRTimeline
Rossby Financial, LCC3,057$50.2K0.02%+5513F-HRTimeline
CX Institutional3,034$50K<0.01%-2,88113F-HRTimeline
PROFFITT & GOODSON INC2,960$48.6K0.01%013F-HRTimeline
ADIRONDACK TRUST CO2,843$46.7K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,778$45.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,645$43.5K<0.01%+40413F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.2,600$42.7K0.01%13F-HRTimelineGroup
Aptus Capital Advisors, LLC2,469$40.6K<0.01%+10013F-HRTimeline
AE Wealth Management LLC2,415$39.7K<0.01%-6713F-HRTimeline
Olistico Wealth, LLC2,412$39.6K0.02%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…2,374$39K0.03%013F-HR/ATimeline
Dunhill Financial, LLC2,328$38.2K0.01%-2,77513F-HRTimeline
JNBA Financial Advisors2,261$37.1K<0.01%+813F-HRTimeline
Strategic Wealth Partners, Ltd.2,230$36.6K<0.01%+3013F-HRTimeline
Boreal Capital Management LLC0$35.1K0.03%-2,13513F-HRTimelineAmount filed as zero, left out of ratios.
Family Manage LLC2,131$35K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,072$34K<0.01%+44513F-HRTimeline
Horizons Wealth Management2,045$33.6K0.02%013F-HRTimeline
PFS Partners, LLC2,041$33.5K0.02%+1,72513F-HRTimeline
CoreCap Advisors, LLC2,019$33.2K<0.01%+49713F-HRTimeline
Manchester Capital Management LLC2,000$32.9K<0.01%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT2,000$32.9K<0.01%013F-HRTimeline
Community Bank, N.A.2,000$32.9K<0.01%-60013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,962$32.2K<0.01%-25213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,925$31.6K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,923$31.6K<0.01%+213F-HRTimeline
Pacifica Partners Inc.1,800$30.8K0.01%013F-HRTimeline
Pacific Center for Financial Services1,931$29.9K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,761$28.9K0.01%013F-HRTimelineGroup
Triumph Capital Management1,756$28.9K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,710$28.1K<0.01%new13F-HRTimeline
Financial Freedom, LLC1,605$26.4K0.01%+1213F-HRTimeline
JFS WEALTH ADVISORS, LLC1,537$25.3K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,500$24.6K0.02%013F-HRTimeline
Carolina Wealth Advisors, LLC1,409$23.1K0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,415$23K<0.01%+7513F-HRTimelineGroup
IFC & Insurance Marketing, Inc.1,304$21K0.02%13F-HRTimeline
McIlrath & Eck, LLC1,276$21K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,201$19.7K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.1,068$17.5K<0.01%new13F-HRTimeline
Quarry LP1,060$17.4K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,030$16.9K0.01%-52213F-HRTimeline
SageView Advisory Group, LLC1,028$16.9K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA986$16.2K0.01%+113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.965$15.9K<0.01%013F-HRTimeline
Kentucky Trust Co930$15.3K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.914$15K<0.01%+313F-HRTimeline
Clean Yield Group900$14.8K<0.01%+81713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC897$14.7K<0.01%013F-HRTimelineGroup
Bangor Savings Bank885$14.5K<0.01%013F-HRTimeline
Westfuller Advisors, LLC797$13.1K0.01%+613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC802$13K<0.01%-20513F-HR/ATimelineGroup
Breakwater Investment Management766$12.6K<0.01%013F-HRTimeline
Westside Investment Management, Inc.750$12.3K<0.01%013F-HRTimeline
Armor Investment Advisors, LLC746$12.3K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc739$12.1K<0.01%013F-HRTimeline
Peterson Wealth Services728$12K<0.01%-9713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd700$11.5K<0.01%new13F-HRTimelineGroup
EPG Wealth Management LLC698$11.5K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.676$11.1K<0.01%-57,80413F-HRTimelineGroup
Larson Financial Group LLC672$11K<0.01%-8013F-HRTimeline
FIRST COMMUNITY TRUST NA625$10.3K0.01%013F-HRTimeline
MCF Advisors LLC610$10K<0.01%+55013F-HRTimeline
Independence Bank of Kentucky600$9.86K<0.01%-20013F-HRTimeline
Vermillion Wealth Management, Inc.579$9.52K<0.01%+413F-HRTimeline
Washington Trust Advisors, Inc.550$9.04K<0.01%013F-HRTimeline
North Star Investment Management Corp.530$8.71K<0.01%013F-HRTimeline
Glassman Wealth Services526$8.64K<0.01%013F-HRTimeline
United Financial Planning Group LLC513$8.42K0.01%+413F-HRTimeline
Osbon Capital Management LLC496$8.14K0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV468$7.68K<0.01%+313F-HRTimeline
Pflug Koory, LLC450$7.39K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC450$7.39K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…437$7.17K<0.01%013F-HRTimeline
eCIO, Inc.436$7.16K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC429$7.05K<0.01%+5913F-HRTimeline
Kennebec Savings Bank428$7.03K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC400$6.57K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC377$6.19K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management336$6K<0.01%-2,51913F-HRTimeline
Realta Investment Advisors350$5.75K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.330$5.42K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc328$5.39K<0.01%+313F-HRTimeline
Cherry Tree Wealth Management, LLC313$5.15K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC312$5.13K<0.01%new13F-HRTimeline
Caitlin John, LLC307$5.04K<0.01%+313F-HRTimeline
Sound Income Strategies, LLC282$4.99K<0.01%+313F-HRTimeline
Signature Resources Capital Management,…286$4.7K<0.01%+113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.264$4.34K<0.01%013F-HRTimeline
Turim 21 Investimentos Ltda.250$4.11K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC250$4.11K<0.01%013F-HRTimelineGroup
Meramec Financial Planners, LLC200$3.71K<0.01%13F-HRTimeline
Byrne Asset Management LLC205$3.37K<0.01%+513F-HRTimeline
WHITTIER TRUST CO193$3.32K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC190$3.12K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC200$3K<0.01%new13F-HRTimelineGroup
Turning Point Benefit Group, Inc.182$2.99K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC180$2.96K<0.01%013F-HRTimeline
Signature Equity Partners, LLC176$2.89K<0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC169$2.78K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.160$2.63K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.150$2.46K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC129$2.46K<0.01%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.138$2.27K<0.01%13F-HRTimeline
Cresta Advisors, Ltd.132$2.17K<0.01%new13F-HRTimeline
Bear Mountain Capital, Inc.122$2.14K<0.01%+113F-HRTimeline
Basepoint Wealth LLC123$2.02K<0.01%new13F-HRTimeline
WealthShield Partners, LLC112$1.84K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.103$1.69K<0.01%013F-HRTimeline
Activest Wealth Management100$1.64K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC81$1.33K<0.01%013F-HRTimeline
Stephens Consulting, LLC63$1.04K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.39$1K<0.01%-30713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cape Investment Advisory, Inc.60$986<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.55$904<0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI50$822<0.01%013F-HRTimeline
EASTERN BANK50$822<0.01%013F-HRTimeline
Balentine LLC44$723<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC35$575<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC32$529<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC27$444<0.01%13F-HRTimeline