Skip to content
Disclosery

ICLN ISHARES TR

Follow

COM (fund)

475 managers (479 13F filers) reported a position in ICLN shares at 2026-06-30, 51,865,427 shares in all. 100 filers opened a position and 45 filers sold out during the quarter.

Managers
475
13F filers
479
New
100
Added
160
Reduced
89
Sold out
45
Shares held by filers
51,865,427

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC603$12.4K<0.01%013F-HRTimeline
Oakmont Advisory Group, LLC592$12.1K0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.581$11.9K<0.01%+213F-HRTimeline
Founders Financial Alliance, LLC555$11.4K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.550$11.3K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding550$11.3K-44,474Timeline
North Star Investment Management Corp.530$10.9K<0.01%013F-HRTimeline
Glassman Wealth Services526$10.8K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC515$10.6K<0.01%-51513F-HRTimeline
United Financial Planning Group LLC514$10.5K0.01%+113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK502$10.3K<0.01%013F-HRTimelineGroup
First Bancorp, Inc /ME/500$10.2K<0.01%new13F-HRTimeline
Osbon Capital Management LLC496$10.2K0.01%013F-HRTimeline
Pflug Koory, LLC450$9.22K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC450$9.22K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…437$8.97K<0.01%013F-HRTimeline
eCIO, Inc.437$8.95K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA420$8.6K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC400$8.2K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS400$8.2K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC377$7.72K<0.01%013F-HRTimeline
Larson Financial Group LLC352$7.21K<0.01%013F-HRTimeline
CrossGen Wealth, LLC344$7.05K0.01%new13F-HRTimeline
Hanson & Doremus Investment Management336$7K<0.01%-21913F-HRTimeline
AdvisorNet Financial, Inc329$6.74K<0.01%+113F-HRTimeline
Cherry Tree Wealth Management, LLC313$6.42K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.312$6.39K<0.01%013F-HRTimeline
Caitlin John, LLC308$6.3K<0.01%+113F-HRTimeline
Independence Bank of Kentucky300$6.15K<0.01%013F-HRTimeline
Signature Resources Capital Management,…287$5.88K<0.01%+113F-HRTimeline
MATHER GROUP, LLC.282$5.78K<0.01%+20413F-HRTimeline
Kennebec Savings Bank279$5.72K<0.01%-14913F-HRTimeline
Physician Wealth Advisors, Inc.274$5.61K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.264$5.41K<0.01%013F-HR/ATimeline
Concord Wealth Partnersin group Concord Wealth Partners263$5.38K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC250$5.12K<0.01%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC200$4.1K<0.01%new13F-HRTimeline
ENTRUST FINANCIAL LLC200$4.1K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC190$3.89K<0.01%013F-HRTimeline
WHITTIER TRUST CO193$3.88K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC180$3.69K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC169$3.46K<0.01%-413F-HRTimeline
Kilter Group LLC168$3.44K<0.01%+16713F-HRTimeline
Smartleaf Asset Management LLC165$3.28K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.160$3.28K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.150$3.07K<0.01%013F-HRTimeline
WealthShield Partners, LLC148$3.03K<0.01%+8413F-HRTimeline
Bear Mountain Capital, Inc.138$2.62K<0.01%+1613F-HRTimeline
WELLINGTON-ALTUS USA INC.138$2.52K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.103$2.11K<0.01%013F-HRTimeline
Activest Wealth Management100$2.05K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC81$1.66K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.76$1.58K<0.01%013F-HRTimelineGroup
Planning Strategies Inc.58$1.19K<0.01%13F-HRTimeline
FAS Wealth Partners, Inc.56$1.15K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.55$1.13K<0.01%013F-HRTimeline
EASTERN BANK50$1.02K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC50$1.02K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.39$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HAGER INVESTMENT MANAGEMENT SERVICES, L…45$922<0.01%new13F-HRTimeline
Balentine LLC44$902<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.40$820<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC32$662<0.01%013F-HRTimeline
Key Capital Management, INC27$553<0.01%new13F-HRTimeline
Abound Wealth Management20$410<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…12$249<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.11$225<0.01%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT10$205<0.01%013F-HRTimeline
Blue Trust, Inc.10$205<0.01%013F-HRTimeline
New Republic Capital, LLC9$184<0.01%013F-HRTimeline
Your Advocates Ltd., LLP6$117<0.01%+513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC5$103<0.01%013F-HRTimeline
Kingdom Financial Group LLC.1$15<0.01%013F-HRTimeline
Centerpoint Advisors, LLC17$00%013F-HRTimelineValue filed as zero, left out of ratios.
TSFG, LLC10$00%013F-HRTimelineValue filed as zero, left out of ratios.