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Disclosery

ICLN ISHARES TR

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COM (fund)

432 managers (432 13F filers) reported a position in ICLN shares at 2024-12-31, 37,572,552 shares in all. 24 filers opened a position and 98 filers sold out during the quarter.

Managers
432
13F filers
432
New
24
Added
87
Reduced
182
Sold out
98
Shares held by filers
37,572,552

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
OLIVER LAGORE VANVALIN INVESTMENT GROUP100$1.14K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.85$968<0.01%13F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC81$922<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC76$865<0.01%13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.71$808<0.01%new13F-HRTimelineGroup
Stephens Consulting, LLC63$717<0.01%013F-HRTimeline
MCF Advisors LLC60$681<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…51$580<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…50$552<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC48$546<0.01%new13F-HRTimeline
Winch Advisory Services, LLC45$510<0.01%+113F-HRTimeline
Balentine LLC44$501<0.01%-1,94013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC35$398<0.01%013F-HRTimeline
NorthRock Partners, LLC33$376<0.01%new13F-HR/ATimeline
Glen Eagle Advisors, LLC32$360<0.01%+113F-HRTimeline
WR Wealth Planners, LLC22$250<0.01%013F-HRTimeline
GS Investments, Inc.20$230<0.01%013F-HRTimeline
Abound Wealth Management20$228<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC15$171<0.01%-99013F-HRTimeline
CNB Bank13$148<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…12$135<0.01%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9$102<0.01%013F-HRTimeline
New Republic Capital, LLC9$102<0.01%013F-HRTimeline
CGC Financial Services, LLC3$34<0.01%013F-HRTimeline
Evergreen Private Wealth LLC3$34<0.01%013F-HRTimeline
Denver PWM, LLC2$23<0.01%new13F-HRTimeline
Investors Research Corp2$23<0.01%013F-HRTimeline
Viewpoint Capital Management LLC2$23<0.01%-713F-HRTimeline
LANARK FINANCIAL, INC.1$12<0.01%-2,33813F-HRTimeline
Frazier Financial Advisors, LLC1$7<0.01%013F-HRTimeline
Centerpoint Advisors, LLC17$00%-1,10013F-HRTimelineValue filed as zero, left out of ratios.
1620 INVESTMENT ADVISORS, INC.0$00%-20013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.