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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,976,878$56.6M0.01%-1,411,00013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,002,504$34.2M<0.01%-253,02313F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,026,554$23.1M0.04%+1,607,43513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,881,931$21.4M<0.01%-841,78313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,313,068$14.9M0.01%13F-HR/ATimelineGroup
1832 Asset Management L.P.1,271,323$14.5M0.03%+243,59813F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.1,173,741$13.4M0.13%+1,030,48313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,160,541$13.2M0.01%+55,22113F-HRTimelineGroup
Perbak Capital Partners LLP1,102,201$12.5M6.7%+170,86913F-HRTimeline
Money Design Co.,Ltd.930,642$10.6M0.55%-23,82713F-HRTimeline
LPL Financial LLC756,753$8.61M<0.01%-29,56313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC738,685$8.41M<0.01%-913,24513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC737,913$8.4M0.01%-96,58413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC672,304$7.65M0.01%-225,67513F-HRTimeline
Allianz SEin group Allianz SE662,705$7.56M0.2%+96,91013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA628,292$7.15M<0.01%-151,80113F-HRTimelineGroup
Generali Investments CEE, investicni sp…619,000$7.04M0.73%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN590,526$6.72M<0.01%-249,19213F-HRTimelineGroup
Walleye Trading LLCin group Walleye Capital LLC566,730$6.45M0.13%+302,86913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO551,314$6.27M<0.01%+43,81913F-HRTimelineGroup
CX Institutional432,009$4.92M0.2%-44,26913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.366,020$4.17M0.01%-89,06613F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding360,100$4.1M-227,000Timeline
Cetera Investment Advisers293,366$3.34M0.01%-17,38813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…276,291$3.14M0.01%-14,49613F-HRTimelineGroup
Wealthfront Advisers LLC266,458$3.03M0.01%-60,95413F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC248,100$2.82M<0.01%-60,22913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC247,497$2.82M0.01%-19,21313F-HRTimeline
ALLIANCEBERNSTEIN L.P.234,159$2.66M<0.01%+33,56313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC224,080$2.56M<0.01%-276,32713F-HRTimelineGroup
Pure Financial Advisors, LLC216,880$2.47M0.06%+49,35013F-HRTimeline
Cambridge Investment Research Advisors,…215,606$2.45M0.01%-6,20613F-HRTimeline
Creative Planningin group Creative Planning180,518$2.05M<0.01%-4,38313F-HRTimelineGroup
SG Americas Securities, LLC175,094$1.99M0.01%+1,68413F-HRTimeline
IFP Advisors, Inc172,180$1.96M0.06%+168,02213F-HRTimeline
Prime Buchholz LLC158,000$1.8M0.59%13F-HRTimeline
Sender Co & Partners, Inc.153,019$1.74M2.16%new13F-HRTimeline
Corecam Pte. Ltd.148,000$1.68M0.91%-299,30013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…144,646$1.65M0.01%-27,45313F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …140,718$1.6M0.03%-12,52513F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC134,994$1.54M0.28%+120,54813F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT134,776$1.53M0.71%+68213F-HRTimeline
OLD MISSION CAPITAL LLC128,189$1.46M0.03%+64,46413F-HRTimeline
SPINNAKER TRUST120,168$1.37M0.09%-21,27413F-HRTimeline
Beacon Pointe Advisors, LLC118,778$1.35M0.01%-28,17413F-HRTimeline
Federation des caisses Desjardins du Qu…117,221$1.33M0.01%-37,82513F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC115,861$1.32M0.07%new13F-HRTimelineGroup
First Affirmative Financial Network111,209$1.27M0.73%-95813F-HRTimeline
GFS Advisors, LLC102,136$1.16M0.18%-6,17613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…101,813$1.16M<0.01%-60,78113F-HRTimelineGroup
MOLLER WEALTH PARTNERS98,329$1.12M0.29%+9,37313F-HRTimeline
CIBC WORLD MARKET INC.96,996$1.1M<0.01%+1,86013F-HRTimeline
HighTower Advisors, LLC91,060$1.04M<0.01%-9,90613F-HRTimeline
Providence First Trust Co89,848$1.02M0.38%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/88,480$1.01M<0.01%-34,16213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…82,883$943K<0.01%-11,32013F-HRTimelineGroup
Claret Asset Management Corp81,800$931K0.15%+9,80013F-HRTimeline
Coastal Bridge Advisors, LLC80,811$920K0.23%-11,83813F-HRTimeline
Community Financial Services Group, LLC78,471$893K0.18%-4,82313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.75,602$860K0.01%-20,69213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC75,590$860K<0.01%+1,44013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP74,599$849K0.02%-38113F-HRTimeline
Palisades Hudson Asset Management, L.P.73,886$841K0.35%+8,91513F-HRTimeline
Merit Financial Group, LLC73,741$839K0.02%+3,47913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co70,486$802K0.01%-98,48613F-HRTimelineGroup
ELEMENT POINTE ADVISORS, LLC69,777$794K0.19%-3,15513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…69,234$788K<0.01%-277,74613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP67,830$772K<0.01%+7,76313F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth67,259$765K<0.01%+10,60113F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …61,991$705K0.02%+25,57613F-HRTimelineGroup
Factor Wealth Management LTD60,781$692K0.23%13F-HRTimeline
Cresset Asset Management, LLC60,023$683K<0.01%-8,29713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp60,002$683K<0.01%-33,74913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/59,204$674K<0.01%-36,35613F-HRTimelineGroup
PFG Investments, LLC56,477$643K0.04%+25,29313F-HRTimeline
Milestone Investment Advisors LLC55,787$635K0.17%-28,15213F-HRTimeline
Affinity Capital Advisors, LLC52,814$624K0.12%-18,45113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…52,287$595K0.17%013F-HRTimeline
Comprehensive Money Management Services…51,977$591K0.49%13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.51,604$587K<0.01%+12,88513F-HRTimelineGroup
TRUST CO OF VERMONT49,676$565K0.03%+3,87713F-HRTimeline
Walkner Condon Financial Advisors LLC49,620$564K0.11%+3,13013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…48,177$548K<0.01%+15,80613F-HR/ATimeline
Lynx Investment Advisory48,033$547K0.37%-3,61513F-HRTimeline
Veltria Advisors Corp.47,575$541K0.23%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,573$541K<0.01%-22,64113F-HRTimelineGroup
First Horizon Advisors, Inc.47,498$541K0.02%+6,19213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP46,725$532K<0.01%-11,79813F-HRTimelineGroup
Cardinal Point Capital Management ULC43,515$495K0.08%+1,71013F-HRTimeline
Exchange Capital Management, Inc.43,022$490K0.08%+6,29613F-HRTimeline
Mariner, LLCin group Mariner, LLC42,204$480K<0.01%-3,38913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.41,837$476K0.01%+2,17513F-HRTimeline
Balanced Rock Investment Advisors LLC41,682$474K0.38%+4,77213F-HRTimeline
Advisory Services Network, LLC41,594$473K0.01%-6,79113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP39,612$451K0.01%013F-HRTimeline
Biltmore Family Office, LLC39,427$449K0.08%-10,30313F-HRTimeline
VERITY Wealth Advisors39,334$448K0.32%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.38,948$443K<0.01%-4,39813F-HRTimeline
Private Advisor Group, LLC38,675$440K<0.01%-27,87613F-HRTimeline
Sanctuary Advisors, LLC37,581$429K<0.01%-6,06213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC37,590$428K<0.01%-276,95013F-HRTimelineGroup
Point Windward Advisors Inc.36,863$420K0.16%+1,12213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp36,045$410K0.01%-1,20613F-HRTimelineGroup
NATURAL INVESTMENTS, LLC36,083$410K0.11%13F-HRTimeline
NEPC LLC35,461$404K0.01%013F-HRTimeline
SHUFRO ROSE & CO LLC35,188$400K0.03%-3,00613F-HRTimeline
Knollwood Investment Advisory, LLC34,105$388K0.04%013F-HRTimeline
Smithfield Trust Co34,146$388K0.02%-2,89513F-HRTimeline
Baker Avenue Asset Management, LP32,764$373K0.01%-1,15413F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A32,693$372K<0.01%-1,39313F-HRTimelineGroup
Rothschild Wealth LLC32,575$371K0.11%+29,29613F-HRTimeline
Paragon Capital Management Ltd32,463$369K0.07%+32213F-HRTimeline
Mandatum Life Insurance Co Ltd32,360$368K0.11%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,322$368K<0.01%-13,54013F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC31,930$363K0.02%013F-HRTimeline
Minot DeBlois Advisors LLC31,922$363K0.33%13F-HRTimeline
Prospera Financial Services Inc31,841$362K0.01%-54813F-HRTimeline
Quantitative Investment Management, LLC31,777$361K0.03%+19,63113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…30,937$352K0.01%-72213F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC30,862$351K0.33%-176,97013F-HRTimeline
SIG BROKERAGE, LP29,382$334K0.16%13F-HRTimeline
SCOTIA CAPITAL INC.27,905$318K<0.01%-13,22813F-HRTimeline
US FINANCIAL ADVISORS, LLC27,225$310K0.1%+70913F-HRTimeline
FNY Investment Advisers, LLC26,981$307K0.16%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,907$306K<0.01%+44913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS26,593$303K<0.01%-2,17013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,591$303K<0.01%-3,58513F-HRTimeline
Bright Futures Wealth Management, LLC.25,681$288K0.26%-5,43013F-HRTimeline
HUB Investment Partners, LLC25,273$288K0.01%-6,89213F-HRTimeline
Chesley Taft & Associates LLC24,727$281K0.01%-3,50013F-HRTimeline
TD Waterhouse Canada Inc.24,745$281K<0.01%-1,95713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC24,421$278K0.05%+1,17613F-HRTimeline
Integrated Wealth Concepts LLC24,392$278K<0.01%-4,90913F-HRTimeline
Joel Isaacson & Co., LLC24,240$276K0.01%+1,31213F-HRTimeline
TPG Advisors LLC23,930$272K0.21%+2,56313F-HRTimeline
Rathbones Group PLC23,812$271K<0.01%-31,78013F-HRTimeline
IHT Wealth Management, LLC23,795$271K0.01%-77,31713F-HRTimeline
Charter Oak Capital Management, LLC22,825$260K0.02%+7,95013F-HRTimeline
SBI Securities Co., Ltd.22,432$255K0.01%13F-HRTimeline
SIMPLEX TRADING, LLC22,456$255K0.01%-73,66513F-HRTimeline
Geneos Wealth Management Inc.22,063$251K0.01%-3,12813F-HRTimeline
Montecito Bank & Trust22,004$250K0.04%013F-HRTimeline
CURA WEALTH ADVISORS, LLC21,642$246K0.11%13F-HRTimeline
GARRISON POINT ADVISORS, LLC21,624$246K0.12%-4,85013F-HRTimeline
Nvest Financial, LLC21,090$240K0.12%new13F-HRTimeline
Janney Montgomery Scott LLC20,878$238K<0.01%-19,28613F-HRTimeline
Bond & Devick Financial Network, Inc.16,039$236K0.1%013F-HRTimeline
Compagnie Lombard Odier SCmA20,500$233K<0.01%-3,20013F-HRTimeline
BLAIR WILLIAM & CO/IL20,362$232K<0.01%-5,70913F-HRTimeline
White Lighthouse Investment Management …20,325$231K0.04%-5,67713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd20,315$231K0.02%new13F-HRTimelineGroup
Meridian Wealth Advisors, LLC20,074$228K0.04%-1,11413F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP19,968$227K0.01%-1,77513F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…19,773$225K<0.01%013F-HRTimelineGroup
DIVERSIFIED TRUST CO19,697$224K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\19,622$223K<0.01%-6,44013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources19,595$223K<0.01%-10,48013F-HRTimelineGroup
MAI Capital Management19,491$222K<0.01%-2,14113F-HRTimeline
Obermeyer Wealth Partners19,479$222K0.01%-4,29113F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC19,415$221K0.01%-12013F-HRTimeline
Total Wealth Planning, LLC19,144$218K0.03%-1,490,89513F-HRTimeline
Merriman Wealth Management, LLC18,777$214K0.01%+18413F-HRTimeline
WBH ADVISORY INC18,714$213K0.02%-2,07013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,166$207K<0.01%-15,45413F-HRTimelineGroup
IEQ CAPITAL, LLC18,032$205K<0.01%-7,18513F-HRTimeline
Opes Wealth Management LLC17,792$202K0.04%013F-HRTimeline
Cascade Financial Partners, LLC17,365$198K0.03%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC17,285$197K0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…16,354$190K0.02%-221,66713F-HRTimeline
Nelson Capital Management, LLC16,490$188K0.03%013F-HRTimeline
Legacy Edge Advisors, LLC16,396$187K0.03%+2,68313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC16,400$187K<0.01%013F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC16,427$187K0.03%-23413F-HRTimeline
Integrated Advisors Network LLC16,344$186K0.01%-2,90113F-HRTimeline
Axos Invest Inc.16,235$185K0.13%+2313F-HRTimeline
5th Street Advisors, LLC16,161$184K0.1%+2,79413F-HRTimeline
Mutual Advisors, LLC15,805$180K0.01%-3,63613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC15,765$179K0.01%013F-HRTimeline
Marks Group Wealth Management, Inc15,710$179K0.02%013F-HRTimeline
Dynamic Advisor Solutions LLC15,629$178K0.01%-28213F-HRTimeline
NewEdge Wealth, LLC15,325$174K<0.01%-37613F-HRTimeline
LPWM LLC15,270$174K0.06%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC15,100$172K<0.01%-2,58213F-HRTimeline
Perigon Wealth Management, LLC14,983$171K<0.01%-10,38413F-HRTimeline
COMERICA BANK14,938$170K<0.01%013F-HR/ATimeline
Seven Springs Wealth Group, LLC14,895$170K0.06%-37,36713F-HRTimeline
Valmark Advisers, Inc.14,888$169K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust14,749$168K0.02%+1313F-HRTimeline
Thrive Capital Management, LLC14,708$167K0.08%-2,95913F-HRTimeline
Triton Financial Group Inc14,528$165K0.1%-14113F-HRTimeline
FOSTER & MOTLEY INC14,434$164K0.01%-53013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,342$163K<0.01%+1,75213F-HRTimelineGroup
Peoples Bank/KS14,310$163K0.11%013F-HRTimeline
Retirement Planning Co of New England, …14,165$161K0.08%-2,30213F-HRTimeline
Pettinga Financial Advisors LLC14,158$161K0.04%-7,69513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,812$157K<0.01%new13F-HRTimelineGroup
CW Advisors, LLC13,645$155K<0.01%-1,10613F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT13,554$154K0.01%+1,45013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB13,539$154K<0.01%-90013F-HRTimeline
Johnson Bixby & Associates, LLC13,143$150K0.02%+60713F-HRTimeline